WorkplaceHero

How to import your existing CPD from a spreadsheet

Bring years of past CPD in from a CSV file.

You can bring in CPD you recorded elsewhere, for example in a spreadsheet or an old system.

  1. Open your CPD log and select Import existing CPD.
  2. Save your spreadsheet as a CSV file. One row per activity.
  3. Upload the file. We show you which of your columns we think matches each field, and you can change any of them.
  4. Check the preview. Rows with a problem are highlighted, so you can fix them before importing.
  5. Confirm the import.

Things that trip people up

  • Hours must be hours. Enter 0.5 for 30 minutes, not 30.
  • Dates are read UK style, day first: 14/10/2026, 14-10-2026, 14 Oct 2026, 14th October 2026 and 2026-10-14 all work. 05/10/2026 is always 5 October, never 10 May. Times after a date are ignored, and dates stored as Excel numbers are converted automatically. The downloadable template includes two example rows - delete them before importing.
  • If something looks wrong, you have 24 hours to undo the whole import in one click.

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