Importing Students, Teachers, and Classes
Overview

The best way to add a large group of students and staff members to the Symphony Learning roster is through the use of the Import tools in the Symphony Administration Panel. These tools allow the upload of formatted templates that contain information on students, teachers, and class assignments. The steps below can also be found in the Import tools within the Administration Panel.

In order to complete the import process, you will need to log in to your Symphony Administration Panel.

Step 1:
Download the Import Template

Click here to download the Student Import Template File, a comma-separated (CSV) file that contains the proper fields necessary for importing students.

Click here to download the Staff Import Template File, a comma-separated (CSV) file that contains the proper fields necessary for importing teachers and administrators.

Step 2:
Add Import Information

Open the Import Template using a spreadsheet program such as Microsoft Excel. Add the information to the file.

  • The first row of the Import Template file contains field headings. Your finished import template file MUST contain this first line.
  • If you choose to not include optional fields, leave them blank in the template.
Step 3:
Send the Import Template

Press 'Browse' to locate the Import File that you saved in Step 2. A prompt will ask you to locate the Import File. In most cases, this file will be located on the Desktop, where you downloaded it in Step 1.

Step 4:
Confirm Import

Review the Import Information. If the information is correct, click 'Finish' to complete the import. If the information is not correct, click 'Previous' to return to the previous step.

 

UPDATING EXISTING STUDENTS

The Import tool automatically recognizes existing student usernames during the import process. In these cases, a choice is given to A) update student information; or B) ignore existing students. This is useful in updating school rosters at the start of a new school year.

Student Import Fields Reference:

 

 

Field Name Required? Type Max.
Length
Notes
ACCOUNT# YES Number 6 Same Account# that is used to
login to Administration Pane
FIRSTNAME YES Letters/Numbers 64 Student’s first name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces.
MI No Letters/Numbers 1 Middle Initial
LASTNAME No Letters/Numbers 64 Student’s last name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces.
USERNAME YES Letters/Numbers 128

* Must be unique for all students in district
* Using StudentID from Student Management System is recommended
* May contain underscores, periods, apostrophes, and dashes. The username cannot contain any spaces.

PASSWORD YES Letters/Numbers 64 No spaces
GRADE YES Letters/Numbers 2 Must be PK,K, or number 1-13
CLASS No Letters/Numbers 32 The name of the class that the student is currently in. If the exact class name is not found, a new one will be created.
DOB No mm/dd/yyyy 10 MUST be in mm/dd/yyyy format
GENDER No Letter 1 M, F, or U (Unspecified)
EXTERNALID No Letters/Numbers 128 A unique ID for the student that is used to link the student to an outside data source. Not visible after import.

 

Staff Member Import Fields Reference:

 

 

Field Name Required? Type Max.
Length
Notes
ACCOUNT# YES Number 6 Same Account# that is used to
login to Administration Pane
FIRSTNAME YES Letters/Numbers 64 Staff member’s first name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces.
LASTNAME No Letters/Numbers 64 Staff member’s last name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces.
EMAIL YES Email 128 Staff member's email address. Must be proper email format.
USERNAME YES Letters/Numbers 128

* Must be unique for all Staff members in the entire Symphony Learning database.
* Using staff member email address is recommended
* May contain underscores, periods, apostrophes, and dashes. The username cannot contain any spaces.

PASSWORD YES Letters/Numbers 64 No spaces, must be at least 8 characters long with numbers and letters.
ROLE YES Letters 3

One of the following:

DAA - District Admin Access
DRO - District Read-Only Access
SAA - School Administrative Access
SRO - School Read-Only Access
C - Class Access
CRO - Class Read-Only Access

CLASS No Letters/Numbers 32 The name of the class with which the staff member is associated. If the exact class name is not found, a new one will be created.
EXTERNALID No Letters/Numbers 128 A unique ID for the staff member that is used to link the staff to an outside data source. Not visible after import.
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