Preparing Educator Spreadsheets for DreamBox Insight Roster Upload

Math Insight Roster Upload should be used only by customers who set up schools or districts in DreamBox Math before 7/28/2025. New customers that want an upload option should use Discovery Education Bulk Import.

Follow the directions below to complete and submit your Educator spreadsheet. 

Getting Started

The directions below will help you complete and verify the information required in each column of the Educator spreadsheet before you submit your file in the dashboard. If a staff member already has a DreamBox Math account, you do not need to include their information on the Educator spreadsheet unless they: 

• Need school or district permissions in DreamBox Math.  
• Moved to a different school. 

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

What do I need? 

• The educator information from your district or school, including first and last name, email address, and role.
• The DreamBox Educator spreadsheet template. If you haven't already downloaded it, click here to jump to the bottom of the article and download the spreadsheet. 

Uploading your Educator spreadsheet will not create classrooms. You need to prepare and submit the Student/Classroom spreadsheet to create classrooms in DreamBox Math.

Completing the Educator Spreadsheet

If a staff member already has a DreamBox Math account, do not include their information on this spreadsheet unless their school association should be updated or they need their school or district administrative access adjusted.

• Open the Educator spreadsheet. Do not make any changes to the Column Headers.
• Review and then delete the sample data in the top rows.

Click the image to enlarge it

• Fill in the spreadsheet rows for each educator who needs a new or adjusted DreamBox account.  

(* = Required information)

Column Header

What information belongs here?

A*

Educator email address

Type the educator's school email address.

Click here to open more information about possible educator email format errors and how to fix them.

B*

Educator first name

Type the educator's first name as it should appear in DreamBox.

An educator's first name cannot include more than 42 characters.

C*

Educator last name

Type the educator's last name as it should appear in DreamBox.

An educator's first name cannot include more than 32 characters.

D*

School Name

Type the name of the school the educator should be associated with in DreamBox.

• If the school already exists in DreamBox, the school name in this column needs to match the exact spelling and capitalization of the school name in DreamBox.
• All educators need to be associated with at least one school in DreamBox, even district-level administrators. 

E*

District Administrator

Type "Y" or "N" to indicate whether the educator needs district-level administrative access.

F*

School Administrator

Type "Y" or "N" to indicate whether the educator needs school-level administrative access. If the staff member needs administrative access to multiple schools, please list each in unique rows.

• If the staff member needs administrative access to two schools, add the same educator information in columns A-C in the next row. Add the new school name in column D, and a “Y” in column F.

• When you have completed the spreadsheet, save the spreadsheet as a Comma delimited file (.csv). Click here to open directions.  

Make sure the file name includes your school name and type of spreadsheet (Educator or Student/Classroom).

• You have two options for step 5, depending on what you need to do next.
  1. If you are ready to complete your Classroom/Student spreadsheet, jump to the Next Steps & Additional Resources section. 
  2. If you only need to complete an Educator Spreadsheet, you can upload the spreadsheet in the dashboard. Click here to jump to directions.  

If you upload only an Educator spreadsheet we will not send educators their invitation emails if one of these things is true: We have not processed your student and classroom rosters. We will send educator invitations after we have received and processed your Student/Classroom spreadsheet.  Your educators log in to their dashboards using Single Sign-On.

What Happens If I Don’t Complete the Spreadsheet Correctly Before I Submit It?  

If your file is missing required content or contains conflicting information, like an incomplete email address, your file will stop processing and you will see a list of errors that need to be fixed on your spreadsheet. You will need to resolve each item and upload the spreadsheet again. 

Click here to see a list of all possible errors. Click here to see a list of all possible warnings.

Next Steps & Additional Resources

• Click here to learn how to prepare the Student/Classroom spreadsheet. 
• Click here to return to the Insight Roster Upload overview article. 

Download the Educator Spreadsheet

Click the attachment below to download the Educator spreadsheet template. Click here to jump back to Completing the Educator Spreadsheet.

• Teacher Upload Template.csv430 Bytes

Updated July 30, 2025 04:50