If you have a .csv file spreadsheet of the students on your caseload, then you can get your caseload added into your account in just a matter of minutes!
First, you’ll need your caseload information in a CSV spreadsheet file. There are 3 different ways to do this:
The easiest way is to download your caseload information from your online IEP system.
Not an option? Try copying and pasting your caseload list from your online system into your preferred spreadsheet (e.g. Excel, Google Sheets, Numbers).
OR create your own spreadsheet with your student information. You can use this example CSV file to get started!
Click on one of the options below to learn how to save your spreadsheet as a CSV file.
Google Sheets
Google Sheets
Select File > Download > Comma Separated Values (.csv)
Excel
Excel
Select File > Save as > CSV
Numbers
Numbers
Select File > Export to > CSV
Once you have that magical csv file ready, watch this video tutorial or scroll down for step-by-step directions!
To import your caseload, follow these steps:
1) Select the .csv file to import. Determine if the first row contains student information or headers - then click the corresponding button on the screen.
2) Match your column headers with the corresponding SLP Toolkit Data Fields, or select 'Don't Import' for columns you don't want to include. Then select 'Import' at the bottom.
3) Your caseload file will then be uploaded into SLP Toolkit! You can view this info in the 'Caseload' tab.
Caseload Import Troubleshooting Tips:
If you received an error message when trying to import your CSV file, please try the following troubleshooting steps:
Ensure that your file is either in CSV or Excel (xls, xlsx and xlsb) format
Double-check that the file you wish to import has the following fields: 'First Name' and 'Last Name'
Make sure that any dates within your file (i.e. Birthdates, Eval Due Dates) are formatted as 'MM/DD/YYYY'.
For additional troubleshooting tips, click here.
Pro-tip: The caseload screen automatically defaults to the headers below, but you can customize which fields are shown by going to the 'Actions' drop down at the top and selecting 'Customize Caseload Fields.' Deselect any fields you would like to hide and save your changes.
