Coach Digital Compass Import Teacher Roster Help

Owned by Forrest Rose
Last updated: Jul 05, 2024
3 min read
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This is a guide for setting up and importing teacher .CSV files as part of manually rostering a school. This article does not apply to Clever rostered districts/schools. You can manually add each teacher account, but importing a list of teachers can save time. The .CSV template can be found in the program or can be downloaded here: Download Sample Teacher .CSV File

 

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

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Select the Import Teacher .CSV File button to reach the Import Teachers page.

 

 

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

 

Input the data into the spreadsheet or paste it from a teacher 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. The sample

 

 

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

  • "A" stands for Adding a new teacher

  • "U" stands for Updating an existing teacher

Column B: Username
Column C: Password

Column H: Email

Column I: Active/Inactive

You will enter "Active" in this field if a teacher currently teaches at your school. If they are no longer affiliated with your school, you will enter "Inactive" in this field.

Columns E and G, MI, and Grade are usually left blank. If the grade level is used, it must contain the word grade, for example: "Grade 3"

Although Columns D and F, the first and last name fields, are not required we strongly recommend adding each teacher's first and last name to their designated row.

 

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

Choose the saved CSV file and select the “Upload” button to load the file into the system.

 

 

 

The next screen previews the data, and Invalid rows are displayed by default. An error message is provided for invalid rows, which will not be imported. To continue, select the Import button to import the valid rows. 

 

 

 

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

 

 

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