Importing Notes Using a CSV

Creation date: 6/30/2026 4:57 PM    Updated: 6/30/2026 5:18 PM   bulk import bulk upload csv csv import import import notes mass upload note import notes student notes upload upload notes

Users with the Reviewer, Reviewer Read-Only, Reviewer Truancy Center Only, or Super Admin roles can upload notes into simpldiscipline using a CSV file. This feature is designed to help districts migrate notes from other systems, such as PowerSchool Log Entries or other student information systems, into simpldiscipline. 

A sample CSV template is attached for reference.

CSV Requirements

Your CSV file must include a header row. The columns can be in any order, but the following fields are required:

  • date – The date of the note. Supported formats: MM/DD/YYYY or YYYY-MM-DD
  • time – The time of the note in H:MM AM/PM format (example: 2:31 PM)
  • note_type – Must exactly match an existing Note Type available for the student’s school.
  • school – Must exactly match one of the student’s school names.
  • student_sis_id – The student’s SIS ID.
  • restrict_admin_only – Enter true or false to indicate whether the note should be restricted to administrators.
  • note – The text of the note.

Example CSV Row

05/26/2026,2:31 PM,Parent/Guardian Communication,Test High School,1,false,Test note


Notifications

By default, any configured Note Notifications will be sent to users based on their individual notification preferences as each note is imported. If you do not want notifications sent during the import, check the Do not send notifications for uploaded notes option before starting the upload. This will suppress notification emails for all notes included in that import while still creating the notes successfully.


To Import Notes:

1. From the homepage, select Note.

2. When the Student Selection window appears, select Close.

Select Import Note(s)


 The Import Note(s) dialog will open.

Click or drag and drop the CSV file into the upload area, then select Import Note(s).

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