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How to bulk update Student and Parent information

  • Updated

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If you’re looking to add a new list of students and parents to Mobile Guardian, then you’ve come to the right place.

What Will You Learn?

  • How to add students and parents to Mobile Guardian
  • How to use the CSV Upload function

You can upload students in batches via our CSV Bulk upload feature or directly on the Students page via the “Bulk upload +” function.

Note: The bulk upload process supports a maximum of 200 students per upload. If you exceed this limit and attempt to upload more than 200 students, an error will occur: "Please import no more than 200 students at a time," preventing the file from being processed.

Supported CSV Delimiters:

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

Steps to Add Students and Parents to Mobile Guardian

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 you can populate with your own student data or download a CSV of the current list of students on your dashboard to edit.

  • 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 from above and click Import.
    • Click Load on the window that appears.
    • Delete the extra blank sheet that is created.
    • You will now see the file in an easier form to edit.

Before conversion:

After conversion:

 

#Note:

  • The first row contains the headers and thereafter is the student data relevant to the headers.
  • Addition of new students is not possible via the CSV. The first column student_id is generated by Mobile Guardian.

Adding Students & Parents to the CSV

To add students:

  • Input the information in the required columns.
  • Each new student is a new row as mentioned 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 that they are in the same row as in the CSV. Double-check that each parent is in line with the correct student before uploading.
  • When inviting or linking parents, you may only link one parent per student. This means that you cannot add two parents to a single student. However, you can add a single parent to multiple students.

Saving Your Information Correctly

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

 

Using the Bulk Upload Function

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

  • Click the Select CSV File button and select the file with the new information from the steps above:

  • Click Upload.
  • View uploaded students in the Students section of the dashboard:

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

Well done! You’ve just saved a lot of time by making use of our 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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