📋 Check with Data Integrations before you import: If your school syncs student records from an SIS, contact Edlio Data Integrations before doing a manual import — open a support ticket or email [email protected] so a DI team member can review your setup first. Manual imports create accounts without a sync Source ID, which can duplicate records or disrupt your sync if not done carefully.
💡 Cross-Platform Bulk Upload: The bulk upload document uses a unified format that works across both the Edlio App and Edlio CMS and is available as a CSV or XLSX file.
Students must have People records with a Student Identity, information in the Student ID field, and be logged into a device to be issued Hall Passes from their devices or use the Conversations and My ID feature within the app.
To import students with the needed criteria you will need to follow these steps below:
Click on People
2. Click on Import:
3. Import People:
4. Use the template that is provided for download to use,
The example of the template is seen here with the needed fields in Yellow, more information can be added but is not needed:
5. Add your file for upload by dragging it or finding it on your computer.
Create App Users: This should be used for app users only (Parents, Students, Family Members, Alumni, etc.)
6. Now that you have uploaded the file and configured the account creation you can click 'Continue' at the bottom right.
This page will show you any errors that need to be addressed and give you one last look at the data before you click 'Import'
You have successfully imported your Students. You can review these users by going to People > Manage People > Family.