| Import/Export > Importing Data

Importing data

Importing data into PowerSchool SMS is a three-part process:

1 Create or edit an import file that contains the data you want to import. For further information, see About the import files [>>].
2 Create an import template that specifies into which fields the data will be imported. To determine the structure of the import template, you work with an import file and a record type (a predefined list of fields used to group data for importing) in a separate program called Template Editor that comes with PowerSchool SMS. For further information, see Creating an import template with Template Editor [>>].
3 Run or schedule the import, using import wizard or import scheduling functionality. For further information, see Running or scheduling an import [>>].

Permission to import

To import data, you need several kinds of permissions:

= You must have permission to add files to the csl\opendistrictclient\ascii\importfiles folder on the web server. All files must be placed in this folder before they can be imported into PowerSchool SMS.
= You need a user name and password that enables you to sign in to the PowerSchool SMS web server so you can run the Template Editor.
= In addition to the above permissions, you need various permissions in PowerSchool SMS, depending on what type of importing you want to perform:

To

You need this permission

Set to

 Detail

Create an import template

Import>Template Editor

Yes

 [>>]

Import data using an Address Ranges template

Import>Import Address Ranges

Yes

 [>>]

Import data using a Student Demographic template

Import>Import Student Demographics

Yes

 [>>]

Import data using a Historical template

Transcript/Permanent Record>Import Historical

Yes

 [>>]

Import data using the Student Test Scores template

Import>Import Student Test Scores

Yes

 [>>]

Import data into custom fields created with Custom Data Management (Student Data)

Import>Import Custom Student Data

Yes

 [>>]

Import data using a template that can be scheduled

Import>Schedule Import

Yes

 [>>]


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