Skip to main content

[Org Admins] CSV Import for School Information

Nancy Kopf
  • Updated

Introducing the CSV Import of School Information

Insights provides a method for importing school data via CSV format. This method of adding data can be helpful if you have the ability to export roster data in bulk from another platform, such as Teaching Strategies.

  • Visit ROSTER > Imports > Roster CSV.
  • You will see four gray bars on the page, one of which will be labeled Import Schools. Select this bar.

Screenshot 2023-09-20 at 2.38.39 PM.png

  • This will unfold details about the correct formatting of the import.

Schools_Accordion.png

  • You will also see the option to download a blank template or a template containing your current data for each import type.

What Can This Import Do?

  • Add a new school by creating a new row with that school's information.

How Do I Start an Import?

  1. Visit the Import Roster CSV page and download the CSV template. If you have any data in the system already, we recommend that you download your current data and add to it to avoid importing duplicates.
  2. Review the required fields carefully and gather any data sources you need to provide the needed information.
  3. Copy and paste or fill data into the template.
    • It is important to use a downloaded template file format saved as a CSV file type.
    • If you have exported data from another source, copy data columns in alignment into the template.
      • Keep an eye out for slight formatting differences, which can be fixed with "find and replace."
  4. Upload your data on the same page from which you downloaded the template.
  5. Fix errors as they arise. Even if you have errors, your correct data will be applied to the system immediately. To save time sifting through data and uploading, you can download our shorter "Corrections Sheet," including only the rows that need fixes.

Which Fields Are Required or Optional?

  • School Name (required)
    • Example format: Greenhope Elementary
    • Letters and special characters are allowed
    • School names cannot be longer than 128 characters.
  • School City (optional)
    • Example format: Charleston
    • Letters and special characters are allowed
  • School State (optional)
    • Example format: SC
    • Must be a valid two-letter state abbreviation
  • School Zip Code (required)
    • Example format: 29401
    • We'll accept any numeral format

 

Related articles