Student’s Data Bulk Import with Excel Files | Advanced Configuration

Watch the How-to Video

Mass Import Students with Excel Files

Students can be created manually on the Classter platform. The fastest way to get started though is to upload your student lists into Classter. This can be done by uploading an excel file. To initiate this process, you will need to follow the path: Dashboard>Configuration>Advanced Settings>Mass Imports/Actions (Figure 40).

Figure 40

On this page you will see the following (Figure 40):

  • On this page, you can make mass actions, upload Students, Teachers, Timetables or Financial Arrangements.
  • In this case, we will be looking at massively uploading students.
  • Click on the Import Students button.
  • Once you do, you will see the following popup window (Figure 41).

Figure 41

On this page you will see the following (Figure 41):

  • First, edit the order of fields to match your excel file (if it’s necessary).

Figure 42

On this page you will see the following (Figure 42):

  • Here you can find the fields regarding students that are needed by the Classter platform.
  • Set the order of the fields based on the columns you have in your excel file e.g First Name 1, Last Name 2 etc.
  • You can choose the fields that correspond to the information you have on your excel spreadsheet. The fields with red asterisks next to them are required fields and you must have that information in the excel sheet.
  • Organize your excel sheet like you see in figure 43.

Figure 43

  • Organize your excel sheet in this way (Figure 43) and then click on the Verify Data button (Figure 42).
  • If your data are in the correct form you will be able to see the following preview (Figure 44).

Figure 44

  • *If there is a problem in the alignment with the excel sheet, you will see a preview with error signs (!) (Figure 45).

Figure 45

Once you have aligned the data between Classter and your excel sheet, you can proceed to upload the excel file to Classter.

Click on the ‘Choose File’ button (Figure 46) and you will see a popup window (Figure 47).

Figure 46

Figure 47

On this page you will see the following (Figure 47):

  • When you are ready, you can upload your excel file
  • Choose the file ‘Student List 2019-2020’.
  • Click on open to select the file

Figure 48

  • The excel file has been verified, selected and now you can click on the Import Data button to complete the process (Figure 48).

Invite Students to Log in

You have uploaded your students and it is time to notify them and provide them with sign in credentials! This process is done through the user accounts page. Follow the path: DashboardManagementUser Accounts (Figure 49).

Figure 49

On this page you will see the following (Figure 49):

  • From the Search Filters select the User Type ‘Students’.
  • Click on the ‘Search’ button to load the results in the list.
  • Now you can view all the institution’s students.
  • Select all the students you have previously imported, by clicking on the select all button (Figure 50).

Figure 50

On this page you will see the following (Figure 50):

  • Once you have selected all the students, click on the bulk actions button and from the dropdown list click on the ‘Send Initial Invitation’ button.

The email that is sent to students contains a welcome message and the student’s credentials (username and password) so they may enter the Classter Portal (Figure 51).

Figure 51 Sample Invitation Email