Class Student Import

Enrollware has the ability to import students into a class list from a Microsoft Excel file. This option is only available to the Primary site and not the additional free sites.

Sample files can be downloaded here:

• https://www.enrollware.com/help/enrollware-student-import-sample.xlsx

• https://www.enrollware.com/help/enrollware-student-import-sample.csv

General Requirements

1. The Excel import file must be from Microsoft Excel 2007 or newer and use the file extension of .xlsx. The CSV import file must use the file extension of .csv.

2. The first row of the import file must be a header row containing the field names.

3. The following column names are accepted: Last Name, First Name, Email Address, Address 1, Address 2, City, State, Zip, Phone, Codes, Score, Status, License, Price

4. The State field, if included, should be populated with a valid 2 letter state abbreviation.

5. The Status field, if included, should match one of the following:

a. Pending

b. Complete

c. Incomplete

d. No Show

e. Cancelled

f. Certified Helper

g. Rescheduled

h. Waitlisted

6. The Price field, if included, should be numeric and represent the amount that the student is to be charged for the class. This field will also set the “balance due” field in the student record.

7. Answers to “Custom Registration Questions” may be imported as well. In these cases, the column headers must exactly match the custom questions.

8. There is a limit of 100 students per import file.

9. Empty entries will be removed.

10. No confirmation emails will be automatically sent to the imported students. They can be sent individually on each student edit screen or in bulk from the class communications page.