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STEP TWO: Import Data Files

Data FilesOverview

ThereThe arePTA scheduler requires 4 required data files: Student, Teacher, Class, and Enrollment. Two additional files — Parent and Parent-Student Relationship — are optional and only needed for theSingle ParentSign-On Teachersetups.

Appointments

All Scheduler:files amust Studentbe file,tab-delimited atext Teacherfiles file,(.txt afrom ClassesExcel, file,or and.tsv anfrom EnrollmentGoogle file.Sheets), Optionallywith youcolumn canheaders create a Parent File and a Parent Student Relationship File. Generally,in the Parentfirst Filerow, andmatching the Parentexact Studentfield Relationshipnames Filebelow are(no only used when you are setting up a Single-Sign On Option. spaces).

Student File

This file lists all the students.
The student file must contain the following fields:

    StudentID identifies the student First contains the first name of the student Last contains the last name of the student SecurityValue is the value that a parent will enter to identify their child when they first sign up. For example, the SecurityValue could be the student’s birthday, and you would then prompt your parents to enter in a birthday in a predetermined format (e.g. dd/mm/yyyy). The SecurityValue prevents a parent from entering an incorrect StudentID and accidentally selecting the wrong child.
    Field Description

    StudentID

    Unique

    SecurityValue

    identifier for the

    First

    student (key Last field)

    4321

    First Student's

    04/12/2012

    first

    Amanda

    Jones

    name

    4322

    Last

    08/04/2012

    Timothy

    Smith

    This table must be provided in a tab‐delimited text file (MS Excel ‐> *.txt (Tab delimited); Google Sheets ‐ > *.tsv (Tab delimited). 

    The first row should contain the column titles. The column titles must be labeled exactly as listed above. Notice that none of the column titles has spaces in them.

    Do not recycle StudentID'Student's without first removing existing students. For example, if StudentID 101 last year was assigned to Betsy Smith, and this year StudentID 101 is assigned to William Johnson, the parent of Betsy Smith will log in this year and see student William Johnson listed as her child.

     If you will be recycling student IDs, prior to uploading your new student file, remove all stored contacts. You can do this on the Global Setup / Contacts Setup page under 'remove all contacts.'

    Key

    StudentID is the key field on this file and must be unique. 

    Other Columns

    A column called Action can be created in order to delete an existing entry. If you need to delete previously uploaded data, you could resubmit the data file with this column title and the word delete entered in each row. This column defaults to "update" if the column is not present. The Action column is only needed if you will be deleting data.

    Teacher File

    This file lists all the teachers. The teacher file must contain the following fields: 

      TeacherID identifies the teacher First contains the first name of the teacher Last contains the last name of the teacher The email contains the teacher's email address. Only one email address should be entered here. The room is where the teacher will be at the parent‐teacher conferences. This does not have to be the same room that the class is held in. This field can be helpful for reporting purposes. If you use this field, you can then produce a report by room number.

      TeacherID

      First

      Last

      Email

      Room

      234

      SecurityValue A

      Angela

      Frank

      a@school.com

      106

      225

      Bobby

      Smith

      b@school.com

      Library

      This table must be provided in a tab‐delimited text file (MS Excel ‐> *.txt (Tab delimited); Google Sheets ‐ > *.tsv (Tab delimited). 

      The first row should contain the column titles. The column titles must be labeled exactly as listed above. Notice that none of the column titles has spaces in them.

      Key

      TeacherID is the key field on this file and must be unique.

      Email must also be unique.

      IMPORTANT NOTE: If you would like to create team conferences, please see the section on Creating Teams

      Other Optional Columns

      Password creates an initial password for your teachers. If you do not import a password when the teacher logs in, they will be prompted to create a password. The password must be at least 6 characters in length.

      Once the teachers have taken ownership of their account and created a password, the import will not change the password. However, on the Global Setup / Contacts Setup page, you can reset the password for all your teachers. This is the reset administrative password button.

      Virtual Room is used to import an online meeting link for the teacher if you are having Virtual Conferences or allowing a choice of In‐Person or Virtual conferences. It is only used when you are creating your own meeting links for your teachers. If you are using the pickAtime integration for online meetings, the link will be generated automatically.

      AccessLevel allows you to set the Admin level for your teachers. An AccessLevel of 3 will provide your teachers with Resource Administrator access, and they will then be able to block their own schedule. The default access level for a teacher is Appointment Viewer.

      GroupName allows you to classify a teacher with a GroupNamevalue (e.g., Middlebirthdate) Schoolparents Teacher, Science Teacher). This is useful if you wantenter to createconfirm differentthey're slots for different groups of teachers. For example, if all your Middle School Teachers needed 15-minute slots and all your High School Teachers needed 20-minute slots, you might set a group name for your teachers and then create slots forselecting the entirecorrect group. The Group Name can also be used on the parent scheduling page to display teachers under the Group Name.

      A column named Action can be created to delete an existing entry. If you need to delete previously uploaded data, you could resubmit the data file with this column title and the word delete entered in each row. This column defaults to "update" if the column is not present. The Action column is only needed if you will be deleting data.

      Class File

      This file defines the classes. The class file must contain the following fields

        ClassID identifies the class. TeacherID identifies the teacher; this field must match the TeacherID listed in the teacher file ClassName is an optional field and provides a name for the class. This name can be displayed on the CUI legend. For example, if you have multiple sections of Math, each with a different ClassID, you might want to import a field for the Name with the value "Math."

