How do I upload my roster with a spreadsheet (Excel/CSV) in the Administrator Portal?

Use this method to upload your schools, classes, teachers, and students at once using a spreadsheet tool like Excel.

Before you begin: You can use any spreadsheet software you’d like, such as Excel, but it must be able to save the file type as “CSV UTF-8”. We recommend you try it out first before getting started.

• Creating Your Roster File
• Uploading Your Roster File

Creating Your Roster File

1. On your logged in home screen, click the Import Roster button.
2. Click CSV Template to download a blank roster template. 
3. Fill out the template with your school, teacher, and student information.
   • Be sure to note which fields are required.
4. When you finish entering your information in the template, save it to your computer as a CSV UTF-8 file.

Uploading Your Roster File

1. Once you’ve saved your spreadsheet, return to the Administrator Portal.
2. Click Upload CSV.
3. The system will then validate your roster.
   • This means that it will check for errors in the file, such as missing fields or duplicate entries. 
4. If there are any issues with your file, the system will let you know what needs to be fixed so you can edit and re-upload.
   • If needed, refer to the following article for help:
     • The roster I uploaded to the Administrator Portal failed. How do I fix it?
5. After the upload file is validated, you will see a summary of how many records will be uploaded.
6. Carefully review the information in the summary to ensure the number of students, teachers, and other data entered appear correctly. 
7. When you’re ready, click Save to upload your roster file to the system.