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Bulk Update Students Via Importing

One of the easiest ways to bulk update information in OpenApply is to export current student information, update it via Excel, then re-import the updated information into OpenApply.

Export the Information to be Updated

Export the information you wish to update to an Excel file via Settings > Import & Export > Export. Drag and drop the fields that you wish to be updated as well as any fields required for an import. Then select Excel and click the Export button. Be sure to include the OpenApply ID field as well under the Extra Fields area. Please see below for all fields required for an import:

  • First Name
  • Last Name
  • Grade
  • Enrolment Year
  • Student Status
  • Campus (Only required if your school has more than one)
  • Parent First Name
  • Parent Last Name
  • Parent Email
  • Parent Gender
  • Parent Relationship

Import the Updated Information

After updating the information on your Excel file, please save it as a csv. You can then import the information back into OpenApply via Settings > Import & Export > Import. At the top, select which form you want to import into and tick the Update Existing box.

Scroll to the bottom of the page and upload your csv via the Browse button. Once you have selected your file, click the Next Step button.

Next match your fields to make sure the information will go to the right place. As long as you didn't change any column names while updating, the match should happen automatically. Be sure to select the OpenApply ID as your Identifier Key. When you are done click Confirm Fields at the bottom of the page.

Confirm that all of your students were matched and click Next.

If your import looks fine, then click Confirm Import.