Onboarding Process (New Schools)

A step-by-step tutorial to get your students, groups, and teachers into the system. 

1. Batch Import Students

To import all students in a single action, follow the steps below:

  • Under the Students tab, scroll down to the Batch Operations heading
  • Select Batch Import
  • Use the links in the blue box titled File Selection to read helpful tips and view samples of an ADHOC so you can create a file to upload using your student management system
  • Once the file has been created, select Choose File to upload

  • Make sure "Uploaded Field" and "Import Field" are properly mapped. If not, make adjustments by clicking the Optional Student Fields and dragging them to the corresponding column headings
  • Click Confirm Data Mapping
  • Fill in the corresponding field for Password
  • Click on Review Import
  • Click on Complete Import

**NOTE: You may receive a number of error messages letting you know that a student (or students) are already registered. This means they have transferred to your school from another CERT school. Note these error messages as you will need them to continue with the next step**

 

2. Migrate Students from Other Schools

To migrate a student who transferred from another CERT school, follow these simple steps:

  • Click Students
  • Click Register New
  • Click on the blue Migrate Student box
  • Fill in the  SSID or Student Login
  • Click Search
  • Double-check that the correct student is selected and fill in any missing or incorrect information for the account
  • Click Review
  • Click Submit

 

**NOTE: If an error message occurs stating that the student cannot be moved to the appropriate grade, please contact one of our CERT support staff by email or the chat feature**

3. Batch Upload Groups

Before uploading new groups to the system, ensure the previous year’s groups have been deleted. To do this, follow the steps below:

Batch Group Creation
  • In the blue box on the right titled File Selection, read instructions and view helpful links to create the necessary file 
  • Click Choose File to upload a file with student group information 
  • Make sure "Uploaded Field" and "Import Field" are properly mapped (matched)
  • Click on Confirm Data Mapping
  • Click on Review Import
  • Click on Complete Import

 

4. Batch Upload Admins and/or Teachers

  • Click the Admins tab
  • Select Batch Import
  • Read the guide and view the samples provided in the blue box titled File Selection 
  • Create file, paying attention to roles assigned to users (admins vs teachers) 
  • Upload the file to CERT by selecting Choose File and follow the prompts to upload


Please contact a CERT support person with any questions.