Toddle offers a centralised space to manage your school’s student records efficiently. In this article, learn how to add new students, edit details, and take bulk actions to keep records up to date.
In this article:
Navigate to the student roster Manage student data and access Manage family data and access Download student and family data Frequently asked questions (FAQs) Navigate to the student roster
To begin, click the Toddle icon in the top-left corner of your homepage and select your school's 'Admin portal' from the dropdown menu.
Next, in the left-hand panel, go to 'Members' → 'Students'.
Add student data
Toddle offers three ways to add student data to your organization:
Sync via your Student Information System (SIS) Upload data for an individual student 1. Sync via your Student Information System (SIS)
Student data can be synced one-way from your existing SIS directly to Toddle, ensuring your records are always consistent and up-to-date.
Note: Read to see the list of SIS platforms we support for student roster sync. For help with setup, reach out to your buddy. 2. Bulk upload student data
You can quickly add or update multiple student records at once using the bulk upload options. Click the upload icon next to the ‘Add student’ button to:
Bulk add and update students – Add/update students and assign them to classes. Bulk update student profiles – Edit existing student details like name, email, or ID. Let’s learn about these options in detail.
1. Bulk add and update students
Use this option to add new students to your school, edit existing student details, and assign students to homeroom advisors and classes all in one go.
To use this feature:
Select ‘Bulk add and update students’ from the dropdown menu of the upload button.
In the pop-up window, you are presented with two options: Download template with existing students – Use this option to edit your current roster. You can use it to add new students alongside the existing ones. Download blank template – Use this option if you want to create a brand-new roster for a new cohort of students. The system will not delete or overwrite existing students, if any, in your roster. Open the downloaded Excel (.xlsx) file and fill in the required details as instructed in the sheet. To complete the import, you must provide the First Name, Last Name, and Year group for each student. All other fields are optional and can be updated later. You may choose to assign students to classes directly in the sheet (with help from the Cheat sheet workbook) or map them to classes after the import. The same flexibility applies to details such as Student Email ID, Homeroom Advisor Email ID, Student UID, Pronouns etc.
Note: If the Student UID column is left blank, Toddle will automatically generate a unique ID for each student.
Once you have filled out the template, ‘Upload’ it to add your students.
A confirmation screen will appear, showing a preview of students to be added and edited. Review the changes carefully, and if they are correct, click ‘Confirm upload’ to finalize the process.
2. Bulk update student profile information
Use this option to quickly update key profile details for your existing students, such as their date of birth, gender, nationality, and address.
To use this feature:
Select 'Bulk edit student profile information' from the upload button dropdown menu. 2. In the pop-up window, click 'Download existing student details' to get a spreadsheet pre-populated with your current students' information.
3. Open the downloaded Excel (.xlsx) file and make the necessary additions or edits to the student profile fields. Note: Student information such as Student UID, First Name, Middle Name, Last Name, Suffix, Preferred Name, and Year group will appear as read-only in this file. These details cannot be edited here, and any changes made will be discarded during the upload.
4. Return to Toddle and upload the completed spreadsheet by clicking 'Attach file (.xlsx)'.
5. A confirmation screen will show you which student details have been changed and for how many students. Review this summary and click 'Confirm upload' to apply the updates.
3. Upload data for an individual student
In addition to the bulk upload tools, Toddle provides two options for adding students on an individual basis. This is perfect for when you need to quickly enroll a single new student who has just joined the school, or for moving specific students between academic years without performing a full bulk action.
1. Create new student
Click Add student → Create new student
Enter the student’s information across three sections.
Basic details: Begin by filling out the student's First name, Last name, and Year group, as these are the mandatory fields. If you leave the Student UID blank, Toddle will automatically generate one for the student.
Personal details: You can enter additional demographic details such as Date of birth, First nationality, Gender, and languages to build a more comprehensive student profile.
Classes: After clicking the '+ Add classes' button, a list of available classes will appear in a pop-up window. You can use the 'Grade' filter to narrow down the class list. You can also assign students to specific Levels (e.g., Standard or Higher Level) if the class is associated with a subject/course that is taught at multiple levels.
2. Add a student from a previous academic year
This feature allows you to easily move students from one academic year to the next.
Click Add student → Add from previous academic years.
In the pop-up window, click ‘+’ icon against the year group where you to add students from previous academic years.
Next, select the past academic year you want to pull students from (e.g., '2024-25'). Then, select the specific year group within that past academic year.
Once you select the source, a list of students from that group, who are currently not enrolled in the current academic year, will appear. Select the students you want to move to the new academic year. Click the ‘Add students’ button.
You will then be returned to the main selection screen, where you can see the number of newly added/enrolled students updated next to the corresponding year group. You can use the edit icon to review or remove any students you have just added.
Once you have added all the students you need for each year group, click ‘Next’ to finalize the process.
Here, you will see a list of the students you have just added. To assign classes to them, simply click the ‘+’ icon in the 'Classes' column next to each student's name.
In the modal that pops up, classes corresponding to the year group of the student will be listed. You can search for a specific class or use the ‘Grades’ filter to look for classes in other year groups. Once you have made your selections, click the 'Save' button.
You can edit the class selection anytime using the ‘Edit’ option. Click ‘Next’ to move ahead in the process.
The final step is to map students with their homeroom advisors. Click the ‘+’ icon in the 'Staff' column next to the student's name.
Select the staff member by clicking the radio button next to their name, and then click ‘Save’ to confirm the assignment.
