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Importing a Classroom

Step-by-step guide to creating and bulk importing classrooms and rosters via XLSX in the Edlio App dashboard under Features > Classrooms.

📋 Check with Data Integrations before you bulk import: If your school syncs classroom or roster data from an SIS, contact Edlio Data Integrations before performing a manual bulk import — open a support ticket or email [email protected] so a DI team member can review your setup first. Manual imports can duplicate records or disrupt your automated sync if not coordinated. However, if you are importing classrooms that are not syncing from and/or don't exist in your SIS, you may proceed! See callout below.

📋 Coexistence of SIS Synced and Manual Classrooms: SIS-synced classrooms and manually created or imported classrooms can seamlessly coexist side-by-side in your dashboard. For example, your official academic courses of record can sync automatically from your SIS, while extracurricular clubs, athletics, seasonal activities, or specialized staff cohorts can be imported or created manually. If your school uses an automated SIS sync, avoid manually editing synced academic classes directly, as nightly sync runs can overwrite manual changes. For managing large populations of non-synced classes or rosters, we recommend bulk uploading using an XLSX spreadsheet or utilizing Sync Protection to safeguard manual entries.

Importing Classrooms Overview

Classrooms in the Edlio App can be populated automatically through an automated SIS sync, entered manually one at a time, or imported in bulk using structured spreadsheets.

  • Automated SIS Sync: The recommended method for standard academic courses. Classrooms and rosters stay continuously synchronized as students change schedules in your SIS.

  • Manual Entry: Best for creating individual extracurricular groups, clubs, or custom staff cohorts.

  • Bulk Spreadsheet Import: Ideal for non-SIS schools, sports teams, seasonal activities, or onboarding many classes simultaneously via XLSX.

Classrooms Dashboard Overview

Creating a Single Classroom Manually

To add an individual classroom directly from the dashboard:

  1. Navigate to Features > Classrooms.

  2. Click + New Classroom in the top right header.

  3. Enter a required Name (e.g., Grade 4 - Room 102 or Varsity Track & Field). You can optionally upload a custom icon image and add a description.

  4. Add staff members or teachers who manage the classroom under Members.

  5. Configure connected communication groups and click Ok to save.

Create New Classroom Form

Step 1: Bulk Importing Classrooms

Bulk importing classrooms creates the classroom container shells and their corresponding connected communication groups in a single operation:

  1. From Features > Classrooms, click Import Classrooms in the top header.

  2. Click Click here to download the formatted XLSX file for proper upload to retrieve the template spreadsheet. The required column is Name (Description and Icon Url are optional).

  3. Under Settings, set the Relationship Mode (defaults to Normal).

  4. Recommended Setting: Check Restrict Group to Staff Members. When enabled, only administrators and assigned teachers can view, message, or broadcast to this classroom group, preventing accidental public or student-wide posting.

  5. Upload your completed XLSX file, review the validation summary, and click Continue through the review screens to finalize.

Import Classrooms Wizard and Settings

🔒 Important Note on "Restrict Group to Staff Members": We strongly recommend checking this setting during classroom creation and import. It guarantees that the classroom group is private and restricted to authorized school staff, keeping family communications organized and secure.

Step 2: Importing Members into Classrooms

Once classroom containers exist, populate them with students, parents, and teachers:

  1. On the Classrooms dashboard, click Import Members.

  2. Download the member import XLSX template. Each row links an individual person identifier (such as SIS ID, Email, or Username) to a specific Classroom ID or Name.

  3. Select whether to Remove existing members (replaces current classroom rosters with the file contents) or leave unchecked to append new members.

  4. Upload your completed spreadsheet and proceed through the verification screens to assign members.

Import Members Wizard

Configuring Auto-Subscribe Settings

Click the Settings button in the top header of the Classrooms page to configure automatic communication sync behavior:

Classrooms Auto-Subscribe Settings

  • Automatically subscribe/unsubscribe students and parents: Enabled by default. When students are added to a classroom, they and their associated guardians are automatically subscribed to the classroom teacher's news categories. When removed, they are unsubscribed (unless they remain in another class with that same teacher).

  • Apply To All Sites: For district administrators, checking this ensures the auto-subscribe policy applies uniformly across all schools.

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