Import a Roster

Administrators can add new or update existing school, class, and/or user data using an import file.

Before importing records, verify with your district administrator that your administrator account has sufficient permissions to import records to Ed.

Note: Notify teachers of plans to use the import management tool; user accounts that are added or updated manually by teachers may become out of sync.

To create and import a roster:

1. On the left panel of the My Schools page, click Roster.

The Choose a Roster Option page appears, offering you three options and if applicable, displaying information about previous roster imports.

Choose a Roster page

2. Review the roster option descriptions, and determine the best option for your organization.

– Advanced Roster – This is the standard rostering option used by organizations that maintain large databases often managed by a SIS vendor.

– Quickroster – This option works for small districts or districts that use want to add Ed user accounts in bulk and allow teachers to manage their classes on their own.

Note the following:

○ If you are using Quickroster and need to delete or purge data, go through the Advanced rostering option to clear the site first (upload a blank SFF file) and then return to upload your Quickroster.

○ Quickroster allows you to add and update only, not delete.

○ Quickroster matches on the LASID field for updates.

○ Quickroster is delta-based (not bulk); for example, if you add 50 users today and 5 tomorrow, you will have 55 users on the site.

– Manual – This option is used for organizations that want to add user accounts and classes one at a time. This option can allow administrators and/or teachers to be responsible for setting up all or part of their rosters within Ed.

3. Depending on your selected roster option, proceed as follows:

Roster Option	Steps
Advanced Roster	a. Click Start Here. The Advanced Roster dialog box appears. b. In the School Information System list, select the SIS that your organization uses or select one of the alternate options. c. Depending on your selection, review the information provided and click Next or click the continue link. The Import Management tool opens in a new browser window. d. Click here to open Import Management online help for further instructions.
Quickroster	a. Click Start Here. The Quickroster dialog box appears. b. In the School list, select the school for which you want to upload a roster. c. If necessary, click to download the Quickroster file template. d. Review file and field requirements, field-level instructions, and accepted values and populate your Quickroster file. Click the Show More link to view template fields and descriptions or click to see the Set Up a Quick Roster topic for further details. e. Click to locate and upload your Quickroster file. f. Click Complete Upload. The file is uploaded and the user data in the file is available in Ed.
Manual	a. Click Start Here. The My Schools page appears. b. Add user accounts for students and teachers, as needed. (See Add a New Student, Add a Teacher, Add a New Class.) c. If necessary, direct your teachers to add students and classes. (See Ed Teacher Help: Add a New Student , and Add a New Class .)