← All help articles
People

Importing students from a spreadsheet

Bring students, batches, fees and payments in from Excel or CSV.

Prepare the sheet

Download the blank template from Import students, or download your current students to start from. Excel (.xlsx) or CSV, up to 10 MB and 10,000 students; the header row is found for you.

Steps

  1. Upload the sheet.
  2. Match columns: say which column holds the name, phone, batch and so on.
  3. Review: a dry run lists every row that would be skipped and why, before anything is saved.
  4. Save: the import runs in the background.
  5. Result: download the error report for any rows that were skipped, fix them and import those rows again.