Import many students at once
Have a whole class to register? Instead of one by one, upload a spreadsheet with everyone's name and email. At the end, a report shows who got in.
On the Mentorfy screen, a student shows up as a client, in the Clients menu.
Step by step
In My Clients, click Import.
Upload the spreadsheet as a .CSV, with the Name and Email columns.
Drag the file into the box or click to choose it. Don't have a spreadsheet ready? In Download spreadsheet template, grab a template (the Simple Template works for most people).
In Review, check who is new, who already exists, and who has an error. Click Next.
Rows with errors (no name or an invalid email) are left out.
In Configuration, pick the product everyone will get.
Use the Categories tab to give a whole track. Expiration date, Group, and Team member are optional.
In Confirmation, review the summary and click Import.
The button shows how many students will get in. Don't close the tab while it imports. With a lot of students, it can take a few minutes.
Read the Import report and click Close.
Each row shows Success or Error, with the reason. Use Show errors only to find what failed.
Good to know
Every new student gets the welcome email with their access. Students who were already registered only get it if you check Send welcome email to existing clients in Confirmation.
Someone who's already registered doesn't become a second account: they just get the new accesses.
Reference
Spreadsheet format. Name and Email are required; the other columns are optional. A column with any other name makes the file get rejected ("Unrecognized columns"). When in doubt, start from a template.
| Column (write it like this) | What to put in it |
|---|---|
Nome or name | The student's name. Required. |
E-mail, Email, or email | The student's email. Required. |
Telefone or phone | Phone number with area code. |
Vencimento or expiration | When the access ends, like 31/12/2026 or 2026-12-31. It takes priority over the date chosen in Configuration. |
tag or Tags | The tag name. Several in the same cell, separated by commas. |
Grupo | The group name. If the group doesn't exist, it gets created. |
Membro de time or team_member | The email of the person on your team who will look after the student. |
guardian_name, guardian_email, guardian_phone | Name, email, and phone of the guardian (parents or tutors). |
Common questions
The Import button is grayed out. Why?
When your account reaches the client limit of your plan, the button is grayed out and shows "Client limit reached". It's also grayed out when there's no active plan or no permission to create clients.
It said "The file must contain the Name and Email columns."
The first row of the spreadsheet needs the column names, exactly as in the table above. Download the Simple Template, paste your data into it, and upload it again.
I can't pick a group in Configuration.
The default group can only be chosen when you check exactly one product. With more than one, use the Grupo column in the spreadsheet.
My spreadsheet is in Excel (.xlsx).
The import only accepts .CSV. In Excel or Google Sheets, use "Save as" or "Download" and choose CSV.