Administrators' Quick-Start Guide for Manual Rostering (We upload your CSV files.)

This guide is for super-administrators renewing a manually rostered account and planning to roster via CSV file import.

The Required Steps for Manual Rostering by CSV File

  1. Inform us of the email domains your district uses. (If your domain(s) have changed.)
  2. Prepare the Staff CSV file. (If significant changes are needed.)
  3. Prepare the Students CSV file.
  4. Send us your populated files.
  5. Additional points

Step 1: Inform Us of Domain Name Changes

If your student and/or staff email domains have changed since you last rostered, please let us know by emailing contact@mathfactlab.com.


Step 2: Prepare the Staff CSV File for Importing

If your staff has not changed significantly, you may wish to make manual adjustments rather than create a new Staff CSV file. This guide will help.

When preparing your CSV files, ensure that each organization (school or class) is spelled the same way each time it is entered into each of your .csv files, or additional unwanted organizations will be created. The best way to do this is by copying and pasting.

For example, if in your CSV files you have written the same school in two ways (such as Kennedy School and KennedySchool), this will create two separate schools.


Click here to download the MathFactLab Staff CSV upload template.

Below is an example of a correctly populated MathFactLab Staff CSV file.

The staff .csv file requires the following fields for each member of your staff:

  • Column A: First name
    • Required for teachers and sub-admins
  • Column B: Last name
    • Required for teachers and sub-admins
  • Column C: Email address
    • Required for teachers and sub-admins
  • Column D: School Name(s)
    • Required for teachers and sub-admins
    • Both teachers and sub-admins can be assigned to more than one school.
    • Separate each school listed with a comma.
  • Column E: Class Name(s)
    • Required for teachers only.
    • Separate each class listed with a comma.
    • Leave blank for sub-admins.
  • Column F: Access
    • Enter only 'admin' or 'teacher', not both.
    • Admins can see all of the students in the school(s) to which they are assigned.  
    • Teachers only see students in the class(es) to which they are assigned.  
    • Super-admins should NOT add their name to the staff CSV file.
    • Pay attention to spelling.
    • Click here to learn more about permissions by role.
  • No additional columns should be added to the staff .csv file.

Important: When you have completed the Staff CSV, save it as a .csv (comma-separated) file with your school/district name and ‘Staff’.  

For example, Kennedy_Elementary_Staff.csv


Step 3: Prepare the Students CSV for Importing

When preparing your Students CSV files, ensure that each organization (school or class) is spelled the same way each time it is spelled on your Staff CSV. Otherwise, additional unwanted organizations will be created. The best way to ensure that the spelling is the same is by copying and pasting the names of schools and classes.


Click here to download the MathFactLab Students CSV upload template.

Below is an example of a correctly populated MathFactLab Students CSV file.

Below are details for each of the columns in the Student CSV file.

  • Column A: School Name
    • Required
    • Students can only be assigned to one school.
  • Column B: Class Name
    • Required
    • Students can only be assigned to one class.
  • Column C: First Name
    • Required
    • This can be the student's actual first name, but it could also be an initial, an alias or a code that could be used to identify the student.
  • Column D: Last Name
    • Required
    • This can be the student's actual last name, but it could also be an initial, an alias or a code that could be used to identify the student.
  • Column E: Username
    • Optional
    • If left blank, a username will be automatically generated for the student.
    • If your students have school-based Google email accounts and you would like them to be able to log in with Google SSO, enter their email address as their username.
    • If you are assigning usernames, please note that all students within your account need to have unique usernames.
    • If you are providing a username that is not an email address, please ensure that it does not have any blanks, hyphens or special characters in it.
  • Column F: Password
    • Optional
    • If left blank, a password will be generated automatically for the student.
    • Even if students sign in with Google single sign-on, they will also have a password. This provides an alternative means of logging in. Do not provide students' Google passwords.
    • Student passwords need to have at least five characters.
    • For security, if you are assigning passwords, avoid the practice of giving all the students the same password.
  • Column G: Learning Mode
    • Optional
    • MathFactLab offers two Learning Modes: Addition/Subtraction and Multiplication Division
    • Enter 0 or leave blank to assign students to Addition/Subtraction.
    • Enter 1 to assign students to Multiplication/Division.
    • Teachers can change these assignments very easily using the Group Edit tool.
    • Most likely, first through third-grade teachers will want their students assigned to Addition/Subtraction to begin the year.
    • You may wish to check with teachers for fourth grade and up regarding the beginning assignment.
  • Column H: Grade
    • Optional, but settings for younger students (grades K-3) are assigned by default if their grade level is included. See Default Settings Based on Grade Level.
    • Students can be assigned to any of the following grades: K, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12
    • Or instead, students can be assigned to a grade band:
      • ES (for elementary school),
      • Lower (for lower elementary)
      • Upper (for upper elementary)
      • MS (for middle school)
      • HS (for high school)
    • Students can only be assigned to either one grade or one grade band.
  • No additional columns should be added to the student .csv file.

Important: When you have completed the Students CSV, save it as a .csv file (comma-separated) with your school/district name and ‘Students’.    

For example, Kennedy_Elementary_Students.csv


Step 4: Send us your populated files

Use this link to securely send us your populated .csv files: 

https://www.dropbox.com/request/1jGEAJGzgGI26AXX3tdS

We will roster your students and staff for you and send you an email once the process has been completed.  We aim for next-business-day turnaround, but please allow us 48 hours.  


Additional Points

Roster changes

Account Invitations

  • After teacher and sub-administrator accounts are created, either individually or by uploading CSV files, the super-administrator will need to send invitations to those staff members to accept those accounts and create their log-in credentials.
  • Here are the instructions for sending those invitations.

Login Cards

  • If your students are not logging in with Google, teachers can generate and print out login cards for their students by clicking the 'Actions' button on the top right of the Students tab and selecting 'Generate Login Cards'. Login Cards allow students to log in using either a QR code or their login credentials (username, password, and class code).
  • Manually rostered students cannot log in with Clever or ClassLink.

Editing Student Settings

  • As an admin, you can make all of the setting changes for individual students or for classes that are available to teachers. The Group Edit feature on the Students tab can make this a very quick process.

Reports

  • Depending on the level of granularity you seek, you can monitor usage and progress from the Schools, Classes, or Students tab. Each of these allows you to download the tab's data by clicking the Actions button and selecting Export CSV.
  • These help docs may prove useful: Reports and Admin Reports.

Permissions by Role

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