        GroupName is an optional field and allows you to categorize your teachers with a Group Name. For example, you might want to categorize some teachers as Upper School teachers and some as Lower School teachers. This will allow you to create different time slots for different groups of teachers easily.

        ClassID

        TeacherID

        ClassName

        Math - Sec200

        234

        Math

        Math - Sec201

        235

        Math

        This table must be provided in a tab‐delimited text file (MS Excel ‐> *.txt (Tab delimited); Google Sheets ‐ > *.tsv (Tab delimited). 

        The first row should contain the column titles. The column titles must be labeled exactly as listed above. Notice that none of the column titles has spaces in them.

        Key

        ClassID is the key field on this file and must be unique for each teacher. Each ClassID should only exist in one row in this file.

        Keep in mind that the ClassID has to be unique for each teacher. If your database has one "English 9" class with multiple sessions each taught by a different teacher, then you will need a  different ClassID for each teacher. You can concatenate your database's class identifier with the teacher ID to produce something like "Eng9‐869," indicating that this is the English 9 class taught by teacher 869. If you do this, then make sure that the enrollment file has "Eng9‐869" in it, not "English 9" or "Eng9".

        Other Columns

        These columns can optionally be used.

        A column called Action can be created in order to delete an existing entry. If you need to delete previously uploaded data, you could resubmit the data file with this column title and the word delete entered in each row. This column defaults to "update" if the column is not present. The Action column is only needed if you will be deleting data.

        PTAN is the number of allowed appointments for each student's parent for that class. For example, some schools allow the parent to have 2 appointments with a home room teacher or an advisor. If the column is not present, 1 is assumed.

        Max is the largest number of students that could sign up for the class. This must be larger than the number of students that are in the class. If this column is not present, a very large number is the default.

        Enrollment File

        This file specifies the classes each student is enrolled in. The enrollment file must contain the following fields

        StudentID identifies the student; this must match the StudentID listed in the student file

        ClassID identifies the class; this must match the ClassID listed in the class file

        This table must be provided in a tab‐delimited text file (MS Excel ‐> *.txt (Tab delimited); Google Sheets ‐ > *.tsv (Tab delimited). 

        The first row should contain the column titles. The column titles must be labeled exactly as listed above.

        Notice that none of the column titles has spaces in them.

        Your file can be formatted in one of two different ways.

        Option # 1

        With this option, only one class is listed in the ClassID column. If a student has multiple classes you will have multiple rows for each student.

        StudentID

        ClassID

        123

        English-SecB

        123

        Science

        Option # 2

        StudentID

        ClassID

        ClassID

        123

        English-SecB

        Science

        456

        Math

        Gym

        There is only one row per student. Each class is in a separate column labeled ClassID

        Other Columns

        A column named Action can be created to delete an existing entry. If you need to delete previously uploaded data, you could resubmit the data file with this column title and the word delete entered in each row. This column defaults to "update" if the column is not present. The Action column is only needed if you will be deleting data.

        Creating Teams

        You can either create teams via the import files or after you have imported your files.

        Creating Teams via the Import Process - There are two different ways to accomplish this. The way you select depends on how you will be importing your data, and whether the teachers within a team will also have individual conferences.

        Use the first method if you will be importing team data rather than individual teacher data, and your teams will not have any teachers needing to conference on their own. Use the second method if you will be importing individual teacher data, and you would like to combine some of these teachers into teams.

        Method 1

        Using this option, you will create a new teacher with a team name such as Team Smith‐Jones. This team teacher would need to create a class that has all students for teacher Smith and teacher Jones within the class. When the parent logs in, they would see the teacher “Team Smith‐Jones” listed. When using a team such as team Smith‐Jones, you need to make sure that teacher Smith and teacher Jones are not also available for conferences at the same time as teacher Smith‐Jones.

        When you import data for teacher Team Smith‐Jones, you will need to import a TeacherID. This can simply be a made up teacherID, but it can not be a teacherID that has been imported for another teacher. You can choose to import the email address of one of the two teachers, or leave the email field blank. However, you can not import an email address that has already been imported for another teacher. The email address AND the teacherID must be unique for each teacher. See example below:

        Once you have created and imported the data for a team teacher, you can provide the two individual teachers access to the schedule for the team. You would do this by going into the Contacts section of Admin UI. In the upper left hand side, search for the first teacher name (ex. Smith). When you find teacher Smith and have this teacher’s information in the right hand side, in the Resource Access section, give teacher Smith access to teacher Team Smith‐ Jones. Then you would do the same for teacher Jones. If data for teacher Smith or teacher Jones had not been imported individually, you can use the Contacts section of the site to add the two teachers and give them each access to the team.

        Method 2

        You can create teams by combining two or more teachers. When you import your class file, in the TeacherID column, concatenate your teacher IDs. Below you will see a Teacher File example and a Class File example.

        Teacher File

        TeacherID

        First

        Last

        Email

        T123

        Anne

        Smith

        asmith@school.com

        T124

        Harold

        Rice

        hrice@school.com

        child

        Class FileExample:

        StudentID SecurityValue First Last

        TeacherID

        4321 04/12/2012

        ClassID

        Amanda Jones

        T123;T124

        4322 08/04/2012 Timothy Smith

        Math101⚠️ Don't recycle Student IDs without removing the old student first. If StudentID 101 belonged to Betsy Smith last year and is reassigned to William Johnson this year, Betsy's parent will see William listed as their child. If recycling IDs, remove all stored contacts first via Global Setup / Contacts Setup / Remove All Contacts.

