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Import Parents for app accounts

Updated over a year ago

Import Parents for app accounts

Creating an app account for a parent by way of a manual import using the template provided on the dashboard.

On the home page of the dashboard, choose People:

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Next Choose Import:

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and IMPORT PEOPLE

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At this stage, you will see a screen that lists what is required for an app account to be created. There are many options but the minimum requirements are shown in RED boxes below:

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Download and use the file that is formatted for importing people into the app.

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Once you have the file updated with your staff, have it added to the upload area as shown here:

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Once this is done successfully, you will see no invalid records. If you have any invalid records please see the error listed to correct any errors before proceeding with the next stage of importing.

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This file is error-free and can be imported but be sure to select the CREATE APP USERS Box to add to the proper School and select "Parent" to have these users that you are about to import into the app as parents. Then click Continue as shown in the bottom right area.

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Choose continue on the next screen and the screen after that, at the bottom click IMPORT.

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You can confirm that the parents have been added by searching some of the names that were on the Parent file that was just imported.

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Congrats! You have added Parents to the app!

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