You may be able to use the MIS Sync facility instead of the CSV import - please speak with your Account Manager to see if MIS Sync would be suitable. see MIS Sync and Morrisby - info sheet and MIS Requirements

The following steps will enable you to bulk upload students to the Morrisby platform:

• Log in to Morrisby manager using your manager account
• Select the 'Student' tab to view the existing list of student accounts
• Click the 'Actions' button, on the top right of the screen
• Select 'Import Students' 

You will then be taken to the Import Students wizard 

• Please download the CSV template file

When you open the template you should see 6 columns. It is very important to keep all of these columns and labels exactly as they are and in the same order.

• Fill the template in by entering the data requested or copying from another source such as an Excel spreadsheet
  • Please note: If you do not have data for specific fields, please leave them blank, do not remove the fields 
  • Please note: You will be able to upload your students without email addresses, but they will be required to add their email address as soon as they log in 
    
• Please make sure that you save the data as a CSV file and not an Excel file
• When you have your CSV file prepared, click  'Continue' towards the bottom left 
• You will be asked to select a Registration code. Please ensure you select the correct code as some may incur a charge. You can only pick one code at a time
• Click on 'Continue' 
• Click, 'Browse' to find the file on your computer, and then click 'Continue'

If the file is missing data, or students already exist that match the information that you are importing, you will be shown a list of errors. Please click the back button, correct the file and repeat the steps above.

• If all the candidate data is correct, you will see the number of students ready to import towards the top of the screen
• Select if you would like the students to receive their Welcome Email immediately
• Click the 'Start Import' button. If the students were successfully added, you'll see a message telling you the number of student accounts created 
  

If there were any errors, you'll be shown a message explaining the cause.  Please take a note of the errors, then click 'Students' and return to the beginning of the Import Wizard. You will need to correct the information in the file and try again.  

If you need assistance, please call us on 0330 500 5000 or email [email protected]