Welcome to our guide on how to efficiently manage Student IDs in FinalForms! In this article, we will walk you through the process of adding or updating student IDs in bulk using a CSV file. This method is particularly useful for ensuring your student data is accurate and up-to-date.

Utilize this feature in the following scenarios:

• Student IDs were not assigned at the time of account creation.

• IDs need to be updated from your student information system (SIS).

• You are preparing for SIS syncing.

Follow these steps to successfully assign student IDs using a CSV file:

1. Go to Manage > Students.

2. Export a Basic Student CSV.

3. Open the file in Excel, Sheets, or Numbers.

4. Keep only the following columns:

   • First Name

   • Last Name

   • Date of Birth

   • StudentID

5. Enter the student IDs in the appropriate column.

6. Save the file as a .csv.

7. In FinalForms, click Import → Update Students.

8. Upload the CSV file.

9. Review and confirm the changes.

If you prefer, you can export the same fields directly from your SIS and import them into FinalForms, as long as the file is saved in CSV format.

To ensure a smooth import process, keep these best practices in mind:

• Always confirm that names and dates of birth match exactly.

• Use CSV imports cautiously to avoid errors.

• Verify the results after the import to ensure accuracy.

• Importing Students via CSV

• Gatekeeper: Syncing Student Data with Your SIS

• Tracking Student Data

We hope this guide helps you manage your Student IDs effectively! If you have any questions or need further assistance, feel free to reach out to our Support Team.