---
title: Loader
description: "Disclaimer: School Pathways is not responsible for any misuse of this loader feature. If you overwrite student data, you will need to contact us immediately for programmer assistance - the charge to c"
---

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November 10, 2026

# Loader

## School Pathways Loader tool allows users to import data in mass populating multiple rows of staff, students, and parent information.

**Disclaimer:** School Pathways is not responsible for any misuse or unintended changes resulting from the use of the Loader feature. If student data is overwritten or modified in error, please contact School Pathways immediately for assistance.

Data recovery or correction performed by our programming team is billed at **$150 per hour**. A Statement of Work (SOW) must be signed and approved before our programmers can begin the recovery or correction process.

**School Pathways** **HIGHLY RECOMMENDS** t**o always process data through the loader in your Scopes Test Environment.** After data is loaded correctly, the data can be imported into the Production Environment.

---

**Navigation:**  
**Admin \> Loader:**

![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-06-34-2861-AM.png?width=199&height=147&name=undefined-Nov-10-2026-12-06-34-2861-AM.png)

Selecting the loader will open a new page. Users will stay under the Source tab.

- Source
- Loader Source: External SIS
- Tableset to Load: User will select the desired tableset from the dropdown.
- Select Start New Load ![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-07-01-0127-AM.png?width=490&height=131&name=undefined-Nov-10-2026-12-07-01-0127-AM.png)

---

##### Start **New Load:** On this page the user will upload the Spec File aligned with the tableset selected in the previous page.

##### **Upload**

Note: Files Must be loaded in CSV format

- Click Choose File - This will pull the completed Spec File from the user's computer.
- Upload data file - This will upload the CSV into the School Pathways Loader.

![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-10-00-9443-AM.png?width=646&height=242&name=undefined-Nov-10-2026-12-10-00-9443-AM.png)

Users can click on File Specs to get the most recent copy of the Loader Spec File template.

---

##### **Identify Columns:** On this page the user will verify the CSV column name is matching what is displayed in the School Pathways field name.

**SIS ID?** For fields that support external ID translation, these checkboxes disable this behavior. You should only check these if the values in the import file originally came from the School Pathways database, for the same scope that you're loading the data into. See "Information: Local and external IDs" above for more details.

**Override Matching?**  These checkboxes can be used to override the default matching rules for updating records. See "Information: How the Loader matches and updates records" above for more details.

![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-11-26-4953-AM.png?width=647&height=198&name=undefined-Nov-10-2026-12-11-26-4953-AM.png)

Save Column identifications before moving to the next step.  

     **![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-11-45-4837-AM.png?width=210&height=44&name=undefined-Nov-10-2026-12-11-45-4837-AM.png)**

---

##### **Mapping Values:** On this page the user will verify the School Pathways field is mapped correctly aligning to the CSV Column name.

Review the Status Key to understand the colors of the School Pathways Field.

In some cases the mapping is not correct, the user will need to return to  **Identify Columns** to make necessary corrections. Once the user returns back to **Map Values**, the user Always **Re-Check Values** to get a fresh cache for this specific file.

**![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-12-48-6398-AM.png?width=612&height=474&name=undefined-Nov-10-2026-12-12-48-6398-AM.png)**

Light Green: All Values pass, it is recommended to review the **All Values Passed** records to double check the mapping is correct.

Red: **Some Values Fail**, review the failures by clicking on the School Pathways Field, make corrections by mapping to the correct field.

![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-15-06-8069-AM.png?width=430&height=124&name=undefined-Nov-10-2026-12-15-06-8069-AM.png)

The user will be able to verify a sample of the data from the CSV and its mapping by scrolling down to the button of the page. The data listed can be downloaded by clicking the download icon on the left hand corner of the screen.

![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-18-39-8540-AM.png?width=670&height=97&name=undefined-Nov-10-2026-12-18-39-8540-AM.png)

Click Prepare to load to continue to the next step.                                                          ![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-19-12-9309-AM.png?width=143&height=42&name=undefined-Nov-10-2026-12-19-12-9309-AM.png)

---

##### **Load Data:** On this page the user will verify the School Pathways field is mapped correctly aligning to the CSV Column name.

