Import Students

Use Import Students to add students who receive non-need-based awards, such as merit scholarships or school choice vouchers, to Financial Aid Management. During import, you can select the budgets to which students should be added, making it easy to track awards for students who do not complete a financial aid application.

Imported students are included in Manage Families with an application status of "Imported".

Note: Do not import a student if their family should complete the need-based application. The financial information required to determine need-based awards is only collected and reviewed through the application process.

Awards for imported students can be included when using Send to Tuition Management or Send to Enrollment Management from a budget.

Warning: If you plan to send award information for imported students to Blackbaud Enrollment Management, a parent's emails in your import must match their Blackbaud ID username on their Core profile in Education Management. This ensures student records can be matched across systems.

Tip: Imported students and their parents do not have access to online award letters. However, you can download an award letter to provide to a family directly. See Send Financial Aid Award Letters for more information.

Assign Students to Budgets During Import

If you assign students to budgets during import, every student in the import will be assigned to the selected budget or budgets. To assign different students to different budgets, create separate import files and import jobs for each budget or budget combination. If you do not assign students to budgets during import, you can assign them later.

If students imported to a budget do not meet that budget's eligibility criteria, they are automatically removed from the budget when it is run.

To import students

Select Families, then Import Students.
Select New import.
Select Download template file.
Open the downloaded file with a spreadsheet program, such as Microsoft Excel.
Enter the data for the students you are importing.
Save the updated import file as a .xls or .xlsx file.
Under Upload student data, select Attach file and select the updated file containing your student data.
Select Continue to validate the file.
Review and correct any validation errors indicated by a red warning icon.

Tip: Hover over a validation error to view the error message. You can also update the data to correct validation errors in this view.
To add imported students to a budget, select Add to selected budgets, then select one or more budgets.
Select Submit to process the import or select Save as draft to save the import for later.

Note: Imports process at 11:00 pm EST.