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How to upload your student data

How to use a CSV to add new students and/or move existing students into their new classes

Anna Wallis avatar
Written by Anna Wallis
Updated over 6 months ago

What data is required?

You can upload a spreadsheet to add your students or make set changes all at once. To do this, you'll need a spreadsheet with the following information:

  • First name

  • Last name

  • Year

  • Class

  • Subject

We also recommend including this information:

  • UPN (to make sure students don't end up with duplicate accounts)

  • Email address (for resetting passwords)

If a student is in more than one class, (for example, a Science class and a Geography class), use a second row.

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We add students for you

Step 1: To upload your spreadsheet to our secure data area, log in to Educake and click "Add or move students in bulk" in blue. Click "Choose files" and select your spreadsheet.

Step 2: This will upload it to our secure area and from there we will import your students and set up your classes for you. You will receive confirmation from Educake that we have your data and a confirmation once students have been added.

Add students yourself

Want to upload your students yourself? Click "Prefer to add your own classes". Click "Choose file" and select your spreadsheet. The uploader will walk you through several steps to make sure it can match up any returning students with their accounts.

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Why do we ask for UPN?

We highly recommend you include a unique identifier for each student. This can be unique to your school, but each student should keep the same one throughout their entire time at your school. This allows you to quickly move students into their new classes when the next school year starts, and ensures that their progress and completed quizzes stay associated with their accounts.
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Why do we ask for student email addresses?

We recommend you include an email address for each student you upload. This is so students can reset their own passwords if they ever forget them. It's not required, but it does mean that students don't have to wait until the next class time to ask you to reset their passwords.

If you choose not to include students' contact details with your spreadsheet, students can still add their own contact details when they've logged in to Educake. 

For information on how to disable this and how student password resets work, read this article:
http://help.educake.co.uk/en/articles/2765447-can-students-reset-their-own-passwords

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Setting up Single Sign-On (for Microsoft or Google)

Your students can access their Educake accounts just by going to the Educake website while they're logged in to their Microsoft or Google account.

Students must have an account on Educake before they can be set up for SSO. If you'd like more information about this, visit our FAQ about centrally managed SSO.

If your school already uses centrally managed SSO to log in to Educake, updating classes will be a two-step process.

After your class lists have been updated, any new student accounts will need to be set up for single sign-on. This step can only be taken after the class lists have been updated and all new students have been added.

You can make this easier by including SSO email addresses in your class update spreadsheet when you follow the steps above. That way, you can use the exact same spreadsheet again. Any already linked accounts will remain the same, and any new accounts will be linked according to your spreadsheet.

When you go to "Add or move students in bulk", there is a section where you may enter the email address of an IT professional at your school. We'll send them instructions on how to upload the SSO data.

Our team will then import your data. This will automatically link students' accounts for SSO. We'll send you a confirmation which lists the accounts that were successfully linked and those that weren't.

Please get in touch at support@educake.co.uk if you'd like some help setting up SSO at your school.

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