        Optional column: Action — set to delete to remove a previously imported row. Defaults to update if omitted.


        Teacher File

        Field Description TeacherID Unique identifier for the teacher (key field)

        T123

        First Teacher's

        Biology

        first name

        T124

        Last Teacher's

        English

        last name Email Teacher's email (must be unique; one address only) Room Where the teacher will be during conferences — useful for room-based reporting

        InExample:

        TeacherID First Last Email Room 234 Angela Frank a@school.com 106 225 Bobby Smith b@school.com Library

        Want team-taught conferences? See Creating Teams, below.

        Optional columns:

        Column Purpose Password Sets an initial password (min. 6 characters). If omitted, the aboveteacher example,creates their own at first login. (Once a teacher sets their own password, future imports won't override it — use the Reset Admin Password button under Global Setup / Contacts Setup to reset instead.) Virtual Room Online meeting link, if manually generating your own (not needed if using pickAtime's built-in meeting integration) AccessLevel Sets admin access. 3 = Resource Administrator (can block their own schedule). Default is Appointment Viewer. GroupName Categorizes teachers (e.g., "Middle School," "Science") — useful for creating different slot durations per group, or displaying teachers grouped on the scheduler Action Set to delete to remove a previously imported row

        Class File

        Field Description ClassID Unique identifier for the class (key field — must be unique per teacher) TeacherID Must match a TeacherID in the Teacher file ClassName (optional) Display name shown on the CUI legend GroupName (optional) Categorizes teachers for grouped slot creation or display

        Example:

        ClassID TeacherID ClassName Math-Sec200 234 Math Math-Sec201 235 Math

        ⚠️ ClassID must be unique per teacher. If your school has twoone "English 9" course taught by multiple teachers, give each section its own ClassID — e.g., Eng9-869 for the section taught by teacher 869. Make sure your Enrollment file uses this same exact ClassID.

        Optional columns:

        Column Purpose Action Set to delete to remove a previously imported row PTAN Number of appointments allowed per parent for this class (default: 1) Max Maximum students allowed to enroll (default: a very high number)

        Enrollment File

        Field Description StudentID Must match a StudentID in the Student file ClassID Must match a ClassID in the Class file

        Format Option 1 — One class per row (multiple rows per student if enrolled in multiple classes):

        StudentID ClassID 123 English-SecB 123 Science

        Format Option 2 — One row per student, with each class in its own ClassID column:

        StudentID ClassID ClassID 123 English-SecB Science 456 Math Gym

        Optional column: Action — set to delete to remove a previously imported enrollment row.


        Creating Teams

        You can set up team-taught classes either during import or after import, depending on your situation.

        Option A: Via Import

        Method 1 — Import the team as a single "teacher" Use this if you're importing team data directly (not individual teacher data), and the team members won't also have individual conferences.

          Create a new "teacher" record representing the team (e.g., Team Smith-Jones), with its own unique TeacherID. This team's class should include all students from both teachers' rosters. You can optionally use one teacher's email, or leave it blank — but it can't duplicate an email already used by another teacher. Make sure the individual teachers (Smith, Jones) aren't also separately bookable at the same times as the team. To grant the individual teachers visibility into the team's schedule: Go to Contacts, locate each teacher, and under Resource Access, grant them access to the team resource.

          Method 2 — Combine individual teachers into a team via the Class file Use this if you're importing individual teacher data and want to combine some into a team. In the Class file's TeacherID column, concatenate teacher IDs with a semicolon.

          Example:

          Teacher File:

          TeacherID First Last Email T123 Anne Smith asmith@school.com T124 Harold Rice hrice@school.com

          Class File:

          TeacherID ClassID T123;T124 Math101 T123 Biology T124 English

          Here, Anne Smith and Harold Rice.Rice These two teachers team team-teach a class called Math 101.Math101. A parent with a student in Math101 will book an appointmentbooks with the team,team; a parent with a student in oneBiology ofor theEnglish two individual classes will bookbooks with the individual teacher. WhenThe asystem parentprevents ofdouble-booking a student in Biology booksbooking with teacher Anne Smith,Smith that(individually) automatically blocks the corresponding slot for the team of Anne Smith and Harold Smith/Rice will be blocked off.team.

          TheThis creationsame oftechnique teamworks teachersfor and team classes can also be used when you wouldcases like topairing allowa somegeneral parentseducation to bookteacher with teachers jointly, and some parents to book with teachers separately. One example might be where you have some students in a class where you would like the special education teacher tofor alsoselect attendstudents conferences. On your class file, you could create a newcombined class labeled(e.g., "English/Special EducationEd") and assignenroll only the teacherIDrelevant tostudents in it, while others remain in the twostandard teachers, the English teacher and the Special Education teacher. Then on the enrollment file, you would assign some students to the English/Special Education class and some to the English"English" class.

          Creating

          Teams

          Option afterB: theAfter Import Process

          You can also combine teachers into teams after you have imported your four data files. To create a team, you will do the following:

          1. Go intoto Class Editor.
          2. Select Add Teacher/Team.
          3. The Select Person dialog box will display
          In the Select Person dialog box that displays, search and click on the first teacher you would like on your team, then click on the 'Add to Team' button on the Select Person pop‐updialog, windowsearch for and select the first teacher, then click Add to Team. Repeat for the second teacher. Once both teachers appear in the top top-left corner. Then search andlist, click on the 2nd teacher you would like in the team, then click on the 'Add to TeamOK' button.. Once your team is selected, all team members will be listed in the top‐left corner of the Select Person pop‐up window ‐ press the Ok button.

