How to Import Bulk Students

OVERVIEW

Bulk Import allows your administrators to efficiently import multiple students into the Student Management System. Importing students allows you to add the student in the SMS ready for enrolment at a later date. This feature is a great way to increase productivity as it saves countless hours of data entry work. 

This tutorial will show you how to download the spreadsheet template to be used in the importing and enrolment of students. This tutorial will also cover how the system validates the information provided as well as how to fix possible errors in the import.  

Note: This exclusive feature is only available for Maximise Package subscribers. Unlock the full potential of your SMS with the Maximise Package. To upgrade your plan and access this feature, please contact support@eskilled.com.au.

Step Tutorial

Before importing your list of students, you should have the appropriate format for the SMS to properly import your students. Please follow the steps below:

1. Log in to your SMS and go to Administration. Click Settings, then click "Download" under Bulk Import Students Only Template in Organisation Information. This will download a Microsoft Excel Worksheet file with the student fields (headers) that you can populate with your students' data.

2. In your computer folders, go to Downloads and open the downloaded template. You will see two worksheets in the Excel file; Main and Reference List. 

3. Populate the Main worksheet with your students' data.

Use the dropdown selection available for certain fields in the spreadsheet to ensure that correct information is entered.

These dropdowns are referenced from the Reference Worksheet. DO NOT EDIT ANY PART OF THE REFERENCE WORKSHEET to ensure data integrity. 

Once you've entered all your students' information, save it in your computer folder.

4. Go to Students and click Bulk Import Students Only

5. Type CONTINUE (all capitalised) and click the CONTINUE button to proceed.

6. Select your populated Excel file to import.

7. A prompt message will confirm that import was successful. Click OK.

IMPORTANT

1. Date of Birth format is DD/MM/YYYY.
2. When the Password Link for a student is set to Yes, students will receive the "Student – Set Password" Email where they can now set a password for their account.
3. 
4. A prompt message will appear for any UNSUCCESSFUL import. Click OK. 




A text file will be automatically downloaded to your computer to show errors in your uploaded file.

• Related Articles

• How to Manually Add Students in the SMS

  Overview There are multiple ways to add students in the SMS. Students can complete the external enrolment form and upon submission they will be added and enrolled to their related training programs. Bulk import features also allow users to add ...

• How to Import and Enrol Bulk Students

  OVERVIEW In this tutorial, we will show users how to import and enrol bulk students all at the same time. It is a feature that allows users to add and enrol a number of students in the SMS quickly and efficiently. This is a great way to increase ...

• How to Bulk Import Companies in the SMS

  Overview In this tutorial, we will show users how to import companies in bulk. With this feature, you can add multiple Companies into the system quickly and efficiently, eliminating the need to manually create Companies individually. NOTE: This ...

• How to Bulk Enrol Existing Students

  Overview In this tutorial, we will guide you on how to enrol existing students in the Student Management System to another course in bulk. This will help users quickly enrol multiple students without having to do manual, individual enrolments. Step ...

• How to Use the USI Validation Feature in the SMS

  Overview A Unique Student Identifier (USI) is a reference number that is used to create a consistent record of an individual student's achievements and qualifications in Australia. It is a 10-character code that is unique to each student. The USI ...