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Creating a .CSV file to upload your school’s pupils, parents and classes

By October 29, 2020News and Info

Schools who use MIS/SIS databases that do not integrate with Parents Booking can create a custom .CSV file that can be uploaded. This blog post features instructions on how to create your own .CSV upload.

This instructions feature two possible solutions. We call them the SIMS solution (which uses 1 spreadsheet) and the SEEMIS solution (which uses 2 spreadsheets). If one does not suit your MIS/SIS databases’ export capabilities, try the other.

Option 1: The SIMS Solution (1 Spreadsheet)

This option is more complex than option 2, but creates one spreadsheet which links a student to one or two parents/carers and all of their teachers. There are two ‘styles’ possible, one which shows the student and parent on every row, and one where the teachers/classes are listed on otherwise blank rows between each student, but both work in the same way.

Download spreadsheet template (style 1) OR Download spreadsheet template (style 2)

The data fields required are:

  • Student ID
  • Student Forename
  • Student Surname
  • Student Date of Birth (dd/mm/yyyy)
  • Student Reg Group / Year Group
  • Parent/carer 1 ID
  • Parent/carer 1 Username (not required, but keep column)
  • Parent/carer 1 Title
  • Parent/carer 1 Forename
  • Parent/carer 1 Surname
  • Parent/carer 1 Mobile/Telephone
  • Parent/carer 1 E-Mail
  • Parent/carer 2 ID
  • Parent/carer 2 Username (not required, but keep column)
  • Parent/carer 2 Title
  • Parent/carer 2 Forename
  • Parent/carer 2 Surname
  • Parent/carer 2 Mobile/Telephone
  • Parent/carer 2 E-Mail
  • Department
  • Subject
  • Class Code
  • Teacher ID
  • Teacher Name
  • Room (not required, but keep column)

Rules: Do not extract parent/carers who do not have “parental responsibility” / legal rights.

Save this spreadsheet as a .CSV file by going to File > Save As.. and underneath the file name choose “.CSV (Comma Delimited)”.

Option 2: The SEEMIS Solution (2 Spreadsheets)

This option involves two spreadsheets, but is easier for some MIS/SIS databases. The logic is that spreadsheet 1 lists the pupils and parents, and spreadsheet 2 links the students to their classes and teachers using the ID number.

Download spreadsheet 1 template and Download spreadsheet 2 template

The data fields required for spreadsheet 1 are:

  • Student ID
  • Student Forename
  • Student Surname
  • Student Date of Birth (dd/mm/yyyy)
  • Student Registration Group or Year Group
  • Parent/carer Title
  • Parent/carer Forename
  • Parent/carer Surname
  • Parent/carer Mobile/Telephone
  • Parent/carer Email

You can list a pupil on two different rows to link them to 2nd parent/carer.

Rules: Do not extract parent/carers who do not have “parental responsibility” / legal rights.

Save this spreadsheet as a .CSV file by going to File > Save As.. and underneath the file name choose “.CSV (Comma Delimited)”.

The data fields required for spreadsheet 2 are:

  • Student ID
  • Class Code
  • Teacher Title
  • Teacher Forename
  • Teacher Surname
  • Subject Name

Save this spreadsheet as a .CSV file by going to File > Save As.. and underneath the file name choose “.CSV (Comma Delimited).

These spreadsheets are then uploaded in the following order:

  1. Spreadsheet 1 – Pupils and Parents
  2. Spreadsheet 2 – Classes

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