Record Management

Directory Settings > Record Management

In Directory Burst, we refer to a "record" as any student, teacher, or administrator you include in your directory. As the administrator for a directory, use this page to manage records within a directory:

Importing Records

Use the Import Records section to add new records to your directory. To help you get started, we strongly suggest that you click the Download data file (CSV) template link to obtain a template file that can be used to populate records that you want to import. Simply populate this template file with student records (and teacher / administrator records if desired), or create a file on your own.

When your import file is ready, use the Choose File button on this Directory Burst page to find the import file on your computer, and then press the Import Records button to load the records from that file.

Important Notes about Your Data Import File

Be sure to save your import data using a "Comma Separated Values" (CSV) file format, which will be a data file name ending in .csv. Otherwise, Directory Burst will be unable to import it. To save a file in CSV format:

• Using Microsoft Excel on a Mac: Choose File > Save As, and select "Comma Separated Values (.csv)" in the "Format" drop-down

• Using Microsoft Excel on a PC: Choose Save As, and select "CSV (Comma delimited) in the "Save as type" drop-down

• Using a Google Docs Spreadsheet: Choose File > Download as > Comma Separated Values (.csv, current sheet).

Additional notes:

1. The first row of your import file must be a header row, with each column header exactly matching the Field Name of the Record Field that you are importing.

2. Each subsequent row of your import file represents one record (a student, teacher, etc.) that you wish to load into your directory.

3. For any Record Fields that are Required for your directory, you must be sure to include a value for that field in each row of your import file.

4. After the import completes, we will provide a short summary of any errors that occurred.

5. You can import multiple files, if you wish. However, each time you import a file, we append the records from that file into your directory, rather than overwriting any existing records. As such, if you want to edit / overwrite a batch of existing records, you must first use the Delete All Records button at the bottom of page, and then load your entire import file again with the edits included.

Here is an example of how your CSV data import file might look in Excel as you're creating it (click on the image to enlarge it):

Exporting Records

You export records from your directory in two ways:

1. Export as CSV data file: This option exports your entire directory in a single file of comma-separated values. You might use this option, for example, if you need to export all of the records to make a batch of edits and then import them again.

2. Export as printable directory: This option exports the entire directory in a rich-text format that is suitable for printing. You can export this file using any Directory View that you have defined for your directory.