Load students and parent details into Signmee from CSV
Watch: Add contacts to the school Signmee account
Signmee allows you to take School Administration System export file, and import into Signmee. Follow the 4 steps to import below.
4 steps to import students
- Decide what mailing list groupings you would like to see in Signmee. See Student Tags below.
- Export data from Student Management System as Excel or CSV.
- Open file in a spreadsheet application such as Microsoft Excel. Ensure the data is clean: I.e. every student has at least one parent name and email, all students have a DOB and all the mandatory fields.
- You must save Excel file as CSV (Comma delimited) and then upload into Signmee. Make sure your file has .CSV extension when uploading to Signmee.
---
Decide on the data you would like to add to Signmee
Open the example - Signmee Data Upload Excel Template for an overview of data required.
Signmee has required data (mandatory columns), and optional data.
Data overview
1. Student details - mandatory (must use the labels defined and ordered)
This data is used to manage the connection between school and home. Parent/carer details are mandatory to enable the school to connect Signmee accounts with Parent/carers. More information on contacts
Example:
Note:
Up to 4 connections (parents/carers) can be linked to each student record. E.g. Connection2FirstName, Connection2LastName, Connection2Email
*StudentID is optional and can be left blank/removed/excluded
2. Student tags - optional (any labels can be used)
Tags are most important, as they are used to create distribution groups for Signmee communications. If you create/upload more tags, you will have greater choice when targeting communications. Tags are unlimited. More information on tags
Example:
Valid data: Y, N, Yes, No, text, number, blank
Number of tags unlimited