Bulk Student Import Guide

Learn how to import hundreds of students or teachers at once using CSV files.

Accessing Bulk Import

1. Go to School Dashboard
2. Click "Bulk Import" card or navigate to School > Bulk Import
3. Select whether you want to import Students or Teachers

Preparing Your CSV File

Student CSV Format

Required columns:

• first_name: Student first name
• last_name: Student last name
• email: Student email address (must be unique)
• grade_level: Grade 1-12

Optional columns:

• parent_email: Parent email for notifications
• section: Class section (e.g., 5A, 5B)
• student_id: Your school student ID

Example:
firstname,lastname,email,gradelevel,parentemail,section,student_id
John,Doe,john.doe@school.edu,5,parent@email.com,5A,STU001
Jane,Smith,jane.smith@school.edu,5,parent2@email.com,5B,STU002

Teacher CSV Format

Required columns:

• first_name: Teacher first name
• last_name: Teacher last name
• email: Teacher email address (must be unique)

Optional columns:

• subject: Primary subject taught
• department: Department name

Example:
firstname,lastname,email,subject,department
Sarah,Johnson,sarah.johnson@school.edu,Mathematics,STEM
Michael,Brown,michael.brown@school.edu,English,Humanities

Download Template

Click "Download Template" to get a pre-formatted CSV file with the correct columns and example data.

Uploading Your File

1. Drag and drop your CSV file onto the upload area, or click to select
2. The system validates each row automatically
3. Review the preview table showing:

- Row number
- Status (Valid/Invalid)
- Data fields
- Any errors

Understanding Validation

Valid rows show a green checkmark
Invalid rows show a red X with error messages

Common errors:

• Missing required field (firstname, lastname, email, grade_level)
• Invalid email format
• Grade level not between 1-12
• Duplicate email addresses

Processing the Import

1. Review all rows in the preview
2. Fix any errors in your CSV file and re-upload if needed
3. Click "Import X students/teachers" to begin
4. Watch the progress bar
5. View results showing success and error counts

What Happens During Import

For each valid row:

1. A new user account is created
2. A temporary password is generated
3. A profile is created with role (student/teacher)
4. The user is added to your school
5. An invitation email is sent (if email verification enabled)

After Import

• New users will receive welcome emails
• They can log in using their email
• They should change their temporary password on first login
• Students appear in your school member list
• Teachers can be assigned to classrooms

Tips for Successful Imports

1. Use the template to ensure correct format
2. Verify email addresses are valid and unique
3. Double-check grade levels (1-12 only)
4. Start with a small test batch
5. Keep a backup of your CSV file
6. Review errors and fix before re-importing