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Help · Bulk import students from Excel

Bulk import students from Excel

Download the FundoPortal student import template, fill in names and emails, and upload to create many student accounts at once from the admin Students section.

Use bulk import when you are onboarding a full class, form, or intake — instead of adding students one by one.

Go to Admin dashboard → Students → Bulk import (Excel). Download the sample workbook first; it includes Instructions, Import data, and Reference sheets for your levels and classes.

📋 Step-by-Step Implementation Guide

  1. 01

    Set up Organization → Levels and Class groups so names in Excel match exactly.

  2. 02

    Students → Bulk import (Excel) → Download sample Excel.

  3. 03

    Fill the Import data sheet: required columns First Name, Last Name, Email. Optional: Student ID, Phone, Date of birth, Level, Class group, Password.

  4. 04

    Leave Password blank to use Password123! for each new account (ask students to change after first login).

  5. 05

    Save as .xlsx and upload on the bulk import page. Review the preview, then Import.

  6. 06

    Fix any failed rows (duplicate email, wrong level name) and upload again

    successful rows are already created.

🗺️ Navigation & Workspace Hierarchy

  • Students → Bulk import (Excel)

    Template download and upload.

  • Organization

    Levels and classes for the template Reference sheet.