Class Management

Class Roster Import

The roster import feature lets you enroll multiple students into a class by uploading a CSV file. This is faster than adding students one by one, especially when setting up classes at the start of an academic year.

Import Steps

1

Open the Class

Navigate to Classes → select the class where you want to import students.

2

Go to Import

Click the "Import" button or navigate to the Import tab. This opens the CSV roster import page.

3

Download the Template

Click "Download Template" to get a CSV file with the required column headers: email and enrollmentDate.

4

Fill in Student Data

Open the template in your spreadsheet application and enter one student email per row. The email must belong to an existing user in your organization with the "Learner" role.

5

Upload the CSV

Drag and drop your file or click "Upload" to select it. The system parses the file and shows a validation preview.

6

Review Validation Results

Each row is validated. Valid rows show a green checkmark. Invalid rows show the specific error (e.g., "Email not found", "Already enrolled").

7

Confirm Import

Click "Import Students" to enroll all valid students. Each imported student gets an enrollment record with source set to "bulk_import".

CSV Template Format

The CSV file must have a header row with these column names (case-sensitive):

FieldRequiredTypeDescription

email

Required

text

Email address of the student. Must match an existing user with the "Learner" role in the organization.

enrollmentDate

Optional

date

Date of enrollment in ISO format (YYYY-MM-DD). Example: "2024-06-15". Defaults to the import date if omitted.

Example CSV

Here is a sample roster import file:

emailenrollmentDate
rahul.sharma@example.com2024-06-15
priya.patel@example.com2024-06-15
amit.kumar@example.com2024-06-20
sneha.reddy@example.com
karan.singh@example.com2024-07-01

Validation & Error Handling

Each row in the CSV is validated before import. The system checks:

  • Valid email format: The email must be a properly formatted email address
  • User exists: The email must match an existing user in your organization
  • Learner role: The user must have the "Learner" role assigned
  • Not already enrolled: The student must not already be enrolled in this class
  • Capacity check: The class must have available capacity for new enrollments
  • Date format: If provided, enrollmentDate must be in YYYY-MM-DD format

Resolving Import Errors

Common errors and how to fix them:

  • "Email not found": Create the student account first (Users → Create User with Learner role), then retry
  • "Already enrolled": The student is already in this class. Remove the row from your CSV.
  • "Class at capacity": Increase the class max capacity in class configuration, then retry
  • "Invalid date": Ensure the date follows YYYY-MM-DD format (e.g., 2024-06-15, not 15/06/2024)