          You would then want to eitherEither manually create a class for thatthe team orteam, import a classclass/enrollment and corresponding enrollmentfile for thatthem, team.or Or,move if you already have theexisting classes youfrom wouldan likeindividual for the team listed under another teacher, you can simply move the classesteacher to the team.

          When a parent booksBooking with the team,team blocks the corresponding time slots for all individual members of the team will become unavailable. Similarly, when a parent books with an individual teacher, the corresponding time slot for theeach teamindividual willmember, becomeand unavailable.vice versa — this prevents double-booking automatically.

          IfTo you would likeadd a room number for youra team,team: you will needGo to addAppointments, thisand onenter the Appointmentsroom page.number Toto the right of yourthe teamteam's name, enter a room number.name.

          Parent File (optionalOptional file only required for Single SignSign-On On)

           

          This file lists all the parents. The parent file must contain the following fields:

            ParentID identifies the parent First contains the first name of the parent Last contains the last name of the parent The email contains the parent's email address. Only one email address should be entered here. only)
            Field Description

            ParentID

            Unique

            Firstidentifier

            for the

            Last

            Email

            parent

            123

            First Parent's

            John

            first

            Smith

            js@parent.com

            name

            456

            Last Parent's

            Susie

            last name Email Parent's

            Smith

            email (one

            ss@parent.com

            only)

            ThisExample:

            table
            must
            ParentID First Last Email 123 John Smith js@parent.com 456 Susie Smith ss@parent.com

            Both ParentID and Email should be providedunique in— duplicate rows will simply update the same contact rather than create a tab‐delimitednew text file (MS Excel ‐> *.txt (Tab delimited); Google Sheets ‐ > *.tsv (Tab delimited). one.

            IfTo you do not want yourprevent parents tofrom havemanually theattaching/detaching optionstudents: of attaching their studentGo to their account, then turn this option off. This is set on the Global Setup / Business Setup page./ Under Miscellaneous, and uncheck the box "allowAllow parents to attach and detach students.students."

            The ParentID and the Email address should be unique. If you have multiple rows with the same ParentID, only one contact will be created, as each row will update what was previously imported. If you have multiple rows with the same Email, only one contact will be created, as each row will update what was previously imported.

            Parent

            Parent-Student Relationship File (optionalOptional and only required for Single SignSign-On On)

            This file connects the parents to the students. The parent‐student relationship file must contain the following fields: 

              ParentID identifies the parent StudentID identifies the student only)
              Field Description

              StudentIDParentID

              Must

              ParentID

              match the Parent file

              37890 

              StudentID Must

              4451

              match the Student

              37891

              4478

              file

              This table must be provided in a tab‐delimited text file (MS Excel ‐> *.txt (Tab delimited); Google Sheets ‐ > *.tsv (Tab delimited). Example:

              StudentID ParentID 37890 4451 37891 4478

              Mistakes to Avoid

              • Don't export ana entirefull year of class data whenif you justonly wantneed half a school year.
              • If youparents usewon't recognize a schoolnumeric managementStudent databaseID: identifier for the StudentID, and your parents are not familiar with this number, then useUse a concatenation of the student's first name and first+last name concatenation instead (ex,e.g., "BenFranklin"BenjaminFranklin) when you prompt your parents to identify their student.. You do notdon't need to create this concatenatedfield field;manually simply check the box "Use First + Last Name as StudentID"StudentID" inunder the Parent Login section of the Global Setup / Business Setup page./ Then,Parent onLogin, then customize the label for this field that your parents will see on the Customer User Interface, enterprompt text describingunder this field to your parents. For example, you can enter the following text for your prompt: "First Name + Last Name, e.g. " "BenjaminFranklin" You would enter this text in the CUI Messages / Student / StudentID label (see CUI Messages page). 
              • BeWatch carefulfor withleading zeros. Opening a numeric ID column in Excel may strip leading zeros on numeric IDs. For example, if you use Excel to open a text file that has studentIDs that are all numeric and have leading zeros, the zeros will be stripped off when you save the file.automatically.
              • If your studentStudent IDs have changed from thelast previous year, you will need to make sure that youyear, remove the previous year'sold stored student data.data Seefirst the(see section on removing contacts on the Previous Users of pickAtime page.).
              • If your studentStudent IDs are simplyreassigned annually (not tied to a numberpermanent yourecord), havealso assignedremove to each student, and that number may change each year, make sure you have removed the previous year'sold stored studentdata data. See the section on removing contacts on the Previous Users of pickAtime page.first.
              • IfCleaning youup haveold olderdata: classes and enrollments, youYou can now delete thean event’event's existing classesclasses/enrollment (and enrollmentstheir associated teacher resources) directly from the ImportImporter page before uploadingno newneed data.to This option will also deleteleave the classes’ associated teacher resources, making it easier to remove bad data without leaving the Importer page. ToSelect locateClass thisunder featureFile onType, the Imports page,then click theRemove ClassExisting file option within the File Type drop-down menu.Classes.
              Email

              Makecolumn sure you use our naming convention when you are importing Emails.naming:

              The column shouldmust be labeled exactly Email. ForVariants example,like ifEmail_Address youor Teachers_Email_Address will import aas columnextra labeleddata Email_Address,fields, Teachers_Email_Address,not or anything labeled other than Email this column will be added but will not be consideredas the Email to be used for the Teacher or Participant to use as theirteacher/participant's login Email.email.

