Uploading rostering files in Imagine Sonday System Digital

 Permissions

Only District Administrators can have access to rostering in Imagine Sonday System Digital. Rostering must be enabled by your Customer Success Manager (CSM) with the following settings: 

  • Use Rostering Features = Yes
  • Rostering Status = Active
  • Rostering Platform = Other
  • Automated Rostering Method = Manual 

Rostering information can be uploaded in the digital platform in bulk via spreadsheet. You can use a OneRoster CSV file or an Excel file. The OneRoster file is exported from your SIS with all your data already populated. If you don't have access to OneRoster, you can manually populate an Excel file instead.

 Recommendation

If you'll be filling out an Excel file: Ask your CSM for the Group ID for each of your schools. You'll need to enter the Group IDs in the file.

To upload a rostering file in Sonday System Digital:

  1. Log in to Imagine Sonday Sytem Digital and select a group if you have more than one group.
  2. Click the hamburger menu in the top right corner of the page and then select Roster Management.
    Roster Management link 2.jpg

     Note

    If you do not have Roster Management in your list of options, be sure you have selected the district-level group from your Admin Dashboard. If you still need access, contact your CSM or sondaysupport@imaginelearning.com.

  3. Click Manage Settings to verify that the business rules will be applied to your file appropriately. You have options to keep or to deactivate entities not listed in your files, and these rules can be applied differently for different entity types (students, teachers, classes, etc.).
    Manage Settings_rostering.png

     Tip

    Most customers prefer to use the Course Title option as a naming convention for new classes.
    course title.png

  4. Click Create New Import Batch.
    Roster Management - select New Import Batch.jpg
  5. Excel file users: Obtain the Excel file template via the Example Spreadsheet and/or Blank Spreadsheet buttons. Download the Example Spreadsheet for specific instructions for each column, along with sample data.  create new import batch 2.png

     Note

    The Excel files will not download from an incognito browser in Google Chrome.

  6. Excel file users: Fill out the spreadsheet with your rostering data and save the file. You will need to get the Group ID for each school from your CSM and enter that in the SCHOOL_ID or SCHOOL_ID_LIST columns in the various tabs of the spreadsheet. 

     Tip

    Format your spreadsheet to remove hyperlinks from email addresses. The email addresses must be plain text in order to process correctly. 

  7. All users: Upload the spreadsheet in the Create New Import Batch window.

    • First, select a Batch Type. (Select OneRoster if have a OneRoster CSV file; select Imagine Sonday Excel File if you're populating a template from scratch.) 
    • You can leave the Batch # field blank and it will auto-populate.
    • Then, enter a Batch Name and click Choose File to select and upload a file. 
    • Finally, click Create and Import Batch Now.
    create new import batch 3.png
  8. If there are errors with the file, you'll receive an explanation as to what went wrong. Fix the file and try again.
    error with rostering file.png
  9. Once your file is error-free, you're taken to the Roster Batch Detail page. 
    In the Files in This Batch section, you'll be given a preview of the first 20 rows of what will be uploaded.
    files in this batch.png
  10. After verifying that all tabs contain the information you expected, click Start Processing Wizard.
    start processing wizard.png
     
  11. The Wizard provides mapping information about each type of entity—students, teachers, etc. On Step 1, click Save & Next.
    processing batch_save & next.png
  12. As you go through the wizard, answer any questions you are asked. Each time your file contains changes or additions to an entity type, you'll process that portion of the file individually. Click Save & Process Data, then click Go To Next Step. (If there are no changes or additions, you will only have the Go To Next Step button).Sonday rostering wizard step 8.png For any section with a yellow/warning background, click VIEW to learn more.
    view warning messages Sonday rostering step 8.png
     
  13. Step 9 is the processing summary. Click View Full Log to see a list of log actions; click View by each action to see specific entity names (students, teachers, etc.). Click Exit when you're done reviewing the information.
    step 9 processing summary.png

     Recommendation

    Spot-check that rostering was completed correctly by visiting Manage Students, Manage Teachers, and Manage Classes from your Admin Dashboard and verifying that the entities you were expecting were successfully created.