Importing students: data preparation and troubleshooting

Student import data prep: clean stray chars/spaces, YYYY-MM-DD dates, valid emails, remove empty header columns, delete empty rows. Common errors: Total Students 0, permission errors. Test with small batch first. Don't close tab during import.

Clean data is critical for successful imports. Even a minor error can stop the entire import.

Cleaning the data

• Clean any stray characters or spaces.
• Format dates as YYYY-MM-DD.
• Ensure all emails contain @ and are correctly formatted.
• Remove columns that have a heading but no values (e.g. if not importing pipelineStageIds, remove that column entirely).
• Delete all empty rows at the bottom of the spreadsheet.
• Save as .csv.

Common errors and fixes

Permission requirements

All assigning users (agents) in the spreadsheet must have the correct permission to access the import office.

Best practices

• Test with a small batch (5-10 students) before importing 1,000s.
• Keep the import template open for reference.
• Don't close the browser during import.
• Verify import results after completion (Total Students count).

---

Source: https://help.edvisor.io/efa/import-students-troubleshoot