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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:

MethodBest forTime per student
Manual entryIndividual students, corrections2-3 minutes
CSV importBulk enrollment, migrationsSeconds (batch)
Admissions workflowNew applicants with full tracking5-10 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:

RequirementHow to verifyWhy needed
Academic year createdFoundation → Schools → Academic YearsStudents need an academic period
Current year setYear shows "Current" badgeEnrollment validation
Grade levels configuredAcademics → Class Structure → Grade LevelsAssignment to grade
Class divisions createdAcademics → Class Structure → Class DivisionsClass placement
School selectedCheck top navigation barData isolation
Setup order matters

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

  1. Click People in the sidebar
  2. Click Students
  3. 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:

FieldRequiredDescriptionExample
First nameLegal first name"Tatenda"
Middle nameOptionalMiddle name(s)"Grace"
SurnameFamily name"Moyo"
Preferred nameOptionalName student goes by"Tate"
Date of birthBirth date (YYYY-MM-DD)2012-05-15
GenderMALE, FEMALE, OTHER"FEMALE"
NationalityOptionalCountry of citizenship"Zimbabwean"

Step 4: Assign to class

  1. Select the Grade level from the dropdown
  2. The Class division dropdown filters to classes in that grade
  3. Select the specific class (e.g., "Form 1A")
  4. If your school uses streams, select the stream

Step 5: Save the student

  1. Review all entered information
  2. Click Save or Create student
  3. The student appears in the students list

After creating the student:

  1. Open the student's detail view
  2. Navigate to the Guardians tab
  3. Click Link guardian
  4. Either search for existing guardian or create new
  5. 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

  1. Go to People → Import People
  2. Select Students as the import type
  3. Click Download template
  4. Open the CSV file in Excel or Google Sheets

Step 2: Understand the template columns

Required columns:

ColumnFormatExample
firstNameText"Tatenda"
surnameText"Moyo"
dateOfBirthYYYY-MM-DD"2012-05-15"
genderMALE/FEMALE/OTHER"FEMALE"
gradeLevelCodeCode matching your setup"F1" or "FORM1"
classDivisionCodeCode matching your setup"F1A"

Optional but recommended:

ColumnFormatNotes
middleNameText
nationalIdTextInclude hyphens
emailValid emailFor older students
phoneWith country code"+263..."
boardingStatusDAY/BOARDING
studentTypeREGULAR/TRANSFER

Step 3: Fill in student data

Tips for successful imports:

  1. Match codes exactly — Grade level and class division codes must match what's in the system
  2. Date format — Use YYYY-MM-DD (e.g., 2012-05-15)
  3. No extra spaces — Trim whitespace from all cells
  4. UTF-8 encoding — Save as CSV UTF-8 for special characters
  5. 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

  1. Click Upload CSV or drag the file into the upload area
  2. The system parses the file and shows a preview
  3. Review:
    • Total rows detected
    • Valid vs invalid rows
    • Validation errors for each row

Step 5: Fix validation errors

Common errors and solutions:

ErrorCauseSolution
"Grade level not found"Code doesn't matchCheck exact code in Academics → Grade Levels
"Class division not found"Code doesn't matchCheck exact code in Academics → Class Divisions
"Invalid date format"Wrong date formatUse YYYY-MM-DD
"Invalid gender"Unexpected valueUse MALE, FEMALE, or OTHER
"Duplicate entry"Student already existsRemove row or update existing

Step 6: Confirm import

  1. Once all rows are valid (or you've reviewed which will be skipped)
  2. Click Import or Confirm import
  3. Wait for the import to complete
  4. 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

  1. Go to Admissions → Applications
  2. Click New application
  3. 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:

StageActionsOutcome
ApplicationSubmit documents, pay feeReady for review
EvaluationReview records, conduct interviewAssessment complete
DecisionMake admission decisionAccepted, Rejected, Waitlisted
OfferGenerate and send offer letterOffer extended
AcceptanceGuardian accepts offerCommitment confirmed

Step 3: Convert to enrollment

Once accepted:

  1. Go to Admissions → Enrollments
  2. Find the accepted application
  3. Click Convert to student
  4. Assign to class division
  5. 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

  1. Go to People → Students
  2. Find the newly added student
  3. Click to open detail view
  4. Verify:
    • Name and personal details
    • Class assignment
    • Enrollment status shows "Active"

Students should be linked to guardians for:

  • Communication (fee statements, reports)
  • Portal access
  • Emergency contacts

To link a guardian:

  1. Open student detail view
  2. Go to Guardians tab
  3. Click Link guardian
  4. Search for existing or create new guardian
  5. Set relationship and permissions

Generate student ID

If your school uses printed ID cards:

  1. Open student detail view
  2. Note the auto-generated Student ID
  3. Use this for ID card printing

Managing student enrollment

Enrollment statuses

StatusDescriptionWhen used
ActiveCurrently enrolledNormal state
InactiveNot currently attendingTemporary leave
WithdrawnLeft the schoolFormal withdrawal
GraduatedCompleted schoolingEnd of final grade
TransferredMoved to another schoolTransfer out
SuspendedDisciplinary actionTemporary removal
ExpelledPermanent removalDisciplinary termination

Change enrollment status

  1. Open student detail view
  2. Click the status badge or Change status action
  3. Select new status
  4. Enter effective date and reason
  5. Confirm the change

Transfer between classes

  1. Open student detail view
  2. Click Transfer class action
  3. Select new class division
  4. Enter effective date
  5. 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