Mapping Faculty & Staff Data for Import

This article describes the process for mapping user data to import into SchoolMint Hero for System Administrators. Faculty data must be imported at the school-level. 

Note: The Faculty Data import will need 2 additional fields added manually. This means that if exporting this file from your SIS, you must edit it to add 2 fields and save it as a .CSV file, then import the file to the SFTP or upload as a flat file.  Files cannot have spaces in the name.   Added fields: Role: The default options include "Teacher" OR "School Admin"  If your school has added additional fields, those can be included in this list as well. Roles are case-sensitive.  Type: The type should match the role. If you selected "teacher" for role, select "teacher" type and if you selected "school admin" choose "school" type

1. Before beginning the import process, you will need to manually add two fields to the faculty/staff upload file. 
   • Download the faculty file from your SIS or SFTP and open the file in your spreadsheet software (such as Excel or Numbers).
   • Add two columns to the spreadsheet titled "Role" and "Type"

2. Add the role for each user, either "Teacher or "School Admin" If you have customized your roles, you will enter those custom role names here. 

3. Add the type for each user, generally "teacher" or "school".

4. Save the file as a .CSV and ensure that the file name has NO spaces. 

5. Navigate to import via Config > Imports. Click on the Settings button in the upper right corner. Then select New Import in the upper right corner of the next page.  

6. On the Import Settings page, make the following selections for a School-level import: 

• Select School Level
• Choose the correct school from the second dropdown. (The system will display a blue "Account Found" button if the SFTP setup process has been completed.)
• Select User Import
• Select One Time to import as a one-time flat file
• Enter the email address of the user doing the import.
• Save Settings 

7. On the right side of the Import Settings page, select the relevant boxes:

• Has Header - Check this if the import file has a header row

8. Determine if the upload should allow for any errors. This can be useful for large files with some broken data that cannot be easily cleaned. 

9. Select the flat file for upload.

Important: The import file name CANNOT contain spaces. For example, the file name "School import list.csv" will NOT import whereas, "Schoolimportlist.csv" will import.

10. Complete Mapping. Save Mapping. 

11. Click Queue Import.