              Import Process

              Once you have created your 4 import files, you are ready to import these files to your pickAtime account. All 4 files must be tab‐delimited text files. Locate the Importer under Main Navigation on the left side.

              1. After loggingLog into pickAtime,pickAtime and click Importer.
              2. SelectSet Data Type ofto School.School.
              3. Select your event from the Event pull‐pull-down.
              4. Set File Type to Students.
              Click Browse, select your file, and click Import. If the Fileimport Typesucceeds to students Click Browse and locate your student file on your computer Click on Import

              If you havewith no errors on your import,errors, repeat steps 4 ‐ 4–6 for yourTeachers, teacher file, your classes file,Classes, and yourEnrollment enrollment(in file,that order), changing the File Type drop‐downeach totime. the correct type for your file.

              ForData all 4 data files, the data typeType should be set to School.

              Iffor you have any error messages on the import, read that section in the manual.

              Keep in mind that each row in theall four tablesfiles.

              Import logic: Each row has a unique identifier,key which(StudentID, ensuresTeacherID, thator ifClassID). you importRe-importing the same data morewon't thancreate onceduplicates no harm will be done. Thethe system does not create new data entries each time the data is imported. It first checks tofor seean ifexisting match and either updates it has the data row you are importing (by matching the key field), then it either updates the existing data or it creates a new record.

              IfThis youalso leave out some data,means you can simplysafely import thea file containing only missing data.rows to fill in gaps.

              ⚠️ IMPORTANTAlways NOTE: Please be sure thatconfirm the number of rows imported matches the number of rows on your datafile file.— silent partial imports can be easy to miss.

              Import order matters:

              • IfFix youall receiveTeacher anyfile errors when importing your teacher file, correct these before importing yourthe classClass and enrollment files.file.
              • IfFix youall receiveClass anyfile errors when importing your class file, correct these before importing your enrollment file.
              You can delete existing resources, classes, and enrollments from the Import page, making it easier to remove bad/old data without navigating away from the Importer page. To do this, on the Imports page, click the ClassEnrollment file option within the File Type drop-down menu.
              .

              image.png


              Error Messages on Import

              General Error Messages

              "Incorrect file type was supplied.
              The" Your file must be atab-delimited. tab‐delimited text file.
              Make sure that you have createdRe-save/re-export and aretry importing a tab‐delimited text file.again.

              Error messages when importing

              Student File

              Errors

              Error Cause / Fix "The file does not have a column labeled "First"'First' or "'First Name"Name'" and/ The file does not have a column "...labeled 'StudentID'"StudentID"

              Check

              Column the labels you have created for each column in your file. Theyheaders must match exactly our(e.g., specifications. For example the studentID column needs to be labeled 'StudentID'StudentID, not something else such as 'Student Lunch Number'.Number)

              "The ID field is empty for XXXX"

              Check

              A therequired filefield to(name, confirmStudentID, birthdate) is blank in that therow column has data
              (first
              name, last name, studentid, date of birth) within it.
              Error message when importing the

              Teacher file

              File

              Errors

              Error Cause / Fix "Found contact with teacherid of ABC and a different contact with the email of betsy@noemail.com[email]"

              This

              Your messageimport indicatesrow thathas youTeacherID haveABC + a rowspecific inemail, your teacher file with teacherID ABC and email address betsy@noemail.com.

              However, in the Admin UI, you already have a contact with a teacherID of ABC and a different email address than betsy@noemail.com, AND a contact with the email address of betsy@noemail.com and a different teacherID than ABC.

              For example, on your import file, you have this:

              TeacherID Email

                ABC betsy@noemail.com

                But in the Admin UI, you have two different contacts.

                TeacherID Email

                  ABC annie@noemail.com  DEF betsy@noemail.com

                  You need to correct your data inbut the Admin UI andalready thenhas re‐importtwo yourseparate teacherexisting file.contacts In— one matching the AdminTeacherID, UI, search for the contact with that email address that was flagged. If the contact you locate has a different teacherID than on your teacher file, and is an old contact, then delete that contact and re‐import your teacher file.

                  During the teacher file import, we look for aone matching teacherID record or a matching email address record. If we find a match on either, we update the rest of the information. For example, if we find a matching teacherID, we update the email address and name of the teacher. If we find a matching email address, we update the teacherID and the namesystem ofcan't tell which to update. Fix: In Contacts, find the teacher.conflicting However,record(s), ifdelete wethe findoutdated two different contact records, one with a matching teacherIDone, and onere-import.

                  with a matching email address, we do not know which one should be updated, and we flag this error.

                  "The ID field is empty for XXXX"

                  Check

                  A therequired file to confirm that the column has datafield (first name, last name, email) withinis it.blank

                  in that row

                  "The password field should be 6 characters or more for XX.XX"

                  Check the filePassword tocolumn confirmfor that therow password column has the
                  correct
                  password

                  Class dataFile withinErrors

                  it.
                  Error messagesCause when/ importingFix the class file

                  "Could not find teacher with teacherID XXXX"

                  This errorTeacherID messageisn't comesin up when importing a Class file with a teacherID which is not on the Teacher File. The Classes file will match each class to a teacher. If the teacher was not previouslyyour imported into the teacher file, then no match will be found, and the class will not be imported. Take a look at your Teacher file and makeimport sureteachers first, or correct the TeacherIDID listed in the error message exists on the Teacher file.

