How to perform a custom import

Steps

1. Go to Menu → Data and Reports → Custom Imports to open the All Exports page.

2. Click New at the top right.

3. Enter a name for the import in the Name field.

4. In the Model field, select the type of data you want to import.

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5. Select any associated data you want to include in the import file.

6. Click Save.

7. Click Export CSV to download the template file to your computer.

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8. Open the downloaded CSV file, fill in all the required data and save it.

9. Go back to the All Exports page and click Import data.

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10. Select your completed CSV file and click Upload.

    Note: Once the import has started, it cannot be cancelled.

    Screenshot — to be addedpublic/images/articles/custom-import-how-to-perform-4.png

11. Click the status link to follow the progress. You may need to refresh the page a few times. When the import finishes, a confirmation message is shown.

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12. Go back to All Exports and click Imports to see all imports performed.

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Import status

The Status column shows one of the following:

Fixing errors

If an import failed or completed with errors, click Import log details to see the error for each row. Correct only the rows that failed and import them again — rows that were already imported do not need to be uploaded again (or you can delete them first if you prefer to re-import everything).

After importing, check that the data appears correctly in myschool. If you need to make changes, use bulk edit.

Walkthrough