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Import applicants from CSV

A screen recording of Pearspark doing exactly this in a sample school, and the same 7 steps written out below in the labels you'll see on screen.
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How to import applicants from CSV

  1. 1Click Admissions under People in the sidebar
  2. 2Open More in the page header and click Export CSV — its column headers are the template the importer expects (Export CSV appears once you have at least one applicant)
  3. 3Open More again and click Import CSV — with no applicants yet, Import CSV sits on the page itself
  4. 4In the Import applicants from CSV dialog, the hint lists the columns: First Name, Last Name, Mother's Name, Father's Name, Email, Phone Number, then a column per checkpoint (Toured, Applied, App Fee Paid, Rec Letter, Interview Scheduled, Interviewers, Interview Done, Accepted, Acceptance Letter Mailed, Registration Paid)
  5. 5Checkpoint cells accept yes, x, ✓ or a date as done; blank, no or a dash mean not yet
  6. 6Choose the file under CSV file and click Import — every row with a first and last name becomes an applicant
  7. 7Each row's Progress column shows the checkpoints already filled and what's next; the All / Applied / Interviewed / Accepted / Enrolled tiles update and filter the list

Part of Admissions, enrollment & re-enrollment

A public application form that feeds a checkpoint pipeline, interviews with named interviewers, one-click enrollment, and spring re-enrollment that chases its own responses.

All 29 videos in this group About this feature

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