Uploading Students and Classes to a NON-MIS Carousel Platinum account – Carousel Learning

The Owner or any ADMIN has the permissions to upload the students and classes.
We recommend that one person oversees the upload, especially when working across multiple classes or departments. Duplicate student names (e.g. two students named "Sam Patel") can cause issues if not carefully managed.

What’s needed before uploading?

The class list template (attached below)
All teachers linked to your classes must already have been added to Carousel before you upload the students and classes.
Subjects relating to the classes should already have been activated.
Instructions on how to add teachers and subjects can be found in the links below:
How to add a teacher
How to activate subjects

Step 1: Download & prepare the spreadsheet

Downloading the Excel template

Download the Excel template attached to this guide.

You’ll see two areas:

Student info (Columns A–D)
Class info (Row 1–4, Columns E onward)

Filling in student details

Leave Column A (UPN) blank unless needed.
Complete Columns B–D starting from row 5:
- B: First Name
- C: Last Name
- D: Year Group

NOTE: Carousel uses First + Last Name to identify students. If two students have the same name, add a middle initial, number, or distinguishing character to avoid confusion or upload errors.

Adding class details (column E onward)

Enter the following across rows 1–4 for each class:

Row 1: Class Name
Row 2: Subject
Row 3: Teacher Email
Row 4: Year Group

NOTE:

Don’t leave spaces before or after class names or teacher emails.
Use Carousel Subjects exactly as listed in Carousel (e.g. “Religious Education”, not “RE”).
Each class must have all 4 values entered or it will be rejected.

Assigning students to classes

From row 5 onward:

Place a Y in the cell to indicate if the student is in the corresponding class.
Leave the cell blank if a student not in that class.
If a student row is yellow, it means they’re not assigned to any class (not an error—just a warning!).

NOTE: To speed things up for large groups, scroll down to “Using a Helper Sheet” for a method using formulas.

Final checks

Red highlights = likely errors (e.g. missing year group or email space)
Once complete:
- Copy all content
- Paste as “Values Only” into a fresh spreadsheet
- Save as .xlsx

Step 2: Uploading to Carousel

Navigate to the ADMIN area of your account by selecting MY ACCOUNT from the dropdown menu in the top right corner of your account.
Select the STUDENTS tab.
Click UPLOAD STUDENTS.
Browse for your .xlsx file and click UPLOAD.
Review uploaded data and confirm that:
- All students have correct class assignments
- Teachers are linked to the right classes
You can repeat this process for additional year groups or classes.

After uploading

Once your initial upload is done, you can make future changes manually in the STUDENTS tab:

Add/remove students or classes
Assign students to new groups

Tips & tricks

Checking for duplicate names in Excel

Avoid errors from students with identical names:
Add first names in Column A, last names in Column B.
In Column C: =A1&B1
Drag down to fill
Use Conditional Formatting to highlight duplicates in Column C.
Make names unique by adding a middle initial, number, or other identifier.

Using a Helper Sheet to assign classes (advanced)

If you have lists of students per class, you can use a second sheet to auto-fill the “Y” values with a formula.
In Sheet 1, paste all student names + year groups.
In rows 1–4 of a new column, add the class info (Name, Subject, Teacher Email, Year Group).
In a new sheet (Sheet 2), paste names of students in that class.
In Sheet 1, cell F5 (or the first row under your new class), paste:

=IF(COUNTIFS(Sheet2!$A:$A, $B5, Sheet2!$B:$B, $C5) > 0, "Y", "")

Drag down to apply.
Copy the column and Paste Special > Values to remove formulas.
Repeat for each class (new columns: G, H, etc.)
Before uploading, use CTRL+F → search for =IF to check for leftover formulas.

If you need any further support with uploading students and classes to a NON-MIS Platinum account, please don't hesitate to contact help@carousel-learning.com

(go back to the top)

Upload template:

Platinum Student and Class template 2022-08-29.xlsx
60 KB Download

Before you begin

Who should do this?