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Data import

Reading Steps supports multiple methods for importing student and class data.

CSV import

Import data using CSV files for bulk student and class management.

Importing students

  1. Go to Admin Panel > Students
  2. Click Import Students
  3. Download the template CSV
  4. Fill in your student data
  5. Upload the completed CSV
  6. Review and confirm the import

CSV format

Required columns:
ColumnDescription
first_nameStudent’s first name
last_nameStudent’s last name
class_nameClass to assign student to
Optional columns:
ColumnDescription
emailStudent’s email address
upnUnique Pupil Number
year_groupYear group (e.g., 3, 4, 5)
date_of_birthFormat: YYYY-MM-DD
genderM, F, or Other
reading_levelStarting reading level

Example CSV

first_name,last_name,class_name,email,year_group,upn
Emma,Smith,3A,emma@school.uk,3,A123456789012
James,Wilson,3A,james@school.uk,3,B234567890123
Sophie,Brown,3B,sophie@school.uk,3,C345678901234

Import validation

Before importing, Reading Steps validates:
  • Required fields are present
  • Email addresses are valid format
  • Class names match existing classes (or creates new ones)
  • No duplicate UPNs
  • Date formats are correct
If validation fails, you’ll see a detailed error report. Fix the issues in your CSV and re-upload.

Class import

Import classes separately or alongside students.

Class CSV format

ColumnRequiredDescription
class_nameYesUnique class identifier
year_groupNoYear group for the class
teacher_emailNoEmail of assigned teacher

Example

class_name,year_group,teacher_email
3A,3,teacher1@school.uk
3B,3,teacher2@school.uk
4A,4,teacher3@school.uk

Bulk operations

Updating existing students

To update existing students via CSV:
  1. Export your current student list
  2. Modify the exported CSV
  3. Re-import with Update existing option enabled
  4. Students are matched by UPN or email

Moving students between classes

upn,class_name
A123456789012,4A
B234567890123,4A
Import with Update existing enabled to move students to new classes.

Data export

Export your data for backup or analysis.

Exporting students

  1. Go to Admin Panel > Students
  2. Click Export
  3. Select format (CSV or Excel)
  4. Choose which fields to include
  5. Download the file

Exporting reading data

  1. Go to Reports > Export
  2. Select date range
  3. Choose data type:
    • Reading sessions
    • Assessment results
    • Progress reports
  4. Download the export

Troubleshooting

Common import errors

ErrorSolution
”Missing required field”Ensure all required columns are present
”Invalid email format”Check email addresses for typos
”Duplicate UPN”Each UPN must be unique
”Class not found”Enable “Create new classes” option
”Date format invalid”Use YYYY-MM-DD format

Large imports

For imports over 1,000 students:
  1. Split into multiple CSV files
  2. Import in batches of 500-1,000
  3. Allow each batch to complete before starting the next
Contact support@helpdesk.readingsteps.uk for assistance with large-scale data migrations.