Bulk importing students and staff
If you're moving from another system or starting a new year with many new students, the bulk importer lets you upload a spreadsheet instead of typing one by one.
Find it at Data Management → Bulk Import.
What you can import today
- Students — full demographic + parent + class assignment.
- Staff — personal details + role + department.
(Fee structure and program/class imports are on our roadmap.)
How it works
Step 1. Download the template
Each import type has its own CSV template with the right headers. Download it first.
Step 2. Fill it in
Use any spreadsheet tool (Excel, Google Sheets, LibreOffice). Don't rename the headers — the importer matches on header name.
Step 3. Upload
Click Upload, pick your file. The importer parses every row and shows a preview table.
Step 4. Review
Rows with errors are highlighted. You can:
- Fix the spreadsheet and re-upload, OR
- Skip the bad rows and import the good ones.
Step 5. Confirm
Click Confirm Import. Only now do records actually get written.
Rules to follow
- Required columns must have a value in every row.
- Dates in
YYYY-MM-DDformat. - Phone numbers with country code (
+91...). - Duplicates (same email + phone + name) are flagged.
What happens if it fails
Every confirmed import runs as a single transaction. If row 87 fails after rows 1–86 succeeded, all 87 are rolled back. You won't end up with half-imported data.
Sensible workflow
- Always test with 5–10 rows first.
- Verify the test records look right in the dashboard.
- Run the full file once you're happy.