Data Import Wizard

Last updated: January 11, 2021 by BAS

From the School Settings page, click on "Data Import Wizard" for ease of data migration.

Planning Setup

Importing Rooms

1) Click the Download Template button to get a copy of the CSV file used in importing rooms.

You may refer to the fields list on the information that is needed.

• Room Code

• Room Description

• Capacity

• Room Type Codes

2) Once you have filled out the Rooms Import Template, click the Import CSV file to upload the template. You may opt to drag the file to the popup or click on Choose a File to access your file browser.

3) Click Import.

A prompt will appear upon successful import.

Your import/upload speed will depend on the number of rooms you are trying to import. If nothing happens after twenty to thirty minutes, refresh the screen and check the Rooms list.

Importing Courses

1) Click the Download Template button to get a copy of the CSV file used in importing rooms.

You may refer to the fields list on the information that is needed.

• Course Code

• Description

• Schedule Type (Input NONE if there is no schedule type)
• Department Code
• Units

• Lec Units (Must be numeric. Leave blank if not Composite Course)

• Lab Units (Must be numeric. Leave blank if not Composite Course)

• Grading Type
• Included in GPA Computation

2) Once you have filled out the Courses Import Template, click the Import CSV file to upload the template. You may opt to drag the file to the popup or click on Choose a File to access your file browser.

3) Click Import.

A prompt will appear upon successful import.

Your import/upload speed will depend on the number of courses you are trying to import. If nothing happens after twenty to thirty minutes, refresh the screen and check the Courses list.

User Data Import

Importing Students

1) Click the Download Template button to get a copy of the CSV file used in importing students.

You may refer to the fields list on the information that is needed.

• First Name

• Middle Name

• Last Name

• Date of Birth ( Must be in yyyy-MM-dd format)

• Sex

• Email

• Student Number

• Starting Term - follows the format YYYY-YYYY-X (2019-2020-1)

  • 2019-2020: School Year

  • 1: Term/Semester

• Is Transferee ( TRANSFEREE, REGULAR )

• Program Code
• Program Revision

• Tuition Plan Name

2) Once you have filled out the Student Import Template, click the Import CSV file to upload the template. You may opt to drag the file to the popup or click on Choose a File to access your file browser.

3) Click Import File.

A prompt will appear upon successful import.

Your import/upload speed will depend on the number of students you are trying to import. If nothing happens after twenty to thirty minutes, refresh the screen and check the Students list.

Importing Users

1) Click the Download Template button to get a copy of the CSV file used in importing users.

You may refer to the fields list on the information that is needed.

• First Name

• Last Name

• Email

• Roles

  • Cashier::Registrar

The Users Import module must not be used to import Students and Faculty data.

A separate Students Import module is currently available while faculty data may be added from the Faculty list.

2) Once you have filled out the User Import Template, click the Import CSV file to upload the template. You may opt to drag the file to the popup or click on Choose a File to access your file browser.

3) Click Import File.

A prompt will appear upon successful import.

Your import/upload speed will depend on the number of users you are trying to import. If nothing happens after twenty to thirty minutes, refresh the screen and check the Users list.

Finance Data Import

Importing Account Codes

1) Click the Download Template button to get a copy of the CSV file used in importing rooms.

You may refer to the fields list on the information that is needed.

• 9-digit Account Code following the format: ###-###-###

• Account Code Name

• Description

2) Once you have filled out the Account Codes Import Template, click the Import CSV file to upload the template. You may opt to drag the file to the popup or click on Choose a File to access your file browser.

3) Click Import.

A prompt will appear upon successful import.

Your import/upload speed will depend on the number of account codes you are trying to import. If nothing happens after twenty to thirty minutes, refresh the screen and check the Account Codes list.

Grades Import

1) Click the Download Template button to get a copy of the CSV file used in importing students.

You may refer to the fields list on the information that is needed.

• Student Number

• Course Code
• Credited

• Grade

• School Term - follows the format YYYY-YYYY-X (2019-2020-1)

  • 2019-2020: School Year

  • 1: Term/Semester

• Old School Name

All student data must be imported first before importing grades. All programs and course details must also be set up as pre-requisites.

2) Once you have filled out the Grades Import Template, click the Import CSV file to upload the template. You may opt to drag the file to the popup or click on Choose a File to access your file browser.

3) Click Import File.

A prompt will appear upon successful import.

Your import/upload speed will depend on the number of students and grades you are trying to import. If nothing happens after twenty to thirty minutes, refresh the screen and check the Students list.