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How to bulk add Students and Parents

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Adding Students and Parents to Mobile Guardian

This guide will show you how to add a new list of students and parents to Mobile Guardian using the CSV upload option. You'll learn how to set up and upload your CSV file, edit the Students page via the "Bulk Upload +" function, and invite parents to Mobile Guardian.

What You Will Learn

  1. How to add students and parents to Mobile Guardian.
  2. How to use the CSV upload option.
  3. How to edit the Students' page via the "Bulk Upload +" function.

Supported CSV Delimiters

When uploading CSV files, we support the following delimiters:

  • , for list separation.
  • : for pair separation.
  • ; for value separation.

Steps to Add Students and Parents to Mobile Guardian

Downloading & Setting Up Your CSV

  • Login to your Mobile Guardian Dashboard.
  • Click Students on the left-hand side of your screen.
  • Click Bulk Upload + in the top right corner of your screen.

  • Click Download sample template to download a CSV template.

  • Import the CSV data into Excel:
    • Open Excel and import the CSV (or open Excel to a blank workbook).
    • Select the Data tab in Excel and click on From Text/CSV.
    • Select the downloaded student file and click Import.
    • Click Load on the window that appears.
    • Delete the extra blank sheet that is created.
    • The file will now be in an easier form to edit.

Before:

After:

 

#Note: The first line contains the headers, and subsequent lines contain the student data relevant to the headers.

 

Adding Student & Parent Information

  • To add students:
    • Input the information in the required columns.
    • Each new student is a new row as shown above.
  • To add and invite parents to Mobile Guardian:
    • Add parent names (First and Last names).
    • Input their email addresses in line with the relevant student.
    • To invite the parent to Mobile Guardian, type Y for yes, N for no.

Note:

  • The parent’s contact information will be linked to the student they are in line with in the CSV. Double-check that each parent is in line with the correct student before uploading.
  • You can only link one parent per student. However, you can add a single parent to multiple students.

Saving Your Information Correctly

  • Save the file in CSV format:
    • Click File.
    • Click Save As.
    • Ensure the file type is CSV:

 

Uploading Your CSV File

  • Login to the Mobile Guardian Dashboard.
  • Navigate to the Students section.
  • Click the Bulk Upload + button.

  • Click the Select CSV File button and select your CSV file:
  • Click Upload.

  • View uploaded students in the Students section of the dashboard:

  • View invited parents in the Users section:
    • Click Settings.
    • Select Users.

You’ve successfully added students and parents to Mobile Guardian using the Bulk Upload tool!

 

Please let us know if this answers your question or if you require more information.

Thanks for reading 🙂

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