Add Students: By Importing a Spreadsheet

Add Students: By Importing a Spreadsheet

About

There are two ways you can add students into your Duet studio's Student List:
  1. Manually adding each student, one by one, using the Add Student form.
  2. Uploading a spreadsheet that has all of the needed information, and Duet will add the students for you in bulk.

To successfully import a spreadsheet, you will need to download the spreadsheet template. The Duet software is setup to work with this template, so all you need to do is fill it in with your student's information.

This tutorial will walk you through downloading the template, filling it in, and then uploading the spreadsheet into your Student List.

If you are moving from legacy Duet to the new Duet, you can export your existing student list and then import it into your new Duet studio. See this article for how to do this.


What You Need

You will need to have a way to open up a .csv file, such as Excel or any number of other apps.

You will also need the following information about each student (the ones with an asterisk are required):
  1. * Student First Name
  2. * Student Last Name
  3. * Primary Contact First Name
  4. * Primary Contact Last Name
  5. * Primary Contact Email
  6. * Primary Contact Phone Number
  7. Student Email
  8. Student Phone Number
  9. Birthday
  10. Date Started (when the student started taking lessons from you)
  11. Skill Level
  12. Instrument
  13. School
  14. Student Address
  15. City
  16. State
  17. Zip
  18. Country
  19. Notes

Step 1 of 3: Download the Spreadsheet Template

The first thing you will want to do is download the spreadsheet template.
  1. At your main menu, click on Students > Student List.


    This will transport you to your Student List page.



  2. At the top right corner of the screen, click on the Import button.



  3. This will show you two options. Click on Download Template.


    The file will download where your browser is set to do so. In my case, my browser downloads all files to my Windows desktop.



Step 2 of 3: Fill in the Spreadsheet Template

Next, you will want to fill in the spreadsheet template with each student's information.
  1. Open the spreadsheet template. The spreadsheet comes with titles. Do not change these titles.


  2. Start adding each student's information to the spreadsheet. Scroll to the right to see the rest of the columns.




  3. When you are done, save the spreadsheet.

Step 3 of 3: Upload the Spreadsheet

Next, upload the spreadsheet. The import feature accepts both .csv and .xls files.
  1. In your Student List, at the upper right hand corner of the screen, click on the Import button.



  2. Click on Upload Spreadsheet.



  3. Find your spreadsheet > choose your spreadsheet  > click on the Open button.



  4. Before importing, Duet will want to know if your studio families have agreed to receive texts and emails. In my case, I know that all of my families have so I will click on the Yes button. 

    Duet will now begin importing your student list for you.



  5. When Duet is done importing, you will see this popup. Please read. When done, click on the X to close the popup.



  6. Refresh your webpage to see the new students that were added.



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