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      Agencies: Importing Students from a File

      This is a quick guide for importing students into Edvisor for Agents (EFA).

      Importing your Data

      Admin users on EFA can import batches of student records using a spreadsheet.

      1. Log in to Edvisor.

      2. Goto: https://app.edvisor.io/agency/en/all/student/csv-import .

      3. Download the provided csv file template (https://cdn.edvisor.io/templates/empty-template.csv).

      4. Paste your student data according to the following columns provided.
        ⚠️ Clean your data to be recognized by Edvisor by following these steps:

        1. Clean any stray characters or spaces

        2. Format your dates to be YYYY-MM-DD
        3. Ensure all emails are in the correct format and contain '@' symbol
        4. Remove any columns with a heading, that do not contain any values (ie. if no pipelinestage IDs are being imported, remove that column)

        5. Delete all of the empty rows at the bottom of the spreadsheet

        6. Save/export as .csv file

      Field Name Field Type Field Rule
      first name text required
      last name text optional
      email text required
      preferred Name text optional
      phone number optional
      address text optional
      postal Code text optional
      nationality Country code (ie. MX, BR, FR) required
      notes text optional
      birth Date YYYY-MM-DD optional, and strict format
      pipelineStageId number blank (no value) = unassigned

       

      For more tips on preparing your data, see the Troubleshooting section below.

      5. Upload the new .csv file and select the existing data option (skip or update).

      6. Follow the remaining steps on the import page to assign: Office, and User.

      7. Once an office is selected, a respective list of existing Custom Fields will be available to assign in the last step. Custom fields here are limited to batch assigning all import records to an existing custom field values.

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      8. Once previewed, click on ‘Import Students’ to begin the import. Do not close your browser tab until the import is complete.

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      Troubleshooting

      Some import data errors can prevent the entire import. If you are not able to see any students in the import preview (Total Students: 0), or you get an error message after submitting, here are some helpful tips you can try:

      • Ensure all assigning users (agents) in your sheet have the correct permission to access the office you are importing to

      • Delete all empty rows and columns in your sheet

      • If you are using the downloadable .csv template, delete the test student row

      • Check your file type. Only .csv files can be accepted.

      • Check that the importing pipelineStageIDs match according. This can be found in-app by clicking ‘More info’ when viewing your pipeline settings: https://app.edvisor.io/agency/en/1207/settings/company/pipeline

      • Check the date format. Especially for date fields, this is very specific to order and symbols used. You may need to take to correctly format your date data as YYYY-MM-DD.

      • Check that the nationality format is a two-letter ISO code. For example, Mexico nationality would use ‘MX’; this is the only accepted format for this field

      • Ensure that you have provided data, in the correct format, for required fields like email, firstname and lastname

      • Check all the email addresses are valid - only valid email formats (asdf@education.com) will be accepted

      • Try breaking up your import into smaller data files. It may be easier to check for format issues and data errors in smaller data sets, separated by Office, User or Pipeline, for example.

      If you continue to experience issues, please contact our team - support@edvisor.io