Add your first student
This guide covers all methods for adding students to Makronexus Education: manual entry, CSV import, and the full admissions workflow.
Overview
There are three ways to add students:
| Method | Best for | Time per student |
|---|---|---|
| Manual entry | Individual students, corrections | 2-3 minutes |
| CSV import | Bulk enrollment, migrations | Seconds (batch) |
| Admissions workflow | New applicants with full tracking | 5-10 minutes |
Choose based on your situation:
- New school setup: Use CSV import for existing students
- Single new student: Manual entry
- Formal application process: Admissions workflow
Prerequisites
Before adding students, ensure:
| Requirement | How to verify | Why needed |
|---|---|---|
| Academic year created | Foundation → Schools → Academic Years | Students need an academic period |
| Current year set | Year shows "Current" badge | Enrollment validation |
| Grade levels configured | Academics → Class Structure → Grade Levels | Assignment to grade |
| Class divisions created | Academics → Class Structure → Class Divisions | Class placement |
| School selected | Check top navigation bar | Data isolation |
If you try to add students before setting up grade levels and class divisions, you won't be able to assign them to classes.
Method 1: Manual entry
Navigation: People → Students
Step 1: Open students page
- Click People in the sidebar
- Click Students
- You'll see the student directory with filters and actions
Step 2: Click Add student
Click the Add student button (with + icon) in the top right.
Step 3: Enter student details
The student form has several sections:
- Basic Information
- Identity
- Contact
- Academic
- Additional
| Field | Required | Description | Example |
|---|---|---|---|
| First name | ✅ | Legal first name | "Tatenda" |
| Middle name | Optional | Middle name(s) | "Grace" |
| Surname | ✅ | Family name | "Moyo" |
| Preferred name | Optional | Name student goes by | "Tate" |
| Date of birth | ✅ | Birth date (YYYY-MM-DD) | 2012-05-15 |
| Gender | ✅ | MALE, FEMALE, OTHER | "FEMALE" |
| Nationality | Optional | Country of citizenship | "Zimbabwean" |
| Field | Required | Description | Example |
|---|---|---|---|
| National ID | Optional | Government ID number | "63-123456-A-12" |
| Birth certificate number | Optional | Birth registration | "BC-12345-2012" |
| Passport number | Optional | For international students | "ZN123456" |
| Student ID | Auto | Generated by system | "STU-2026-00001" |
| Field | Required | Description | Example |
|---|---|---|---|
| Optional | Student email (secondary+) | "student@school.ac.zw" | |
| Phone | Optional | Mobile number | "+263771234567" |
| Address | Optional | Home address | "123 Main Street, Harare" |
| Field | Required | Description | Example |
|---|---|---|---|
| Grade level | ✅ | Academic grade | "Form 1" |
| Class division | ✅ | Specific class | "Form 1A" |
| Stream | Conditional | If school uses streams | "Sciences" |
| Student type | Optional | Regular, Transfer, Re-admit | "REGULAR" |
| Enrollment status | Auto | Set to ACTIVE | "ACTIVE" |
| Field | Required | Description |
|---|---|---|
| Boarding status | Optional | DAY, BOARDING, WEEKLY_BOARDING |
| Medical conditions | Optional | Allergies, conditions to note |
| Special needs | Optional | Learning accommodations |
| Previous school | Optional | Transfer information |
| Religion | Optional | If relevant to school |
| Home language | Optional | Primary language at home |
Step 4: Assign to class
- Select the Grade level from the dropdown
- The Class division dropdown filters to classes in that grade
- Select the specific class (e.g., "Form 1A")
- If your school uses streams, select the stream
Step 5: Save the student
- Review all entered information
- Click Save or Create student
- The student appears in the students list
Step 6: Add guardian (recommended)
After creating the student:
- Open the student's detail view
- Navigate to the Guardians tab
- Click Link guardian
- Either search for existing guardian or create new
- Set the relationship (Parent, Guardian, Emergency Contact)
Method 2: CSV bulk import
Navigation: People → Import People
For importing many students at once.
