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ELA > Onboarding > CSV Enrollment

Updated over 8 years ago

Commercial customers that do not wish to send their SIS data through Clever can create CSV files that contain organization, user, section, and roster data and send these files to Amplify, via secure file transfer. Contact Amplify for properly formatted CSV template files you can use to create your CSV files.

Records for non-teacher staff, co-teachers, Math Projects customers, and Kickstart customers are imported using a different enrollment process. For details, see Sending a single CSV file to Amplify.

 

Registering user accounts

  1. Export your educational data records to CSV files.

  2. Organize the content of your CSV files so each file contains the proper content:

  • For organization records see Organization of CSV files

  • For teacher records see Teacher CSV files

  • For student records see Student CSV files

  • For section records see Section CSV files

  • For roster entry records see Roster entry CSV files

   3. Make sure each column in the CSV file uses the proper header. Column headers          must match the CSV Fields provided in the CSV file tables. Each field needs a                header, even if you do not provide records for that field.
   4. Give each file a valid name. See CSV file names for more information.
   5. Send the CSV file(s) to Amplify using secure file transfer:

  • Use your account to log in.If you have not sent files before, see Send files to Amplify for the first time for information about how to get an account.

  • Securely upload your files and transmit them to Amplify.

 

Sending files to Amplify for the first time

Amplify will set up a secure file transfer system you can use to safely send your CSV enrollment data. The first time you use the secure file transfer you must contact Amplify for an account. After that you can continue to use the same account every time you need to send new files.

To securely send files:

  1. Contact Amplify Customer Services and let them know that you are ready to send Amplify enrollment data. Customer Services will send you an email invitation to use the secure file transfer.

  2. Click on the link in the email to register your account.

  3. On the registration page, create a password for your account. After you create your password you automatically log into the system.

  4. Click Send File and use this page to upload and send your files securely.

 

CSV file names

CSV file names determine what type of file validation applies during an import. Therefore, a CSV file name must start with the proper data type. Acceptable types are:

  • educationorganization: used for Educational Organization CSV files

  • section: used for Section CSV files

  • student: used for Student CSV files

  • teacher: used for Teacher CSV files

  • rosterentry: used for Section Roster CSV files

For example, when a file named “rosterentry-sixth-2013-01-12.csv” is imported, the Section Roster fields validate the content of the file. For more information about what values are allowed in each CSV file type, see CSV file formats.

The file name is not case sensitive and can contain additional alphanumeric characters, such as a time stamp. Additional characters must be offset from the data type by a dash.

The following characters are not allowed in a file name: / ? * ; { } \

If any of these characters are used, the CSV file’s content will not be imported. Spaces are not allowed in the data type, but can be used in any additional text following the dash. This table provides example file names in correct and incorrect formats:

CSV file formats

In order for the database to properly import records, the CSV files containing the records must be properly formatted. This means:

  • Each CSV file must contain the required columns

  • Column headers must be properly formatted

  • Required fields must have content within each record for that field

  • The content of a record must be properly formatted

While organization, teacher, student, and section CSV files allow you to import records into the database, roster entry CSV files make associations between records that already exist in the database.

The CSV file format topics can check for proper file formatting before an import, in order to avoid import errors.

ORGANIZATION CSV FILE

To successfully import them into Amplify’s database, CSV files must be properly formatted for their data type. Here you can find the formatting requirements for Organization CSV files, including what fields are allowed, which are required, and the proper formatting for each field.

Organization CSV files include information about an educational organization. Organization CSV file names must start with the word organization.

The following table provides data mapping information for the Organization CSV files.

SECTION CSV FILES

To successfully import them into Amplify’s database, CSV files must be properly formatted for their data type. Here you can find the formatting requirements for Section CSV files, including what fields are allowed, which are required, and the proper formatting for each field.

Section CSV files include information about a section of a course in an organization. They do not include any teacher or student enrollment data. Enrollment information for a section is imported using Roster Entry CSV files.

Section CSV file names must start with the word section.

The following table provides data mapping information for the Section CSV file.

TEACHER CSV FILES

To successfully import them into Amplify’s database, CSV files must be properly formatted for their data type. Here you can find the formatting requirements for Teacher CSV files, including what fields are allowed, which are required, and the proper formatting for each field.

Teacher CSV files include all relevant information about a teacher, but do not include information about what sections a teacher teaches. The association of a teacher to a section is imported using Roster Entry CSV files.

