Welcome to our guide on using CSV imports to manage student records! This feature is a powerful tool for schools, allowing you to create or update student information in bulk. However, it's important to use this feature carefully to avoid unintentional data loss. In this article, we'll walk you through when to use CSV imports, how to run them, and best practices to ensure a smooth experience.

CSV imports are ideal for situations where you need to:

• Create many student accounts at once

• Update Student IDs or emails in bulk

• Add countdowns or concussion records

• Perform large-scale data updates

If you only need to update a few students, manual edits are usually a safer option.

Before you start with CSV imports, keep in mind the following:

• CSV imports can overwrite existing data.

• Changes cannot always be undone.

• Careful review of your data is required before submission.

If you have any doubts, please reach out to FinalForms Support for assistance before proceeding.

From the Manage > Students section, you can perform the following imports:

• Create Students

• Update Students

• Update Student IDs

• Update Student Emails

• Add Countdowns

• Create Concussion Reports

Follow these steps to run a CSV import successfully:

1. Go to Manage > Students.

2. Click Import and choose the import type.

3. Download the provided CSV template.

4. Enter student data, ensuring all required fields are completed.

5. Remove the example row from the template.

6. Save the file as a CSV.

7. Upload the file.

8. Review the preview carefully.

9. Confirm the import.

10. Do not close the page until the import has completed.

During the preview stage:

• Matching fields will be confirmed.

• Unmatched fields will be ignored.

• Any errors must be corrected before proceeding.

After the import is complete, you may:

• Download an error file to fix any issues.

• Restart the import with a corrected CSV.

To ensure a smooth import process, consider the following best practices:

• Always use the provided template.

• Run test imports with a small file first.

• Never import data you do not fully understand.

• Keep backup copies of your CSV files.

• Creating and Editing Student Accounts

• Using Filters to Find and Manage Students

• Gatekeeper: Syncing Student Data with Your SIS

We hope this guide helps you navigate CSV imports with confidence! If you have any questions, don't hesitate to reach out to our Support Team.