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Importing Your Data

Learn how to transfer your school's data into Compass.

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The Compass Data Import Wizard will help you get the data from your prepared CSV file into Compass.

Finding the Data Import Wizard

There are two ways to find the data import wizard.

Find it on the left hand menu under Users and click on Import Users

Or, in any user list (Students, Parents or Instructors), click on the Import Users button at the top of the page:

Importing Data

Select the user type from the drop down. District/School administrators will be able to import the following types of files:

  1. Student
  2. Parent
  3. Instructor

Next, select the file. The file must be in .csv (comma separated) format. For help preparing the user file, please above in this article.

Review the Summary - The wizard will walk you through the number and type of users in your file. Click Next to Continue or Start Again to return to the beginning and re-submit a corrected file.

Select the Field for Usernames - Here you will select which field controls the Username for your data. Make sure that the field you choose is unique. Also, keep in mind that if you use the field as the username, it can't be established as any other field later on.

Set the Password - Select what your password will be. You can:

  • Type in a new password that will be shared by every user (i.e. "Password" or "Suite360") 
  • Or, pick a field from the CSV to be loaded as the password. Remember: if you use a field as the password, you won't be able to map it later.

Organize the rest of your data - Now that we've chosen how to map the two most important fields (username and password), you get to map the rest of the data to our internal database. 

The left hand column contains the headers in your data file. The right hand is the Suite360 data fields. The wizard will do its best to match up your columns with our fields but this is your chance to make sure that the wizard got it right:

Verify - Once you've gone through the wizard, you'll be given a sample of data. Ensure the sample aligns with the headers for the upload. Click Back to make changes or Finish to proceed. See the note below.

Once you select Finish the data will be imported and while it can be changed, it cannot be undone

 

Confirmation - Once you're finished uploading, you'll receive a confirmation. Take a moment and review the confirmation page to make sure that the import counts and the grades look correct based on what was in your file.

suite360 data import import users importing data csv file data

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