When you import your first student roster you'll be required to include an ID number for each individual.
This ID number is used throughout the program, including when you import an updated student list. The system will determine, based on ID number, whether the student already exists or needs to be added. There's no need to document only the newly enrolled students; just upload your complete student roster each time in an Excel or CSV file format.
Any existing students that are found during the import will be updated based on additional information you may provide in the file (i.e. birthdate, email, etc).
IMPORTANT: If an existing student is not present in the current student file being uploaded they will NOT be deleted from the system. This is done to protect the integrity of past involvement data. Students can be deleted manually, if needed, from the Remove Individuals page (under People menu)
For information about updating student rosters across school years, please see the associated FAQ.
File Type must be .CSV or .TXT (with comma delimited fields). The file name should not have spaces or date/time stamps, such that any existing file will be overwritten during each transfer.
Please include a header row for reference, however the order of fields does not matter. Field values that include commas must be enclosed in quotes ("")
REQUIRED FIELDS
School/Campus: name of the school
School/Campus ID: unique ID or code for the school
Student ID: should match number on barcoded student ID card, if applicable
Last Name: last name of student
First Name: first name of student
Grade: grade level of student
OPTIONAL fields
Gender: gender of student
DOB: birthdate of student (supports app, survey/voting authentication)
Email: email address for student (supports app survey/voting distribution)
Race: race/ethnicity name or code of student (supports data analysis)
Homeroom: assigned homeroom for student (supports data analysis)
Counselor: assigned counselor for student (supports data analysis)
There are also custom text fields that can be populated if needed. Please contact us if you have questions about compatibility.
SAMPLE FILE CONTENTS
SchoolId,SchoolName,StudentId,LastName,FirstName,Grade,Gender,DOB,Counselor,StudentEmail
121,Adams High School,250255,Rogers,Brian,12,M,10/31/2001,"Smallwood, Brianna",250255@presidentsusd.org
122,Lincoln High School,251222,Ruiz,Janet,11,F,4/04/2003,"Ryan, James",251222@presidentsusd.org