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How do I import students using a .csv?
How do I import students using a .csv?
Marisha avatar
Written by Marisha
Updated over a week ago

Having trouble with your import? Click here to submit your file for troubleshooting.

Here's how to import your caseload:

  1. Click on the Caseload tab.

  2. Click Import Caseload.

  3. Click on Import with Template and then Download the .csv template.

  4. Paste your student information into the template. (IMPORTANT: Be sure to not delete or change the headings of any columns.)

  5. Save as a .csv file.

  6. Go back to the Caseload page.

  7. Double-click in the dashed box. (Or drag your completed csv file into the box.)

  8. Select your updated file and click "Open."

  9. Refresh the page.

Here's a GIF of the entire process:

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