We've made it easy to upload students to your Students & Parents list. Use our Student Roster Template to upload your student and parent roster. When your Students & Parents list is up to date, it is easy for you to:
- Promote the yearbook
- Send updates and reminders to your school community
- Allow parents and students to capture their memories and customize their pages
You will need to use our Student Roster Template for the upload. Here is a link to the Student Roster Template.
Guidelines for completing the student roster template:
- Do not remove unused columns from the template.
- The following fields are required for uploading the roster:
- Student Grade
- Student First Name
- Student Last Name
- When entering parent information in the template, you must enter the parent name AND the parent email address. (It won't work with only a parent name.) If entering 2 parents for one student, Parent #1 and Parent #2 CANNOT have the same email address.
1. Log in and select School Account.
2. Select People and in the dropdown select Students & Parents.
3. If you have not already added students to your school community, you will see this screen. Select Upload Roster.
If you have already added students to your school community, select Upload Roster in the Students & Parents list.
It's not necessary but if you want to delete the entire roster from the Students & Parents list, click on Name to select everyone in the list. In Actions, select Delete.
Are you sure you want to delete EVERYONE from the list? If you do want to delete the entire roster, select Delete.
4. Prepare Your Roster - If you do NOT have the Treering Student Roster Template, select Download Template.
Enter the student/parent information into the template. If you already have a spreadsheet with the information, simply copy and paste it into the associated fields in the Student Roster Template. When all the information has been entered and is correct, save the roster template in the .csv format on your computer.
If you have already completed and saved your roster template, select Continue.
(Note that you can add an individual student from this location.)
5. COPPA Compliance - Information about the Child Online Privacy Protection Act. Check the confirmation box and select Continue.
6. Upload Roster - Once your roster template is complete and saved, it is ready to upload. You can drag and drop your file or select it on your computer.
Check the box This is a Full Roster File it you are working with a complete roster for the school. We will identify the students already in your school and also let you know who is not in the uploaded file. You can review and remove students no longer at the school. Select Continue.
7. Stand by while your student roster is uploaded. Once the process is complete, you will see how many students were uploaded and if there are any errors.
Click on Download CSV for error detail. (You will also be able to download the error CSV from the Students & Parents list.) Select Ok, Got It.
8. Do you want to send out invitation emails? You can send emails later by selecting No, Thanks (I'll do it later).
When you select Yes, I want to send email invites you will be taken to Send Emails and see that your new users are already marked to receive the email.
9. If there are any errors with the roster upload, you will see the red error notice in your Students & Parents List. Select Open to view the errors and download the error CSV.
10. If you uploaded a full roster file, you will see an error message if there are students in your existing roster which were not listed in your upload. Click on View Students.
11. Select the students to Keep or Remove from your Student List. Select Ok, I'm done.
12. The error CSV will show you which student had the error and what the error was. Students with errors will not be imported and will have to be corrected.
Notes:
- The roster file MUST be saved in the .csv format. Please verify that your file has been saved as a .csv file and NOT a .xlsx file.
- A summary of your import activities and errors will automatically be emailed to you at the end of the process.
- In your Students and Parents list you will always be able to download your roster.
- If teachers are not already listed in Teachers & Other Staff and they are added to the Student Roster Template, they will be added to the list. If the teacher is already listed in Teachers & Other Staff. they will only be added as the student's teacher.
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