How to import data via CSV

Every master-data screen has a Sample download and an Upload CSV button. Imports validate row-by-row, preview the parsed result, and only commit the rows that pass.

1. 1

   Follow the recommended order

   Teachers → Subjects → Teacher Capabilities → Classes & Rooms → Assignments → Availability → Exam Types & Sessions. Later imports reference names from earlier ones; skipping the order causes 'unknown name' errors.

   Master-data sidebar with CSV import buttons
2. 2

   Download the template

   On any master-data page, click Sample to download a CSV with the exact column headers and one example row. Headers are case-insensitive but spelling must match.

   Sample CSV download
3. 3

   Fill in your data

   Open the template in Excel or Sheets. Use one row per record, leave optional cells blank, and keep headers unchanged. For Teachers, set the level (pre_primary, primary, secondary, higher_secondary, ug, pg) so the generator matches the right classes.

   CSV editing in a spreadsheet
4. 4

   Upload and review

   Drag the file into the import dialog. The preview lists every row with validation results — duplicates and invalid values are flagged before anything is saved. Re-running an import is safe; existing rows are skipped.

   Import preview with validation badges