How do I create a parent import file?
Sadlier Connect administrators and teachers can add parents individually or by importing. This article will go through the steps to add individual parents and create the parent import file.
Manage Parents Page
Add Individual Parent
The template file is a Comma Separated Values (CSV) file. A CSV is a plain text file with a list of data. Use Excel, Google Docs Spreadsheet, Numbers (mac application), or other similar software to edit the CSV.
Creating the Import File
Most import file columns are required. To avoid errors, do not alter the columns' order or leave out information in a required column. The first row is example data.
|Column Letter||Column Label||Description|
|A|| Action (required)
|| This required field accepts A and U as valid entries.
|B|| Username (Required)
||Usernames need to be unique within your school or parish Christ in Us site. The username provided in this column will be what the student uses to log in to Christ in Us. If you plan to integrate after importing students, please use their school or parish email address in this field.|
|C||Password (Required)||A password is required, and students can change the password of their accounts.|
|D||First Name (Required)||This is a required field.|
|E||Middle Initial (Optional)||This is an optional field.|
|F||Last Name (Required)||This is a required field.|
|G||Email address (Required)||This is a required field, and the parent can use the email address for password retrieval.|
|H||Status Active/Inactive (Optional)|| This required field accepts Active and Inactive.
|I||Student Username 1...||In the remaining columns, enter the usernames of the parent's child or children.|
Saving the Parent Import File
- Please remember to remove the example rows before saving your parent import file.
- Save your parent import file by selecting "File > Save As..."
- On the File Format section of the Save As screen, set it to Comma Separated Values (.csv).
Sadlier Connect will only import Comma Separated Values (.csv) file formats. Please be sure to select the correct file format, Comma Separated Values (.csv), when saving your file.
Uploading the import file
- Return to the Import parents page in Sadlier Connect.
- Click the "Choose File" button and find the CSV file you created.
- Click the Continue button.
Sadlier Connect will check the import file for errors. Please notice the scroll bar above the columns if you need information on an error. If you receive an error on any rows, they will not import, and you should fix them in the file and upload the new saved CSV. When the file is error-free, click the Import Roster button.