Step 1: Download the template
- Go to People → Import People
- Select Students as the import type
- Click Download template
- Open the CSV file in Excel or Google Sheets
Step 2: Understand the template columns
Required columns:
| Column | Format | Example |
|---|---|---|
firstName | Text | "Tatenda" |
surname | Text | "Moyo" |
dateOfBirth | YYYY-MM-DD | "2012-05-15" |
gender | MALE/FEMALE/OTHER | "FEMALE" |
gradeLevelCode | Code matching your setup | "F1" or "FORM1" |
classDivisionCode | Code matching your setup | "F1A" |
Optional but recommended:
| Column | Format | Notes |
|---|---|---|
middleName | Text | |
nationalId | Text | Include hyphens |
email | Valid email | For older students |
phone | With country code | "+263..." |
boardingStatus | DAY/BOARDING | |
studentType | REGULAR/TRANSFER |
Step 3: Fill in student data
Tips for successful imports:
- Match codes exactly — Grade level and class division codes must match what's in the system
- Date format — Use YYYY-MM-DD (e.g., 2012-05-15)
- No extra spaces — Trim whitespace from all cells
- UTF-8 encoding — Save as CSV UTF-8 for special characters
- Header row — Keep the first row as column headers
Example data:
firstName,surname,dateOfBirth,gender,gradeLevelCode,classDivisionCode
Tatenda,Moyo,2012-05-15,FEMALE,F1,F1A
Kudzai,Nyathi,2012-03-22,MALE,F1,F1A
Rufaro,Chigumba,2011-11-08,FEMALE,F1,F1B
Step 4: Upload and preview
- Click Upload CSV or drag the file into the upload area
- The system parses the file and shows a preview
- Review:
- Total rows detected
- Valid vs invalid rows
- Validation errors for each row
Step 5: Fix validation errors
Common errors and solutions:
| Error | Cause | Solution |
|---|---|---|
| "Grade level not found" | Code doesn't match | Check exact code in Academics → Grade Levels |
| "Class division not found" | Code doesn't match | Check exact code in Academics → Class Divisions |
| "Invalid date format" | Wrong date format | Use YYYY-MM-DD |
| "Invalid gender" | Unexpected value | Use MALE, FEMALE, or OTHER |
| "Duplicate entry" | Student already exists | Remove row or update existing |
Step 6: Confirm import
- Once all rows are valid (or you've reviewed which will be skipped)
- Click Import or Confirm import
- Wait for the import to complete
- Review the summary showing:
- Successfully imported
- Skipped (with reasons)
- Errors
Method 3: Admissions workflow
Navigation: Admissions → Applications
For formal application tracking from prospect to enrolled student.
Overview of the admissions pipeline
Prospect → Application → Evaluation → Decision → Offer → Acceptance → Enrollment → Class Assignment
Step 1: Create an application
- Go to Admissions → Applications
- Click New application
- Enter applicant details:
- Name, date of birth, gender
- Contact information
- Applying for grade level
- Program (if applicable)
- Admission cycle
Step 2: Process through pipeline stages
The application moves through stages:
| Stage | Actions | Outcome |
|---|---|---|
| Application | Submit documents, pay fee | Ready for review |
| Evaluation | Review records, conduct interview | Assessment complete |
| Decision | Make admission decision | Accepted, Rejected, Waitlisted |
| Offer | Generate and send offer letter | Offer extended |
| Acceptance | Guardian accepts offer | Commitment confirmed |
Step 3: Convert to enrollment
Once accepted:
- Go to Admissions → Enrollments
- Find the accepted application
- Click Convert to student
- Assign to class division
- Student record is created with full history
Benefits of admissions workflow
- Complete audit trail — Every decision documented
- Document management — Store certificates, transcripts
- Communication history — Track all correspondence
- Capacity management — Monitor seats per grade/class
- Reporting — Admissions funnel analytics
After adding students
Verify the student record
- Go to People → Students
- Find the newly added student
- Click to open detail view
- Verify:
- Name and personal details
- Class assignment
- Enrollment status shows "Active"
Link to guardians
Students should be linked to guardians for:
- Communication (fee statements, reports)
- Portal access
- Emergency contacts
To link a guardian:
- Open student detail view
- Go to Guardians tab
- Click Link guardian
- Search for existing or create new guardian
- Set relationship and permissions
Generate student ID
If your school uses printed ID cards:
- Open student detail view
- Note the auto-generated Student ID
- Use this for ID card printing
Managing student enrollment
Enrollment statuses
| Status | Description | When used |
|---|---|---|
| Active | Currently enrolled | Normal state |
| Inactive | Not currently attending | Temporary leave |
| Withdrawn | Left the school | Formal withdrawal |
| Graduated | Completed schooling | End of final grade |
| Transferred | Moved to another school | Transfer out |
| Suspended | Disciplinary action | Temporary removal |
| Expelled | Permanent removal | Disciplinary termination |
Change enrollment status
- Open student detail view
- Click the status badge or Change status action
- Select new status
- Enter effective date and reason
- Confirm the change
Transfer between classes
- Open student detail view
- Click Transfer class action
- Select new class division
- Enter effective date
- Student moves to new class (old enrollment marked as transferred)
Troubleshooting
Student doesn't appear in list
Possible causes:
- Filter is applied (check filter pills at top)
- Wrong school selected
- Enrollment status is not "Active"
Solutions:
- Clear all filters
- Verify school in top bar
- Check student status
Can't assign to class
Possible causes:
- Class division not created
- Class at capacity
- Grade level mismatch
Solutions:
- Create class division first (Academics → Class Divisions)
- Increase class capacity or create new division
- Ensure student grade matches class grade
Import fails completely
Possible causes:
- Wrong file format (not CSV)
- Missing required columns
- Encoding issues (special characters)
Solutions:
- Save as "CSV UTF-8" from Excel
- Compare column headers to template exactly
- Remove special characters and re-try
Related topics
- Initial setup checklist — Complete setup guide
- Bulk import students CSV — Detailed import guide
- Admit a student — Full admissions workflow
- Academic structure — Grade levels and classes