Bulk Importing Student Creation from Users

This article details how to bulk import newly created student users from the Users tab in Pulse.

TIP: Click here for written directions. 

Click the Play button below to view Bulk Importing Student Creation Video. 


Run Time: 04:06 

IMPORTANT: Each bulk import should only include new data.

Navigate to the Users tab.

Click Import. Then, select Students from the drop-down list.

The Bulk Import Students modal (pop-up window) displays. Click Download an example import file.

NOTE: This action allows you to download and access a sample Excel template that you can revise for your own import file.

Open the Excel file and click Enable Editing.

Clear the existing data fields in the sample file and replace the data with your own information.

WARNING: All column headings in row 1 must remain in the file, even if you are not inputting data in all columns. Additionally, column titles with an asterisk * denote required information (i.e., First Name, Last Name, Email). Data must be entered in these three required columns.

IMPORTANT: Please refer to the Student Import Data Field Character Limits article for information about acceptable values and character limits.

TIP: Expand your columns to verify which fields are required.

Optionally, enter data in the Username column.

IMPORTANT: If a username is not assigned in the spreadsheet, it will be automatically generated by the system upon user creation (i.e., firstname.lastname). Additionally, if a username already exists in the system, the number 1 will be appended to the assigned username (e.g., firstname.lastname1). If two or more users with the same username exist, the system will append the appropriate number to the end the assigned username.

Optionally, assign a Password to each student.

IMPORTANT: If a password is not assigned upon user creation, the system will send the student a temporary password in the user creation email sent to the provided address. The student will then have the option to change the password. If a password is assigned upon user creation, the user creation email will not contain a temporary password, and the password entered in the Username column of the upload file must be shared directly with the student.

Optionally, enter information in the remaining columns.

NOTE: Any fields left blank in the optional columns of the upload file will be autogenerated by the system upon user creation. If contact information is not provided, it will default to the client's contact details when the user is created in the system.

IMPORTANT: Remember to save and close the file before importing.

TIP: Add the date to the filename when saving to keep your details organized.

Return to the Bulk Import Students modal in Pulse. Begin to type your Client name. Then, select the appropriate client from the list.

Select file. Or, drag and drop the upload file from your desktop.

If there are no errors or missing required fields in the upload file, you will receive a confirmation message that the file has uploaded successfully.

If the file contains errors or if required information is missing, you will receive an error message indicating the fields that must be corrected prior to upload.

TIP: If you select the wrong file and would like to replace it, or if you would like to remove the file completely, click the trashcan icon.

When ready, click Submit Import.

A confirmation message displays indicating the number of newly created student records you are importing. Your bulk import is now ready for approval.

IMPORTANT: Please allow 24 hours for your bulk creation imports to be approved. An email will be sent notifying you when these records are approved or rejected.


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