Boardingware gives you the ability to update all your boarders via a CSV file by choosing which data you want to modify. 

First, navigate to the 'Students' section in School Management, then click on the 'Import students' icon.

Note: If you don't already have your students in a spreadsheet form, you can export them from Boardingware, make the applicable changes on your sheet and re-import following the below instructions. Click here to learn how.

If you already have a set of students in CSV (Spreadsheet) form (if you have already exported your students from the system or are using another file from your computer) then click option 1: 'Choose CSV File to Import'. If you want to build a CSV from scratch using our template please click that option option.

Once you have selected your file, you will be taken to the below screen. 

*Important Steps* Ensure you have the ' Upload Options' toggle to YES. This will make sure that the information you are uploading updates the current information, then choose a data point directly below the toggle to properly match the students on your sheet to those in the system. We strongly recommend using a value you know will be unique for each student (i.e. Student Reference ID, or student email address). If you are using the export from Boardingware, then Boardingware ID will be available as an option as well.

The mandatory fields are 'Student First Name', 'Student Last Name', and the unique field you chose as your matching reference.

If you have exported your students from Boardingware then the system should automatically detect which columns match up. 

Once you are satisfied with which columns are matched and highlighted, scroll to the bottom to confirm the upload.

 Note: All columns that are green will be imported and update existing information. Be careful not to select any columns that you don't want to change - select the small 'x' within the green box to unselect, so only the boxes in Green reflect the data you are updating.


Before you complete the import, review the student numbers listed in blue at the top of the page. If this looks incorrect, do not yet continue with the import.


Once you are satisfied with which columns are matched and highlighted, scroll to the bottom to confirm the upload.



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