**Mode**

**Create Records**: In the "create" mode, the Loader will attempt to create even if there is one which matches the mapping rules. However, if a record already exists which matches some of the data, it may fail to be created.

**Update Records:** When using one of the "update" modes, the Loader will attempt to find existing records in the SIS and update them based on the matching rules set in

**Create or Update Records**: In the "create or update" mode, the Loader will attempt to create or update records a combination of both modes create and update.![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-24-20-2485-AM.png?width=386&height=277&name=undefined-Nov-10-2026-12-24-20-2485-AM.png)

The user will select Load data to process data.

![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-24-39-1914-AM.png?width=85&height=42&name=undefined-Nov-10-2026-12-24-39-1914-AM.png)

---

**Results:** Data loaded Successfully will be loaded highlighted in light green

**![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-25-05-6249-AM.png?width=670&height=210&name=undefined-Nov-10-2026-12-25-05-6249-AM.png)**

---

##### **Importing Loader Data Into Production**

After the file was loaded successfully, click the Past Loads tab.

Admin\>Loader\>Past Loads

Click Data File and Map File to save both files from the completed test load:

Data File: Contains the data loaded in the Test Environment.

Map File: Contains the field mappings configured in the Test Environment.

Use both files when importing into the Production Environment to reuse your tested mappings, save time, and help prevent errors.

**![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-26-09-5422-AM.png?width=670&height=115&name=undefined-Nov-10-2026-12-26-09-5422-AM.png)**

 

Log in to the **Production Environment** and navigate to the Loader page.  
**Navigation:** Admin \> Loader

- Selecting **Loader** will open a new page. Remain on the **Source** tab.
- Select **Start New Load** to begin the loading process.![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-33-37-3771-AM.png?width=407&height=109&name=undefined-Nov-10-2026-12-33-37-3771-AM.png)

![](https://help.schoolpathways.com/hs-fs/hubfs/undefined-Nov-10-2026-12-34-52-6344-AM.png?width=642&height=297&name=undefined-Nov-10-2026-12-34-52-6344-AM.png)

**Select Loader Export:** Navigate to the Loader Export option.

**Choose File:** Select the Loader Export file previously downloaded from the Test Environment.

**Update Data File:** Click **Update Data File** to upload the file containing the data successfully loaded in the Test Environment.

Once the file has been uploaded, follow the same loading procedures used in the Test Environment. Since the data has already been matched and mapped during the testing process, users will not need to repeat the column-matching steps. This streamlines the process and allows for a more efficient data load.

 

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- [Staff Dashboard](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#main-content)

    - [Personal Account Settings for Admin/Teachers](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#personal-account-settings-for-admin-teachers)
    - [Tabs/Icons](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#tabs-icons)
- [Special Programs](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#main-content)

    - [Special Programs Basics](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#special-programs-basics)
    - [CERS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#cers)
    - [NPS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#nps)
- [Student/Parent Portal](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#main-content)

    - [Guides for Teachers](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-teachers)
    - [Guides for Parents/Students](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-parents-students)
    - [Admin/Staff User Guides](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#admin-staff-user-guides)
- [Testing](https://help.schoolpathways.com/knowledge/testing?hsLang=en#main-content)

    - [Reports (SSRs)](https://help.schoolpathways.com/knowledge/testing?hsLang=en#reports-ssrs)
    - [PFT Submissions Manual 2018-2019](https://help.schoolpathways.com/knowledge/testing?hsLang=en#pft-submissions-manual-2018-2019)
    - [NWEA](https://help.schoolpathways.com/knowledge/testing?hsLang=en#nwea)
    - [Test Module](https://help.schoolpathways.com/knowledge/testing?hsLang=en#test-module)
- [Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#main-content)

    - [Staff Process for Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#staff-process-for-tiered-reengagement)
    - [Admin/Teacher Guides](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#admin-teacher-guides)
- [Settings & Security](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#main-content)

    - [School Policies](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#school-policies)
    - [Trigger Emails](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#trigger-emails)
- [Bottom Toolbar Features](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#main-content)

    - [Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies)
    - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector)
    - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs)
- [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content)

    - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars)
    - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video)
    - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos)
- [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content)

    - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports)
    - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2)
    - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1)
    - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin)
- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

    - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```