Import users

Import user data manually

Use the Data Import feature to create staff and student user accounts.

Review the data fields available for import so you can start building your import file.

1. From Your Users Overview on your dashboard, click Import Users. Alternatively, click Management from the main navigation menu, select Users, and then click Import Users.

2. Click Users.

3. Review the Instructions and select downloaded here to access an import template.

4. Export the data using the template as a guide to create your file.

5. Click Choose File, select your data file, and then click Open.

6. Choose the field that each data set represents, and then click Next.

7. Verify your selections, and then click Import.

8. Review your import results, and then click Finish and Close.

Import groups manually

1. From Your Users Overview on your dashboard, click Import Users. Alternatively, click Management from the main navigation menu, select Users, and then click Import Users.

2. Click Group Assignments.

3. Review the Instructions and select downloaded here to access an import template.

4. Export the data using the template as a guide to create your file.

5. Click Choose File, select your data file, and then click Open.

6. Choose the field that each data set represents, and then click Next.

7. Verify your selections, and then click Import.

8. Review your import results, and then click Finish and Close.

Import user data with SFTP rostering

Use Secure File Transfer Protocol (SFTP) to set up an automated, secure transfer of student and staff data or groups between Naviance for Elementary and your school or district's student information system (SIS).

Prepare for the SFTP import

1. Generate a Secure Shell (SSH) public key. You will share the SSH public key with Naviance for Elementary support to associate it with your account. If needed, the support team can help you generate the SSH public key for a new deployment.

2. Identify a staff user with administrator permissions to run the import and receive email notifications after each upload. 

3. Submit a support ticket sharing the following:

   • Your intent to set up SFTP for automated student rostering

   • Your Naviance for Elementary URL

   • Your administrator's name

   • The SSH key generated in step 1

Export and test the file

1. Create your import file.

   • You can include both students and staff in the same file.

   • Use one of the following for the School data field:

     • National Center for Education Statistics (NCES) ID

     • State Specific ID

     • Name of the school as listed in the All Schools list from Manage Users

2. Complete a manual data import to test your file.

3. Review and correct any errors from the import.

4. Optionally, if signing in with single sign-on (SSO), ask a student or staff member to sign in to Naviance for Elementary via SSO to ensure you have imported the correct usernames.

Begin SFTP rostering

1. Receive the SFTP connection information from Naviance for Elementary support.

2. Configure your SFTP to use the SSH private key generated along with the Naviance for Elementary connection information.

   • Host = sftp.headed2.com

   • Authentication type = private/public key

   • Username = the subdomain of your Naviance for Elementary URL. For example, if your URL is sunshine.elem.naviance.powerschool.com, sunshine would be the username.

   • Password = leave blank

3. Upload your file to your root folder.

4. Name your file users.csv to ensure your import does not fail.

5. Schedule your rostering between 6:00 PM and 6:00 AM to avoid running SFTP during the school day.