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How to Import your Caseload

3 min. readlast update: 02.23.2026

You can quickly import your caseload information into Kit using a CSV file (i.e. spreadsheet)!

✨ Getting Started

First, you’ll need your caseload information in a spreadsheet. Here are a few ways to do that:

  1. The easiest way is to download your caseload information from your online IEP system.

  2. Not an option? Try copying and pasting your caseload list from your online system into your preferred spreadsheet (e.g. Excel, Google Sheets, Numbers).

  3. Create your own spreadsheet with your student information.

Short on time, and just want to dive right in? Download this example CSV file!

Once you have a CSV file, click the 'Import Spreadsheet' button in the center of the page.
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More of a visual learner? Watch this quick tutorial or scroll down for step-by-step directions.

 

Step 1: Getting Started

After clicking the 'import' icon, the importer wizard will open, and you will see examples of what to include in each field along with a description. You are required to import your students' first/last name, however, the other fields are optional.

 

Click here to see the optional fields you can import into Kit

Required fields to import into Kit:

  • First Name

  • Last Name

Optional fields to import into Kit:

  • DOB

  • Student ID

  • School

  • Grade

  • Teacher

  • Teacher Email

  • Teacher Phone

  • Teacher Room Number

  • IEP Start Date - if the IEP Start date is not included, it will default to 365 days before the IEP End date

  • IEP End Date - if the IEP End date is not included, it will default to 365 days after the IEP Start date

  • Eval Due Date

  • Eligibility

  • Specially Designed Instruction

  • Service Minutes

  • Service Frequency

  • Service Period

  • Location

  • Case Manager

  • Parent/Caregiver Name

  • Parent/Caregiver Email

Step 2: Upload File

In this step, you will upload your .CSV or Excel file that contains your student data.

* Please note: All dates in your .CSV file (i.e. Birthdates, Eval Due Dates) must be formatted as 'MM/DD/YYYY'.

Step 3: Match Columns

Once your file has been uploaded, match each of the column headers in your spreadsheet to one of the existing headers within Kit. If you have a column header that does not need to be imported, scroll down to the bottom of the list and select ‘Skip’.

* Please note:

  • If the IEP Start date is not included, it will default to 365 days before the IEP End date.

  • If the IEP End date is not included, it will default to 365 days after the IEP Start date.

Step 4: Import Data

Your Caseload will then be uploaded into Kit! You can now view this info within the ‘Student Grid’ page.

* Please note: If you ever need to import an additional spreadsheet with new students, simply click the upload icon located in the upper right corner of the Student Grid.


​Troubleshooting tips:

If you received an error message when trying to import your student data file, please try the following troubleshooting steps:

  • Ensure that your file is either in CSV or Excel (xls, xlsx and xlsb) format

  • Double-check that the file you wish to import has the following fields: 'First Name', 'Last Name', and 'Date of Birth'.

  • Make sure that any dates within your file (i.e. Birthdates, Eval Due Dates) are formatted as 'MM/DD/YYYY'.

To bulk delete students, check the box in the top left corner and then click 'Delete'.
 
 

Questions? Email hello@kitforteams.com

 
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