Upload students from a spreadsheet

4 minute read

1. Download the template

   Go to Students → Upload a spreadsheet and choose Download template. It has one column for each detail CareersNote uses.

2. Fill it in, or use an export

   Paste your students into the template, or export a student list from your school system as a CSV or Excel file. Your columns don't need to match ours exactly.

3. Upload the file

   Drag the file onto the upload box, or choose it from your computer.

   Drop your spreadsheet hereCSV or Excel · choose a file

4. Check the column matching

   CareersNote matches your columns to its fields. Check each one, and change any that aren't right.

   Your column	CareersNote field
   Given name	First name
   Surname	Last name
   NSN	Student ID or NSN
   Tutor group	Choose a field
   Date of birth	Not imported

5. Fix any flagged rows

   Rows with a problem, like a missing year level or an email that isn't complete, are flagged. Fix them in place, or skip them for now.

   2 rows need a lookRow 14: year level is missing. Row 31: enter a full email address, like name@school.nz

6. Import

   Choose Import. Your students appear in the student list, ready for their first conversation.