Bulk Import or ability to upload a CSV file of student names and parent emails to invite them to your school and respective classes is an option for the premium schools only. Here are the steps to perform bulk import actions. 



TABLE OF CONTENTS

 


Bulk Import of Students and Parents to the classes and the community - 

  • Click on the Community in the left menu
  • Click Manage Tab
  • Click Parents 
  • Click +Parent 
  • Select Bulk Import ( This is an option only in Desktop!)
  • Click Upload Spreadsheet 
  • You will be presented with 3 Options:
    • Full Data - If this option is turned on, any users not present in the uploaded template for a class are removed from the corresponding Bloomz class during import. If it is off, no deletions will happen.
    • Archive - If this option is turned on, any classes present in Bloomz and not present in the template are archived. If it is off, the classes are left in active state. The archived classes can be activated from application later, if required.
    • Ignore Errors and Continue Processing - Choose this option to ignore errors in the file and continue to process the valid records. At the end of processing, you will receive a status email with details on records that were processed and records that were skipped.
  • Upload the attached  Parent CSV file with the data filled in (Parent_template_withClasses.csv)



  • student_name - full name of the student
  • student_sis_id - unique Id of the student (can be a SIS Id or any unique numeral)
  • student_grade - grade of the student 
  • student_language - language of student
  • parent1_name - full name of the parent 1
  • parent1_email - email of the parent 1
  • parent1_phone - phone number of the parent 2
  • parent1_language - language of parent 1
  • parent2_name - full name of the parent 2
  • parent2_email - email of the parent 2
  • parent2_phone - phone number of the parent 2
  • parent2_language - language of parent 2
  • class_name - the name of the class you want the system to create in your school. New classes will be created for every class name you enter in this CSV file. 
  • class_id - can be a number from your SIS system or can be any numeric which is unique to that class.  If you have uploaded the teacher file, make sure the class_name and class_id here exactly match that of the teacher file.  (Click to view Teachers Bulk Import)



Bulk Import of Parents and Students to the existing classes and the community (classes already created manually)-

This scenario is when you already manually created all the classes in your community and now you are trying to add Parents and students to the classes through bulk import.  In this case, the class_name and the class_id have to be fetched from Bloomz by following the steps below - 


  • Download the attached CSV template (Parent_template_withClasses.CSV)
  • Fill all the information
  • For the class_name and class_sis_id -
  • Click on the community 
  • Click Manage Tab
  • Click Parent
  • Click +Parent
  • Select Bulk Import ( This is an option only in Desktop!)
  • Click Get the Bulk Import template
  • Click Generated by Bloomz
  • A file with the class Id's will be downloaded (Ex: Shown in the image below)
  • Use the class_name and class_id in this file to populate the class_name and class_id in the Parent_template_withClasses.CSV template. 




Bulk Import of only Parents to the community - 


  • Click on the Community in the left menu
  • Click Manage Tab
  • Click Parent
  • Click +Parent
  • Select Bulk Import ( This is an option only in Desktop!)
  • Click Upload Spreadsheet 
  • Upload the attached Parent CSV file with the data filled in (Parent_template_withoutClasses.csv)
  • This will upload only the parents to the school community