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Using the Bulk Upload Feature

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Overview

The Bulk Uploader is an administrative tool in Grado used to create or update large volumes of records across supported modules using standardized CSV templates.
It is designed to support initial system setup, term preparation, and bulk updates, while reducing manual entry and minimizing data errors.

This article serves as a central reference for understanding how the Bulk Uploader works, when to use it, and what modules it supports.


Purpose

The Bulk Uploader provides a consistent and efficient way to manage institutional data at scale.
It is commonly used for:

  • Initial system setup or data migration

  • Start-of-term or start-of-year updates

  • Mass corrections or structured data updates

  • Loading academic, people, and configuration records that follow defined formats

Bulk Upload is available only to users with appropriate administrative permissions.


Key Characteristics

  • Template-Based Uploads
    Each supported module provides a downloadable CSV template with predefined headers and field rules.

  • Validation Before Import
    Uploaded files are validated for required fields, formats, duplicates, and record relationships.

  • Actionable Error Feedback
    Invalid rows are flagged with clear error messages for correction and re-upload.

  • Scoped Updates
    Uploads add or update records without affecting unrelated data.

  • Audit Visibility
    Upload activity is tracked for review and troubleshooting.


General Workflow

Step Action Result
1 Download the module template CSV file with required columns
2 Populate the template Data prepared in correct format
3 Upload the file Valid rows are uploaded immediately
4 Review upload history Errors are listed for failed rows
5 Correct and re-upload Updated rows are processed on re-upload

 

💡 Always resolve validation errors before re-uploading.


When to Use (and Not Use) Bulk Upload

Use Bulk Upload when:

  • Working with large data sets

  • Performing structured or repetitive updates

  • Preparing data ahead of enrollment or grading cycles

  • Ensuring consistency across related records

Avoid Bulk Upload when:

  • Making one-off or small corrections

  • Unsure of data dependencies or upload order

  • Modifying operational records best handled through workflows


Supported Modules for Bulk Upload

Bulk Upload supports multiple modules across academic, administrative, and configuration areas.
Availability may vary depending on system setup and permissions.

 

People and Identity

  • Student Information

  • Student Profile

  • Faculty

Academic Structure

  • Degree Programs

  • Subjects

  • Grade Components
  • Curriculums

  • Curriculum Requirements

  • Sections

  • Courses / Classes

Enrollment and Status

  • Eligibility Status

Financial Setup

  • Fees and Fee Categories

Facilities and Administration

  • Buildings

  • Rooms


Upload Outcomes

After a successful upload:

  • Records appear in their respective modules

  • Related entities link automatically when reference values match

  • Invalid rows remain excluded and must be corrected separately

  • No changes are applied until validation passes and upload is confirmed


Follow this sequence to reduce validation errors and ensure proper data linking.


Initial Setup (First Use)

Use this order when setting up Grado for the first time or migrating data.

 

Order Records Description
1 Degree Programs and Subjects Establish the academic structure and subject catalog.
2 Grade Components Define grading criteria for subjects that use component-based grading
3 Facilities (Buildings, Rooms) (Optional) Upload only if rooms and buildings will be used during class scheduling.
Must be completed before creating courses or classes that reference rooms.
4 Curriculums and Curriculum Requirements Link subjects to programs and define academic requirements.
5 Students and Faculties Load core people records.
6 Sections and Courses/Classes Create class groupings, schedules, and faculty assignments
7 Fees Set up financial records after academic structures are in place.

 


Start of Term (After Year or Term Rollover)

Use this sequence before enrollment opens for a new term.

 

Order Records Description
1 New Subjects and Grade Components For newly introduced subjects or updated grading structure
2 New Curriculums and Curriculum Requirements If programs or requirements change for the new term
3 New Students and Faculties Add incoming students and newly hired faculty.
4 Sections and Courses/Classes Create term-specific sections and classes.
5 Eligibility Updates Apply student eligibility rules.

 


Best Practices

✔ Always download a fresh template before uploading
✔ Verify required identifiers and reference codes
✔ Upload in manageable batches
✔ Back up existing records before major updates
✔ Review validation results carefully

✖ Do not rename template columns


Summary

The Bulk Uploader is the primary tool for managing large-scale data imports in Grado.
When used correctly, it ensures faster setup, consistent records, and fewer data errors across the system.


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