Manually importing staff & students

It is necessary that you take note of the formatting around the location in which you are based. Data must be uploaded in the exact format, including date format, of template. 

CSV Import of Staff

1. Go to the following location within your backdrop environment 

2. Once you select the link, you are then presented with the following import module, as part of your onboarding journey you should be provided with the templates for you to populate. 

If you weren’t provided with the templates, we also provide a download link of our template from the page itself. The Staff template consists of 4 fields of data that we look for when it comes to the import process:

3. Once you have populated the Staff CSV form you can then upload this in the UI or email it back to your assigned onboarding specialist.

CSV Import of Students/Children

1. Go to the following location within your Backdrop environment 

2. Once you select the link, you are then presented with the following import module, as part of your onboarding journey you should be provided with the templates for you to populate. 

If you weren’t provided with the templates, we also provide a download link of our template from the page itself. The Student template consists of 6 fields of data which we look for when it comes to the import process, this screenshot is an example with sample data from our UK production servers.

Please take note of the date format as this requires to be updated based on the location.
PLEASE NOTE - When importing student data in the US, the field labelled "Registration Group" will instead display as "Graduation Date."

3. Once you have populated the Student CSV form you can then upload this in the UI or email it back to your assigned onboarding specialist.