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Use Import Students to create student records in bulk, enroll them in classes for the selected academic year, and add up to four guardians for each student.
You need permission to create students. By default only Admin, Owner, and Super Admin have it.

Before you start

  • Select the academic year you’re importing into from the year picker at the top of the sidebar. The import page confirms the year it will use.
  • Set up the grades and classes for that year first. Each active student must match an existing grade and class. See Grades and Classes.

Import students

1

Open the import page

In the left rail, click People, then Students. Click Import.
2

Download the template

Click Download Template, then choose Download CSV or Download Excel (.xlsx). The template includes a column for each student custom field. The Custom fields card on the upload screen lists them.
3

Fill in the template

Add one row per student. See the column reference below.
4

Upload the file

Click the upload area or drag your file onto it. Relyant accepts CSV and Excel files up to 10 MB. CSV files can use commas, semicolons, or tabs.
5

Pick the date format

Under Dates like 06/07/2018 in my file are, choose Day / Month or Month / Day. It starts on your school’s date format. Dates with month names, in English or Indonesian, and Excel date cells work either way.
6

Preview and validate

Click Preview & Validate. Rows with errors are flagged with a message for each problem, including student numbers already used in your school. A blank nationality is filled in with your school’s country. You can still change the date format at the top of the preview.
7

Fix or skip errors

Click a cell to edit it, then click Re-validate. To fix the file instead, click Error report to download the invalid rows with their errors. To import only the valid rows, select the Skip n invalid, import n valid rows checkbox.
8

Import

Click the import button, for example Import 25 Students. When the import finishes, you see how many students were imported. If some rows couldn’t be saved, they’re listed. Click Download these rows to fix and import them again.
Imports of more than 500 rows run in the background. You see Import queued and receive an email when the import is done.

Column reference

Custom field columns support text, number, long text, date, time, dropdown, checkbox, and multi-select fields. Manage custom fields in Student fields.

Guardian columns

Each row can carry up to four guardians:
  • A guardian needs a name. The relationship column takes grandparent, aunt_uncle, sibling, foster_carer, guardian, or other.
  • primary_guardian takes mother, father, guardian_1, or guardian_2. If you leave it blank, the first guardian filled in is the primary contact.
  • Siblings who share a guardian email or phone are grouped into one family. See Families.
Imported guardians are saved as contacts, and attendance emails to them stay off until you turn them on. If a guardian’s email already belongs to a parent account in your school, the guardian is linked to that account. See Guardians.