How to format CSV files for a data upload into EdSmart

Owned by Theresa Klunk (Deactivated)
Last updated: May 13, 2019

If you would like us to upload your school's data into EdSmart, please provide us with a CSV file for each of the following datasets.

Note: The first row of the CSV file should contain the field names.

Students

To import Students please provide a CSV file with the following fields:

  • schoolStudentId (the unique identifier from your system for the student)
  • participantFirstName
  • participantLastName
  • participantEmail  
  • listName (this will be the Student List they are allocated to initially, such as Class)

Contacts

This CSV populates contains basic information about Parent Contacts and should consist of one line per each student-parent relationship.  If you have contacts that shouldn’t complete student slips, please exclude them from this import.

  • schoolParentUniqueId (the unique identifier from your system for the parent)
  • schoolStudentId (so we can link parent -> student)
  • contactFirstName
  • contactLastName
  • contactEmail
  • contactMobile  (only if you are using our optional Two Factor Authentication system or want SMS notifications enabled)


Student Lists

We can import any number of Student Lists and the Students allocated to them. The import file should have one line per Student-List membership pairing. We need a CSV containing:

  • schoolStudentId 
  • listName 
  • category (optional)
  • staffID (optional, to associate staff members with lists)


Staff

To import Staff Users and Groups, we require a CSV with the following fields, and the first row containing field names. 

  • userFirstName
  • userLastName
  • userEmail (required to create a user account)
  • userGroupName (optional and if it has a value we will automatically create a User Group and assign them)
  • staffID (optional)


Student Attributes

To import Student Attributes, create a CSV file with the first row containing the field names, and have the data include:

  • schoolStudentId
  • unlimited Student Attributes.  Note that the Attributes need to be created in EdSmart beforehand in order to be mapped to the CSV Fields. The attributes need to be uniquely named so use names such as 'Student Address' instead of just 'Address'.

You may to refer to this help article for more information: Student Attributes

Contact Attributes

Create a CSV file with the first row containing the field names, and have the data include:

  • schoolParentUniqueId
  • unlimited Contact Attributes.  Note that the Attributes need to be created in EdSmart beforehand in order to be mapped to the CSV Fields. The attributes need to be uniquely named so use names such as 'Contact Address' instead of just 'Address'.

You may to refer to this help article for more information: Contact Attributes