/
Importing Students into Coach Digital Compass

Importing Students into Coach Digital Compass

Owned by Michael Lascelles Jr., created
Last updated: Mar 12, 2025 by Jeff Gregson
3 min read
Coach Digital Compass logo with the word Compass in bold blue text and a stylized compass icon integrated into the letter C.
Coach Digital Compass Home

This is a guide for setting up and importing student .CSV files as part of manually rostering a school. This article does not apply to Clever rostered districts/schools. You can manually add each student account as well but importing a list of students can save time. By default, teacher accounts are not able to add student accounts. The .CSV template can be found in the program or can be downloaded here: Download Sample Student .CSV File

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

image-20250312-152107.png

  1. Click Import Student .CSV File.

Student list with Import Student CSV File button highlighted.

  1. Select the link Download Sample .CSV File link to download the student import file.

Import Students page. Download Sample CSV File link highlighted.

  1. Enter the data into the spreadsheet or paste it from a student management system. Required fields are indicated with “(R)”. The header (row 1) must remain the same as the sample .CSV file. Do not rename, move, delete, or add to the column labels or the roster import will not work.  Save the file, making sure that the format does not change (must be saved as a .CSV).

Excel spreadsheet showing student data with columns for Action Username Password First Name Last Name Grade Student ID Email Active Inactive.

Required 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

  • Column G: Grade - The word “Grade” will need to be typed before the student’s numerical grade level.

    • This is not technically require but 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.

Fields Not Required:

  • Column D: First Name

  • Column E: MI - Middle Initial is usually left blank.

  • Column F: Last Name

  • Column H: Student ID - Helps for organization. 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. 

  1. Click Choose File, navigate to the location where the file is saved and select the saved .CSV file. Click Upload button to load the file into the system.

Import Students page. Choose File button highlighted. Upload button highlighted.

The next screen is a preview of the data and by default Invalid rows will be displayed. An error message is provided for invalid rows. Invalid rows will not be imported and to continue select the Import button to import the valid rows. 

Import Students page. Preview By Invalid selected. Error Message column highlighted showing User Name is duplicate errors.

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

Import Students page with summary showing 2 students on spreadsheet, 0 added, 0 updated, 2 duplicates. Back button visible.

Support

Related content