Traverse: Downloading and filling out your bulk-import files

If your school or district has selected to self-roster accounts through bulk import, you will use in-product templates to create new educator and student accounts, assign student accounts to classes/groups, assign products to students, and change any default product settings.

Once fields are selected and completed for rostering templates, upload them as CSV files. You can also use the files to update existing accounts during the school year. As long as the student ID stays the same, any other data fields you change in the spreadsheet will be reflected in the students’ accounts. You can update students’ basic account information as well as change their product access or edit their product settings.

Administrators can create and edit classes/groups and student and educator accounts. Teachers can create and edit classes/groups and student accounts. 10,000 records can be uploaded simultaneously per entity (educators, students, classes/groups) per import.

Downloading templates

1. Log in to https://api.imaginelearning.com/signin.
2. Click Users & Classes/Groups in the Product Portal.
3. Click Add, then select Generate Import Templates.
4. Continue with the set of instructions applicable to the type of record you are creating or editing.

Classes and Groups

1. In the Record Type field, select Classes/Groups.
2. To assign an external ID to the group, click the checkbox by External Assigned ID. The External Assigned ID is optional and is an identifier for your organization to use for the class or group.
3. Click Generate Template.
4. Open the template from your downloads. The first two rows underneath the headers are populated with sample data. The second row shows how to separate the values with semicolons if you have multiple data points in one cell.
5. After reviewing, delete the two sample rows from your spreadsheet.
6. Complete your template. Required fields are Class/Group Name, Organization, and Product. The optional data point (External Assigned ID) will appear in your template only if you selected it in the user interface.
7. Upload the completed template.

Educators

1. In the Record Type field, select Educators.
2. To assign optional columns, click the checkboxes.
3. Click Generate Template.
4. Open the template from your downloads. The first two rows underneath the headers are populated with sample data. The second row shows how to separate the values with semicolons if you have multiple data points in one cell.
5. After reviewing, delete the two sample rows from your spreadsheet.
6. Complete your template. Required fields are First Name, Last Name, Username, Educator Type, and Organizations. The optional data points will appear in your template only if you selected it in the user interface.
7. Upload the completed template.

Students

1. In the Record Type field, select Students.
2. To assign optional columns, click the checkboxes.
3. Click Generate Template.
4. Open the template from your downloads. The first two rows underneath the headers are populated with sample data. The second row shows how to separate the values with semicolons if you have multiple data points in one cell.
5. After reviewing, delete the two sample rows from your spreadsheet.
6. Complete your template. Required fields are First Name, Last Name, Username, Educator Type, and Organizations. The optional data points will appear in your template only if you selected it in the user interface.
7. Upload the completed template.

For assistance in resolving any errors or difficulties with the rostering process, please contact Imagine Learning Support at 866.457.8776 or support@imaginelearning.com.