Import students, teachers, and sections via CSV files when logged in with a media specialist account.
The Basics
CSV rostering involves three files: Sections, Teachers, and Students. To streamline the section enrollment process, we recommend importing the files in that exact order.
Refer to the linked templates below for formatting, or refer to this article.
With CSV rostering, you can:
- Add new sections, students, or teachers via CSV at any time without impacting or writing over existing users or sections.
- Update existing student and teacher records (like grade or section) by importing a CSV record that matches the existing student or teacher username.
- Delete sections, students, and teachers by using an optional “delete” column populated with the value “true” or “yes.”
Step-by-Step Instructions
1. Navigate to Roster CSV Imports
Once you have finalized your CSV file, it's time to import it. From your admin home screen, navigate to Classes and Readers > Roster CSV Imports.
2. Select the Type of Import and Upload Your CSV
Click the desired option (sections, teachers, or students). Please note, you MUST add sections before importing them as part of student or teacher rostering imports.
Then, click Choose a File and then Upload CSV in the upper righthand side of the page.
3. Preview the Changes or Address Any Errors
The system will analyze your file, which could take a few minutes, and then show you the results when completed. A green check will appear next to the import name if the file is accepted. Underneath, it will list which actions will be completed.
- Records To Add: New students, teachers, or sections will be added.
- Records To Update: Existing students, teachers, or sections will be edited.
- Records to Delete: Previously added students, teachers, or sections will be deleted.
A red X will appear next to the import name if there were errors in the file, followed by a list of which errors occurred where.
- Missing Data: Certain rows contain empty required fields. Review the rows with issues and make sure you include data for the specified columns.
- Invalid Data: Some of your fields include special characters or spaces. Check the specified rows and ensure all characters are compatible.
- Duplicate Data: The specified rows contain identical information when they must be unique. Review and edit the fields so that they are not the same.
- Invalid Deletions: Some rows in your CSV are marked for deletion, but do not match any existing username or section name. Check the specified rows and either remove "TRUE" or edit the username or section name.
If you receive errors, return to the original file and correct all rows containing the errors. Then, upload your new document. For more information on troubleshooting, please refer to this article.
Once your import does not contain any errors and you are satisfied with the changes to be made, click the "Import" button in the top, right hand corner of the page to upload those records.
4. Verify Your Changes and Import!
In the pop-up window, verify that you would like to run the import by reading and checking the notices in each of the three checkboxes and then click the Import button.
Once the import is complete, you will see a green check mark next to the import type on the Roster CSV Imports page.
5. Complete Your Imports and Review
To import your remaining roster updates for your sections, students, or teachers, repeat steps 1-4.
To review your imports, go to the "Manage Roster" section by navigating to Classes and Readers > Manage Roster to view all of your imported information. Here, you can manually add, edit, and update individual sections, students, and teachers, as well as manage enrollments from the sections tab.
CSV Rostering Training (8/1/24): Preparing Rosters for a New School Year
Discover everything you need to know about rostering students, teachers, and course enrollments, including tips for streamlining back-to-school updates and ongoing maintenance.
- Roster Downloads: Download section, student, and teacher files with your site’s current rostering data to facilitate changes to student grades, sections, and more for a new school year.
- Passwords: Student and teacher passwords are not included in downloads. When importing updated files, leave the password field blank for returning students and teachers to keep it unchanged for the new school year.
- Deleting Accounts: Remove accounts by setting the delete option for those students and teachers when uploading their CSVs.
- Changing Student Grade Levels: As long as a student's username is the same, you can upload an updated CSV with the student's new grade level to change it. This can be done in CSVs that also include new students.
- Updating Sections: Sections should be deleted when they are no longer needed using the Delete column.
More Resources
CSV Rostering File Requirements and Formatting