How do I create manual ID’s on an import?

The StudentID needs to be unique for each student. If students appear on multiple lines (due to having more than one parent), you will need to ensure that the same StudentID is used for each line they appear on. We recommend that you use the formula: =”MAN-“&A2&B2&F2. Please see screenshots below on how this should appear –

Next, click the ‘Enter’ key on your keyboard. This will then populate the ID for you, the formula listed in the field above –

Next, you need to generate IDs for the other students. To do this, in the bottom right-hand corner of the cell ‘C2’, hold your cursor onto the green square and drag down until you have reached the last student record. You can select a few records at a time if you find this an easier method –

The IDs will have then populated for all students. Below is an example of cell C2 and C3 listing the same ID due to the students’ record listed twice –

We now need to change the formula into values. Highlight from cell C2 all the way until you reach the end of the students. You will now need to right click from your mouse and select the ‘Copy’ option, alternatively, you can press the buttons Ctrl + C on your keyboard.

To be certain that you have copied the IDs, you will find the cells are bordered as below –

Please right click on the highlighted fields again and select the ‘Paste Values’ icon. This will change the formula into the values you have selected. Please see the screenshot below.

After you have pasted the values, please click onto C2 to check the field above only shows the values –

The ContactID will need to be unique for each parent. Please be aware that if you have a parent with more than one child at your school, the ContactID will need to be the same for each row that the parent appears on. This will avoid the parent from being duplicated on PMX. We recommend that you use the formula: =”MAN-“&J2&K2&M2&N2. Please see screenshot below:

Click the ‘Enter’ button on your keyboard to the ID for you, showing the formula in the field above –

Now you will need to generate IDs for the other contacts. In the bottom right hand corner of the cell ‘C2’, hold your cursor onto the green square and drag down until you have reached the last contact record. You can select a few records at a time if you find this is easier.

The IDs will have then populated for all contacts. Please view below an example of cells M2 and M6 listing the same ID due to the contacts record listed twice –

We now need to change the formula into values. Highlight from cell C2 down until you reach the end of the contacts. You will now need to right click and select ‘Copy’; alternatively, you can press the buttons ‘Ctrl’ and ‘C’ on your keyboard.

Right click on the highlighted fields again and select the ‘Paste Values’ icon. This will change the formula into the values you have selected. Please see the screenshot below:

After you have pasted the values, click onto L2 to check the field above only shows the values –

In summary, the IDs on the spreadsheet will show as below.

Columns A to G for Student information –

Columns H to V for Contact information –