This is to add users to Haiku Learning from Education Edge

Step 1: Create a query of current students
  1. On the Filters tab, filter on current students
    Screenshot of Filters tab on student export
  2. On the Output tab, include the fields required by the Haiku Learning import specifications
    • For import ID use the Import ID
    • For contact number in the image below, filter on the appropriate address and email type to include
      Screenshot of the output tab of the student export
  3. Save the file as students.csv and open the file
  4. 4. In the file, add a column for Record type after Email
  5. 5. In the Record Type column, add S to indicate these records are students
    Screenshot of student csv file
Step 2: Create an export of current parents
  1. On the Filters tab, filter on Current Parents
    Screenshot of individual export
  2. On the Output tab include the same information as the student export:
    Screenshot of the output tab of parent export
  3. Save the file as parents.csv and open the file
  4. In the file, add a column for Record type after Email
  5. In the Record Type column, add P to indicate these records are students
    Screenshot of Parent csv file
Step 3: Create an export of current teachers:
  1. Filter on current teachers:
    Screenshot of faculty/staff export
  2. On the output tab, include the same information on the preceding exports:
    Screenshot of output tab of faculty/staff export
  3. Save the file as faculty.csv and open the file
  4. In the file, add a column for Record type after Email
  5. In the Record Type column, add T to indicate these records are students
    • Note: If you have parents that are also Teachers, denote them with a T rather than P as this is the hierarchy of the Haiku user types
      Screenshot of faculty/staff csv file
Step 4: Merge your three files into a single .csv
  1. Copy the information from each file into a single file and save as users.csv.
  2. Rename the Headers to match the Haiku Learning Import Specifications:
    Screen shot of Completed file