Introducing the CSV Import of School Administrator Information
Insights provides a method for importing school administrator 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.
- Importing new admins will trigger a welcome email inviting admins to visit Hatch Insights™.
- Visit ROSTER > Imports > Roster CSV.
- You will see gray bars on the page, one of which will be labeled Import School Administrators. Select this bar.
- This will unfold details about the correct formatting of the import.
- 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 school administrator by creating a new row with that admin's information.
- Assign new or existing admins to existing schools by including complete, matching admin information and school names together in the same row.
How Do I Start an Import?
- Ensure that your school setup is complete. You will need to match the spellings of school names in your system when completing this import.
- Visit the Import Roster CSV page and download the CSV template. If you have any data in the system already, we recommend you download your current data and add to it to avoid importing duplicates.
- Review the required fields carefully and gather any data sources you need to provide the necessary information.
- 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."
- For fields such as school names, we recommend you select Copy School Names so that you can copy the exact spelling. The exact spelling of existing schools is required to assign admins to schools.
- Upload your data on the same page from which you downloaded the template.
- 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, numbers, and special characters are allowed
- School names cannot be longer than 128 characters.
- Admin First Name (required)
- Example format: Mindy
- Letters and special characters are allowed
- Admin Last Name (required)
- Example format: Swanson
- Letters and special characters are allowed
- Email Address (required)
- Example format: mswanson@greenhope.edu
- Must be a valid email address that can receive emails. Passwords will be delivered via email.