EdgeEX — Creating sections in bulk

Use this article to create EdgeEX course sections using the Bulk Import Wizard. The Bulk Import Wizard is an alternative method to creating sections by course. Use this method when you want to create all of your sections for all of your courses at one time, rather than creating the sections for each course individually. This method allows you to create sections for all the courses for all subjects using one spreadsheet.

Before you begin

Set yourself up for success by completing the following:

1. Add courses to your School Catalog.
2. Decide on a naming convention for your sections.
3. If you're using External Course Codes, make sure they are set up in advance.
4. If you want to use the template to input teacher names for the Primary Teacher field, you must have educator usernames (not their name or email address). You can access teacher usernames on the Manage Educators tab and download them in an Excel file for reference.

Accessing the Bulk Import Wizard

1. Access your School Catalog.
2. At the top of the page, click Bulk Import Sections.
   
3. The Bulk Import Wizard displays. Continue to the applicable section below:
   • Downloading and filling out the Import Template
   • Uploading the Import Template file

Downloading and filling out the Import Template

1. On the Bulk Import Wizard, click Download Import Template. An Excel file with the filename EdgeEX_Sections_Bulk_Import_Template downloads to your computer.
   
2. Open the file. 

3. Fill in the spreadsheet. Columns in bold with an asterisk (*) are required.

   Column	Action
   Section ID	If you have an integration with your SIS in which students are enrolled into courses via nightly import, input the section ID from your SIS. Otherwise, leave this field blank.  Note Each ID must be unique or it will cause an error.
   Section Name*	Input the section name. Each section name must be unique. We recommend including something unique to this specific upload so it will be easy to find later on the Manage Courses page. For example, Summer 2026 or Fall 2026.
   Course*	Input the course name exactly as it appears on the course card (for example, English Language Arts 9, Geometry), as shown in the image:
   Version*	From the drop-down list, select the applicable version (for example, HON, IC, CR). Make sure the version you're selecting is available in your catalog.
   Length*	From the drop-down list, select the applicable length (for example, full course, semester, trimester, quarter, or module). The length must match the version (for example, Semester A, Semester B, Year).   Option Select this option for... Full Course Full year course Semester-long course that does not have Semester A or Semester B splits. Split A Semester A Trimester A Quarter A Module A Split B Semester B Trimester B Quarter B Module B Split C Trimester C Quarter C Module C Split D Quarter D Module D Split E–R Modules E–R
   Grade Level*	From the drop-down list, select the applicable grade level.
   Start Date	Input the start date in MM/DD/YYYY format. The date cannot be today's date or a past date. If this field is left blank, the system will assign the next day's date.
   Target Date	Input the target date in MM/DD/YYYY format.  If this field is left blank, the system will assign the next day's date.
   Primary Teacher	Input the username (not the teacher's name or email address) for the primary teacher. Or, leave this field blank to be filled out later.
   Additional Teachers	Input the username for each additional teacher (not the teacher's name or email address). Or, leave this field blank to be filled out later.  Note You can include as many additional teachers as you want. Separate their usernames with a semicolon.  For example: username; username

4. Save the Excel file and continue to the next section.

Uploading the Import Template file

1. On the Bulk Import Wizard, click Upload File.
   

    Note

   Files larger than 4 MB may generate an error. If this occurs, try this workaround:

   • Save it as a .csv file.
   • Open the .csv file and save it again as a .xlsx file (this will make the file smaller).
2. At the top of your School Catalog page, the Bulk Import Wizard provides updates while the system processes in the background. It may take a few minutes to finish processing.
   
3. Refresh your screen. You may need to refresh the screen more than once to see that the upload was Validated. If the system is still processing after 15 minutes, contact our support team.
   
4. When the Bulk Import Wizard confirms that the sections are Validated, click Review Sections. 
   

5. Review the list of sections that displays. From this page, you can edit and delete sections. If there are any issues with the upload, the section is highlighted and a red exclamation point indicates the columns that need attention.
   

    Note

   If there are many errors, identify the affected rows. Then correct them in your spreadsheet and re-upload the file. If you only have a few sections with errors, continue to step 6 in this procedure to make corrections on the screen.

6. If desired, under Actions, click the trash icon to delete a section.
   
7. Click the edit icon to make corrections to a section. 
   
8. On the flyout that displays, correct the applicable fields. Use the drop-down menus for course names, versions and lengths, and teacher usernames. Click Update.
   
    
9. Once all corrections have been made, click Import. 
   
10. The page does not refresh to display your new sections. To view them, navigate to the Manage Courses page and filter for EdgeEX.