Admin Portal: Batch Upload
Updated over a week ago

Batch Upload is a self-service feature available to administrators with System and Enrollment access to bulk upload enrollment and rostering data. Districts using third-party enrollment will continue to use their chosen third-party enrollment method. Click here to learn about Batch Upload for third-party enrollment sources.

Amplify recommends limiting class sizes to 80 students or fewer.

The help materials linked in this article assume that your district has already worked with Amplify to determine that Batch Upload is the best option to meet your enrollment needs. If you have not made this determination, refer to this website to review your Amplify enrollment options. Click here to learn more about Admin Portal and its resources for your school. Click here for the Batch Upload FAQ.

If you have access to the Upload page but the file Upload box is inactive, the feature has not been activated. Please verify that a unique school ID has been applied to all organizations and contact Amplify Support to activate the Batch Upload feature.

You can download the users.csv template file to add or update staff, students, and classes, and download the optional demographics.csv template file to submit demographics data. View the data dictionaries to learn more about the columns, data requirements, and accepted values for each field in the CSV files. You can find the template files and data dictionaries in the following table.

You can also download your data. Learn more about Batch Upload: Download your data here.

⚠️ Unique identifiers are required to use Batch Upload (refer to the users.csv data dictionary for more information on unique identifiers).

⚠️ If you’re creating users.csv in a spreadsheet app like Excel or Google Sheets, format columns as text when the requested value could begin with a leading zero. This will prevent leading zeros from being dropped when you save the file in CSV format. To ensure that your leading zeros persist, please cross-verify using a text editor.

  1. Click Admin Portal to open the Admin Portal; then click Upload to open the Batch Upload page.

  2. Click the links to download sample users.csv and demographics.csv templates.

    • users.csv enrolls your staff and students, and rosters them in classes.

    • demographics.csv (optional) provides demographic information for each enrolled student.

  3. Review the instructions on the left side of the Batch Upload page. Refer to the data dictionaries that describe each column and the allowed values.

  4. Enter staff and student data downloaded from your Student Information System into the corresponding columns in the templates. Save your CSV file in an easily accessible location for uploading and in case you need to update your rosters during the school year.

    For returning educators: Optionally navigate to the Students List page or the Staff List page and click on the check boxes on the left side. In the drop-down menu, select Download students or Download staff. This file can be used as a starting point for your new upload.

    Amplify recommends limiting class sizes to 80 students or fewer.

  5. On the Batch Upload page, click Select file and upload your files, or drag and drop your CSVs into the Upload box.

    • One users.csv is accepted at a time.

    • A demographics.csv file must be uploaded in conjunction with the corresponding users.csv file.

    Error messages:

    ⚠️ If a required or conditional header is missing, misspelled, or improperly capitalized, or if you add column headers not present in this table, the upload will fail. Review the error message, revise the file, and click Select file to upload the revised file.

    ⚠️ If the file has missing, invalid, or additional data, download the provided error report. The report contains a notation of each error per row of the file along with instructions for how to resolve the error. Correct each error in your file and upload the file again.

    For more information about resolving errors in your upload, see How to resolve Batch Upload errors.

  6. After your file is uploaded successfully, click Process file.

After processing is complete, the system generates a report, and if necessary, a follow-up error report, that shows a count of records created, updated, no changes, and errors for every school, staff, student, class, and enrollment.

Your roster data will display in the Admin Portal as soon as it is processed. If any changes are made directly in the Admin Portal after the initial file upload (e.g., if you edited a Staff member’s name), you will need to reconcile these changes with your locally saved file.

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