Rostering with a CSV

CSV rostering allows district administrators to import schools, users, classes, and enrollments into the Merge 3D Platform using a OneRoster 1.1 bulk CSV ZIP file. This option is ideal for districts that do not use an automated rostering service such as Clever or ClassLink.

Before You Begin

Make sure you have:

• An active Merge 3D Platform subscription that supports rostering
• District administrator access
• Roster data formatted according to the OneRoster 1.1 CSV specification
• All required CSV files combined into one .zip file

Prepare Your CSV ZIP File

Your ZIP file must contain the following required files:

• manifest.csv
• academicSessions.csv
• orgs.csv
• courses.csv
• classes.csv
• users.csv
• enrollments.csv

Verify that all required fields are complete, IDs are unique, and related IDs match across files.

Import Your Roster

1. Sign in to the Merge 3D Platform as a district administrator.
2. Select District from the main dashboard menu.
3. Select Settings.
4. Select Rostering.
5. Select Choose File and upload your OneRoster 1.1 CSV ZIP file.
6. Select Validate to check the file for errors.
7. Review and correct any validation errors.
8. Once the file passes validation, select Import roster.

The import may take several minutes, depending on the size of your roster.

Review the Import Results

When the import is complete:

• Review the import summary.
• Resolve any errors or warnings.
• Correct the appropriate CSV files and upload a new ZIP file if needed.
• Confirm that your schools, users, classes, and enrollments appear correctly in the platform.

Update Your Roster

When roster changes occur during the school year—such as adding students, creating classes, or updating enrollments—export an updated set of OneRoster 1.1 CSV files from your Student Information System (SIS). Combine the required files into a new ZIP file, then repeat the validation and import process.

Troubleshooting

If your roster does not validate or import successfully:

• Confirm that all seven required CSV files are included in the ZIP file.
• Verify that filenames match the required names exactly.
• Make sure the files follow the OneRoster 1.1 CSV specification.
• Confirm that all required columns are included.
• Ensure IDs are unique and match across related files.
• Remove duplicate records.
• Verify that the upload is a .zip file containing .csv files.

If you experience issues, contact support@merge3d.ai and include the ZIP file you attempted to import along with a description of the problem.