Teacher CSV file names must start with the word teacher. The following table provides data mapping information for the Teacher CSV file.

STUDENT CSV FILES

To successfully import them into Amplify’s database, CSV files must be properly formatted for their data type. Here you can find the formatting requirements for Student CSV files, including what fields are allowed, which are required, and the proper formatting for each field.

Student CSV files include all relevant information about a student, but do not include information about what sections a student is enrolled in. Use the Roster Entry CSV file to create an association between a student and a section.

Student CSV file names must start with the word student.

The following table provides data mapping information for the Student CSV file.

ROSTER ENTRY CSV FILES

To successfully import them into the Amplify’s database, CSV files must be properly formatted for their data type. Here you can find the formatting requirements for roster entry CSV files, including what fields are allowed, which are required, and the proper formatting for each field.

Roster entry CSV files create an association between a teacher or student and a section record in the database in

order to create class rosters for sections. Therefore, the user GUID provided in a roster entry must match an existing or imported teacher GUID or a student GUID and the section GUID provided must match an existing section GUID.

Roster entry CSV file names must start with the word rosterentry. The following table provides data mapping information for the Section Student CSV file.

Moving students to a new section

When a student switches sections, the student’s database record must be disassociated with his or her previous section and associated to his or her new section.

To move students to a new section:

  1. Create a new roster entry CSV file. You can contact Amplify for properly formatted CSV template files. For information about the format of a roster entry CSV file see Roster Entry CSV files.

  2. Add a record for the student that disassociates the student from his or her old section:

  • Enter the GUID for the student’s old section for the GUID (for section).

  • Enter the current date for the exitDate.

  • Enter LEFT for the status.

  • Provide the rest of the required student data.

   3. Add a record for the student that associates the student from his or her new                  section:

  • Enter the GUID for the student’s new section for the GUID (for section).

  • Enter the current date for the entryDate.

  • Enter ACTIVE for the status.

  • Provide the rest of the required student data.

   4. If this is a new section, you will also need to create a new Section CSV file.

Note: Only do this if the section does not already exist in the database. Typically a student is moved between existing sections and this step is not necessary.

   5. Repeat steps 2 and 3, as necessary, for additional students who need to be                  moved to a new section.
   6. Send the CSV file to Amplify using secure file transfer:

  • Use your account to log in. If you have not sent files before, see Send files to Amplify for the first time for information about how to get an account.

  • Securely upload your files and transmit them to Amplify.

Enrolling a new student into an existing section

When a new student joins an existing section it is not necessary to provide the organization or section enrollment data again. In this case, only a student and roster entry CSV file is needed to add the new student to an existing section.

To enroll a new student:

  1. Create a new student CSV file. You can contact Amplify for properly formatted CSV template files. For information about the format of a student CSV file see Student CSV files.

  2. Enter a record for the student that contains all of the student’s information. If you need to add more than one new student, repeat this step for each student.

  3. Create a new roster entry CSV file. You can contact Amplify for properly formatted CSV template files. For information about the format of a roster entry CSV file see Roster Entry CSV files.

  4. Add a record for the student that associates the student from his or her new section:

  • Enter the GUID for the student’s new section for the GUID (for section).

  • Enter the current date for the entryDate.

  • Enter ACTIVE for the status.

  • Provide the rest of the required student data. If you need to add more than one new student, repeat this step for each student.

   5. Send the CSV files to Amplify using secure file transfer:

  • Use your account to log in.

  • If you have not sent files before, see Send files to Amplify for the first time for information about how get to an account.

  • Securely upload your files and transmit them to Amplify.

 

Removing teachers or students from the database

To remove teacher or student records:

  1. Create a new roster-entry CSV file. You can contact Amplify for properly formatted CSV template files. For information about the format of a roster entry CSV file see Roster Entry CSV files.

  2. Add a record for the teacher or student that disassociates the user from his or her old section:

  • Enter the GUID for the teacher or student’s old section for the GUID (for section).

  • Enter the current date for the exitDate.

  • Enter LEFT for the status.Provide the rest of the required data.

   3. Repeat step 2, as necessary, for additional teachers or students who need to be          removed.
   4. Send the CSV file to Amplify using secure file transfer:

  • Use your account to log in. If you have not sent files before, see Send files to Amplify for the first time for information about how get to an account.

  • Securely upload your files and transmit them to Amplify.

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