                  "Class 'Math' already exists with a different teacher than '123'"

                  This means that your class file has a row with ClassID: Math and TeacherID: 123. But, Class Math has already been assigned to a different teacher than teacherID 123. The

                  ClassID must be unique forper eachteacher teacher.

                  For example, if you have two rows suchare as:

                  using

                  TeacherIDthe same ClassID 123 Math 456 Math

                  We will flag the second row as an error. The ClassID must be unique for eachdifferent teacher,teachers. otherwise when we import the enrollment file, we do not know which students in class Math have teacher 123 and which students in class Math have teacher 456. You will need to make the ClassID uniqueFix by either appending a section number to the ClassID or a section/teacher identifier to(e.g., the Class ID. Your enrollment file will also need to be updated to reflect this.

                  Also note that in the example above, ClassID Math has been added to teacherID 123. Prior to fixing your import filesMath-123), and importingupdate again, you will want to remove ClassID Math. You can remove an individual class by going to the ClassEditor, selecting the 'Show only Classes', locating and then clicking the red X next to the name.

                  You can delete all of the event's resources, classes, and enrollments from the Import page as well, making it easier to remove the bad/old data without navigating away from the Importer page. To do this, on the Imports page, click the Class file option within the File Type drop-down menu, then click 'Remove existing Classes'.

                  Error messages when importing theyour Enrollment file

                  to match. (See "Removing a bad class" below to clean up the incorrect entry first.)


                  Enrollment File Errors

                  Error Cause / Fix "Student ID not foundfound"

                  This errorStudentID messageisn't comesin upyour when importing an enrollmentStudent file that contains a StudentID that does not exist on the Student File.

                  The enrollment file must be imported after the student, teacher, and class files have been imported. When you import thestudents enrollmentfirst

                  file, the student ID needs to find a match to a student in the student file. The error message: Student ID not found means that the Student ID in the enrollment file did not have a corresponding Student ID in the student file.

                  Example: an error message of Student 12345 not found means that a student with the StudentID of 12345 was NOT imported on your student file.

                  "Class XX not foundfound"

                  This error message indicates that your enrollment file contains a ClassID that was not on the Class File. Take a look at your Class file and make sure that the ClassID listedisn't in the error message exists on the Class file. Note that if you are receiving this error message on classes that you do not care about, and where the teachers will not be conferencing (for example, a Study Hall) then you can ignore these messages ‐ they do not need to be corrected.

                  Example: an error message of Class Math‐101 not found indicates that Class Math‐101 was NOT imported into your Class file.

                  (Safe to ignore if it's a non-conference class, like Study Hall.)

                  "No class ID found for student XXXX"

                  This message indicates that you have a row withhas a StudentID thatbut doesno notassociated containClassID any ClassIDs.

                  "Student XX not in class YYYY"

                  This message comes up

                  Appears when you are deleting enrollment,enrollment and indicates the student XXwasn't wasactually not foundenrolled in that class YY.

                  "Class XX has reached maximum enrollment. Student XX has been skipped."

                  This

                  The indicatesclass's thatMax yousetting havewas setreached. aCheck/adjust maximumthis allowedvalue enrollmentin for the class and you are importing more rows than the allowed amount. Go into the Class Editor page, click onunder the teacher and thenclass the class. Check the # you see in the Maximum column and see if this
                  is
                  set correctly.
                  Error message when importing

                  Parent File

                   Errors

                  "The file does not have a column labeled "First"'First' or "'First Name"

                  Name'"

                  CheckColumn the labels you have created for each column in your file. Theyheaders must match ourthe specificationsspec exactly.

                  Error message when importing Parent

                  Parent-Student relationshipRelationship file

                  File Errors

                  "Could not find Parent with ID 'XX' or Student with ID 'YY' as this parent/ student was not imported

                  imported"

                  This error message indicatesDouble-check that eitherboth the ParentID as listed on your parent‐student relationship file was not found or theand StudentID asexist listedin ontheir yourrespective parent‐student relationship file was not found. Refer back to your Student file or your Parent file to make sure the parentfiles and the student were imported.successfully imported first.


                  How to Correct Bad Data

                  STUDENT FILE

                  My💡 studentsRemoving namesa werebad class — quick reference (used throughout this section):

                    Individually: Go to Class Editor, check "Show Only Classes," locate the class, and click the red X next to it. In bulk prior to an updated Class file import: On the Importer page, select Class under File Type, then click Remove Existing Classes — this also removes the associated teacher resources, without needing to leave the Importer.

                    Student File

                    Issue Fix Names reversed

                    Simply

                    Correct correct yourthe file and re‐import.re-import

                    My

                    student ID’sIncorrect wereStudent incorrectIDs

                    Take

                    Re-import yourthe incorrectbad file,file addwith aan newadded Action column labeled Action, and fill this with the word Delete. Then re‐import this file. This will remove all your incorrectly imported students.

                    I forgot the SecurityValue field

                    Simply add the fieldset to your file and re‐import.

                    My file was missing some students

                    Import your student file again with the newly included students. Then also import your enrollment file to add in the enrollment for these students.

