Add & import students

Administrators and staff can add students. A student record holds the child’s name, one or more groups, and one or more parent/guardian contacts.

Add one student

1. Go to Add student.
2. Enter the student’s First name and Last name.
3. Assign one or more groups:
4. Enter the primary parent/guardian’s first name, last name, and email.
5. To add more contacts, select Add another parent/guardian.
6. Add optional comments, then save.

Note

Student records do not include a date of birth. You only need the child’s name, their group(s), and parent contact details.

Import your whole roster (CSV)

Use bulk import to add many students at once. This step only builds your roster — it does not email anyone. You send requests separately in Ask for an action plan.

Prepare your CSV

Download the template (Sample bulk import.csv) from the import screen. The recommended columns are:

Column	Required	Notes
School Year Start	Yes	The starting year, e.g. 2026.
First Name	Yes	Student’s first name.
Last Name	Yes	Student’s last name.
Group code	Usually	The group’s path or Group ID.
Parent 1 First Name	Yes	Primary contact.
Parent 1 Last Name	Yes
Parent 1 Email	Yes	One email only in this cell.
Parent 2 First Name	No	Second contact.
Parent 2 Last Name	No	Required if Parent 2 email is present.
Parent 2 Email	No
Parent 3 First Name	No	Third contact.
Parent 3 Last Name	No	Required if Parent 3 email is present.
Parent 3 Email	No
Comments	No	Free text.

Column names do not have to match exactly — you map your headers during import.

For Group code, use either the group’s Group ID (shown on the Groups page) or its full path, for example Boys > Younger than 10. See Set up groups.

Import steps

1. Go to the action plan page and select Import students.
2. Upload your .csv file.
3. Map each field to the matching column in your file — double-check the parent email columns.
4. Start the import and watch the progress.

After the import

• Rows that fail do not stop the rest. Select Download error report to see a copy of your file with an error column, fix those rows, and re-import them.
• The uploader also receives a summary email.

Rules and limits

• The file must be a CSV and no larger than 10 MB.
• The Parent 1 Email cell must contain one email — put additional contacts in the Parent 2 / Parent 3 columns.
• If a Parent 2 or Parent 3 email is filled in, that contact’s first and last name are required too.
• A student that already exists (same name + primary parent email) is reported as a duplicate rather than added twice.

Check your parent email columns

Wrong parent emails are the most common import problem — they send later requests to the wrong person. Review your mapping before starting the import.