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Coach Digital Compass Import Student Roster Help

Coach Digital Compass Import Student Roster Help

Owned by Forrest Rose
Last updated: Mar 31, 2025
3 min read
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This guide is for setting up and importing student .CSV files as part of a manually rostered school.

This article does not apply to Clever or ClassLink rostered districts/schools

You can add each student account manually, but importing a student list can save time.

Use the main drop-down menu at the top right and select Students to reach the Manage Students page.

Getting started pager with students highlighted in the dropdown menu

At the bottom of the page, select the Import Student .CSV File button to reach the Import Students Page.

Student List with Import Student.csv File highlighted

Use the link Download Sample .CSV File to get the template for the student import.

Coach Digital Compass Import Students page, Download Sample CSV File button highlighted.

Input the data into the spreadsheet or paste it from a student management system. Do not rename, move, delete, or add to the column labels, or the roster import will not work. The header row (row 1) must remain the same as the sample CSV file.

Spreadsheet The first two rows are populated with example student data, including usernames, passwords, names, grade levels, student IDs, email addresses, and active status.

The required spreadsheet fields are marked with an “(R)” to the right of their field name. 
Require Fields:
Column A: Action (A/U)

"A" represents adding a new student

"U" represents updating an existing student

Column B: Username - This must be unique for your school.
Column C: Password: must be at least 8 characters, including an uppercase letter, a number, and a symbol.
Column G: Grade - The word “Grade” must be typed before the student’s numerical grade level. This is not technically required, but it helps organize student accounts for class creation. "Grade 3"
Column J: Active/Inactive
If a student is currently enrolled at your school, you will enter "Active" in this field. If they are no longer enrolled at your school, you will enter "Inactive" into this field.

Not Required Fields:
Column D: First Name
Column E: MI - Middle Initial is usually left blank.
Column F: Last Name
Column H: Student ID - Helps for organization. It can also be used as a password.
Column I: email address - Usually left blank, the email address has no function in the program for student accounts.

Save the file (keep the file in CSV format, DO NOT let Excel change the format).

  1. Choose the saved CSV file and click the “Upload” button to load it into the system.

Coach Digital Compass Import Students page, Upload button highlighted.

The next screen displays a preview of the data, with invalid rows shown by default. An error message will appear for any invalid rows. These rows won't be imported. To proceed, select Cancel to fix your import file and try again, or click the Import button to import only the valid rows.

Coach Digital Compass Import Students page, Preview By Invalid filter selected, showing duplicate User Name errors and Import and Cancel buttons highlighted.

A summary of the import is displayed, and the import is completed.

Coach Digital Compass Import Students page, student import summary showing 3 total students, 1 added, 0 updated, and 2 duplicates.

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