Overview 

When importing groups into Group Management, the import file must follow specific formatting and data requirements. These rules ensure student records match correctly and groups import successfully.

Details

• Columns must appear in the following exact order and are all required:
  School Name | Group Name | Student First Name | Student Last Name | Student ID Number
• All information is case sensitive.
• The School Name must exactly match the school name shown in the SchoolCash school selection dropdown list.
• Student names must exactly match the names in SchoolCash. This includes whether the district uses legal names or preferred names.
• The Student ID Number must exactly match the ID number in SchoolCash.
• If student ID numbers include leading zeros, the file must also include those leading zeros. The Student ID Number column must be formatted as text. The import will not be successful if this column is formatted as a number.
• Supported file formats are .CSV and .TXT.

File Creation Options

• Option 1 - Export the group data from your Student Information System (SIS) and save it as a .CSV or .TXT file using the required column order.
• Option 2 - Create a new .CSV or .TXT file manually using the required columns and order.

Troubleshoot - Leading Zero Guidance

• If any student ID numbers contain leading zeros, create a .TXT file. Using a .CSV file may remove the leading zeros.
• If student ID numbers do not contain leading zeros, you may use either a .CSV or .TXT file.