Importing Staff Users via CSV


Note

This may not be necessary if EdSmart is set up to automatically sync from your Student Management System nightly. Please contact your school ICT team to confirm if data is syncing into EdSmart, or contact EdSmart Support for assistance.  See this article for more information: School Data Management in EdSmart.


You can import Staff Users into EdSmart using the manual import function.

Step 1 - Prepare your import file

The data must be in CSV (comma delimited) format.
The first row of the file must contain field names, which you will map to the following values in EdSmart:

  • User First Name
  • User Last Name
  • User Email
  • User Group Name

Please note the User Email field is required to create a user account. The field User Group Name is optional and if it has a value we will automatically create a User Group and assign them.



Step 2 - Select File

Click on your user name at the top right of EdSmart, and click Import Data from the drop down menu.

Select Type of Data as 'Users'
Pick your CSV file.
The file will be automatically uploaded.


Step 3 - Map Fields

Using the drop down lists next to each field, select the correct field from your import file, then click Next.

Step 4 - Wait for the Import

A message will display telling you that the import is in progress. An email will be sent to you when the User data has been imported, normally this only takes a few minutes.