This article goes into how you can mass create parent module accounts using a spreadsheet.

You can also mass attach students to existing parent/student logons by using the second tool at the bottom of this screen.

• The first tool on the Parent Access>Setup>Users>Import screen creates the accounts. (This tool creates Guardian and/or Student accounts.)
• The second tool on the Parent Access>Setup>Users>Import screen allows you to connect student IDs to those newly created accounts. (IE: the students listed in the "Students attached to this account" area within a Logon ID.)
  
  

Importing Logon Ids

Importing logon IDs is the process of creating logon IDs for Parents and Students to access the Parent Portal by uploading an Excel spreadsheet containing a list of the logon IDs.

This is where you can mass create PARENT/GUARDIAN accounts as well as STUDENT accounts (if applicable to your district.)

• To create Parent/Guardian accounts, the USER_TYPE column = GUARDIAN
• To create Student accounts, the USER_TYPE column = STUDENT. Please Note: if you are making student accounts here, you must have STUDENT entered as the USER_TYPE.

The district is responsible for creating an excel file that matches the template below with the parent logon ID info on it.

If you need help with creating the excel file, you can look at some of the report writer reports we have listed in our Useful Report page.

You can perform this import with an Excel file via Parent Access>Setup>Users>Import.

Below are the specs and requirements (which also can be found on the screen itself):

Steps to Importing an Excel File to Create Parent and/or Student Portal Accounts:

1. Create the MS Excel file that contains all the logon IDs to be created. 
   • If you need help with creating the excel file, you can look at some of the report writer reports we have listed in our Useful Report page.
2. Go to Parent Access>Setup>Users>Import.
3. Click on the "Choose File" button to bring up a File Dialog.
4. Locate the spreadsheet file on your computer/desktop and select it.
5. Click the "Upload File" button to upload the set of logons.

Rules for the Logon Ids Spreadsheet

The excel spreadsheet must be built as follows:

• The first row must contain header columns (in all capital letters).
• The following columns must exist (in any order): (LOGINID or LOGONID).
• The following columns are optional: LAST_NAME, MIDDLE_NAME, FIRST_NAME, CONTACT_TELEPHONE, MUST_CHANGE_PASSWORD, USER_TYPE, ENABLED, STUDENT_ID, DEFAULT_MODULE, ACTIVE_DIRECTORY and DIRECTORY_LOGON_ID.
• If a record has a USER_TYPE of STUDENT and a STUDENT_ID, the import process will attempt to create a Parent-Student record.
• If a record has a USER_TYPE of STUDENT you may then include a PASSWORD column. It is NOT possible to import passwords for any account type other than STUDENT.
• All other columns are ignored.

What Happens When a Spreadsheet is Uploaded?

When you click the "Upload" button to bring in your spreadsheet, the following takes place:

• If a logon ID already exists; CONTACT_TELEPHONE, LAST_NAME, FIRST_NAME and MUST_CHANGE_PASSWORD can be updated. STUDENT accounts may also update PASSWORD.
• If a logon ID does not exist; it will be created. Once created, the following happens... 
  • A random password will be generated for this user.
  • If MUST_CHANGE_PASSWORD column exists; a value of Y will force the password to be changed the first time the user logs in. If the column does not exists; Y is the default.
  • The FIRST_NAME, MIDDLE_NAME, LAST_NAME, USER_TYPE and CONTACT_NUMBER are used if any of those columns exist.
  • Valid values for the USER_TYPE column: GUARDIAN, STUDENT, COUNSELOR, VP, or PRINCIPAL.
• The process will NOT delete any logons that are not found in the Excel file.
• If Enabled is Y the account will be enabled / any other value will disable

**ROLES are not assigned via the "Upload logonid" process because Roles apply to students linked to logons and not to the logons themselves.

You can assign roles via Parent Access>Setup>Roles.

Attaching Student IDs to Newly Created Logon Ids

The "Importing Students for logon IDs" tool is the process of linking students to existing Parent logons by uploading a MS Excel spreadsheet containing lists of students to link to specific parent logons.

The controls are found on the lower portion of the Parents>Setup>Users>Import screen (it is the 2nd tool on the screen):

This import (the 2nd import on the screen) simply connects students to the newly created parent portal accounts, in the "Students Assigned..." area in Parent Access>Setup>Users>Modify User.

Linking Students to Logon IDs via a Spreadsheet

1. Create the MS Excel file that contains all of the parent/student linkages to be created.
2. Navigate to the bottom portion of the Parents>Setup>Users>Import screen within Genesis.
3. Click on the "Choose File" button to bring up a File Dialog
4. Locate the spreadsheet file
5. Click the "Upload" button to upload the spreadsheet and create the linkages described within

Rules for the Student Linkages Spreadsheet

The spreadsheet must be built as follows:

• The first row must contain header columns (in all capital letters).
• The following columns must exist (in any order): (LOGINID or LOGONID) and STUDENT_ID
• The following columns are optional: SEQ
• All other columns are ignored

What Happens When a Spreadsheet is Uploaded?

When you click the "Upload" button to bring in your spreadsheet, the following takes place:

• If the parent logonid does not exist; nothing will happen.
• If the studentid is already attached to the parent logonid; nothing will happen.
• The process will NOT delete any logons that are not found in the Excel file.
• If a SEQ column does not exists; a sequence starting at 10 and increased by 10 for each additional student will be used.

**This process will NOT delete any logons that are not found in the Excel file. Nor will it REMOVE any linkages between students and parents.