Using the importer

Use this tutorial to navigate the importer to bulk import staff members, clients and students.

Before you start

• Confirm you have admin management access.

Steps

1. Navigate to Importer on the Admin.
2. You will see three options Clients, Tutors and Students.
3. Start with Tutors.
4. Download the Template File.
5. The Excel file will contain headers containing the column names.
6. Fill in the template file, under the column names.
7. Select Select CSV or Excel File.
8. The page will load the data, and raise any issues, if there are anything wrong with the data.
9. After the Tutors have imported successfully, repeat the process with the Clients, and then lastly the Students.
10. You will need the client's email address to link the student to their gaurdian, using the Client Email column.

Verify completion

• If the Tutors are listed on the tutors screen.
• If the Clients are listed on the clients screen.
• If the Students are listed on the students screen.