Mass Importing and Exporting Data

Mass Uploading New Accounts

Where do I start?

• If you are creating new accounts for your students, parents, and/or directors, then you can start by using this Excel import builder file.
• The builder will help you enter your data to ensure a smooth import process (Image 3).
• If you hover over the titles in Row 3, helpful information for each column will populate.

How do I use the import builder file?

• Enter all your data into the import builder.
• Review which columns are required and optional.
• IMPORTANT TIPS:
• Don't worry about getting all your data into the import builder. You can always update fields individually in the app or perform a mass update at a later date.
• Most organizations only complete the required fields for the initial onboarding.

• Required columns
• Required columns for every account type:
• type, email, first_name, last_name
• Additional required columns for student accounts:
• grade and section
• Additional required columns for director accounts:
• title and prefix
• Optional columns
• Columns E-I are optional fields for Students and Parents.
• Columns J-K are optional for Student, Parent, or Director accounts.
• Columns L (grade) and M (section) are required fields for Student Accounts.
• If you don't know the section, you can write "unknown".
• Columns N-U are additional optional fields for Students.

What do I do after I enter my data in the import builder?

• Save the Excel file.

• Step 1: Copy data to new file and save as CSV
• Once you have completed entering the data, copy the entire table except for Rows 1 and 2.
• Go to File > New to open a new spreadsheet.
• In the first column of the first row, right click and Paste and your data will populate in the new file.
• Save your file as CSV UTF-8 (Comma delimited) (.csv) or Comma Separated Values (.csv).

• Step 2: Upload CSV file to mybb
• Navigate back to the Admin Tasks page in myblueboard.
• In the Import Accounts box, select the Choose file button and upload your .csv file.
• If there are any errors in your file, you will be prompted with the reason for the error.
• Correct the errors in your file and resubmit.
• When your import is successful, a popup will notify you of how many accounts and relationships were added (Image 6).
• You can see all new accounts by navigating to the left sidebar > Accounts > Student Accounts (or Parent and Director).
• Step 3: Inform everyone how they can login
• Students and parents can access their accounts by using your custom mybb URL and selecting the Forgot Password button.
• They will be prompted to enter an email to reset their password and they must enter the email you uploaded into myblueboard.
• They will receive an email to reset their password and then they can login to their new account.

Student Groups & Parent Groups

• You can add any Group you choose and it will create the Group in your myblueboard app.
• However, if there is a misspelling, it will create a new group and it is also case sensitive.
• For example, if one of your group listings is Boosters, and you add boosters to someone else's group listing, it will create a new group for the all-lowercase boosters.

Student Connection Number

• The Student Connection Number is used to connect Student and Parent Accounts.
• In the example below (Image 5), you can see Lorcan Acevedo's Student Connection Number is 100. To connect his account to Aleena Acevedo, his mother, we enter his Student Connection number 100_mother in the Child Relation column for Aleena.
• You must use an underscore with no spaces before or after.
• Directors cannot connect their account to a student.
• If the director has a child in myblueboard, we encourage them to make a separate Parent account with a personal email.