Help › People and account numbers

Import your list

Your list of people (students, tenants, members…) is the base of everything: each one gets an account number, and their payers (parents, tenants, donors…)' names help match payments.

1. Open People and press Import a list.
2. Drop a file (CSV, Excel, ODS, vCard, JSON or a PDF roster) or paste the list.
3. Check the columns: each column has a menu saying what it holds. Payer columns (Parent 1 Name, Guardian 2 Email, Co-tenant, Co-signer, Billing contact…) go into numbered payer slots.
4. Press Check first (no changes) to see what would be added or updated, and any problems — including emails that are not valid (they are left out; the row is kept).
5. Press Import.

Start from the template for your type if you are building the list from scratch (links on the import page). Columns from school, donor and rental software exports are recognized by their names.

Importing again

Import the same list again whenever it changes: existing records are found by account number, your own ID, or name, and updated; nothing is duplicated. Undo import on the Uploads page puts the last list import back.