AdminsAdmissions

Import applicants from CSV

A 60-second screen recording of a real school doing exactly this — and the same 5 steps written out below, in the labels you'll see on screen.

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How to import applicants from CSV

1Go to "Admissions" in the sidebar
2Open the "More" menu in the page header and click "Export CSV" first if you want a template with the exact column headers
3Open "More" again and click "Import CSV"
4In the "Import applicants from CSV" dialog, choose your "CSV file" — columns: First Name, Last Name, Mother's Name, Father's Name, Email, Phone Number, plus checkpoint columns like Applied, Rec Letter, Interview Scheduled, Accepted (checkpoints accept yes/x/✓/a date)
5Click "Import" — every applicant lands on the pipeline board with their checkpoints already filled in

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 14 videos in this group About this feature

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Confirm your child is returning next yearFamilies

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Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

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