/
Coach Digital Compass Import Parents Help

Coach Digital Compass Import Parents Help

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 guide is for setting up and importing Import Parent .CSV files.

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

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

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

Coach Digital Compass Getting Started page. Account menu open Parents highlighted. Steps for student roster and teacher list setup shown.

At the bottom of the page, select the Import Parent .CSV file button to reach the Import Parents Page.

The 'Manage Parents' page in Coach Digital Compass is shown.

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

Coach Digital Compass Import Parents page. Instructions for importing parent data from CSV files. Links to view instructions and download a sample. File upload section with Choose File and Upload buttons. Back button also visible.

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 with sample parent data for import.

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 parent

"U" represents updating an existing parent

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: Email Address
Column H: Active/Inactive

Column I: Student Usernames - Student's usernames are separated by “|” character and at least one valid student username

Not Required Fields:
Column D: First Name
Column E: MI - Middle Initial is usually left blank.
Column F: Last Name

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 Parents page. Instructions for importing parent data from CSV files. Links to view instructions and download a sample. File upload section with Choose File and Upload highlighted buttons. Back button also visible.

The next screen displays a data preview, with invalid rows shown by default. An error message will appear for any invalid rows. These rows won't be imported. 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 Parents preview. Table of parent data for import. Preview by Invalid.

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

Coach Digital Compass Import Parents confirmation page. Summary shows Total number of parents in spreadsheet 3 Total number of parents added 0 Total number of parents updated 0 Total number of duplicate parents 0. Blue Back button below.

Support