Adding students and classes to a Platinum subscription using a template (without MIS integration) – Carousel Learning

Classes and students can be added to Carousel Platinum by either uploading a spreadsheet, or by adding them manually. We recommend that during the initial setup of Carousel Platinum you use an Excel template to upload students and classes. The article below tells you how. To learn how to add students manually, click here. For classes, click here.

We recommend that one person oversees the uploading of class lists, or at a minimum takes responsibility before the process begins for identifying students with identical FIRST NAME and LAST NAME combinations: if two different teachers upload two different students who share the same name, Carousel will treat them as if they are the same student.

The classlist spreadsheet template is attached to this article. Please download it and familiarise yourself with it before continuing. It works on the simple basis of putting a Y in the cell that corresponds to the pupil and class, and please note that classlists do not have to be uploaded all in one go, and that the task can be performed by any Platinum user with Admin status (see the article on adding teachers for more information on that.)

The video below gives a very brief introduction to the classlist upload process. We recommend that you watch it in addition to, but not instead of, reading the rest of the article below.

STEP 1 - Prepare your Excel spreadsheet for uploading

Download the template attached to this article.
[Google Sheets: download the template and in a new Google Sheet, select "File>>Import". Select the upload tab, browse for the file and import data.]
Cells A4-D4 of the template contain the headers for student information. Do not change these headers.
Entering data in Column A (Student UPN) is optional. Columns B-D must be completed for each student, beginning in B5-D5 below the headers for the student information. Enter student First Name, Last Name, and Year Group for each student.

Screenshot_2021-08-30_at_17.45.02.png

First Name and Last Name must combine to make a unique identifier. Where two or more students share the same first and last names in the data you are uploading it will be necessary to add an initial, a number or other such distinguishing character. Duplicates will be rejected by Carousel if uploaded in the same file. If duplicates are contained in separate uploads, Carousel will treat them as being the same student. We recommend you check the full dataset for duplicates before uploading. If you need guidance on how to check for duplicates, see the the section entitled “Checking for Duplicates” below.

Cell D4, Year Group, contains a header that refers to both students and classes. Do not change this cell. All students and classes must have a Year Group assigned. For students, this information goes in Column D; for Classes, it goes in Row 4.

Column E contains the other headers for Class information: Class name, Class subject, and Class teacher email address. Do not change these headers, and please leave the rest of Column E blank.
All classes must have a name, subject, teacher email, and Year Group, which go in rows 1-4 for each class. There can't be any spaces before or after class names, class subjects or teacher emails. If you accidentally include one, the text will turn red.
Ensure the 'Class Subject' matches the name used in Carousel's subject list, e.g. Religious Education rather than RE.

To add a student to a class, enter Y or y in the corresponding cell on the spreadsheet as per the cells highlighted in red below; otherwise leave blank.

Please note that, to make sure this information is not missed when you are completing your spreadsheet:

If a class or student is entered without a Year Group, the Year Group cell will be highlighted in red:

If a teacher email contains a space, it will be highlighted in red:

If a student is entered but not assigned "Y" to a class, the row will highlight yellow (n.b. this is just for your information and will not cause an upload error):

[Google Sheets: Once your file is prepared, select "File >> Download >> Excel spreadsheet" to generate a file that can be uploaded into Carousel in STEP 2.]

STEP 2 - Upload the spreadsheet to Carousel:

Go to the ‘STUDENTS’ tab, in ‘MY ACCOUNT’.
Click on ‘UPLOAD STUDENTS’; then `BROWSE FILE`, then once you have selected the file click `UPLOAD`.

Review to ensure all classes and students are assigned as appropriate in the table.

Repeat this process with the rest of Year groups.

After uploading students and classes to Carousel, it will then be possible to manually add and remove students, classes and teachers using the tools under the ‘STUDENTS’ tab without having to upload a new spreadsheet. To find out how to manually add and remove students and classes, click here.

TIPS AND TRICKS

Creating custom/ad hoc classes

Once students have been uploaded and assigned to regular classes, you can also create custom classes such as intervention groups. You can read how to do this here.

Checking for duplicates in Excel

To check for duplicates, we recommend preparing a spreadsheet with all student names in it, with first names in Column A, and last names in Column B, as below.

In Cell C1, enter the formula =A1&B1, and hit return. This will create a string combining A1 and B1,

that makes this:

Then click on Cell E1 to highlight it, and drag the fill handle (the little green square in the bottom right corner) all the way down to the bottom of your list of names to fill the formula down the column, then release the mouse button.

This will create a column combined of first name plus last name.

Click on the E to highlight Column E, then select the Format tab and Conditional Formatting, then click + or Add Rule. For Style, choose Classic, then select ‘Only format unique or duplicate values’ and ‘duplicate’, then click 'OK'.