We have added an option on the caseload screen under the 'Actions' button at the top for you to upload a .csv file for importing your caseload.

The import feature allows you to import a .csv file with the following fields:

First Name, Last Name, Date of Birth, Evaluation Date, IEP Date, IEP Service Time, Case Manager, Eligibility, Teacher, School, Grade, Notes

If your IEP software system provides an export, then you can use the import feature in SLP Toolkit to quickly get your caseload set up. To do so, simply follow these steps:

  1. Select the .csv file to import.
    Make sure the students' first/last names are listed in two separate columns and the DOB/IEP/Eval dates are listed in this format: MM/DD/YYYY in the .csv file before selecting the file.
  2. Preview the records to be imported and determine if any records need to be deselected (e.g. a row of headers at the top).
  3. On the right, match your headers with the appropriate corresponding labels, or select 'Don't Import' for columns you don't want to include. Then select 'Import' at the bottom.

The caseload screen automatically defaults to the headers below, but you can customize which fields are shown by going to the 'Actions' drop down at the top and selecting 'Customize Caseload Fields.' Deselect any fields you would like to hide and save your changes.

Click here to watch a video tutorial on caseload import using a .csv file.


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