The best way to add a large group of students to the Symphony Learning roster is through the use of the Import Students or Import Staff buttons in the Symphony Administration Panel. These buttons are available to school or district Administrators in the Students and Staff tabs. The import tools allow the upload of a formatted template that contains information on students, teachers, and class assignments.
Step 1: Download the Import Template
Click here to download the Student Import Template File, a comma-separated (CSV) file that contains the proper fields necessary for importing students.
Click here to download the Staff Import Template File, a comma-separated (CSV) file that contains the proper fields necessary for importing teachers and administrators.
Step 2: Add Import Information
Open the Import Template using a spreadsheet program such as Microsoft Excel. Add the information to the file.
- The first row of the Import Template file contains field headings. Your finished import template file MUST contain this first line.
- If you choose to not include optional fields, leave them blank in the template.
Student Fields
| Field Name | Required? | Type | Max. Length | Notes |
| ACCOUNT# | YES | Number | 6 | Same Account# that is used to login to Administration Panel |
| FIRSTNAME | YES | Letters/Numbers | 64 | Student’s first name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces. |
| MI | No | Letters/Numbers | 1 | Middle Initial |
| LASTNAME | No | Letters/Numbers | 64 | Student’s last name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces. |
| USERNAME | YES | Letters/Numbers | 128 | * Must be unique for all students in district |
| PASSWORD | YES | Letters/Numbers | 64 | No spaces |
| GRADE | YES | Letters/Numbers | 2 | Must be PK,K, or number 1-13 |
| CLASS | No | Letters/Numbers | 32 | The name of the class that the student is currently in. If the exact class name is not found, a new one will be created. |
| EXTERNALID | No | Letters/Numbers | 128 | A unique ID for the student that is used to link the student to an outside data source. Not visible after import. |
Staff Fields
| Field Name | Required? | Type | Max. Length | Notes |
| ACCOUNT# | YES | Number | 6 | Same Account# that is used to login to Administration Panel |
| FIRSTNAME | YES | Letters/Numbers | 64 | Student’s first name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces. |
| LASTNAME | No | Letters/Numbers | 64 | Student’s last name. The first name may contain letters, numbers, underscores, periods, apostrophes, dashes, and spaces. |
| YES | 128 | Staff member's email address. Must be proper email format. | ||
| USERNAME | YES | Letters/Numbers | 128 | * Must be unique for all Staff members in the entire Symphony Learning database. |
| PASSWORD | No | Letters/Numbers | 64 | No spaces, must be at least 8 characters long with numbers and letters. * If no password is provided for a new staff member, a random one will be created. * If no password is provided for an existing staff member, they will keep their current password. |
| ROLE | YES | Letters | 3 | One of the following: DAA - District Admin Access DCA - District Read-Only Access SAA - School Administrative Access SCA - School Read-Only Access C - Class Access CRO - Class Read-Only Access |
| CLASS | No | Letters/Numbers | 32 | The name of the class that the student is currently in. If the exact class name is not found, a new one will be created. |
| EXTERNALID | No | Letters/Numbers | 128 | A unique ID for the student that is used to link the student to an outside data source. Not visible after import. |
Step 3: Send the Import Template
Click 'Browse' above to locate the Import File that you saved in Step 2. When you click 'Browse...', a prompt will ask you to locate the Import File. In most cases, this file will be located on the Desktop, where you downloaded it in Step 1.
Step 4: Confirm the Import
Review the Import Information. If the information is correct, click 'Finish' to complete the import. If the information is not correct, click 'Previous' to return to the previous step.