📕 Guide: How to Import Staff with CSV

✅  The short answer:

Just click here or go to Admin --> Data Management --> Import via CSV on Staff Data. We'll walk you through the steps to create, upload and check your import file. It's pretty simple, but if you want more guidance, you can follow the walkthrough below.

 

1️⃣  Getting Stared

If you are a new school:

You'll see our set-up wizard as soon as you log in, simply click "Import Students" to get started!

If you're an existing school:

Then you can find it on the "Data Management" on "Admin" (at the bottom of the sidebar). Or, just click here!

Choose "CSV" when asked how you would like to import!

If that button is blocked, it means that STEER isn't aware that you school actually plans on using wonde. Let us know on Zendesk and we'll get it set up.

 

2️⃣  Download our Template

3️⃣   Add data to CSV

Take the data from you school MIS and populate the CSV with it. 

4️⃣ Save your file as a CSV

This is important! It won't work if you save it as a normal Excel file.

5️⃣ Upload and check that all the data is mapped

This is important! It won't work if you save it as a normal Excel file.

If we weren't about to map some data columns, you'll see them flagged with a red icon.

Use these "Map onto CSV buttons" to manually connect them to our data fields:

If you don't actually want to import those columns, just click next to continue the flow!

6️⃣  Review your Import

Tips to review your import:

• Are there any errors? At this stage, we'll alert you to any errors that we have spotted (list of common errors). Having errors doesn't necessarily mean that you can't complete the import, we're just informing you of them, so that you can resolve them if needed.
• Do the totals of new and updated staff look accurate? You can compare them to your MIS to see if they match you expectations. Note that we'll ignore any staff who aren't being imported due to an error in their data.
• If you want to be extra careful or clear up a doubt, you can click "View Data". That will let you look at all the staff imported.

If that's all good, then you can finalise the import!