Native Access Template

This document is intended to help you complete your sites 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 any other method of your choosing.

WARNING

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.

NOTE

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

WARNING

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 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.
email No Yes Next Gen Math does not send emails to students. Emails are only used as an alternative identifer 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 first sync (this is recommend 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 first sync (this is recommend 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.
email Yes Yes
username No Yes Usernames can be provided for the student via the template or have a memorable one generated during first sync (this is recommend 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 first sync (this is recommend 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 on separate rows linked by the teacher's ID.

NOTE

For elementary school's 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 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 teachers 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 student's 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 as entered in the students CSV. This value is used to roster the student to the given section.
section_id Yes No The section's ID as entered in the sections CSV. This value is used to roster the student to this given section.

School Admins

The schoolAdmins 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.
email Yes Yes
username No Yes Usernames can be provided for the student via the template or have a memorable one generated during first sync (this is recommend 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 first sync (this is recommend if your site does not already have a strong password system in place. (i.e. all passwords are identical)).

Sync Schedule

Next Gen Math syncs with the files you keep in your SFTP server each night at 12:00 A.M. (PST). Please be sure that the files in your SFTP are named exactly as shown under Required CSVs and Optional CSVs; improperly naming the template files will result in those files not being processed.

SFTP Access

Next Gen Math recommends using Secure File Transfer Protocol (SFTP) for sending your site's completed roster data template. To receive access to our SFTP Server simply request a username and password from your contact at Next Gen Math.

If you are uploading templates for multiple sites be sure to place each set of templates within their own folders named after each site.

If you are unsure how to connect to or send files through an SFTP server see How do I connect to an SFTP server with WinSCP?

Last Updated: 9 months ago