How to manually import student custom fields

Hover the mouse over the Admin menu and select Import custom fields.

You should then see the Import Custom Field Page, click Choose file to select the spreadsheet you want to upload. (Before you do this it is important to check that the spreadsheet reaches all the check list requirements, as if not it can cause the import to fail).

Select the spreadsheet you want to upload and click Open.

Once you have selected the file click the Import button.

It should then bring you to the Import page where you can see the data you are trying to upload. (If a field is highlighted in blue this means that it’s a new custom field that needs to be added before proceeding. To do this, click Create Missing Custom Fields).

When you have clicked ‘Create Missing Custom Fields’ you will then need to choose the ‘Field Type’ this is when you decide whether you want the Custom Field as a ‘Text’ Field or a ‘Yes/No’ field.

You will also need to decide on whether you want the Custom Fields to display on the Student’s Plans or on the Student Profiles. If you want the Custom Fields to appear solely on the Student’s Profiles you need to select ‘Custom Student Field’, this means that if this option is selected you will not be able to transfer these to the learning plans. If you want the Custom Fields to appear on both the Learning Plans and Student Profiles, you need to select the option to create them as a ‘Learning Plan Field’. When you have decided, click the ‘Create’ button on the bottom right of the pop-up.

When you click Create the pop-up will disappear. If you are happy with how everything looks, click the Import button in the top right-hand corner.

Once you have pressed ‘Import’ you should see the following screen, this means that the import is complete.