Bulk Import or the ability to import a CSV file of parent and staff emails in order to invite them to your school/district and related classes is only available for premium schools/districts. The steps for doing bulk import activities are as follows.
TABLE OF CONTENTS
- Bulk Import of Staff to the Classes, Community and District (creating classes via CSV file upload)
- when you have the list of classes and the staff emails and want to add staff to the respective classes through the import.
- Bulk Import of Staff to the existing classes and the community (classes already created manually)
- when you manually created the classes and now trying to add parents and students through bulk import.
- Bulk Import of Staff to the Community and District
- when you don't have the list of classes and you just want to add staff to the school community or district.
- Click here to view the Student and Parent CSV file upload
Bulk Import of Staff to the Classes, Community and District (creating classes via CSV file upload)
- To Import Staff in the CSV there are two ways -
- Through Accessing the templates given at the bottom of the page.
- Through Following the below given steps.
- In Bloomz app - Click on the Appropriate Community [Ex - District, School, Class] in the left menu
- Click on the Community
- Click the Setting Gear
- Click Edit Settings
- Click on the Bulk Import tab
- Select Bulk CSV Import and, after clicking on the subgroups [Depending on what you want to upload], locate the file you wish to download.
- Populate the CSV with data adhering to the rules of the headers.
- Upload the attached Staff CSV file with the data choosing appropriate rules for upload.
- Full Data - When this option is enabled, if a user in Bloomz's database is not present in the uploaded CSV file, they are removed from the relevant class.
- Archive - If this option is enabled, if a class existent in Bloomz is not present in the CSV file, the classes will be automatically archived; otherwise, the classes will remain active. Classes that have been archived can be revived at a later date.
- Ignore Errors and Continue Processing -If this option is enabled, the server will choose to overlook the problems and continue parsing the CSV file, reporting the errors at the conclusion of processing; otherwise, it will stop processing the file and request reuploading.
Various Options for downloading templates suiting to your needs ->
Various Fields available in the template -
- staff_name or (staff_firstname & staff_lastname) - choose between fullname / (firstname, lastname) for the staff.
- staff_email - email of the staff.
- staff_secondary_email - secondary (home) email of the staff.
- staff_title - title of the staff.
- staff_role - role of the staff. (download the supported role csv from the Download Template screen)
- group_name - the name of the group you want the system to create in your school.
- group_sis_id - can be a number from your SIS system or can be any numeric which is unique to that group. (If you have uploaded the parent file first then please get the class_name and class_id's from the parent file)
- group_type - type of the group (refer supported_group_types.csv for supported group types)
Bulk Import of Staff to the Existing Classes, Community and District (classes already created manually)-
This scenario occurs when you have previously manually generated all of the classes in your community and are attempting to add staff to the classes via bulk import. In this scenario, the class_name and class_id must be obtained from Bloomz by following the methods outlined below -
- To Import Staff in the CSV there are two ways -
- Through Accessing the templates given at the bottom of the page and filling the necessary information and uploading it.
- Through Following the below given steps.
- Click on the Community
- Click the Setting Gear
- Click Edit Settings
- Click on the Bulk Import tab
- Navigate to the Bulk CSV Import and click the type of spreadsheet you want.
- Select Download and click on the option [Use Group_id generated by Bloomz].
- A file with the class Id's will be downloaded (Ex: Shown in the image below)
- Use the class_name and class_id in this file to populate the class_name and class_id in the Staff template to assign the staff to the existing classes.
- Upload the attached Staff CSV file with the data filled.
- group_sis_id - can be a number from your SIS system or can be any numeric which is unique to that group. (If you have uploaded the parent file first then please get the class_name and class_id's from the parent file)
- Group_id generated through Bloomz - Can be utilized when classes and groups already exist in the database and we can fetch them and use their unique identifiers. Automatically assigned by Bloomz.
Using Group ID from Bloomz -
Bulk Import of Staff to the Community and District
This scenario occurs when there are no previously manually formed groups or schools in your community or district and you want to simply assign staff to a district regardless of which school he/she is assigned to. We don't need to put in group_id or school_id in this scenario, but if we know that the staff belongs to a certain school or subgroup within the district, we may provide the school and group id. In this instance, instead of a school or a subgroup within the school, the staff is allocated directly to the district in which the school is located.
- To Import Staff in the CSV there are two ways -
- Through Accessing the templates given at the bottom of the page and filling the necessary information and uploading it.
- Through Following the below given steps.
- Click on the Community
- Click the Setting Gear
- Click Edit Settings
- Click on the Bulk Import tab
- Navigate to the Bulk CSV Import and click the type of spreadsheet you want.
- Click on Download and select the appropriate options for the type of template you want.
For Ex- If you don't have any info about the group or school info and just want to assign the staff to the district, then ignore those options and populate it correctly according to the headers else you can tick those and fill in the data. - Check the Import Options and select the ones appropriate for your use such as -
- Full Data - When this option is enabled, if a user in Bloomz's database is not present in the uploaded CSV file, they are removed from the relevant class.
- Archive - If this option is enabled, if a class existent in Bloomz is not present in the CSV file, the classes will be automatically archived; otherwise, the classes will remain active. Classes that have been archived can be revived at a later date.
- Ignore Errors and Continue Processing -If this option is enabled, the server will choose to overlook the problems and continue parsing the CSV file, reporting the errors at the conclusion of processing; otherwise, it will stop processing the file and request reuploading.
- Upload the attached Staff CSV file with the data filled in choosing appropriate rules for upload.
Steps -
Extra Options if you want to mention school as well as subgroups for a staff assigned to a district-
- group_sis_id - can be a number from your SIS system or can be any numeric which is unique to that group. (If you have uploaded the parent file first then please get the class_name and class_id's from the parent file).
- Group_id generated through Bloomz - Can be utilized when classes and groups already exist in the database and we can fetch them and use their unique identifiers.
- school_sis_id - can be a number from your SIS system or can be any numeric which is unique to that group. It has to be manually entered.
- School_id generated through Bloomz - Can be utilized when schools already exist in the database and we can fetch them and use their unique identifiers. Bloomz automatically assigns it.
Attachments
School + District Files
