CSV Loader provides administrative users with bulk import functionality for students, guardians, user groups and users. Common uses include:

  • Loading an initial set of users and user groups during implementation.
  • For organizations not using a nightly demographics integration:
    • Loading an initial set of students and guardians.
    • Loading periodic updates of student/guardian information.

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  • Administrative users can find CSV Loader in Settings > CSV Loader.
  • Uploaded files must be in CSV (comma separated value) format.
    lightbulb_outline TIP
    Spreadsheet programs such as Microsoft Excel or Google Sheets allow you to download each tab in a workbook as an individual CSV.
  • Each upload file must match the generic API format. This page contains the best information regarding file formatting and data expectations. However, some additional considerations include:
    • Loading students (students.csv specs):
      • CSV Loader adds or updates each student included in the file.
      • CSV Loader cannot be used to delete students. Students omitted in a subsequent file load will not be deleted from the database. Students may be deleted in the web interface.
    • Loading guardians (guardians.csv specs):
      • guardians.csv must be loaded simultaneously with students.csv.
      • The loader expects the Student Id for each guardian row to match the Student Id for a student included in students.csv.
      • Guardians in guardians.csv that reference a Student Id not included in students.csv will not be loaded.
      • When loading students and guardians, the loader assumes the two files represent the most up-to-date student/parent demographics for each student included in students.csv. If guardian(s) exist in the database for a given student which are not included in the load, these guardians will be deleted.
    • Loading user groups (user_groups.csv specs):
      • CSV Loader adds or updates each user group form permission record included in the file.
      • CSV Loader cannot be used to delete form permissions from a user group, or user groups themselves. User group form permissions omitted in a subsequent file load will not be deleted from the database. User groups and user group form permissions may be deleted in the web interface.
    • Loading users (users.csv specs):
      • CSV Loader adds or updates each user included in the file.
      • CSV Loader cannot be used to delete users. Users omitted in a subsequent file load will not be deleted from the database. Users may be deleted in the web interface.


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