Uploading Students or Applicants Using Excel
Overview
The Student/Applicant Excel Upload feature allows authorized users to add student or applicant records to iSIMS using an Excel spreadsheet.
To ensure the upload is processed correctly, the Excel file must follow the required format and contain the specified columns.
Important: The Excel file should be reviewed carefully before uploading. Incorrect information may result in records being created or updated incorrectly.
Excel File Requirements
Before uploading your file, ensure that:
-
The file is saved as an Excel Workbook (
.xlsx).
-
The worksheet is named exactly
Sheet1.
-
The column headers are located in the first row.
-
The column names match the required names exactly.
-
There are no additional columns.
-
There are no blank rows before the header row.
-
There are no merged cells.
-
Do not include totals, summaries, or other information outside the student/applicant records.
Required Columns
The Sheet1 worksheet must contain the following columns in the specified order:
|
Column |
Description |
Required |
|
ID |
Unique identification number for the student/applicant |
Yes |
|
FirstName |
First name |
Yes |
|
MiddleName |
Middle name |
No |
|
LastName |
Last name/surname |
Yes |
|
TRN |
Taxpayer Registration Number |
Yes* |
|
DateOfBirth |
Date of birth |
Yes |
|
ContactNumber |
Primary contact number |
Yes |
|
EmailAddress |
Email address |
Yes* |
|
Gender |
Gender |
Yes |
|
Campus |
Campus assigned to the student/applicant |
Yes |
|
ProgrammeName |
Programme in which the student/applicant is registered/applying |
Yes |
|
Year |
Year of study |
Yes |
|
Status |
Current student/applicant status |
Yes |
* Depending on the institution's business rules, TRN or email address may be optional.
Column Details
ID
Enter the unique identification number for the student or applicant.
Example:
Each record should have the correct ID. Avoid unnecessary spaces.
FirstName
Enter the student's or applicant's first name.
Example:
Do not include the middle name in this field.
MiddleName
Enter the student's or applicant's middle name.
Example:
If the person does not have a middle name, leave the field blank.
LastName
Enter the student's or applicant's surname/last name.
Example:
TRN
Enter the person's Taxpayer Registration Number.
Example:
Excel Recommendation
Set the TRN column to Text format to prevent Excel from changing the value or removing leading zeroes.
DateOfBirth
Enter the person's date of birth.
The recommended format is:
Example:
Use the same date format for all records.
ContactNumber
Enter the primary telephone number.
Example:
It is recommended that the column be formatted as Text to prevent Excel from changing the number format.
EmailAddress
Enter the student's or applicant's email address.
Example:
Ensure that the email address is valid and does not contain unnecessary spaces.
Gender
Enter the gender using the values configured and accepted by iSIMS.
For example:
Important: Do not use variations such as M, F, male or female unless those values are specifically configured as valid values in iSIMS.
Campus
Enter the campus assigned to the student or applicant.
Example:
The campus name should match the campus configured in iSIMS.
ProgrammeName
Enter the exact programme name as configured in iSIMS.
Example:
Important: The programme must already exist in iSIMS and the name must match the configured programme name.
Year
Enter the student's year of study.
Example:
Use the format configured by the institution.
Status
Enter the student's or applicant's current status.
Examples may include:
Important: Only use statuses configured and accepted by the institution's iSIMS environment.
Example Excel File
The completed Sheet1 should look similar to the following:
|
ID |
FirstName |
MiddleName |
LastName |
TRN |
DateOfBirth |
ContactNumber |
EmailAddress |
Gender |
Campus |
ProgrammeName |
Year |
Status |
|
20260001 |
John |
Peter |
Brown |
123456789 |
2002-05-14 |
8765551234 |
john.brown@example.com |
Male |
Main Campus |
Bachelor of Information Technology |
1 |
Active |
|
20260002 |
Jane |
Ann |
Williams |
987654321 |
2001-09-22 |
8765556789 |
jane.williams@example.com |
Female |
Main Campus |
Diploma in Business Administration |
2 |
Active |
|
20260003 |
Michael |
David |
Campbell |
456789123 |
2004-02-11 |
8765559876 |
michael.campbell@example.com |
Male |
West Campus |
Certificate in Information Technology |
1 |
Applicant |
Preparing the Excel File
Before uploading the file, complete the following checks.
Step 1 – Verify the Worksheet
Confirm that the worksheet is named:
Sheet1
Step 2 – Verify the Headers
The first row must contain:
Do not change the spelling, capitalization, or spacing of the column names.
Step 3 – Verify the Data
Check that:
-
Each student/applicant has the correct ID.
-
Names are correctly entered.
-
TRNs are correct.
-
Dates of birth are valid.
-
Contact numbers are correct.
-
Email addresses are valid.
-
Gender values are valid.
-
Campus names match iSIMS.
-
Programme names match iSIMS.
-
Year values are correct.
-
Status values are valid.
Step 4 – Save the File
Save the file as:
Excel Workbook (.xlsx)
Uploading the File to iSIMS
Once the Excel file has been prepared:
-
Log in to iSIMS.
-
Navigate to the Student/Applicant Excel Upload function.
-
Select the appropriate upload option.
-
Select the prepared
.xlsx file.
-
Start the upload.
-
Wait for iSIMS to process the file.
-
Review the upload results.
-
Correct any records reported as unsuccessful.
-
Re-upload corrected records where necessary.
Common Upload Issues
|
Issue |
Possible Cause |
Solution |
Sheet1 not found |
Worksheet has been renamed |
Rename the worksheet to Sheet1 |
|
Column not found |
Header was changed |
Restore the required column name |
|
Programme not found |
Programme name does not match iSIMS |
Use the exact programme name configured in iSIMS |
|
Campus not found |
Campus name does not match iSIMS |
Use the configured campus name |
|
Invalid date |
Incorrect date format |
Use YYYY-MM-DD |
|
Invalid gender |
Unsupported value |
Use a configured gender value |
|
Invalid status |
Unsupported status |
Use a status configured in iSIMS |
|
Duplicate record |
ID already exists |
Verify the ID before uploading |
|
TRN changed by Excel |
Column formatted as Number |
Format the TRN column as Text |
|
Contact number changed |
Excel reformatted the number |
Format the ContactNumber column as Text |
Important
Always verify your Excel file before uploading it to iSIMS.
The upload process can create or update records based on the information provided in the spreadsheet. Users are therefore responsible for ensuring that the information is accurate and that the correct ID, TRN, Date of Birth, Campus, Programme, Year and Status are supplied.
iSIMS Support: If you encounter an error that cannot be resolved using this guide, contact your institution's iSIMS administrator or support team and provide the Excel file and the upload error message.