How to Upload Students & Parents Using the CSV Import Wizard

Modified on Tue, 20 Jan at 9:01 AM

 The CSV Import Wizard helps you upload and update Students and Parents in bulk using a clear, step-by-step process. It’s designed to give you more control and reduce the risk of accidental changes. 

This guide applies to Student and Parent imports only. 

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When to Use the CSV Import Wizard 

You can use the CSV Import Wizard: 

  • At any time during the school year to manage bulk data 

  • During the End of Year Rollover to upload students for the upcoming year 

This is ideal if you manage student and parent information directly in RollCall. 

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Step 1: Prepare Your CSV File 

Before you start: 

  • Make sure your CSV is saved in .csv format 

  • Confirm column headers match RollCall’s expected fields 

  • Check that email addresses and IDs are correct 

? Tip: Only include the columns you actually want to update. 

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Step 2: Start the Import 

  1. Go to the CSV Import section in the Admin Console 

  1. Choose whether you’re uploading Students or Parents 

  1. Upload your CSV file 

The wizard will guide you through the rest of the process. 

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Step 3: Choose Your Import Mode 

You’ll be asked how you want the CSV to apply to existing records. Choose one of the following: 

Add 

Creates new students or parents only. 

Use this when: 

  • Adding brand new students or families 

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Update 

Replaces all existing data for matched records. 

Use this when: 

  • You want to fully refresh student or parent records 

⚠️ Any blank cells in your CSV will clear existing data. 

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Patch 

Updates only selected fields. 

Use this when: 

  • Making small or targeted changes 

  • Correcting specific details without affecting other data 

? If you’re unsure, Patch is the safest option. 

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Step 4: Review Validation Messages 

Before the import runs, RollCall will: 

  • Check your data 

  • Highlight any errors or missing information 

  • Show what needs to be fixed before continuing 

You’ll need to resolve any issues before proceeding. 

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Step 5: Review and Run the Import 

Once validation passes: 

  • Review the summary of what will be added or changed 

  • Confirm the import 

After the import completes, you’ll see a results screen showing what was processed successfully. 

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Helpful Things to Know 

  • The wizard clearly explains what each step does before you continue 

  • Import results reflect what actually happened in the system 

  • There’s no automatic undo, so always review before confirming 

  • The same wizard experience is used during rollover 

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Common Questions 

Which import mode should I use? 
If you’re unsure, choose Patch to minimise impact. 

Can I upload Stops using this wizard? 
Not yet. The current wizard supports Students and Parents only. 

Why did some data clear after my import? 
This usually happens if Update or Patch was used and a column was left blank. 

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Need Help? 

If something doesn’t look right: 

  • Double-check your CSV file 

  • Review the validation messages carefully 

  • Contact RollCall Support if the results don’t match what the wizard showed before running 

? 1300 821 116 
✉️ support@rollcall.com.au 

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