Import — Importing data

Import pupils or guardians from a CSV or Excel (.xlsx) file. The first row must be column headings.

1. Choose what you’re importing and upload the file.
2. Map each field to one of your columns (common names are matched for you). First name and last name are required.
3. Optionally choose a field to match on (e.g. Admission number or Email) to update existing records instead of adding duplicates.

Dates and yes/no values are interpreted flexibly; unrecognised values in a fixed list (e.g. SEN status) are left blank rather than guessed. The uploaded file is deleted once the import finishes.