Uploading Staff has never been easier with the latest version of uploaders!
On the top right-hand corner, click on your Profile Picture and a drop-down menu should appear. Under Account, Click on Bulk Upload.
Upon landing on the Upload page, select Import Users.
At this point, you should have your data file prepared. If you don't have one and are looking for a template that can be easily filled in, you may download it here.
Step 1 - Uploading your data file - (.csv) or (.xls) or (.xlsx) only
a. Click the upload box, then browse and select the file you want to upload OR
b. Drag the file that you want to upload from its folder and drop it into the upload box
Step 2 - Configuring the settings of your upload
Select Staff (Teacher/Counselor)
Make sure to determine which format the dates in your file are in so that the data is read accurately by the uploader - our system accepts Day-Month-Year, Month-Day-Year, and Year-Month-Day date formats
Step 3 - Matching data columns to Cialfo fields
First, identify which row in your file contains the column headers. Then, compare the available data fields in Cialfo with the columns in your file and match them accordingly. To streamline future uploads, your matching preferences will be saved and automatically applied next time. š
Note: All required fields are marked with an asterisk (*). For optional fields, there is an option to Ignore this column and no data will be imported under that data field.
Step 4 - Preview & Confirm
Reviewing errors found
After processing your data, the magical wizard will then tell you exactly which row of data in your file contains errors and also what the errors are specifically. With this information, you can then do the necessary corrections. Alternatively, you may also download an error report.
Confirming new accounts to be created
On the next tab New, you will be able to see exactly what data will be imported by the uploader and also confirm the number of accounts you are about to create.
Step 5 - Confirming your upload
Last but not least, click Finish Import and voila - all done!
Watch your upload status turn green, and just in case you ever need to refer back to it, you can always check the details of it on the Upload Log page.
Happy uploading!
Troubleshooting & FAQs
How to proceed if there's an error "Something Went Wrong" while uploading Staff through the uploader?
School administrators may encounter an error "Something went wrong, please try again" error when attempting to upload staff members using the Bulk Upload feature. This can occur due to issues with the upload file format, missing required information, duplicate records or data validation requirements.
How to Troubleshoot?
If you encounter an error while uploading staff accounts:
Ensure the file is in one of the supported formats - .csv, .xls, .xlsx
Download and use the latest staff upload template available on the Upload page. Do not modify the column headers.
Verify that all required fields are populated. Required fields are marked with an asterisk (*) during the column-matching step.
Check for duplicate email addresses within the file.
Confirm that none of the email addresses in the upload file are already associated with existing accounts in Cialfo.
For schools using Common App, ensure that teacher and counselor phone numbers are entered in the required format, including the country code.
Try uploading the file again after making any necessary corrections.
Need More Help?
Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.
If you're unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].