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sa_reports_import_student_data [2015/05/04 17:01]
sped_forms removed
sa_reports_import_student_data [2021/03/03 11:36] (current)
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 +====== How do I import student data? ======
  
 +The "​Import Data" feature gives Super Administrators the ability to import student data directly into the SpEd Forms database from a "comma delimited"​ text file.
 +The fields must match exactly with the order of the fields in your import file-
 +
 +<WRAP center round info 80%>
 +You must contact SpEd Forms to setup a transfer folder. The transfer folder will allow you to upload files containing the comma delimited data to be imported into your SpEd Forms database. Once the transfer folder has been setup, follow the instructions on this page for details about accessing your transfer folder: ​
 +
 +http://​www.spedforms.com/​guide/​webfolders.asp
 +</​WRAP>​
 +
 +===== Importing student data: =====
 +<WRAP right round box 50%>
 + ​{{:​import_student_data.gif|}}
 +</​WRAP>​
 +
 +  - Navigate to the main administration "​Reporting"​ menu.
 +  - Click the "Super Admin" tab.
 +  - Click the "​Import data" report.
 +  - Click the "​Import Student Data" link.
 +  - Upload the import file to the transfer folder naming it "​data_custom.csv"​.
 +  - Select the IEP Manager for the newly imported students.
 +  - Select which fields to include in the import.
 +  - Click the "​Preview Data File" button.
 +  - Review the data that will be uploaded.
 +  - Click the "​Upload this Data" button.
 +
 +
 +===== Important rules for import files: =====
 +
 +  - The import file must be a comma delimited text file.
 +  - Text fields should start and end with double quotes.
 +  - If a record in the import file already exists in SpEd Forms, the record will be updated with information contained in the import file.
 +  - If a record in the import file does not exist in SpEd Forms, the record will be added to SpEd Forms and assigned to the default IEP managers.
 +  - If an import field is empty, the corresponding field in SpEd Forms will not be updated.
 +  - If an import field contains the word "​NULL",​ the corresponding field in SpEd Forms will be set to null (erased).
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