Clients - Biographical Banners
      Back to home
      1. Knowledge Base : CounselMore Support
      2. CLIENT MANAGEMENT
      3. Clients - Biographical Banners

      Student Profile - Bulk Archiving Students End of Season

      Student Profile - Bulk Archiving Students End of Season

      As counselors, our primary focus is to guide and support our active students, providing them with the tools and assistance they need to navigate the complexities of the college admissions process. We pour our expertise and dedication into helping them achieve their goals. However, there inevitably comes a time when our active students no longer require our services, having successfully completed their journey under our guidance.

       

      Efficiently, managing student archives is an integral part of the college counseling process. As we bid farewell to our accomplished students, it's essential to streamline the transition by archiving their profiles in a systematic and organized manner. This is where the power of bulk archiving in the CounselMore App comes into play.

       

      In this article, we delve into the transformative capability  of the CM App's bulk archiving feature. We explore  how this functionality enables counselors to  seamlessly and efficiently archive multiple students who are no longer their active clients.

      Please follow the instructions below for guidelines

      1. The easiest way to archive students is by doing another self import as described here.

      NOTE: Before you begin, download the files from this folder 

       

      2. Select and download the students.csv file format and fill out the necessary information needed:

      1. Student First 
      2. Student Last
      3. Status
      4. HS Graduation year
      5. Student Email

       

       

      3. Once you have organized your information, export or download your students.csv format

       

      4. Open your CM account, go to your Settings Menu > My Business Setup > Scroll down to Student Data Import 

       

      5. Find the section under "Upload your students.csv file below first:"

      1. Click "Choose File" and navigate to your students.csv
      2. Double click on the file
      3. Click on the "Import Students" button to import your students

       

       

      6. After you successfully imported your student.csv, the system will find students by name and update their status to archived as opposed to it generating new records. 

       

       

      NOTE: You can archive and activate students as many times as you like. The only thing to keep in mind is that archived students (and their contacts) lose access to the portal, so if you decide to reactivate them for whatever reason, you may always re-invite them. You'll also be able to view all of the students you archived. You can read information from all of the tabs, but if you need to make a change or update, simply reactivate that student.

       

      INFO: If you reformatted properly your file and you're still getting error messages or the data simply isn't uploading, please submit a help request.