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If your district does not use either Clever or Classlink, we will need to upload and manage your rostering data manually using .csv spreadsheets.
The spreadsheets need to be uploaded in the correct order because each spreadsheet connects the data to the previous one.
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New Manual District Data Import Overview
Rommel Concepcion
Updated: Sep 04, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Satchelpulse, powered by Supademo.
Steps
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If your district does not use either Clever or Classlink, we will need to upload and manage your rostering data manually using .csv spreadsheets.
The spreadsheets need to be uploaded in the correct order because each spreadsheet connects the data to the previous one.
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To start, click on "District admin" tab.
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Then, click on "Data import".
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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.
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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.
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The "Schools" tab is where you can download and upload the school spreadsheets.
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On the school's spreadsheet upload, you will need to include two pieces of information: the School's ID and 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.
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Click here to download or upload the Staff members.
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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.
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School ID: This needs to match the IDs from the school's spreadsheet upload. If they are a district leader, leave the school ID blank.
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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.
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Role: Users will need to be assigned a role in Satchel Pulse.
District admin - they can view the data at the district and as well as view each school dashboard by toggling down by building or school. They can see it all.
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Account owner - The main leader in a building and has access to the whole building or school's data.
Administrator - They can be Assistant principals, Deans, Counselors, psychologists, etc.
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Certified - These are certified teachers with assigned classes.
Classified- These are classified staff members.
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Click here to download or upload the Students.
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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.
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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.
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Year Group should be the student's grade level.
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The next two spreadsheets for these tabs are for the Social Emotional Screener only, not for the Culture & Climate product.
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The terms will align with how your district or 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)
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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.
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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.
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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.
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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 name or Section name.
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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.