How to import contacts into Pupil Asset

If you want to keep your parent contacts synchronised with your Management Information System, you can either:

  • Upgrade your Pupil Asset plan to MIS
  • Sign-up for our MIS Sync

Alternatively, you can manually import contacts into Pupil Asset.  The easiest way to get started is to login and upload a CTF or CSV file via Admin > Import.  



Option 1: Use a CTF file at Admin > Import


Go to Admin > Import.

Select CTF for your pupils with the Choose File button.

Click upload button.

Select the relevant pupils.

Select Include parents/contacts.

Click Continue.

Check parent details. If not all present then locate the relevant CTF or edit manually via Office > Families.


Option 2: Use a CSV file at Admin > Import


Go to Admin > Import.

Select CSV for your pupils with Choose File button.

Click upload button.

Select relevant pupils.

Select Include parents /contacts.

Click Continue.

Check parent details. If not all present then locate relevant CSV or or edit manually via Office > Families.


Option 3: Sign up for our MIS Sync to automatically sync overnight.  

For more information, please contact our Sales Team on 01603 631436 and choose Option 2.




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