NOTE
This document is intended to help you complete your site's roster data templates before making your initial sync with Next Gen Math. All template files should follow Next Gen Math’s template formatting requirements. We encourage you to read the instructions in this document thoroughly before submitting your files for upload.
Before You Start
There are two ways to complete the native roster templates for Next Gen Math. The first is to export students, teachers, sections, and enrollments from your SIS using the required field headers that are detailed below. The second is to download the template files ZIP and populate the data either manually or by any other method of your choosing.
Each template is limited to a single school's data. If you are filling out templates for multiple schools you must complete a separate group of templates for each school.
All templates must be in CSV (comma-separated values) format and named as shown under Required CSVs and Optional CSVs. If you are unsure what a CSV file is please see this Wiki.
Download The Templates
When saving your templates the file names must appear exactly as they are shown below. If you are syncing your files via SFTP, any template not matching the file name pattern will not be processed.
Required CSVs
- Students.csv
- Teachers.csv
- Sections.csv
- Enrollments.csv
Optional CSVs
- SchoolAdmins.csv (School Administrators)
Completing The Templates
The following tables detail which headers are required to be completed as well as any optional headers.
NOTE
Columns highlighted blue in the template screenshots below are required and must be present within the template and filled out. Columns which are not highlighted are optional and do not need to be present within the template for a successful sync. Please see the template details table(s) for more.
Students
The students CSV describes all students which will be added to the system. There should only be one row for every student.
| Header | Required | Unique | Notes |
|---|---|---|---|
| last_name | Yes | No | |
| first_name | Yes | No | |
| student_id | Yes | Yes | Typically assigned by school or district. This value will be used to link the student to an enrollment. Fictitious Student IDs are permitted if you are unable to provide factual IDs. |
| state_id | No | Yes | Can typically be obtained from CAL Pads. |
| grade | Yes | No | This value must be numeric. |
| No | Yes | Next Gen Math does not send emails to students. Emails are only used as an alternative identifier during the internal syncing process. | |
| username | No | Yes | Usernames can be provided for the student via the template or have a memorable one generated during the first sync (this is recommended if you are unsure what to enter). |
| password | No | Yes | Passwords can be provided for the student via the template or have a memorable one generated during the first sync (this is recommended if your site does not already have a strong password system in place. (i.e. all passwords are identical)). |
Teachers
The teachers CSV describes all teachers which will be added to the system. There should only be one row for every teacher.
| Header | Required | Unique | Notes |
|---|---|---|---|
| last_name | Yes | No | |
| first_name | Yes | No | |
| teacher_id | Yes | Yes | Typically assigned by school or district. This value will be used to link the teacher to their sections. |
| Yes | Yes | ||
| username | No | Yes | Usernames can be provided for the student via the template or have a memorable one generated during the first sync (this is recommended if you are unsure what to enter). |
| password | No | Yes | Passwords can be provided for the student via the template or have a memorable one generated during the first sync (this is recommended if your site does not already have a strong password system in place. (i.e. all passwords are identical)). |
Sections
The sections CSV describes the sections or classes within the school. Each section must be assigned to at least one teacher and should be limited to math sections only. A teacher with multiple sections will have each section entered in separate rows linked by the teacher's ID.
NOTE
For elementary schools where each teacher may only have a single class or 'homeroom', you must enter a record for each teacher containing that teacher's ID as well as the grade they are teaching. In order for students to appear under the teacher's account, they need to be linked to at least one section owned by that teacher.
| Header | Required | Unique | Notes |
|---|---|---|---|
| section_id | Yes | Yes | The unique identifier for the section is used to link the section to a teacher as well as any enrollments. Can be populated by the SIS or manually. |
| name | No | No | Used to identify the section. (e.g. 6th Grade Math, Algebra I, Algebra II) |
| grade | Yes | No | This value must be numeric. |
| period | No | No | |
| teacher_id | Yes | No | Primary teacher's ID. This value must match the ID of a teacher from the teacher's CSV. |
| teacher_id_2 | No | No | First co-teacher's ID. This value must match the ID of a teacher you wish to also have access to this section's data. |
| teacher_id_3 | No | No | Second co-teacher's ID. This value must match the ID of a teacher you wish to also have access to this section's data. |
| teacher_id_4 | No | No | Third co-teacher's ID. This value must match the ID of a teacher you wish to also have access to this section's data. |
Enrollments
The enrollments CSV describes the association between students and the sections they are rostered to. If a student is rostered to multiple classes/sections each association must be entered on separate rows. (e.g. A student taking math in both period 1 and period 5 should have two entries linking the student to each section separately.)
| Header | Required | Unique | Notes |
|---|---|---|---|
| student_id | Yes | No | The student's ID is entered in the student's CSV. This value is used to roster the student to the given section. |
| section_id | Yes | No | The section's ID is entered in the section's CSV. This value is used to roster the student to this given section. |
School Admins
The school admin's CSV describes all school admins which will be added to the system. There should only be one row for every admin.
| Header | Required | Unique | Notes |
|---|---|---|---|
| last_name | Yes | No | |
| first_name | Yes | No | |
| staff_id | Yes | Yes | Typically assigned by school or district. This value will be used as the unique identifier for the admin. |
| Yes | Yes | ||
| username | No | Yes | Usernames can be provided for the student via the template or have a memorable one generated during the first sync (this is recommended if you are unsure what to enter). |
| password | No | Yes | Passwords can be provided for the student via the template or have a memorable one generated during the first sync (this is recommended if your site does not already have a strong password system in place. (i.e. all passwords are identical)). |