Having trouble with your import? Send us a message using the teal chat button below! We want to make this as easy as possible for you!
Here's how to import your caseload:
1. Click on the Caseload tab.
2. Click Import Caseload.
3. Click on Import with Template.
4. Click the Download with Template button.
4. Paste your student information into the template. (IMPORTANT: Be sure to not delete or change the headings of any columns.)
5. Save as a .csv file.
6. Go back to the Caseload page.
7. Double-click in the dashed box (or drag your completed .csv file into the box).
8. Select your updated file and click "Open."
9. Refresh the page.
Need help? Click the chat button to send us a message.