Importing Data

This feature is only available to School Admin users. It is not available on mobile devices due to technical and resource limitations.

You can import some types of data from other systems and software such as spreadsheets and CRM systems.

You will need to be able to provide data in CSV (Comma Separated Values) format, encoded as UTF-8.

It may be useful to consult the documentation for the system or software you are exporting the data from.

Accessing

To start importing data, you can select the ‘Data Import’ item from your dashboard:

Data Import - Desktop

Data Import - Desktop

This feature is not available on mobile devices due to technical and resource limitations.

There are currently two types of data record you can import:

Staff

Pupils

If you are importing staff & pupils we recommend you import staff before pupils. This allows the import process to pair pupils with their instructors.