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Import/Export Staff

Allyson Ryan
  • Updated

Import New School Staff Members

Applicable System Roles

System users with the following roles can do this:

  • Administrator Only

Step-by-Step Instructions

Navigate to Staff - Export/Import Staff:

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Next, the Staff Export/Import page will open, and you can choose to download and export the data or upload and import an excel file:

 

  1. Download the excel file (above) to get the proper file format and the list of existing items.
  2. Save the file to a location on your computer, as you will need to access this later.
  3. Open the file from the saved location, make the additions and edits, then save and close the file.
  4. Click the Browse button and find the saved file containing the updates. 
  5. Click the Preview Import button. 
  6. You will then be presented with the items in the file. You can review the information to validate your changes. If there are any required columns missing, they will be listed as errors and the Import Data button will not be available. Extra columns will be listed as warnings and ignored. 
  7. Click the Import Data button to continue or Cancel Import button to prevent the data from being updated. 
  8. You will then be presented with the Import Summary, listing the number of rows processed and whether they were Skipped, Inserted, or Updated. You may also be presented with row specific errors, should any exist. It will list the row number, column name dand the problem with the data. An example of this would be an email address that is not in the proper format.

Note: You cannot change a staff's employee ID via the staff import. You can edit the staff member by selecting them from the View Staff list. 

 

Information added, and any changes made to the spreadsheet will be available in the system after completed the import. If you view staff in the system, you will see the changes you made.

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