You can edit the homeroom advisor selection anytime using the ‘Edit’ option. Once satisfied with all details, click the 'Save' button to complete the process and the student is successfully added to the roster.
Manage student data and access
Use the bulk actions or the individual level three-dot menu on the Students page to carry out key administrative tasks with ease. From downloading student lists and portfolios to resetting sign-in codes, managing access, or updating individual records, Toddle gives you flexible tools to manage student data efficiently, whether for one student or in bulk.
Bulk actions
Use the Bulk actions menu to perform common actions on multiple students at once. This helps you save time when managing classes, access, and family connections at scale.
Select one or more students using the checkboxes, click Actions in the floating bar at the bottom, and choose the action you want to apply to all selected students.
The actions available are contingent on the status of the student:
For active students:
Add to classes: Enroll selected students into one or more classes. Map homeroom advisor: Assign or update homeroom advisors for the selected students. Download list of selected students (xlsx): Export student details as an Excel file. Print student sign-in codes (pdf): Download sign in codes for offline sharing. Reset student sign-in codes: Generate new sign in codes for the selected students. Temporarily block student access: Restrict platform access without archiving accounts. Logout students from all devices: Force sign out across all active sessions. Archive students: Remove students from active lists while retaining historical data. For archived students:
Download list of selected students (xlsx): Export student details as an Excel file. Restore student: Move selected students to the active roster while retaining their data. For blocked students:
Add to classes: Enroll selected students into one or more classes. Map homeroom advisor: Assign or update homeroom advisors for the selected students. Download list of selected students (xlsx): Export student details as an Excel file. Print student sign in codes (pdf): Download sign in codes for offline sharing. Unblock student access: Grant student access back to their account. Reset student sign-in codes: Generate new sign in codes for the selected students. Archive students: Remove students from active lists while retaining historical data. Individual actions
To take actions for individual students, simply click the three-dot icon against the student you wish to manage. Using the dropdown menu, you can:
Edit: Opens the student's profile page, where you can update their personal details. Download portfolio: Allows you to download a complete record of the student's portfolio across multiple years. Print student sign in code: Generates a printable version of the student's sign-in code for easy distribution. Reset student sign in code: Creates a new sign-in code for the student. Temporarily block student access: Suspends the student's access to the platform.
Note: Blocked students can be unblocked to restore their access. Archive student: Moves the student out of the active list and into the archived records. Unlike blocking, which only suspends platform access, archiving also removes the student from all active rosters while preserving their data for future reference. Upon selection, you will be prompted to enter a withdrawal date for the student. Note that the date can only be set to the past or the current date. After withdrawal, the student’s attendance can no longer be marked. Archived students can be unarchived anytime to restore them to the active list. Logout student from all devices: Remotely signs the student out of all their active sessions. Note: For archived students, you can restore access using the three-dot menu. For blocked students, all the actions listed above remain available, with Unblock student access shown instead of Temporarily block student access.
Manage family data and access
Use the bulk actions as well as the individual level three-dot menu on the Students page to carry out key administrative tasks related to family members, individually or in bulk.
Bulk actions
Select one or more students using the checkboxes, click Actions in the floating bar at the bottom, and choose the action you want to apply to all selected students.
Invite family members via email: Send invite emails for the selected students. Refer to to know more about family management in Toddle. Print family invite (pdf): Generate printable invitations for all students, making it easy to share with families offline. Reset family invite codes: Generate new invite codes. Useful if codes have expired, been shared unintentionally, or need updating before a new school year. Remove family member: When family members are added, remove them for the selected students. Note: These actions remain the same regardless of student status.
Individual actions
Invite family members via email: This opens a panel where you can send email invitations to connect family members to the student. Read to learn more. Print family invite: Generates a printable invitation that you can give to family members. Reset family invite code: For security, this option allows you to generate a new, unique invitation code for the family members. Read to learn more. Download student and family data
Use the Download option to export student records and portfolios from the Students page.
Download list of all students (xlsx): Export student details as an Excel file. Choose whether to download the filtered view (based on current filters) or all data. Download portfolio: Request a bulk download of student portfolios by year group and programme. Choose how posts should be included: Only posts where students are tagged individually All posts where students are tagged, including group posts A download link is sent to your email once the PDF file is ready. Download list of students with family not added: Export a list of students who do not have any family members connected. Download list of all family members (xlsx): Export details of all family members linked to students. Frequently asked questions (FAQs)
Q1. During bulk upload, what should I do if my spreadsheet fails to upload?
If your bulk upload fails, an 'Upload failed' pop-up will appear with a summary of all errors detected in your spreadsheet. This includes the row number, error description, and Student UID. You can then download a detailed error list or upload a new file after correcting the issues.
Note: The bulk upload functionality is most compatible with Excel and Google Spreadsheets.
Q2. Can a student be a part of two schools in Toddle?
In Toddle, a student can belong to only one school. They cannot be mapped to multiple schools.
Q3. What’s the difference between archiving and blocking a student?
Once a student is archived, they cannot log in to Toddle. Their profile remains accessible, but no new actions can be taken on them—for example, marking attendance, assigning tasks, or generating a progress report. You can unarchive a student to restore them to the active list.
Blocking a student temporarily suspends their access while keeping them visible in the roster. This is best used for short-term situations, such as login issues or temporary leave. When a student is blocked, they will still appear in a teacher's class list, allowing teachers to continue assigning work and marking attendance. You can unblock a student to restore their access.
Note: Family access is automatically revoked when a student has been archived or blocked.
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