Students
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Step 1: Download the Sample File
Before uploading, download the official Sample File to understand the correct format.
Click the
Import Studentsbutton.In the pop-up, click Download Sample File.
Open the downloaded file in Excel or Google Sheets.
Sample File Format
Field | Required | Notes |
Student-First-Name | ✅ | Text |
Student-Last-Name | ✅ | Text |
Student-Email | ✅ | Must be unique and valid email |
Student-Phone | ✅ | Must be unique and valid phone |
Student-SMS-Capable | ✅ | Yes or No |
Student-Gender | ✅ | Male or Female |
Student-Address | ✅ | Text |
Student-DoB | ✅ | Format: YYYY-MM-DD |
Student-School | ✅ | Text |
Student-Start-Date | ✅ | Format: YYYY-MM-DD |
Student-Note | ✅ | Optional Text |
Family-First-Name | ✅ | Text |
Family-Last-Name | ✅ | Text |
Family-Email | ✅ | Valid email |
Family-Mobile | ✅ | Use full number without scientific notation |
Family-Address | ✅ | Text |
Step 2: Upload the File
Click on the dashed box or drag your CSV file into the upload area.
File must:
Be in CSV format
Be under 10 MB
Click Preview to continue.
Step 3: Review Data Before Import
Click on the dashed box or drag your CSV file into the upload area.
File must:
Be in CSV format
Be under 10 MB
Click Preview to continue.
Step 4: Complete the Import
Review the highlighted data.
If everything is correct, click Import.
A success message will confirm how many students were imported.
Troubleshooting
1. Scientific Notation in Phone Numbers
❌ 1.555123e+10 → ✅ 15551234567
Fix: Format phone number cells as plain text in Excel.
2. Duplicate Email
The system checks existing records. For example:
eric@example.comwas already imported before.Even changing names (e.g., “Eric101”) won’t help if phone/email is the same.
Fix: Ensure email is completely unique.
3. Missing Required Data
Rows missing email, phone, or gender will not import.
Anne Fallon: missing phone.Adam Krupp: missing phone.Amanda Longo: missing email.
Fix: Provide either email or phone, and ensure all required fields are filled.
4. Incorrect Date Formats
Format dates as YYYY-MM-DD.
Avoid Excel date conversions like
10/12/91.
Fix: Manually set date columns to Text or Date (ISO) format.
5. Incorrect Gender Values
Only Male or Female are accepted in small letters.
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