If you need to add a large number of students at once, you can streamline the process using the import feature. This allows you to compile your student data into a single Excel template and upload it to create all profiles simultaneously.
NOTE: Before uploading your template, make sure the file is saved strictly in the .xls format to prevent any import errors.
How to Import Students
You can follow these steps to import students:
Click on "Students" and then click on "Students".
Click on the "More" button at the top-right of the table.
Click on the "Upload Students" option.
Download the appropriate template.
Independent Students - Use this template to upload independent students.
Family Students - Use this template for uploading students that belong to a family.
Follow the instructions below to fill out the template:
Choose the method for processing the records. The options include:
Create New Records.
Update Matching on First & Last Name.
Update Matching on Email Address.
Select the template file and submit the form.
If there are no validation errors, all of the records will be uploaded. If there are validation errors, only the valid records will be uploaded and the rows with errors will be indicated. You'll need to correct these rows in the template and upload them again.
Updating Records
If you have some records that have already been uploaded and you do not want to create duplicate records when you upload the corrected records, you should either
Remove all of the correct records from the upload template
Select one of the "Update" options so any duplicate records will be updated instead of duplicated.
For more information about updating records, please see this article: Updating Records Using Import Templates.
Apple/Mac Users
If you're using Numbers (on Mac) to edit the template, be sure to save the file in .xls format. This article has step-by-step instructions on how to do this.