                    TEACHER FILE

                    For teacher file import issues, how you resolve these depends on whether you have already imported your class file. Once the class file has been imported your teachers are turned into a "resource" on the Appointments page and can not simply be updated with a new teacher file import. See the two different sections below.

                    WHEN YOU HAVE NOT IMPORTED YOUR CLASS FILE 

                    My teacher names were reversed

                    Simply correct your file and re‐import.

                    My teacher file was not correct, and I have not yet imported my class file

                    Take your incorrect teacher file, add a new column labeled Action, and fill this with the Delete. Then re‐ import this file. This will remove all your incorrectly imported teachers.

                    My teacher IDs are incorrect, and I have not yet imported my class file

                    Take your teacher file (with the incorrect teacher ID's) add in a column labeled Action, and fill this column with the word Delete. Then import this filedelete, to remove the incorrect teachers.records

                    Forgot the SecurityValue field Add the field and re-import File was missing some students Import the missing students, then import an enrollment file to enroll them

                    Teacher File

                    Your fix depends on whether you've already imported your Class file — once imported, teachers become "resources" tied to Appointments and Class Editor, and can no longer be simply overwritten by re-importing the Teacher file.

                    WHEN YOU HAVE ALREADY IMPORTED YOUR CLASS FILE

                    My teachers are not correct, and I have imported my class file

                    When your class file is imported, your teachers get placed on the Appointments page and on the Class Editor page.
                    If you have someNOT yet imported your Class file:

                    Issue Fix Names reversed Correct the file and re-import Teacher data was wrong Re-import the bad file with an Action column set to delete Teacher IDs incorrect Same as above — re-import with Action: delete to remove, then import the corrected file

                    If you HAVE already imported your Class file:

                    Issue Fix Unwanted teachers thatpresent you do not want, then you can goGo to the Class Editor page and remove teachers who are not participating in the conferences.

                    My teachers areyou don't need

                    Teachers assigned to the wrong classes?classes (see also below on the Class File import)

                    Go intoto the Class Editor and, remove all classes, then re-import your classes.Class Thenfile importOR correct your class file again.
                    CLASS FILE

                    I imported the wrong classes? I imported too many classes?

                    Go into the Class Editorfile, and delete all your classes or the classes you do not want. 

                    You can remove an individual class by goingprior to thea ClassEditor, selecting the 'Show only Classes', locating and then clicking the red X next to the name, or you can select all of them and then delete.

                    You can also delete all of the event's resources, classes, and enrollments from the Import page, making it easier to remove the bad/old data without navigating away from the Importer page. To do this, on the Imports page, click thenew Class file optionimport, withincheck the Filebox Type drop-down menu, then click 'Remove"remove existing Classes'.

                    classes."


                    Class File

                    Issue Fix Imported wrong/too many classes Remove the bad classes (see quick reference above) On my class import, I received this message, “"Class A already exists but with a different teacher than Teacher B.”B"

                    This

                    The meanssame thatClassID onis your class file you have Class A listed in two different rows and belongingassigned to two different teachers. The ClassID must be unique for each teacher. Take a look at the Class file and determine which isDetermine the correct teacher for Class A. If your 2nd reference is incorrect,teacher, then correcteither that rowfix and re‐import.re-import Ifthe yourbad firstrow, row was incorrect, thenor go intoto the Class Editor,Editor clickand onmove/delete the incorrect teacherclass forassignment Classes assigned to wrong teachers Remove all classes (see quick reference above), then re-import your Class file One class assigned to the class,wrong andteacher thenSimplest clickfix: onin theClass class. You can either delete the class orEditor, move the class to the correct teacher.teacher

                    directly. My(Just classes are assigned to the wrong teachers.

                    Go into the Class Editor and remove allcorrecting your classes. Then import your class file again. 

                    You can remove an individual class by going to the ClassEditor, selecting the 'Show only Classes', locating and then clicking the red X next to the name, or you can select all of them and then delete.

                    You can also delete all of the event's resources, classes, and enrollments from the Import page, making it easier towon't remove the bad/oldoriginal dataincorrect withoutassignment navigating awayyou frommust themove Importerit page.manually.)

                    To do this,Missed onsome theclasses ImportsAdd page,them clickto theyour Class file option within the File Type drop-down menu, then click 'Remove existing Classes'.

                    One class I imported was assigned to the wrong teacher.

                    The simplest solution is to go into the Class Editor and move the class from the incorrect teacher to the correct teacher. If you simply change your class file, you will be adding the correct class to the correct teacher, but the incorrect class ‐ teacher assignment will not get removed. 

                    I missed some classes. 

                    Simply add to your class file and re-import again, (or import a file with just the missing classes.

                    classes)
                    ENROLLMENT
                    FILE

                    I

                    imported
                    the
                    wrong

                    Enrollment enrollment
                    IFile

                    imported
                    Issue Fix Imported wrong/last year’year's enrollment data

                    Delete

                    Remove all your classes byvia goingClass toEditor, thethen re-import a corrected Class Editor. Then import your class file and aEnrollment correctedfile File was missing some enrollment file. My enrollment file did not include all enrollment Simply import your enrollment file, withImport the newly includedmissing enrollment data
                    HOW TOno REMOVEneed IMPORTEDto DATA
                    redo the full file

                    How to Remove Imported Data

                    To remove everything:everything (start completely fresh):

                    1.

                    On the Events List page, createCreate a new event and select the Add button using your last event as a template.template Then(Events List → Add), then delete the old event. This will delete yourclears class and enrollment data.

