You can upload parent and guardian details into Linewize Filter using a CSV file if your school isn't using a School Information System (SIS) that Linewize Filter supports. The CSV upload process also connects the parents and guardians to the students if your CSV is formatted correctly.
Before you begin
- You must have permission to manage Linewize Parent.
- Check you have all the required parent and guardian details and export your guardian data from your School Information System.
- In Linewize Filter, go to Parent > Parent Data Upload and select Simple CSV to download the template.
Format the CSV File
Ensure your CSV file contains the correct entries, otherwise, Linewize Filter may show an error message when you upload your CSV file.
CSV File Requirements:
- Student usernames in Linewize Filter and your CSV must match. This is case sensitive.
- Your .csv file lists the fields in the correct order.
- All fields must be present and completed, do not leave any empty spaces in your CSV.
- Each parent or guardian must have a unique email address, even if they are from the same family.
- Your CSV file should have a maximum of 5,000 rows of data. If the file has more than this, you may encounter errors. To upload more users, split your CSV into smaller files with 5,000 rows or less.
- Make sure to save or export your .CSV file with UTF-8 encoding.
- You can add multiple parents or guardians to a single student using the CSV templates, but each must have a unique email address.
Simple CSV Format
Your CSV file must contain the following fields in this order:
| Field | Information required |
|---|---|
|
1. StudentUsername |
The Linewize Filter username for the student, which will be used to link the parent or guardian. |
| 2. ParentFirstName | The parent or guardian’s first name. |
| 3. ParentLastName | The parent or guardian’s last name. |
| 4. ParentEmail | The parent or guardian’s unique email address. |
Image 1: Example simple CSV template
Upload your CSV file
Once you’ve formatted your CSV file correctly, upload it into Linewize Filter.
- Go to Parent > Parent Data Upload.
- Select the Select File button or drag and drop your CSV file into the Linewize Filter window.
- Once the file is uploaded, select Upload to load the information into Linewize Filter.
- If your upload is successful, you will see a success message. Check your Parent Dashboard or Parent Management page to check the newly added parent or guardian details.
- If you see an error message, Select the Download Error File button and check the file to see why an error occurred.
- Resolve any formatting errors then try uploading your CSV file again.
If you experience any non-formatting related issues, please contact Linewize Support.