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Imports: Adding Sites, Educators, and Students (Self Managed Customers)

Overview

This article is for self-managed customers who are manually importing rosters into the DESSA x Move This World System.

Use this page to figure out which import you need, then follow the shared steps below. Each import type only differs in the template you use and a couple of details — the actual upload process is the same every time.

📌NOTE: Additional Program Administrators can only be added by the DESSA x Move This World Support Team per request from another Program Administrator. To make a request to add a Program Administrator to the system, send an email to support@apertureed.com.

Import type Use it when... Sites must exist? Template
Sites, Educators, Students First loading rosters or a full refresh of sites, staff, and students together No — creates sites

Sites, Educators, and Students Import Template

File Formatting Guide

Site Leaders Adding site-level administrators after sites already exist Yes Site Leader Template
Educators Adding additional educators/raters who aren't part of your original roster file Yes Educator Template
Training Only Users Giving someone system access for training purposes only Yes Training Only Users Template

 Before you start (all import types)

  1. Download the template that matches your import type from the table above.
  2. Fill in your data. Do not edit Row 1 — that's the column header row and editing it will cause the upload to fail. 
  3. Check that every required field (bolded in the template) is filled in — blank required fields will cause the upload to fail.
  4. Save the file as a .csv.

           Uploading your file (all import types)

          1. Click the gear icon in the top-right corner and select Settings. (Don't see the gear icon? On smaller screens or certain zoom levels, use the hamburger menu (☰) in the top-left instead.)
          2. In the left sidebar, select Imports.
          3. Select the radio button for your import type (see table above) and click Continue.
          4. Click Browse, select your saved CSV, and click Upload CSV.
          5. Once the import finishes, go to Staff in the left sidebar and click Invite to send invitations to any new staff members.

                  Import Type-Specific Notes

                  Sites, Educators, Students

                  After selecting this import type, you'll choose one of two options:

                  • Add new records only — adds new students/educators without touching existing data.
                  • Add/update records and remove anything not in the file — also removes students/educators no longer in your file. Useful for freeing up licenses. Historical data for removed students stays available via a Ratings Export.
                  • Review the Import File Format for Manual Uploads article for detailed guidance.

                      Site Leaders and/or Educators

                      Sites must already exist in the system before either of these imports will succeed. If you haven't run a Sites, Educators, Students import yet, start there first. If you only need to add one or two people, skip the import entirely (see section below).

                      Training Only Users

                      Sites must already exist in the system before this import will succeed. If you haven't run a Sites, Educators, Students import yet, start there first. If you only need to add one or two people, skip the import entirely (see section below).

                      • Use this process to upload staff members who only need access to EdSERT and do not have students assigned to rate, nor will need access to review reports in the system concerning the rating of students. 
                      • Please note, that it may take up to 24 hours for a Training User to have access to EdSERT. So if they are created at 6 AM on Thursday, they may not have access until 6 AM Friday. 
                      • Training Only Users' accounts will be removed from the program on July 31 of each year. 

                      Adding Site Leaders, Educators, or Training Users Only One at a Time (no CSV needed)

                      If you only need to add one or two people, skip the import entirely:

                      1. Gear icon → Settings → Staff → Add Staff.
                      2. Enter their details and click Save.
                      3. Click Invite when ready to send them access.

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