Table of Contents

Bulk Upload Parents and Guardians to Scoir

Use this process to bulk upload parent and guardian information into Scoir.

This features requires the Data Management role in Scoir. If you do not have the necessary permissions, please contact your account administrator for assistance.

Step 1: Gather & Prep Parent Information For Upload

  1. Export parent data from your SIS (or whatever type of system you use to manage this information) OR download the attached CSV template file found here: SCOIR_Import_Parent_Template.csv
  2. If using the Scoir parent template, copy the relevant parent data into the appropriate corresponding columns. Required information includes:
    1. *Student ID
    2. *Parent/Guardian First & Last Names
    3. *Parent/Guardian Email
  3. If more than one parent/guardian is associated with a student, be sure to create a row for each with unique email addresses and include the same hs_student_id (as shown below)
    Parents/guardians must use unique email addresses.

    ​If a parent/guardian has more than one student, the same Parent ID must apply to connect both students to one parent/guardian.
Before uploading your file, take a moment to review your file and confirm your data is formatted correctly. Incorrect imported parent and guardian records can only be removed manually, so reviewing your data ahead of time helps prevent cleanup later.

We recommend using the provided template and reviewing the example image in this step before uploading.

Step 2: Bulk Upload Parent Information

Now that you've gathered the parent data, you can upload it into Scoir.

  1. Go to More > Data Management
  2. Locate the "Parents Data" section and click Upload new file
Upload new parent file
  1. Choose the file containing your parent information and click Upload
  2. Review how the fields from your import file are matched to Scoir fields. Make sure each column is mapped correctly so the data syncs as expected, and update any mappings if needed. When you’re ready, click Proceed.

  1. After clicking Proceed, Scoir reviews your file and confirms whether your data is ready to import. If all records are ready, click Continue to finish.

    If you notice any discrepancies or errors, pause here and review the details before continuing. Refer to How to Review and Fix Data Import Errors and Warnings for guidance on correcting issues before re-importing.
  2. Once the import is complete, you can find the imported parents in the Parents tab under Students in Scoir.

Step 3: Invite Parents to Join Scoir

After uploading parent and guardian data, you’ll need to send invitations so they can create their Scoir accounts and access student information. Learn how to invite parents to Scoir

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