The Custom Files Import Method enables Dyknow Administrators to mass-import student roster data (.csv files) into Dyknow via SFTP. To upload and/or update roster data in bulk using the Custom Files Import Method, Dyknow Administrators must prepare their Custom Files by:
- Exporting data from their Student Information System (SIS) into .csv files; and,
- Verifying that data meets the Custom Files import requirements.
This document is a resource for Dyknow Administrators to understand how to:
Prerequisites: Manage Roster Import Settings and Setup Dyknow FTP Folder Connection
REVIEW CUSTOM FILES REQUIREMENTS
Importing roster data into Dyknow using the Custom Files Import Method requires you to prepare the following data sets/unique .csv files:
- Schools.csv file;
- Users.csv file (or both/separate StudentUsers.csv and StaffUsers.csv files); and,
- Schedule.csv file (or both/separate Classes.csv and Enrollments.csv files).
Review the tables below to identify the data requirements for each type of Custom File.
Schools.csv
| Column Name | Description |
| School Code | Unique value assigned to the organization by the district; To be referenced in all remaining import files |
| School Name | Name of the organization that corresponds to the School Code |
Users.csv
| Column Name | Description |
| School Code | Unique value assigned to the organization; Must match a School Code in the schools.csv file |
| User ID | Unique value assigned to the user |
| Username | Unique value used to identify students on Windows and Mac devices |
| Unique value used to identify students on Chromebook devices and Staff users for login |
|
| First Name | User first name |
| Last Name | User surname |
| Role | Dyknow user role (Student, Teacher, Tech Coach, or Administrator) |
StudentUsers.csv
| Column Name | Description |
| School Code | Unique value assigned to the organization; Must match a School Code in the schools.csv file |
| User ID | Unique value assigned to the user |
| Username | Unique value used to identify students on Windows and Mac devices |
| Unique value used to identify students on Chromebook devices | |
| First Name | User first name |
| Last Name | User surname |
StaffUsers.csv
| Column Name | Description |
| School Code | Unique value assigned to the organization; Must match a School Code in the schools.csv file |
| User ID | Unique value assigned to the user |
| Unique value used to identify staff users for login | |
| First Name | User first name |
| Last Name | User surname |
Schedule.csv
| Column Name | Description |
| School Code | Unique value assigned to the organization; Must match a School Code in the schools.csv file |
| Class ID | Numeric value assigned to each class |
| Class Section | Name of section to which each class is assigned; Helps distinguish classes with the same class ID |
| Term ID | Value used to identify the semester during which each class meets |
| Class Name | Name of the class |
| Class Period | Period during which the class meets |
| Start Date | Date the class begins |
| End Date | Date the class ends |
| Teacher User ID |
Unique value assigned to each teacher, which must match a User ID in the users.csv file |
| Student User ID | Unique value assigned to each student, which must match a user ID in the users.csv file |
Classes.csv
| Column Name | Description |
| School Code | Unique value assigned to the organization; Must match a School Code in the schools.csv file |
| Class ID | Numeric value assigned to each class |
| Class Section | Name of section to which each class is assigned; Helps distinguish classes with the same class ID |
| Term ID | Value used to identify the semester during which each class meets |
| Class Name | Name of the class |
| Class Period | Period during which the class meets |
| Start Date | Date the class begins |
| End Date | Date the class ends |
| Teacher User ID | Unique value assigned to each teacher, which must match a User ID in the users.csv file |
Enrollments.csv
| Column Name | Description |
| School Code |
Unique value assigned to the organization; |
| Class ID | Numeric value assigned to each class |
| Class Section | Name of section to which each class is assigned; Helps distinguish classes with the same class ID |
| Term ID | Value used to identify the semester during which each class meets |
| Student User ID | Unique value assigned to each student; Must match a user ID in the users.csv file |
Note:
- For best results, all three (or four) of the .csv files identified above should be uploaded simultaneously.
- Custom Files are flexible, meaning their file names, column headers, and column order can vary.
- A header row is NOT required for these files.
- More than one Teacher can be assigned to a Class. When multiple Teachers are listed for a class, all will be assigned to the class and displayed in alphabetical order.
- These are our recommended fields; please include all that are available in your SIS.
- To view examples:
- Navigate to the Dyknow Admin Settings > Import Manager > Setup tab;
- Locate the Upload section;
- Click see examples.
PROCESS CUSTOM FILES WITH IMPORT MANAGER
1. From your SIS, export the set of data that best matches the Custom Files' requirements identified above.
2. Upload your Custom Files to the Dyknow SFTP server's /upload folder.
Note: Read the Upload Roster Import Files to SFTP article for step-by-step instructions.
3. Log in to Dyknow.
4. Click the gear icon 
; you will be redirected to the Dyknow Admin Settings.
5. Click the Import Manager tab.
6. Click Setup.
7. Locate the Select section.
8. Click to select the Users file you uploaded in the Users file field.
9. Locate the Map section.
10. Click to select Users in the Select File Type field.
11. If your Users file contains a header row, click to select the File has a header checkbox; otherwise, continue to step 12.
12. Click to select the description of the data within each column in the Unmapped Column fields.
13. Repeat steps 7 – 12 for all remaining files.
14. Click Continue: Process Import; you will be redirected to the Import Manager Import tab.
15. Click Process Import.
16. You will receive an Import Results confirmation email once your import is complete.
Note: If your importing data contains errors or any changes that exceed Import Thresholds, you will receive a Check Your Data email in addition to the Import Results confirmation email. To review and validate import errors, read the Validate Paused Imports article.
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