Step 2: Add Students Using a Mix of Spreadsheet and Merit Data

In Step 1 of Merit's achievement workflow, you configured your achievement landing page. 

In Step 2, you will add students to your achievement. This guide will walk you through uploading a spreadsheet of students and supplementing the data from your spreadsheet with Merit's saved student data.

 

Upload Your Spreadsheet

Spreadsheets are the best way to add large lists of students to an achievement. To add a spreadsheet of students, click the Use a Spreadsheet button:

Screen_Shot_2023-01-24_at_2.13.35_PM.png

Please note your spreadsheet must be saved as either an .xls, .xlsx, or .csv file.

 

You will then be able to choose the spreadsheet you'd like to import. Click Browse to locate the spreadsheet on your computer:

Screen_Shot_2023-01-24_at_2.14.08_PM.png

 

This will immediately upload and process your spreadsheet. Your list of students will then appear in the workflow:  

Screen_Shot_2023-01-24_at_2.14.42_PM.png

Pro Tip: You can click on the silhouette to the left of any student to upload a headshot or individual photo for that person. Learn more about adding student headshots.

 

Add Merit's Data

Below your list of students, you will see a yellow box that will allow you to pull data from Merit and add it to your student records. Click the Select Merit Data link to expand this box:

Screen_Shot_2023-01-24_at_3.21.07_PM.png

 

Once expanded, you will be able to pick and choose any (or all) of the available student data fields in Merit and add that information to your list. Click Add Selected Fields when you're ready:

Screen_Shot_2023-01-24_at_3.26.39_PM.png

 

This will add the chosen fields to your spreadsheet of students. You will now see additional columns added to your student list. The newly added columns will all begin with "merit_":

Screen_Shot_2023-01-24_at_3.35.19_PM.png

 

Map Your Student Data

You will see a section for mapping student data below your list. Most of these fields will be auto-mapped for you. Use the dropdown boxes to make any necessary changes to these mappings:

Screen_Shot_2023-01-24_at_2.15.18_PM.png

 

Any columns of Merit data that were added to your list will already be mapped:

Screen_Shot_2023-01-24_at_3.38.41_PM.png

 

Save & Continue

Click Save & Continue to advance to Step 3: Write Your Online Story:

Screen_Shot_2023-01-24_at_2.15.47_PM.png

 

 

<Back   Next Step>

Line_Break_copy.png