                    2. Then delete theRemove stored contactscontacts: on the account. These are the parent and teacher contacts, as they are on the account, not just the event. This is done by going into the Global Setup / Contacts page,→ Show Advanced Options → Remove All Customers, selecting theEvent ShowAdministrator advanced options... and clicking on the Remove all customers button. Selectas the level to deletedelete. of Event Administrator. Note that this will(This also removeremoves parents.

                    )

                    3. To remove the student contacts, select the Remove studentsstored notstudents: enrolledClick Remove Students Not Enrolled in a classClass. button. (This may take a few minutes.) You will

                    have

                    If anonly emptyyour event,class and youenrollment candata startis over.

                    wrong

                    If your students and (students/teachers are correct,fine), and it isyou only theneed Class and Enrollment data that is not, you can simply do itemstep 1 and not item 2..


                    To remove class data,data butonly, towhile keep the slots you have created forkeeping your teachers:teacher roster and slots:

                    1. Go intoto the Class ViewerEditor and delete all theclasses classes. Thisthis will keepkeeps your teacher roster on the Appointments page and on the Class Editor page. pages.
                    2. You will then need to importImport a new classClass file and a new enrollmentEnrollment file.

                    To remove student,students, teacher,teachers, class,classes, and enrollment data, but not yourkeep parents:

                    1.

                    On the Events List page, createCreate a new event (select the Add button) using your last event as a template.template, Thenthen delete the old event.one This(clears will delete your class and class/enrollment data.data).

                    2. Take your incorrectold or recently imported studentStudent and teacherTeacher files, add aan newAction column set to them labeled Action. Fill this column with the word DELETEdelete, and re‐re-import bothboth. files.

                    Frequently Asked Questions on School Data

                    We mistakenlyaccidentally imported the previouslast semester's data, but we have too many parent appointments to start over. Can we just import new files?

                    YouYes can import new dataimports files. However, this will simply add to the existing data.data Forrather example,than ifreplacing yourit. classNew and classes/enrollment file now contain different classes, any new classes will be imported,added, but classes that wereanything previously imported willstays notunless beexplicitly deleted.deleted To delete classes, you will need to do so in the(via Class Editor,Editor or createan Action: delete import). Existing parent appointments are never affected by a new data file listing your classes to delete and using the Action column filled with the word delete.import.

                    Note that a new import will not remove any parent appointments.


                    We re‐re-imported ourcorrected class and class/enrollment files as we needed to deleteremove some classes.classes, We don't seebut the changesold inones theare Classstill Editor.showing.

                    AImports newonly import will simply add to or update existing data.they If you have classes to delete, you will need tonever delete themautomatically. fromTo theremove classes, use Class Editor pagedirectly, or byinclude usingan theAction: Actiondelete column in your import file for the Class File import. To delete via an import,rows you wouldwant addremoved. aThe columnsame labeled Action and filled with the word Delete in the row for a class that you would likeapplies to delete.

                    removing

                    To remove select enrollments, take your incorrect enrollment file, and add a column to it labeled Action. Fill this column with the word delete and then reimport the file. This will remove any matchingspecific enrollment records.


                    We realized that we were missing some class and class/enrollment data. Can we import a new class and enrollment file? Will thisimporting the missing data delete any parentbooked appointments that have been booked?appointments?

                    YouNo. canImporting importadditional newclass/enrollment data files.only Thisadds willwhat's addmissing any new class and enrollment data. Itit will not delete or disturb parent appointments that have already been booked.


                    ViewViewing Your Imported Data

                    Once you have imported your data, you should go to the Class Editor page to confirm that your data is correct.

                    1. From the Admin UI on the Events Preview, page, select your event from the list and click onGo theto button.Event.
                    2. Select the Class Editor tab.to This tab will displaysee your listteacher oflist. teachers.Select Ifa youteacher to see their classes; select a teacher'sclass name from the left-hand side, then you willto see theenrolled liststudents.
                    ofCheck classes"Show forOnly theClasses" teacher.(far right) to view data organized by class instead.

                    See the Modifying Teacher or Room Data section of the manual to add or add/remove teachers.teachers, Clicking on a class will bring up the list of students in that class. 

                      If you would like to view the data in class order, check the box on the far right-hand side "show only classes." See the Moving a Class section to movereassign a classclass, and see the Modifying Enrollment Data section to add or add/remove students from classes.a class.


                      Missing Classes

                      If

                      you have not made anyNo manual changes tomade the classes and enrollment within thein Admin UI,UI: youSimply can simply re-import updated classClass and enrollmentEnrollment files.files A new importdata will notbe replaceadded whatwithout wasdisturbing previously imported, but it will add in any new class and enrollmentexisting data.

                      If you have made manualManual changes inwere the Admin UImade (i.e.g., changingreassigned teachers, movingmoved kidsstudents): from one class to another), then you will want to importImport a classClass file with ONLYonly the missing class(es), and an enrollmentEnrollment file with ONLYonly the missing enrollment.

                      TheseNeither optionsapproach will not disturb anydisturbs appointments that have already been made.booked.

                      Missing Enrollment

                      If you have not made anyno manual changes towere the enrollment within the Admin UI, you canmade, simply import an updated enrollmentEnrollment file.

                      file

                      Any subsequent imports ofnever your class and enrollment files will not changeoverwrite previously imported class and class/enrollment data.data; Itthey willonly simply ADD INadd new data that is on the class or enrollment file.rows.