Inviting parents by uploading a csv file/spreadsheet

When you've chosen to invite parents by email you can now click on the Upload tab to upload a list of parents.

If you select this option you can upload a CSV spreadsheet with five columns for the name, email and class or year group for each parent you want to invite. This is an easy way to send out a bulk invitation to all parents in your school using a contact list from an external platform. All you need to do is enter the year or class name from your school structure for each parent.

If you need a sample CSV spreadsheet you can download our handy template. 

Select your file or drag it on to the upload icon. Customise the personal welcome message that will be sent to each parent and click submit. We will validate the file and store it. The next screen will ask you to match each column to our input fields

Once you’ve matched the columns in your file, click submit and we will start processing the file. This may take some time if the file is large so it happens in the background. You can check the status of uploaded files on the main invite page.

When we have processed all of the emails you’ll be able to download two files. One file will contain all the emails we have successfully processed, and the second one contains all the rows where there was a problem. Problems might be invalid email addresses or missing information in one of the columns. You’ll be able to correct the problem and easily upload the file again to send those invites.