If your district does not use either Clever or Classlink, we will need to upload and manage your roster data manually using .CSV spreadsheets. In this article, you will learn how to upload new data and create school data for the first time.
Note: The spreadsheets need to be uploaded in the correct order because each spreadsheet connects the data to the previous one.
Data Import Menu
On the Data Import page, you will see 6 tabs (Schools, Staff members, Students, Terms, Sections and Groups) that you can toggle to download, and upload spreadsheets. From here you will start "building" your district in Satchel Pulse.
Under each tab, you will see an option to download an existing spreadsheet (if there is already existing file) or download the template which is the format of the spreadsheet to be used for each tab.
Schools:
You will need to include two pieces of information when uploading school's spreadsheet:
The school's ID - can include numbers and letters and you can use the school's name as its ID, if you prefer. Everything will be tied back to the school ID on each of the other spreadsheets.
The school's name
Staff:
The following fields are needed to upload the staff spreadsheet:
School ID: Needs to match the IDs from the school's spreadsheet upload. If they are a district leader, leave the school ID blank.
Staff ID: If you use unique IDs assigned to staff. It can be numerical, alphanumerical, and include symbols. This will be used later in the sections spreadsheet.
Last Name
First Name
Email address
Role: Users will need to be assigned a role in Satchel Pulse
district admin- can view the data at the district and as well as view each school dashboard by toggling down by building/school. They can see all data of schools in the district.
account owner- main leader in a building and has access to the whole building/school's data.
administrator- Assistant principals, Deans, Counselors, psychologists, etc.
certified- certified teachers with assigned classes
classified- classified staff members
Note: There are other fields in the staff spreadsheet that is included but these are not required (Title, Mobile Phone, Country Code).
Students:
The following fields are needed to upload the student spreadsheet:
School ID: Needs to match the IDs from the school's spreadsheet upload!
Student number: Insert the student ID, if you don't have one, you can use their email or username. It will need to match on the sections spreadsheet.
Last Name
First Name
Email
Year Group: The student's grade level.
Note: There are other fields in the student spreadsheet that is included but these are not required (Gender, Ethnicity, ELL Status, IEP Status, FRPL Status).
These next two spreadsheets are for the Social Emotional Screener only, not for the Culture & Climate product.
Terms:
The terms will align with how your district/schools set up their school year. You can set this up as semesters, quarters, trimesters, year, etc.
Note: The date format is a little tricky. It should look like this: 2022-09-01 (Year-Month-Day)
School ID: Needs to match the IDs from the school's spreadsheet upload.
Term ID: Give the term an ID. You can name it the same as the term name, as long as they are unique at each school.
Name: Name of the term.
Start on/End on: These are the dates that the term falls. These dates should align with your class schedules. Format is Year-Month-Day
Sections:
The sections spreadsheet is where your classes will get built and tie the school to the staff member to the student and then to the term.
The number of rows in the spreadsheet depends on the terms, sections and the number of students enrolled in the class. Also take into consideration the terms set for the school year. If the school year is set for 2 terms, then we have to create 2 terms ID's with the same Name and Student Number .
School ID: Needs to match the IDs from the school's spreadsheet upload!
Term ID: Need to match the term ID on term's spreadsheet upload. This should align with which term the class is being taught in.
Section ID: The section will need an ID. It can be a unique identifier, the class name, the teacher who teaches it etc. It needs to be unique at each school. You cannot have the same section ID at multiple schools.
Name: Course/Section name.
Student Number: The ID of the students who are enrolled in the section. One student per row.
Staff ID: The ID of the teacher who teaches the class.
Thank you for reading about the manual data import overview. If you have any questions about the manual upload process, please don't hesitate to reach out to our Customer Support Team at Support@SatchelPulse.com.