Using the Candidate Upload function to import candidate details for a Coded task via a CSV file (or an Excel file)

Please note: If you have already uploaded your candidate details, but now need to add a small number of extra candidates (e.g. for late-comers), you can do this manually using the 'Add Candidate' button. Please refer to this guide.

(If you have many extra candidates to add, however, you will find it easier to carry out an additional CSV / Excel file upload.)

When you click into your task from the task list and then click on Populate, generate, download & print coded sheets, it will take you to the Candidates page:

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(Candidate lists aren’t necessary for non-Coded tasks, so we’re assuming here that your task is set up to use Codes, as is the case for most tasks. You can check that Use Codes is set to 'Yes' in Settings.)

Click on the Candidate Upload tab and you should see this screen:

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Note the required format for your file in the table at the bottom of the screen (both the column titles AND the cell formats). We recommend using Excel files as they are less likely to cause errors with dates of birth.

Click on the Download Candidates Template button to download the Excel template file.

When you open this downloaded file, you should see something like the following:

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Two example lines are provided to show the required format for pupil details. Please overwrite these with your own candidate details!

Now copy your own pupil data into the file (overwriting the details for the two example pupils).