Guide for Schoolable Pay
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Bulk data upload

If you already had a school set up before owning a Schoolable account, You do not need to fill in your students or employees information manually or individually. All you need to do is to download a Student or employee template and copy and paste their information on the excel sheet downloaded from Schoolable. when you do this, save and drag the file and it will upload their information automatically.
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Bulk Imports for Students

To upload your students information on Schoolable automatically, follow these steps:
Download Student Template (by the top right)
Open it. An excel sheet already created by Schoolable will appear on your screen
NOTE: You must not change any of the headers, because they are arranged in a format that the Schoolable app understands only. If you change any of the headers or include another information outside of the ones provided, it won’t be recorded. Also note that the headers asterisked are compulsory.
If you already have your students information saved on an excel sheet, you can copy and paste, otherwise, you can fill in the details manually.
Save the document when you’re done.
Select the template you want to upload
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Select the class you want to upload the students’ information for
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Drag the excel documents from your documents and drop it in the column on the Schoolable app that says “Drag and Drop to upload content”
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The documents will automatically be uploaded to your system.

Bulk Imports for Employees

To upload your employees information on Schoolable automatically, follow these steps:
Download Employee Template (by the top right)
Open it. An excel sheet already created by Schoolable will appear on your screen
NOTE: You must not change any of the headers, because they are arranged in a format that the Schoolable app understands only. If you change any of the headers or include another information outside of the ones provided, it won’t be recorded. Also note that the headers asterisked are compulsory.
If you already have your employees information saved on an excel sheet, you can copy and paste, otherwise, you can fill in the details manually.
Save the document when you’re done.
Drag the document from your documents and drop it in the column on the Schoolable app that says “Drag and Drop to upload content”
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The documents will automatically be uploaded to your system.

Bulk Imports For Payment Items

If your school already has a list of payment items saved on an excel sheet, you can easily upload your school’s payment items on Schoolable Pay instead of adding them on after the other. To do this,
Download Payment Items Template (by the top right)
Open it. An excel sheet already created by Schoolable will appear on your screen
NOTE: You must not change any of the headers, because they are arranged in a format that the Schoolable app understands only. If you change any of the headers or include another information outside of the ones provided, it won’t be recorded. Also note that the headers asterisked are compulsory.
If you already have your Payment Items saved on an excel sheet, you can copy and paste, otherwise, you can fill in the details manually.
Select the template type : “Payment Item Template”
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Drag the document from your documents and drop it in the column on the Schoolable app that says “Drag and Drop to upload content”
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Bulk Imports For Families

If you already have a list of families in your school, you can easily upload their information on Schoolable Pay. If you don’t have their information:
Download Family Template (by the top right)
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Open it. An excel sheet already created by Schoolable will appear on your screen
NOTE: You must not change any of the headers, because they are arranged in a format that the Schoolable app understands only. If you change any of the headers or include another information outside of the ones provided, it won’t be recorded. Also note that the headers asterisked are compulsory.
If you already have Families in your school saved on an excel sheet, you can copy and paste, otherwise, you can fill in the details manually.
Select the template type : “Family Template”
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Drag the document from your documents and drop it in the column on the Schoolable app that says “Drag and Drop to upload content”
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