Bulk Guardian Import and Process

Bulk Guardian Import and Process is a two-step workflow:

1. Upload a guardian CSV file.
2. Process the uploaded file to apply guardian changes in Manage1to1.

This workflow is used to create or update guardian records and associate them to students based on your configured matching logic.

What this utility does

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

Files and templates

CSV Import Template

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

Step 1: Upload the guardian CSV

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

Before you upload

• 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

Step 2: Process the guardian CSV

1. Locate Bulk Guardian Process
2. Confirm the system shows a file is present (and review the timestamp if displayed)
3. Click Process Guardian Import
4. Validate results by checking guardian associations on a sample set of students

Delete option

If the uploaded file is incorrect:

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

Verification steps

After processing, confirm:

• Guardians appear where expected in student records (based on your configuration)
• Contact data is correct and complete
• A sample of students reflect the correct guardian relationships

Screenshot

Example reference:

• /img/system-utilities/bulk-guardian-import-process.png