Bulk Import Students

This article will walk you through the process of bulk importing students.

From the dashboard, click on the Students main navigation option.

Once you are on the student list page, click on the Import Students button in the header.

Once you click on the Import Students button, a modal will popup.

Review all the available fields for a student import:

  1. First Name (required): First name of the student to help with filtering your student list.
  2. Last Name (required): Last name of the student to help with filtering your student list.
  3. Identifier (required): If the scan sheets are not prefilled, students will bubble in the ID using the identifier. If students are going to bubble in their identifier, it cannot be longer than 10 digits and it cannot contain letters. If the identifier is longer than 10 digits or the identifier contains letters, the student data will need to be prefilled on the scan sheets. You can review our help documentation on how to pre-fill student data on a scan sheet.
  4. Email Address (optional): Email address of the student to help with filtering your student list.

You will need to provide the following information:

  1. File upload (required): This is the CSV file that contains all the students you are importing into a class. Download a sample CSV file.
  2. Class (optional): If you select a class, the students will be imported to your main student list as well as added to the selected class.

When the import file is finished processing, you will be direct to an import confirmation page. This will give you an opportunity to review the imported students and make any necessary changes. Let's review some of the important elements on this screen:

  1. Import Type: This will let you know what type of import will happen for a particular student:
    1. Insert: If a student doesn't exist in the system, you will see an insert label. A new student record will be created for this student.
    2. Update: If a student does exist in the system, you will see an update label. The students data will be updated with the imported information. All previous testing data will not be impacted by this import.
  2. Action Menu: This will allow you to manage a student's import record:
    1. Edit: If you want to change any of the import details, use this option. If the student already exists, it will not update that record until you confirm the import.
    2. Delete: If you want to remove an import record, use this option. If the student already exists, it will not delete that record.
  3. Confirm Import: Once all the student data looks good, click on the confirm import button to complete the student import process.

Once the import is completed, you will be redirected to the student list.

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