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How to: Add students manually from within School Product

For: School Admins Platform: School Product (Web Only)

School Admins can add students in two ways:

  • Add one student at a time

  • Upload many students using a CSV file



From within the Students module, permissioned school-level users see an option to Add Students in the header row. Clicking this brings up two options: “Add students individually” or “Add students by csv file”.

✋ Users must have permission to view full student roster to access the Students module



How to: Add Students Individually

1. ​Click 'Students'

2. ​Click 'Add Students'

  • Select Add students individually from the menu

3. Enter Student Details

  • Fill in all required fields

    • Required fields for student record: Student first name and Student last name

4. Add a Family Contact

  • Fill in all required fields

    • Required fields for contact record: Phone number, Relationship, Language

  • Important:

    • At least one contact is required

    • Contact phone numbers must be unique

5. Add More Contacts (Optional)

  • Select + Add family contact to add more

6. Save the Student

  • Select Add once all required fields are complete


How to: Add Students via CSV File (Bulk Upload)

1. ​Click 'Students'

2. ​Click 'Add Students'

  • Select Add students by csv file from the menu

3. Upload Your File

  • Drag and drop your csv file or use the file picker

File must:

  • Be in .csv format

  • Include all required columns:

    • Student First Name

    • Student Last Name

    • Relationship

    • Language

    • Mobile Number

Helpful tip: Use the Sample files & instructions link in the modal, or make a copy, download, and use our Google Sheets template.

If using the Google Sheets template, please ensure that you've downloaded the file as a csv to have a successful upload.

What happens next:

  • A spinner appears while the system checks:

    • File type

    • Required columns are present with correct headers

5. Add Students

  • Select Add once:

    • File is valid

6. Wait for Processing

  • The system creates students and contacts

During processing:

  • Students are flagged as manually added

  • Large uploads are split into smaller batches

7. Confirm Success

  • A green success message appears

  • It closes automatically after a few seconds


Helpful .csv file tips:

  • Column headers work regardless of casing

  • All required fields must have data

  • At least one contact per student is required

  • For students with multiple contacts, add multiple rows with the same student name (include one contact per row)

  • Contacts will be automatically grouped

Manual ID (Optional):

  • Must be unique within the school

  • Cannot be shared between students

  • Accepts letters, numbers, punctuation


FAQs

Who can add students in the School Product?


School-level users with permission to manually add students to the school will be able to add students to schools directly from within the Students module.

Can I include multiple family contacts for one student in the file?

Yes. To include multiple contacts for a single student in the file, the user should generate multiple rows per student, each with one contact. Contacts will be consolidated automatically based on the student information.

Wait, what happened to the old template with the cut-and-paste flows?

We’ve updated the way uploads work! The old cut-and-paste modal in School Product has been replaced with a more consistent upload experience across both District and School products.

Instead of copying and pasting, you can now simply download your worksheet as a .csv file and upload it directly into the platform.

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