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Students & families

Bulk roster import

CSV import order for staff, students, and parents during migration.

This students & families guide covers student information system for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for parent portal software, school roster management - written for administrators and staff, not developers.

Last updated July 24, 2026

Setup workflow (migration)

  1. Phase 1 - Academic foundation complete (classes, subjects, active year).
  2. Phase 2 - Import staff CSV at /users or create via /school-staff.
  3. Phase 3 - Import students CSV at /students - map to class sections.
  4. Phase 4 - Create parent accounts at /parents and link to imported students (or wait for admissions enroll auto-invite on new intakes).
  5. Phase 5 - Run /settings/data-quality - fix missing emails and orphans.
  6. Phase 6 - Teacher assignments and timetable generation.

Post-import usage

  • Spot-check 5 random students: class, fees, parent link, user login.
  • Send welcome / magic-link emails after SMTP test passes.
  • Do not run full demo seed on production - use targeted import only.
  • Confirm parents can open /fees/me and /parent-dashboard with the correct childId.

Common questions

Quick answers in plain language.

What is student information system?+

CSV import order for staff, students, and parents during migration. This is a core topic in Students & families on Schoolyi.

How do I set up bulk roster import in school management software?+

Follow the steps in this guide during roster, parents, portals, and certificates. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.

How does Schoolyi handle bulk import?+

CSV import order for staff, students, and parents during migration.

Is there a student information system guide for school administrators?+

Yes. This article is part of the public Students & families documentation at /docs - written for administrators, operators, and IT teams.

Who manages bulk roster import at a typical K-12 school?+

Usually students & families and front-office staff responsible for student information system. Teachers and finance may have scoped access depending on your role configuration.

Does Schoolyi support parent portal software?+

Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on student information system.

Related topics and buyer guides

Related searches

School leaders and IT teams often search for: how to bulk import in school management software, best student information system for K-12 schools, Schoolyi bulk import guide, parent portal software, school roster management, and student record management.