This article explains the final steps required to complete the student import assistant process and confirm the changes to be made to your student list.
To access the student import assistant, click +Add students on the Students page of your account.
This feature may not be available for all schools. You must be an account administrator to use this feature.
The following topics are covered here:
- Updating tags
- Unenrolling past students
- Confirming your changes
- Reviewing changes and resolving errors
Previous article in series: Reviewing your suggested matches
Updating tags
After reviewing all strong and weak matches, you will be asked how you want the system to update tags for students in your account. You have two options:
- Replace all existing tags with the tags from your file
- Keep the existing tags assigned to students, while adding the new tags from your file
Unenrolling past students
You will be given the option to unenrol existing students in your account for whom no match was found in your file. This is useful if you are intending to update your entire student list and your imported file contains all current students enrolled at your school.
You may choose against unenrolling students if your file only contains a subset of your student population, for example, only some year levels. In this case, if you were to opt to unenrol students, it would affect all current students who were not included in your file.
Confirming your changes
On the final page of the student import assistant, you will be presented with a summary of the changes that will take effect if you decide to continue. Before proceeding, check that these numbers match what you expect to happen. You may click Previous to return to earlier steps and make any required changes.
If you click Confirm and update, the system will begin applying the changes to your account. This process may take a few minutes. Do not close the window or navigate away from the page.
Once the changes are complete, you’ll see a final summary screen showing how many students are now enrolled in your account, along with how many were updated, added, or unenrolled by the student import assistant.
Resolving errors
Errors can occur during the update process. When they do, the summary screen counts may be incorrect, and the system will prompt you to download files that list the errors.
The system splits these errors into two files: one for new students being added and one for existing students being updated. The most common errors are “Username is already taken” and “Unique ID is already taken.”
These errors can be fixed either individually or in bulk. If a Username or Unique ID looks correct in the error file, it usually means another student already has that value by mistake. Update the existing student’s details first before assigning that value to someone else.
- Fixing individually: Edit each affected student’s details or add them one at a time from the Students page.
- Fixing in bulk: Correct the details directly in the error files, then upload them again using the Bulk Add or Bulk Edit options on the Students page.