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Chapter officers can merge a markdown note onto filtered students, teams, or events and save the recipe. Extra student-note columns are additional fields (any ## … fields heading) so they work as print tokens whether imported or typed by hand. Co-authored-by: Cursor <cursoragent@cursor.com>
51 lines
2.8 KiB
Markdown
51 lines
2.8 KiB
Markdown
# Import Students and Note Fields
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**Created:** 2026-08-29
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**Last updated:** 2026-08-30
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**Description:** How `/students/import` creates students and merges leftover CSV columns into each student's markdown notes.
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## Where notes live
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Each student has a system note titled `#Student:{id}`. It is edited on the student edit page and shown on student details. Those notes are hidden from the main Notes list.
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Leftover CSV values (and any fields you add by hand) go in a table under `## Additional fields`. Any `## … fields` heading is read the same way (for example an older `## Imported fields`). Other markdown above or below that heading is left alone.
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## CSV format
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```
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Student Name,Grade,TSA year,State ID,Regional ID,National ID,Interview Time,Application,Club Permission Slip,Teacher Rec 1,Teacher Rec 2,Teacher Rec 3
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"Last, First",6,1st,,,,3:20-3:35,x,x,Fuqua,Young,
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```
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- Roster (required): `Student Name` (`Last, First` or `First Last`), `Grade`, `TSA year`.
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- Roster (optional): `State ID`, `Regional ID`, `National ID`.
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- Every other column becomes a Field/Value row. Later files can add columns without a code change.
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- A cell that is only `x` / `X` is stored as `Yes`. Blank stays blank.
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- Rank columns `1`–`10`, `Officer`, and `TOTAL # OF EVENTS` are ignored (use `/students/event-ranking/import` for rankings).
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A notes-only file without `Grade` will not import. Put roster and leftover columns in the same CSV.
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## Merge rules
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- New students are inserted. Existing first+last name matches are skipped for the roster (add-only).
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- After students are saved, leftover columns are fuzzy-matched by name and merged into notes. Existing students still receive note updates.
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- Incoming values win when a field already exists, including a blank cell that clears a previous value.
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- New fields are appended. Fields not in this CSV stay. Blank cells are stored and re-imported as a no-op.
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- Duplicate rows for the same student collapse into one note match; the last row wins for overlapping field names.
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- Importing the same file twice adds no students and writes no note history.
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## Steps
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1. Sign in as an Administrator.
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2. Open **Students** and click **Import**, or go to `/students/import`.
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The arrow next to **Import** downloads a CSV template (roster columns, Students index columns, and any other additional fields already in notes).
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`/import` still opens this same student page.
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3. Upload the student CSV.
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4. Review new vs existing counts and leftover field names.
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5. **Save to Database**.
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## Index columns
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Chapter Settings → **Student Index Columns** lists which additional field names appear as extra columns on the Students index. The page also shows field names already present in student notes; click a chip to add or remove it from the list. Open Students again after saving; a restart is not required.
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