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Import Student/Parent Profiles in Bulk Via Spreadsheet

Updated

Add Students, Parents/Guardians, and Other Contacts in Bulk via Spreadsheet Import

If you're onboarding many students and families at once, Montessori Compass support can help by importing your data from a spreadsheet. 

Using our import service, we can create:

  • Student Profiles, including classroom assignments
  • Parent/Guardian Accounts, linked to the appropriate student(s)
  • Other Contacts, such as emergency contacts and authorized pickups, also linked to students

🔒 Note: Only the Montessori Compass support team can perform imports. Schools must complete one of the official templates below and email it to support@montessoricompass.com.

📥 Download Import Templates

Use the links below to download each template in CSV format. Each spreadsheet includes sample data and column-specific instructions. Please follow the format exactly to avoid delays or import errors.

⚠️ Formatting Guidelines

To ensure your import is processed smoothly:

  • Do not rename, remove, or rearrange any columns.
  • Optional fields may be left blank, but the structure must remain unchanged.
  • Each template includes example rows and notes to guide proper formatting.
  • Formatting issues may delay the import or cause errors.

Student Profile Import

To successfully create a student profile, the following fields are required:

  • First Name
  • Last Name
  • Date of Birth (MM/DD/YYYY)

We also recommend including:

  • Classroom Assignment (must match the exact name already created in your account)
  • Grade/Cycle Year (must match the cycle year name in your account)
  • Expected Days of Attendance

💡 For a student assigned to multiple classrooms, list classroom names separated with a comma and space.
Example: Primary Classroom, Aftercare Program

Parent/Guardian Profile Import

To successfully create a parent/guardian profile, the following fields are required:

  • First Name
  • Last Name
  • Email address (Each parent or guardian must have a unique email address, which serves as their login username.)

You can attach multiple parents or guardians to a student, and each parent/guardian can be linked to multiple students—ideal for families with siblings or blended households.

Parents are system users and access school information through the Classroom Share mobile app. This includes messages, photos, updates, and any content your team chooses to share. Parents can also communicate directly with school staff via secure in-app messaging.

Imported parent profiles appear with an “Invitation Pending” status. They will not have access until they are invited. You can send invitations when you're ready to launch your Parent Portal.

To import a parent/guardian, you only need their email address (and optionally a phone number). Once invited, parents will update their own contact information within the app.

💡 To link a parent/guardian to multiple students, list student names separated by a comma and space.
Example: John Bradshaw, William Bradshaw

👉 For more details, see: Classroom Share – The Mobile App for Family Communication

Other Contacts (Emergency Contacts & Authorized Pickups)

You can also import additional contacts such as grandparents, family members, neighbors, nannies, or other non-portal users who may:

  • Be listed as emergency contacts
  • Be listed as authorized pickups
  • Or listed as both.

These individuals are linked to student profiles for internal reference but do not have login access to the Classroom Share mobile app. 

Migrating Student & Parent Data from Montessori Compass 1.0?

If you're transitioning from Montessori Compass 1.0, you can download your current student roster directly from your 1.0 account.

The format of this spreadsheet is different from the MC 2.0 templates listed above—and that’s okay. You do not need to reformat it.

Simply review the exported file, make any necessary updates (such as new students or changes to existing records), and email the edited spreadsheet to support@montessoricompass.com. Our team will handle the conversion and import into your new MC 2.0 account.

✅ When You’re Ready

Once your spreadsheet(s) are complete:

📧 Send to: support@montessoricompass.com

We’ll review your file(s) and complete the import as quickly as possible.
If we encounter formatting issues, we’ll reach out before proceeding.

 

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