Add many students at once from a spreadsheet. Nobody is added until you confirm. Reception can import too.
Before you start
- Sign in as “Founder” or “Reception”. Import is not available while the center is read-only.
- Prepare an Excel (.xlsx) or UTF-8 CSV file with one student per row. Only the name is required. To start from a ready sheet, press “Download the template” on the first step.
- A parent account is created only when the row has the parent's name, phone and email together.
Steps
- Open “Students” and press “Import from Excel”.
- Press “Choose file”, pick your file and press “Upload and continue”.
- Check the columns. The app guesses what each column is. Fix what is wrong and leave what you do not need as “Do not import”. Then press “Next: review”.
- Look through the rows. Each one is marked “New”, “Already there”, “Check” or “Errors”. Nobody has been added yet.
- If the block “Match the group names” appears, pick the right group for each name from the sheet and press “Apply”.
- Press the import button at the bottom of the page. The people are added to the center.
- If it was a mistake, press “Undo the import” on the result page and confirm.
Result
The result page shows how many people were added, how many parent accounts were created and how many students joined a group. A student with an email gets their own sign-in account. The others get a profile without sign-in. The import never changes someone who is already in the center.
If something looks different
- A row marked “Check” has the name of someone already in the center. It is skipped unless you tick “Add as a new person” and press “Save choices”.
- A row with an error is skipped. Press “Download the list of problems” to download the list, fix the file and upload it again. People already added are not repeated.
- The undo works for a limited time, and the page says until when. People who have signed in or activated their account stay.