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SFTP Automated Student Rosters

In this article, you will learn about configuring your automated student roster file. This is an addon option if you choose to automate your list of students into our platform nightly. 

Notice

We do not have knowledge of your student information system, your district IT team will be responsible for exporting out the data below. 

 

SFTP Credentials

Once we have Setup your SFTP (Secure File Transfer Protocol) account you will receive and SFTP URL, Username and Password. Your SFTP location will only house your districts data and no other districts will have access to your files. Your SFTP account will have a folder titled Upload. You will Automate your file / files in. 

 

Student CSV File

The file name needs to be students.csv. You need to include a header row with the following fields in the order. Column titles need to be in all CAPS and have an underscore between each words as seen below. If you are unable to format it this way, please be sure to note that in your communication back to us. 

Items below that have a Check are required. Items below with a Circle is optional based on product and configuration.  

  • STUDENT_ID - varchar (100) Student ID must be unique.
  • FIRST_NAME - varchar (50)
  • LAST_NAME - varchar (50)
  • GRADE_LEVEL - varchar (50) if grade level is other then numeric (1,2,3) you will need to add those into system values
  • SCHOOL_ID - varchar (50) we prefer NCES school ID if not then a local site ID will work.
  • EMAIL - varchar (100)
  • PASSWORD - varchar (50) passwords are encrypted on upload, not required if using Google for SSO
  • VOTING_GROUP - varchar (150) - if using Voting many schools upload grade level as voting group
  • TICKETING_GROUP - varchar (150) if using Ticketing you can upload a custom group for reporting
  • LAST_PERIOD_LOCATION - varchar (50) if using Interventions you can upload last period room number or teacher name

 

Parent CSV File

If automating parent file, you will add a second .csv file titled parents.csv. This file will also have a header row Column titles need to be in all CAPS and have an underscore between each words as seen below. I

Items below that have a Check are required.   

 

  • STUDENT_ID - varchar (100) Student ID must be unique.
  • PARENT_FIRST - varchar (50)
  • PARENT_ LAST - varchar (50)
  • PARENT_EMAIL - varchar (100)

Upload Options

We will also need answers to the following questions when setting up your account. 

  • Do your students have Google Email accounts? (password is not required if using Google for SSO)
  • Do you want to wipe and reload students nightly? (typically the only time you would not want to do this is if you have additional users in your student table such as staff. Some schools will do this when using Ticketing and or Store)
  •  Do you want to overwrite emails with your nightly upload?  (Student email can be modified by students and staff in our system. If you choose to overwrite emails this will set it back to the district uploaded email each night. This can be changed after initial setup)
  • Do you want to overwrite passwords with your nightly upload? (Student passwords can be modified by students and staff in our system. If you choose to overwrite passwords, this will set the password back to the default each night.)
  • Are your passwords dates? (Districts sometimes use a student birthday at their initial password. If so we can format the date on import to m/d/yyyy)
  • We will also need a site ID map.  Provide a Excel or Google Sheet with Site ID’s and school labels so we can map them on the backend.