Spreadsheet templates

This reference lists the columns Zion recognizes when you bring data in from a spreadsheet. Use it to prepare a file before you start. The import wizard itself is walked through in Importing data. Save your file as CSV. Excel, Numbers, and Google Sheets all offer this under Save As or Download As.

You do not have to build a file from scratch. Every import offers a Download template button that gives you a file with all of the columns already in place and in the right order. Fill it in and upload it back.

The import wizard

The wizard at Import, under Administration, is for administrators, and handles three kinds of data: students, PACE progress, and grades. Attendance history is not something you can import.

How column matching works

You do not need to name your columns exactly as they appear below. On the mapping step, the wizard reads your headings and matches each one to the field it belongs to, recognizing the common ways people write them. A heading of Student ID, student id, or ACE Number all land on the same field. Anything it cannot confidently place is left for you to assign by hand, and you can mark a column as one to ignore if it does not belong in Zion at all.

Students

Column	Required	Also recognized as	Notes
First Name	Yes	first name, firstname, fname, given name, forename
Last Name	Yes	last name, lastname, lname, surname, family name
Date of Birth	No	date of birth, dob, birth date, birthday	The row is skipped if this is filled in but is not a readable date
Gender	No	gender, sex
Grade Level	No	grade level, grade, year, year group, class
Student Code	No	student code, student id, ace number, pace id, learner id, admission number	Your school’s own learner identifier
Email	No	email, email address, e-mail, mail
Phone	No	phone, phone number, mobile, telephone, tel, contact number
Learning Centre	No	learning centre, centre, center, campus, site, location	Matched by name against the centres you already have, or your default centre if you leave it blank

A row is skipped if First Name or Last Name is missing, if Date of Birth is filled in but unreadable, or if no learning centre can be worked out for a new student and you have no default centre set.

PACE progress

Column	Required	Also recognized as	Notes
Student Code	See below	student code, student id, ace number, pace id, learner id
Student First Name	See below	student first name, first name, firstname, fname, given name, forename
Student Last Name	See below	student last name, last name, lastname, lname, surname, family name
Subject	Yes	subject, subject code, subject name, course
PACE Number	Yes	pace number, pace #, pace no, booklet number, pace	Must be a whole number
Status	Yes	status, progress, state, completion status	Must read completed, in progress, or not started
Completed Date	No	completed date, completion date, date completed, finished date	If it cannot be read, the row still comes in with this left blank
Score	No	score, mark, result, percentage, percent, grade score	A number from 0 to 100

Naming the student: every row needs something to match it to a student on your roster. Include either Student Code, or both Student First Name and Student Last Name. Zion matches on the student code first, then on an exact first and last name.

A row is skipped if Subject, PACE Number, or Status is missing, or if Status is not one of the three accepted values.

Grades

Column	Required	Also recognized as	Notes
Student Code	See below	student code, student id, ace number, pace id, learner id
Student First Name	See below	student first name, first name, firstname, fname, given name, forename
Student Last Name	See below	student last name, last name, lastname, lname, surname, family name
Subject	Yes	subject, subject code, subject name, course
Assessment Name	Yes	assessment name, assessment, test name, exam, exam name, title
Score	Yes	score, mark, result, percentage, percent, points	A number of 0 or more, up to 999.99
Max Score	No	max score, maximum, out of, total, total marks	Treated as 100 if you leave it blank
Date	No	date, assessment date, test date, exam date, date taken	If it cannot be read, the row still comes in with this left blank
Term	No	term, semester, quarter, period, session

Naming the student: the same rule as PACE progress. Include either Student Code, or both Student First Name and Student Last Name.

A row is skipped if Subject, Assessment Name, or Score is missing, or if Score is below zero or above 999.99.

File limits

Limit	Value
File type	CSV
Largest file	10 MB
Most rows of data	10,000

The shorter bulk-add files

Some areas of Zion take a spreadsheet directly rather than sending you through the wizard. Each of these offers its own template download from the screen it lives on.

What you are adding	Where to start
Learning centres	Learning Centres, then Bulk import
Staff invitations	Settings, Users, then the bulk invite option
Library books	Library, Catalog, then Bulk add books
PACE booklet stock	Inventory, then Receive PACE Stock

These files are short, usually a handful of columns, and the screen shows you exactly what it expects before you upload. Download the template rather than guessing at the headings.

Before you import

Keep one kind of data per file

A file covers students, or PACE progress, or grades. Split mixed data into separate files before you upload.

Pick one way to name students and stick to it

Decide whether you are matching students by Student Code or by first and last name, and use the same choice across your PACE progress and grades files.

Use plain values for Status and dates

Status must read completed, in progress, or not started. A date in a format Zion cannot read comes in blank rather than blocking the row.

Run the preview before you commit

The wizard’s preview step tells you which rows will be created, which will be updated, and which will be skipped, with warnings, before anything is saved. If the skipped count looks wrong, fix your file and upload again.

Importing data

Full walkthrough of the upload, mapping, preview, and commit steps

Migration concierge

Have the Zion team run your import for you

Exporting data

Get your school’s records out of Zion

Terminology

Definitions of terms used across Zion

​The import wizard

​How column matching works

​Students

​PACE progress

​Grades

​File limits

​The shorter bulk-add files

​Before you import

​Related pages

Importing data

Migration concierge

Exporting data

Terminology

The import wizard

How column matching works

Students

PACE progress

Grades

File limits

The shorter bulk-add files

Before you import

Related pages