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Bulk Guardian Import and Process

Bulk Guardian Import and Process is a two-step workflow for creating or updating guardian/parent records and associating them with students using a CSV file.

This workflow is used when OneRoster or automated guardian imports are not available, allowing manual guardian data management from SIS exports.

Permission Required

To access System Utilities, you need the Manage Settings permission assigned to your role.

Guardian Data

OneRoster typically does not include guardian data. Most districts use this CSV-based import for guardian information even when using OneRoster for students and staff.

Understanding Bulk Guardian Import​

Think of bulk guardian import as manual CSV-based parent/guardian account management - you prepare guardian data from your SIS, upload it, and process it to create guardian accounts and link them to students.

What this utility does:

  • Uploads a guardian CSV into a staging area
  • Processes the CSV to create or update guardian records
  • Applies guardian-to-student associations based on CSV values
  • Provides a delete option if the wrong file is uploaded

When to use:

  • Initial guardian data setup
  • Annual guardian data refresh from SIS
  • Updating guardian contact information in bulk
  • Adding guardians for new student enrollments

When NOT to use:

  • Adding single guardian (use manual guardian creation)
  • Automated guardian imports are configured (use Automation Settings)

The Two-Step Workflow​

Step 1: Upload the Guardian CSV​

Upload prepares the file for processing but does not make changes yet.

How to upload:

  1. Navigate to Settings → System Utilities
  2. Locate Bulk Guardian Import
  3. Download the CSV Import Template
  4. Populate the template with guardian records
  5. Upload the CSV using the upload area

What happens:

  • File is validated for format
  • CSV is staged in system for processing
  • No guardian accounts are created or modified yet

Step 2: Process the Guardian CSV​

Process applies the changes from the uploaded CSV.

How to process:

  1. Locate Bulk Guardian Process
  2. Confirm the system shows a file is present (timestamp displayed)
  3. Click Process Guardian Import
  4. Wait for processing to complete
  5. Validate results by checking guardian associations on a sample set of students

What happens:

  • CSV is read and parsed
  • Guardian accounts are created or updated
  • Guardian-student associations applied
  • Contact information populated

CSV Template and Requirements​

Download the Template​

Use the CSV Import Template button to download the expected format.

Common columns:

  • Student ID (to link guardian to student)
  • Guardian First Name
  • Guardian Last Name
  • Guardian Email
  • Guardian Phone
  • Relationship (Mother, Father, Guardian, etc.)

Column requirements:

  • Student ID must match existing student IDs in Manage1to1
  • Guardian identifiers must be consistent (for updating existing guardians)
  • Contact fields should be formatted consistently

Before You Upload​

Checklist:

  • ✓ Confirm required columns match the template exactly
  • ✓ Confirm student identifiers used for association match how students are identified in your environment
  • ✓ Confirm guardian contact fields are formatted consistently (phone numbers, emails)
  • ✓ Remove test rows or header comments
  • ✓ Ensure file is saved as CSV (not Excel .xlsx)

Common mistakes to avoid:

  • Student IDs that don't match existing students (guardian won't associate)
  • Inconsistent phone number formatting
  • Missing required relationship field
  • Duplicate guardian entries for same student

Delete Option​

If the uploaded file is incorrect, delete it and re-upload.

How to delete:

  1. Locate Bulk Guardian Process
  2. Click Delete Guardian CSV File
  3. File is removed from staging
  4. Re-upload the correct file using Bulk Guardian Import

When to delete:

  • Wrong file uploaded
  • Errors found in CSV after uploading
  • Need to make changes before processing

Important: Delete must be done BEFORE processing. Once processed, changes are applied and cannot be undone by deleting the CSV.

Verification Steps​

After processing, confirm changes were applied correctly.

What to check:

  • Guardians appear where expected in student records
  • Contact data is correct and complete
  • A sample of students reflect the correct guardian relationships
  • Guardian-student associations are accurate
  • Email and phone numbers formatted correctly

Recommended verification:

  1. Check 10-15 student profiles to see guardian associations
  2. Verify guardian contact information
  3. Confirm relationship types are correct
  4. Test parent portal login for sample guardians (if applicable)

If problems found:

  • Review CSV for student ID matching errors
  • Check that student IDs in CSV match existing students
  • Verify required fields were populated
  • Contact Manage1to1 Support if import results are unexpected

Best Practices​

✅ Do:

  • Download template from your environment
  • Test with small CSV (10-20 guardians) before processing full file
  • Verify student IDs match existing students exactly
  • Format phone numbers consistently
  • Review uploaded file timestamp before processing

❌ Don't:

  • Process without reviewing uploaded file first
  • Use student IDs that don't exist in Manage1to1
  • Upload CSV with thousands of rows without testing
  • Process same file multiple times (creates duplicate guardian associations)
  • Include outdated guardian data (graduated students, etc.)

Common Questions​

Q: What happens to existing guardians not in the CSV? Nothing. Bulk import only affects guardians included in the CSV. Existing guardians not in the file remain unchanged.

Q: Can I update existing guardian information with this utility? Yes. If a guardian already exists (matched by guardian identifier), the import updates that guardian's contact information.

Q: What if a guardian in the CSV is linked to a student that doesn't exist? That guardian-student association will fail. The guardian may still be created, but won't be linked to the non-existent student.

Q: Can I upload multiple CSV files before processing? No. Only one CSV can be staged at a time. Process or delete the current file before uploading another.

Q: How long does processing take? Depends on file size. Small files (100 guardians): seconds. Large files (5000+ guardians): several minutes.

Q: Can a guardian be associated with multiple students? Yes. Include multiple rows in the CSV with the same guardian information but different student IDs to link one guardian to multiple students.

Q: Will guardians get parent portal access after import? If parent portal is enabled, yes. Guardians will receive portal access and can log in using their email and password (if passwords are set during import or via password reset).

Bulk Guardian Import and Process provides efficient guardian/parent account management for initial setup, annual updates, and maintaining parent contact information when automated imports are not available.

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