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talway
Explorer III

Changing SubAccounts

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I am in need of updating the sub-accounts in Canvas due to a change in how they are viewed in Registrar's office.  Currently our math and science divisions are listed as one-Mathematics & Science (SIS ID = M) with all math and science courses being under this one item.  Beginning with the upcoming winter semester we have separated math and science into their own entities; Mathematics (SIS ID = M) and Science (SIS ID = SC).  I need a way to either move the current math courses into the new sub-account for math or leave the current courses as they are and force anything new into the Math sub-account.  (note:  Leaving it as it is and forcing the new courses into a new sub-account would reflect how the SIS is set up as we are not moving any of the old courses).  The new sub-accounts for mathematics and science are showing up in the list of sub-accounts in Canvas and are being shown in the accounts.csv file.  All of the courses in the SIS have been updated to reflect the new institutional code for the account division.  The missing piece is how to change what I see in Canvas to properly direct the courses from the SIS courses.csv file to the appropriate sub account in Canvas?

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James
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 @talway ,

Since you're using SIS and CSV, this is relatively easy.

Take a look at the SIS CSV Formats page in the API documentation. There is a courses.csv section that has an account_id.

The description is "The account identifier from accounts.csv, if none is specified the course will be attached to the root account."

When we need to move courses into sub-accounts, or between sub-accounts, we just re-upload the courses.csv file with a different account_id for those courses and Canvas moves them for us.

You don't have to generate this from the SIS. You're able to take a Provisioning or SIS Export admin report and get the information you need. Then use Excel to re-create the courses.csv file for the courses that need moved.

View solution in original post

6 Replies
James
Navigator

 @talway ,

Since you're using SIS and CSV, this is relatively easy.

Take a look at the SIS CSV Formats page in the API documentation. There is a courses.csv section that has an account_id.

The description is "The account identifier from accounts.csv, if none is specified the course will be attached to the root account."

When we need to move courses into sub-accounts, or between sub-accounts, we just re-upload the courses.csv file with a different account_id for those courses and Canvas moves them for us.

You don't have to generate this from the SIS. You're able to take a Provisioning or SIS Export admin report and get the information you need. Then use Excel to re-create the courses.csv file for the courses that need moved.

View solution in original post

I downloaded the SIS Export for the appropriate semester and obtained the necessary information for the courses.csv file, making sure the have the appropriate account designation.  However, when the courses.csv file uploaded, it did not place the courses into the new sub-account.  I made sure the the SIS IDs for the course designations were correct within Canvas and within the CSV file.  Just on a whim, I deleted the course from Canvas and it did not reload either.  I can manually change the courses but that is tedious.

James:

I was able to resolve this.  I was missing one piece of the puzzle.  I needed to go into the SIS Import menu, browse to the file with the new course information, click Override UI Changes and Process as UI Changes and then click the Process button.  Once I did that I was able to import the file.  I just missed that part.  Thank you for your assistance.

I'm glad you figured it out.

That step is only necessary if you make changes through the UI. We don't specify that with our SIS imports because our faculty don't change the account ID. Once you manually touch things, the SIS imports don't work unless you override the UI changes (that's the sticky field in the documentation).

Hi Tom, 
I'm glad you had success! I encountered the same issue, and when I tried you solved. It still didn't move to the new sub-account. 

Do I need to specify the old sub-account id and the new one? 
Here's what I have currently - any suggestions?335779_pastedImage_2.png

Ryan:

I am trying to remember the entire process.  In my original post I was trying to move courses after we had changed our sub-accounts, splitting math and science into separate divisions/sub-accounts.  However, what I found was that even though I had created a new sub account for Math, I had not given it the proper designation in the settings.  Therefore when the new courses where coming in, it didn't know where to put them and placed them at the root level.  To resolve this, I went to Admin > Root Account > Sub-Accounts, selected the newly created Math sub-account, Settings.  I then updated the SIS ID to include the sub-account code from our SIS, which in this case is "MT."  I think that was it.  Sorry, there have been a lot of events since that time.