With the import tool, you can import your entire caseload at one time. Watch the video to learn how!

Directions

1. Go to Caseload > Import

2. Download the import template.

3. Fill in any/all of the columns in the CSV file. You can leave columns blank. 

4. Save it as a new file, but make sure it is still a CSV file. 

5. Go back to Caseload > Import and click 'Choose File'. 

6. Choose the newly saved CSV file. 

7. Click 'Import'. 

8. All of your students will show up under Caseload. 

Important Notes

• When adding phone numbers, do not add hyphens or spaces. Only type in the numbers.

• If you have a 0 as the first number of your zip code, Excel will automatically delete the 0. You will need to do the following to fix it:

  • Highlight the entire zip code column on the CSV file. 

  • Click the number formating dropdown that says 'General'. 

  • Click 'More Number Formats'.

  • Choose Special > Zip Codes.