Learn how to efficiently import users into your Compass program using a .csv file with this step-by-step guide.
You must be a District or School Admin to add/import users.
After Navigate360's Summer archive, new rosters are required to be imported each year to update class rosters, student grade levels, etc.
For districts syncing user data and signing-on through Clever or ClassLink, new students and teachers will update every 48-72 hours, and following this manual import process is not required.
Districts using a manual upload will need to add new students, teachers, and admin. School Admin can import rosters for their site. District Admin can import rosters for multiple sites with one import.
Step 1: Format the user list using one of the templates linked below and save in a .csv (comma separated) format. Each user role requires a separate file.
Compass .csv Roster Template for Students or Instructors (Teachers)
Compass .csv Admin Credential Template
Data Requirements for Successful Import:
– Email addresses must be unique for both students and staff. We recommend using district email addresses as the username.
– If students do not have email addresses, the student ID can be used in both the AID and username columns. Then, delete the email column.
– Existing email addresses show as existing users during import and will not be duplicated. Instead, corresponding names, grades, classes, schools, and passwords will be updated.
– The grade column is only required for students, and must be entered as a number.
Example: Kindergarten should be entered as “0”, and pre-K should be entered as “-1”.
– The class column must be included on instructor and student files for teachers to view their roster. The class names must match in the instructor file and the student file.
Example: “Algebra 1” on the student file will not match with “Alg1” or “Algebra1” on the instructor file.
– Use the school_name column to indicate the campus for each student, instructor, and school admin. School names must match in all files. If importing district admin, delete the school name column.
Example: “Navigate HS” in a student file will not match with “Navigate High School” on a instructor or school admin file.
Sample DISTRICT ADMIN User Formatting
Sample SCHOOL ADMIN User Formatting
Sample INSTRUCTOR User Formatting
Sample STUDENT User Formatting
Step 2: Click “Users” from the left-side menu. Select “Import Users”
Step 3: Open the drop down and select the user type you are importing.
Step 4: Click "Upload File" and select the .csv roster for the role you are importing. Once uploaded, click “Next”.
Step 5: Review the file summary. If the information is correct, click “Next”. If the information is incorrect, click “Start Again” to import a corrected file.
Existing email addresses show as existing users and will not be duplicated. Instead, corresponding names, grades, classes, schools, and passwords will be updated.
Step 6: Verify the pre-selected username field is correct or click the drop down to select another field. Then, click “Next”.
– Email addresses must be unique for both students and staff. We recommend using district email addresses as the username.
– If students do not have email addresses, the student ID can be used in both the AID and username columns. Then, delete the email column.
Step 7: Select “Password” from the drop down or create a password. Passwords should include at least six characters, at least one capital letter, and at least one number. Then, click “Next”.
We STRONGLY recommend setting a password. Setting the password allows you to easily convey credentials to any user.
Step 8: Verify the column headers listed on the left are mapped to the correct Compass data field listed on the right. Use the drop down menus to make any corrections. Click "Next" once verified.
Step 9: Use the sample provided to verify that student information will be imported correctly. Click "Finish” once verified.
A Username and AID are required for users without an email address.
Step 10: The green banner indicates a successful import. Click Show Import Details to open the import summary.
Verify Successful Import
Verify a successful import by clicking on the imported user role under “Users” and click the appropriate user role. User information can also be edited here.
