Manually Importing Data to Meet The Teacher
Who should use this guide?
This guide will help you with manually importing data into your Meet the Teacher. This may be necessary if:
- you don't have a student information system that we currently support, or
- we have advised you to use the manual import method.
NOTE: If none of those apply, manual importation can result in duplicated records - if you intend to go ahead anyway and have questions please contact us via firstname.lastname@example.org
How to import your data
In the navigation bar on the left of your system, click Data:
This will load the Data Dashboard. Go to the section called Imports.
If you do not see this section you will need to turn on manual imports via Settings > Data Import Source > Allow Data to be Manually Imported.
When you click on the type of data you wish to import you will be asked to upload a spreadsheet (in .csv format) and will see a list of the columns it must contain. Make sure the spreadsheet has a header row with these headings in it.
NOTE: if there are new or updated Students and Teachers records then those imports must always be completed before any other imports. The Teacher and Student details must match exactly to existing Teacher and Student details on the system.
- Import Students:
- Import Teachers:
- (Optional) Import Parents:
- Import Classes:
Once you upload the file the system will attempt to match the expected column to a column in the csv file you are uploading, please check that this is correct before clicking Next.
As an example, here is Map Columns for the Students import:
Click Next and you will be presented with a summary of the changes (if any) being made. Any errors with the data will be highlighted and you'll be given some information to help you. Agree to these by clicking the 'I'm happy to proceed' button and click Next.
If you are adding or editing just a few teachers, students or parents then do not select Replace data on system with imported data as this will replace all your existing teachers, students or parents with the contents of the file.
Note that the Classes import will always replace all the existing class data in the system.
The data is then uploaded and confirmed. Click Done to be return to the Data Dashboard.