EducationLink allows you to add students one by one (commonly used in the day-to-day and in batch. To students in batch is useful if you have one of these situations:
In the main menu, click in "Students". You will see a list of sales pipelines, if you are using the default sales pipelines of EducationLink, you will see "All students". Click in "All students" or the sales pipeline you've created.
Click in "Add many" in the right top corner of EducationLink. You will see a page, asking you to drag and drop a CSV or Microsoft Excel file. As soon as you drop the file, EducationLink will ask you to classify all the students: every column will be listed with a preview of the data in the column, in the left side choose what EducationLink's field match what you have in the given column.
As soon as you finish categorizing all fields, click to continue at the bottom. EducationLink will add all your students and generate a report of any student that failed being added.
Be careful with dates. Choose the date format of your spreadsheet to make sure EducationLink knows how to treat your dates. Example: DD/MM/YYYY means the dates in your spreadsheet has two digits for the day, two digits for the month and for digits for the year, like 14/07/1993.
Sometimes you may have a spreadsheet where you only have the "full name", and EducationLink requires you to upload the name separately: First name, Middle name, Last name.
You can separate the last name from the first name by following this tutorial: How To Split Full Name To First And Last Name In Excel?
Yes, you can. Click here to download an example of spreadsheet.