Loading Math Rosters: Insight Roster Upload

DreamBox administrators can use Insight Roster Upload (IRU) to create and update administrators, teachers, students, and classrooms in bulk. Your dashboard roster management permissions will determine if you can see and use this tool. Click here to learn more about View and Edit dashboard roster permissions.

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Click here to download either the Educator or Student spreadsheet templates. 

Manually updating Math and Reading rosters in DreamBox? Please share and update Math rosters before you begin updating Reading rosters. 

 

Insight Roster Upload: The Basics

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DreamBox Insight Roster Upload (IRU) cannot be used in conjunction with any Single Sign-On (SSO) methods.

As a DreamBox administrator, you can create and update student, educator, and classroom roster data in by completing and uploading two spreadsheets in the Insight Dashboard:

  1. Educator spreadsheet
  2. Student/Classroom spreadsheet

Educator Spreadsheet

Use the Educator spreadsheet to create and adjust staff accounts in bulk:

DB-Icons_010192022_Class3_50p.png Create new teachers and administrators. DB-Icons_010192022_Check mark3_50p.png Assign school or district permissions to an existing teacher account. 
DB-Icons_010192022_School4_50p.png Associate teachers and administrators with the correct district and school.   DB-Icons_010192022_Workshop Model2_50p.png Adjust permissions for an existing administrator account. 

 

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Note: If you are using the Educator spreadsheet to create or adjust a handful of DreamBox Math administrator accounts, you can do this directly in the Educator tab of your dashboard instead of preparing and uploading the Educator spreadsheet.

  • Click here for directions to add a new teacher or administrator. 
  • Click here to learn more about how to view and edit all teachers and administrators. 

 

Student/Classroom Spreadsheet

Use the student spreadsheet to create and update student accounts, classrooms, and classroom rosters in bulk.  

DB-Icons_010192022_Class3_50p.png Create new or update existing student accounts. DB-Icons_010192022_School4_50p.png Create schools and classrooms inside a school. 
DB-Icons_010192022_Curriculum and-Standards Alignment5_50p.png Add students to and remove students from classroom rosters.  DB-Icons_010192022_Customer centric2_50p.png Add teachers to existing classrooms at a school. 

 

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If you are using the Student spreadsheet to create or adjust a handful of students inside an existing classroom, you can do this directly from the Roster tab inside the Teacher Settings tabs in your dashboard. If you want to create a new classroom, you need to use the Student spreadsheet. 

  • Click here for directions on how to add a student to a classroom. 
  • Click here for directions on how to remove a student from a classroom.
  • Click here for directions on how to edit existing student details, like name or enrolled grade level. 



Video Overview: How to Complete and Upload Spreadsheets



Step-by-Step Instructions: How to Complete and Upload Spreadsheets

Step 1: Download the Educator and Classroom/Student Templates

If you have not already downloaded the spreadsheet templates from the dashboard, click here to download them at the bottom of this article,  and then jump right back to Step 2

Step 2: Complete the Spreadsheet/s

Depending on what you need to create or adjust in DreamBox, follow the step-by-step directions in the articles linked below:

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Before you can connect teachers to a classroom, they need to exist in DreamBox. Add these teachers to your Educator spreadsheet and your Student/Classroom spreadsheet, and then upload the Educator spreadsheet first. 

 

Step 3: Upload Spreadsheets in the Insight Dashboard

  • Log in to your DreamBox Insight Dashboard. Click here for help logging in or resetting your password.  
  • Click the Settings button at the top of the page.
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  • Click the Roster Upload tab. *If you don't see the Roster Upload tab in your dashboard, contact your IT administrator to discuss your roster management permissions.
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  • Click the Choose File button, and then navigate and select the spreadsheet you wish to upload. 
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  • Click the Upload button to upload your spreadsheet. The table shows you the status of your file in real time.    IRU_UploadButton_StatusTable.png
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If you see this error text after you select Upload, You need to review your spreadsheet file and make sure it is saved as a CSV. Click here for more information about how to save your spreadsheet as a CSV.

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Step 4: Resolve Errors and Warnings and Submit your File

After uploading an Educator or Student/Classroom spreadsheet you may see that the file requires review because it contains errors and/or warnings. 

  • Errors must be fixed before you can upload and submit the file successfully. 
  • Warnings highlight file data that may impact student accounts and classroom structure in DreamBox, but they do not need to be resolved before you submit your spreadsheet. Please review each Warning, and either choose to fix it or submit the spreadsheet. 
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  • Click here to open our support article to see all possible IRU errors and how to resolve them.
  • Click here to open our support article to see all possible warnings and how to resolve them.

 

Reviewing Errors and Warnings

There are two ways to view all errors and warnings from the Notes column in the Upload Table.

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After you have addressed each error and reviewed each warning, save your file as a CSV and submit your file again.

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Please allow up to 2 business days of processing time for your files. We will email you to confirm your files have been processed and your classrooms are active. All new teachers and administrators will receive a welcome email that will allow them to set their passwords and log in to the DreamBox Insight Dashboard. 


If you need immediate help, chat with DreamBox Customer Support, or submit a support request.

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Additional Set-Up Tips

After you submit your rosters, make sure your computers and iPads are prepared to run DreamBox. See our System Requirements for Schools support article to make sure your web browsers and firewall settings are up to date. If your school uses iPads, see our article on Downloading or Updating the DreamBox Math App.

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If you have any questions, please contact DreamBox Customer Support.

 
 

Download the Educator and Classroom/Student Templates

Click the attachments below to download the templates. To continue reading the rest of the instructions, click here to jump back to Step 2.

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