Import Students

You can import a batch of students if you want to add or update multiple students at the same time, rather than individually.

You may want to import students at the beginning of the academic year, when you have a large number of students to add to the platform at once.

When you import students, they are all added to the Students list, which means that you can view them in the Students list or change student details as and when required.

If you want to add students individually, you can follow the steps mentioned in the Create Student article for adding a single new student.

**Please note**

We have introduced new templates based on your school type. You may see some minor differences in your school's template. You can continue to use the original (legacy) template if you prefer. More information is available here.

How to Bulk Import New Students

The Import Students function allows for large groups of students to be added to the Students list to enable their addition to sittings and assessments.

  1. Click Students Students Button Icon on the Testwise home screen. This will display the Students list.

  2. Click Add Student(s) Add Student(S) Button Icon.

  3. Click Import Students

  4. Select Download Excel or Download CSV. It is recommended that the Excel format is used.

  5. This will display a set of sample data to assist in understanding what should be in each field. Ensure all sample data is deleted before the real student import.

  6. Enter student data as required, and ensure all fields are completed as illustrated by the sample data.

  7. Save the completed import template file locally.

  8. Go back to Testwise and click Browse Browse Button on the Import Students screen.

  9. Upload the saved import template file from your computer, then click Import Import Button Icon to complete the import students process.

  10. The imported students will now be displayed in the Students list.

How to Bulk Update Students

The most efficient way to update your Students list is by first exporting your existing Students list as a CSV or Excel file, making any amendments before re-importing to Testwise. 

  1. Click Students Students Button Iconon the Testwise home screen. This will display the Students list.

  2. If necessary, use the Filter Funnel Button Icon to only include the students you wish to update.

  3. Click Export Export Button Icon and select the required file type. The file will automatically download to your device.

  4. Edit your Students list in the .xlsx or .csv file, as required. 

    Note: The unique identifiers in your file must match the ones on Testwise in order to update a student. If a different unique identifier is used, then a new student record will be created. 

  5. Once you have successfully updated your Students list, save it locally and then return to the Students page (as found in Step 1). 

  6. Click Add Student(s) Add Student(S) Button Icon.

  7. Select Import Students from the drop-down options, this will display the Import Students page.

  8. Click Browse Browse Button on the Import Students page.

  9. Click Import Import Button Icon once you have uploaded the updated file from your device. This will complete the import students process.

  10. The imported students will now be displayed in the Students list.

Note: If the data has not passed the verification process, the Import button will change to 'Retry Import'.

Import Warnings and Errors

Import Warnings

A student import warning occurs when information in one or more of the required fields (Forename, Surname, Date of Birth, Unique Identifier, Gender) differs from student information already held on Testwise.

Student import warnings will be flagged on the Import Student Review page under the 'Warnings' tab. 

You can fix student import warnings by doing one of the following:

  • Enter the correct information on the Import Student Review page in Testwise. Click the orange pencil icon Orange Pencil next to the student whose information you wish to correct/edit.

  • Edit the original student import template prior to uploading the completed template to Testwise. 

Notes:

  • A student file with warnings can be imported however this will overwrite the existing student with those details.

  • If a unique identifier has been used across multiple students their results cannot be separated later

Import Errors

A student import error occurs when a required field (Forename, Surname, Date of Birth, Unique Identifier, Gender) is left blank or if it contains invalid data for that field.

Student import errors will be flagged on the Import Student Review page under the 'Errors' tab. A red box will outline the field where the error has occurred.

You can fix student import errors by doing one of the following:

  • Enter the correct information on the Import Student Review page in Testwise. Click the red pencil icon Red Pencil Icon next to the student whose information you wish to correct/edit.

  • Click Retry Import Retry Import Button once you have completed amending the import error. This will upload the corrected student data to Testwise.

OR

  • Edit the original student import template prior to uploading the completed template to Testwise. 

Note: A student file cannot be imported without the errors being fixed.