CSV: first import

Audience: Organization admin / academic ops · Applies to: SaaS / private deployment

Goal: Land one successful small-sample import, then scale to full load.

Prerequisites

• CSV filled per Templates and fields.
• Signed in to the org console with access to Data integration.

Recommended order

1. Classes
2. Teachers, students
3. Class members

Steps

1. Open the Data integration import entry (Import users (entry)).
2. Pick the import type and upload the CSV.
3. Run Validate first (do not jump to submit):
   • Read errors by row number
   • Fix the file and re-upload to validate
4. After validation passes, Submit to create an import batch.
5. In the batch list, check success count, failure count, and failure summaries.
6. Fix only failed rows and re-import (or follow the product’s update strategy).

How to confirm success

• Batch success count matches expectation.
• New rows appear under Teachers / Students / Classes.
• Spot-check one teacher and one student login for class and to-dos.

Practice tips

• Start with 5–10 rows.
• Keep single files modest; split full load by grade/department.
• Keep each batch ID for support triage.

Common failures

See Common import errors. If validation passed but some rows failed after submit, fix row-by-row from batch detail.