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Table of Contents

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	Illustrations provided for consultation only...
	Illustrations provided for consultation only...

Excerpt

Beneficiaries can import mobility activities or participations into their project as long as the Final Beneficiary Report has not yet been submitted. The functionality to export and import mobility activities (Erasmus+ projects) or participations (ESC51 projects) allows to add multiple mobility activities/participations at once as well as to update multiple existing mobility activitiesones. While importing mobility activities/participations, organisation(s) can also be added to the project at the same time.

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	Copy of Manage export and import of mobility activities or participations
	Copy of Manage export and import of mobility activities or participations
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It is possible to export the mobility activity list as XLSX or CSV files and to import as XLSX or CSV. The instructions on this page are based on the processing of an XLSX file. All the latest templates and data dictionary files can be found on Data dictionary and Mobility Import-Export templates. For an overview of the process see Manage export and import of mobility activities or participations. For information regarding the import log, see the page View mobility activity import error logs. Excerpt IncludeManage export and import of mobility activities or participationsManage export and import of mobility activities or participationsnopaneltrue

For a quick overview of import and export of mobility activities in Beneficiary module, please view the eLearning video.

The examples used below are based on a KA131-HED - Mobility of higher education students and staff, call 2022, project.

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Note

titletype	Take notewarning

It is advisable to export the latest file template after each release to ensure that any changes (e.g. added or removed fields) are also reflected in the file you intend to import.

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title	Relevant For...

This page is relevant for:

Erasmus+, Call year 2021 onwards
- KA121 - Accredited projects for mobility of learners and staff in school education, vocational education and training, and adult education
- KA122 - Mobility for learners and staff in school education, vocational education and training, and adult education
- KA131-HED - Mobility of higher education students and staff supported by internal policy funds
- KA151-YOU - Mobility of young people for accredited organisations
- KA152-YOU - Mobility of young people
- KA153-YOU - Mobility of youth workers
- KA154-YOU - Youth participation activities
Erasmus+, Call year 2022 onwards
- KA171-HED - Mobility of higher education students and staff supported by external policy funds
European Solidarity Corps, all Calls
- ESC51 - Volunteering Projects

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	Root Questions or fields may vary .... (BM)

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Steps

Take note

In our example, the project does contain one mobility activity in status Complete, therefore the exported file will contain the relevant information.

Select the type of mobility activities to export

Numbered Headings

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Click on

Select "Import-export

mobility activity

" from the Content menu

Click on Import-export mobility activity in the Content menu of your project. The Import-export mobility activity screen opens, displaying:

An information message with a link to the Data dictionaries and Import-Export templates in the Beneficiary module guide. A tooltip, , is also displayed. Clicking on it opens additional guidelines with links to the eLearning videos available on the topic.
The Actions section, where you can download the list of existing mobility activities/participations (or the empty template) to XLSX or CSV formats and import the files with the now new and/or updated mobility activities.
The Import/Export status section, where you can view the import/export history and status. From here you also have access to the import logs, providing details regarding the successful or failed imports.

Import-export mobility activity screen

Here is an example of the Import-Export screen in a ESC51, call 2023, project.

Import-export screen in ESC51 project Image Added

Export the mobility activities

Select the type of mobility activities to export (Erasmus+ HED only)

In the Export mobility activitiessection of the screen, use the radio buttons to choose whether to export:

both draft and complete mobility activities or only the complete ones.
For KA131-HED and KA171-HED projects only: the list of either student or staff mobility activities.

Note

title

If there are no mobility activities in your project, the empty template file is downloaded.

Expand

title	Click here to expand for an example of the Export section for a KA121 project.

Here is an example for the Export mobility activities section in a KA121 project. There are no radio buttons to select Student or Staff.

Options available under Export mobility activities in a KA121 project

Click on "Export XLSX" and download the file

Click on the Export XLSX button.

Note
If there are no mobility activities/participations in your project, the empty template file is downloaded.

Click on Export XLS and download the file

A notification message displays, informing you on the export process. In the list, the status of the export displayed is, initially, Processing. Click on reload to refresh the list to check the progress.

Export process message

When the export file is ready, its status will be Exported. Click on the file name and follow the instructions on the screen to download it on your local device.

The file extension is *.xlsxand the file name is generally composed of: the project number, followed by the date and time of the export, e.g. 2021-1-EL01-KA131-HED-000015426-KA131-HED-12-11-2021-09-23-23-.xlsx.

Exported file in status Exported can be downloaded by clicking on hyperlinked file name

Update and save the mobility activity file

Open the file and update the mobility activity/participations list as described on the page Edit the import file. Data dictionaries are provided for a better understanding of the content and the fields displayed in the exported files.

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Info

Note

Information	type	generic

When saving the file, please ensure to keep the original file extension, otherwise the import will fail.

Import the

mobility activity

file

Select the type of mobility activities to import (Erasmus+ HED only)

Use In the Import section of the screen, use the radio buttons to choose whether you will upload student or staff mobility activities into your project. Your selection must match the mobility activity type in the XLSX file. In our example we have selected Students, which is also the default selection.

Select the type of mobility activities to import

Expand

title	Click here to expand for an example of the Import section for a KA121 project.

Here is an example for the Import mobility activities section in a KA121 project. There are no radio buttons to select Student or Staff.

Import mobility activities section in a KA121 project

Information

Info

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type	generic

It is possible to run multiple imports in parallel, even if they affect the same mobility activities/participations. In such cases, the latest successful import will overwrite previous information for the same mobility activity/participation.

"Select file" to upload

Click on Select file, then follow the onscreen instructions to locate the file and upload it. Alternatively, you can drag and drop the file from its location to the designated area on the screen.

The import will start shortly after the file is added, and a message is displayed. The mobility activities records will be imported as either complete or draft, depending on how much information you provided in the file.

Select file to upload

You can monitor the import progress in the Import/Export status list (see next section). Initially, the status of the import will be Requested. When importing a file, the system first checks if the file type is right, then it checks if the field format and content are correct and finally it checks against the rules described in the Erasmus+ Programme Guide.

Click on reload to refresh the list to check the progress.

Info

title	Information

If your import file contains a very large number of mobility activities/participations, importing may take longer.

Import started

If the import is successful, the status will be Imported and the number of imported Complete and Draft mobility activities/participations is displayed in the list. The imported mobility activities records are listed in the Mobility Activities/Participation section of your project. To view more details on the import, such as specific information on the imported draft mobility activities/participations, click on the View icon to open the Import Log.

If the import status is indicated with Error, the import has failed and the relevant details are provided in the import log.

note

Take

title

Note

When completed mobility activities records were exported and reimportedre-imported, they are checked automatically against all rules, including business rules that may have been introduced or updated after the mobility activity/participation was completed previously. In such cases, the reimported mobility activity re-imported record becomes a draft mobility if it no longer complies with such rules.

In this example, the import was successful. Five completed and three draft mobility activities have been imported.

Example of completed successful import

Import/export status list

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	View mobility activity import error logs
	View mobility activity import error logs
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See the page View mobility activity import error logs for details.

Expected Outcome

The file including draft/complete mobility activities has been imported into the project, and is displayed in the Import/Export list.
The list of imported mobility activities can be viewed in the Mobility activity section of the project.

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