If your district does not use either Clever or Classlink, we will need to upload and manage your rostering data manually using .CSV spreadsheets. In this article, you will learn how to upload all new data for the first time.
The spreadsheets need to be uploaded in the correct order because each spreadsheet connects the data to the previous one.
Navigate to the Data Import Menu
You can access the district's data import page by toggling to your district account and navigating to the "District admin" > "Data import."
On this page, you will see 6 tabs that you can toggle between, download, and upload spreadsheets to. From here you will start "building" your district in Satchel Pulse.
Under each tab, you will see an option to download a spreadsheet, download our template, and also an example of the format for each tab.
Schools:
On the school's spreadsheet upload, you will need to include two pieces of information:
The school's ID
The school's name
The school 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.
Staff:
On the staff spreadsheet, there are some additional fields you can include, but are not required. The only fields that are needed to upload are highlighted:
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, they can go here. It can be numerical, alphanumerical, and include symbols. This will be used later in the sections spreadsheet.
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 it all!
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
Students:
On the student spreadsheet, there are some additional fields that you can include, but are not required. The only fields that are needed to upload are highlighted:
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.
Year Group: The student's grade level.
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. 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.
You will end up with as many rows per section as you do students enrolled in the class. Everything will be the same for each class except the student numbers.
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.