Student CSV Import

Importing Students via CSV

The Student CSV Import feature allows you to bulk upload student data into the system. The process is similar to importing parents, but the student CSV file requires specific headers and additional columns to link students to their associated parents, classrooms, and types.

Steps to Import Students

Step 1: Prepare Your CSV File

Create a CSV file with the following headers:

• Required Columns (in red):

  • first_name, last_name, dob, status, gender

• Linking Columns (in orange):

  • mobile (parent's mobile number), type (Student Type), classroom

• Optional Columns:

  • address, postcode, start_date, ethnicity_group, outstanding_fee, name_1,number_1, relationship_1

Note:

• The fields in orange are essential for linking records. Ensure that type matches an existing Student Type, and classroom matches an existing Classroom (levels) in the system. These fields are case-sensitive.
• The fields in red are mandatory and must have a value. Other columns can be left blank, but they must still be included in the CSV file.
• The fields for contact numbers (e.g.,name_1 number_1, number_2) are for storing emergency or additional contact details. Each contact requires a corresponding relationship field.

Relationship Field Values

Use one of the following values (in lowercase) for relationship along with the number:
aunty, uncle, cousin, husband, wife, mother, father, sister, brother, friend, nephew, niece, work, grand parent, home

For multiple contacts, add additional fields like number_2, relationship_2, number_3, relationship_3, and so on.

Step 2: Populate the CSV File

• Example:
  Suppose the Student Type is "Weekends," and the Classroom is "B1." Enter Weekends under the type column and B1 under the classroom column.

  • For multiple classrooms, separate the values with a comma in quotes , e.g., "class1, class2, class3".
  • The mobile field must contain the parent's mobile number to link the student to the parent.

• Field Guidelines:

  • Outstanding Fee: Enter the amount the student owes for the year. Use 0 if the student has no outstanding fees.
  • Gender: Use male or female (lowercase).
  • Status: Use one of the following (lowercase):
    applied, enrolled, shortlist, waitinglist
  • Date Fields: Enter dates in the format YYYY-MM-DD (e.g., 2016-12-25).

Step 3: Upload the CSV File

1. Verify your data for accuracy, especially the columns in orange.
2. Save the file in CSV format.
3. Navigate to Students > Import Students in the system and upload the file.

By following these steps, you can efficiently import student data into the system. Ensure all necessary information exists in the system (e.g., classrooms, student types and parents) before starting the import.

Below is an example of the CSV:

first_name,last_name,address,postcode,dob,status,gender,mobile,type,classroom,ethnicity_group,outstanding_fee,name_1,number_1,relationship_1,number_2,relationship_2
Student,Test,"45 Street, City",IG1 4LP,2010-07-14,enrolled,male,09898765434,,,,0,name1,1234567890,uncle,name2,0987654321,mother