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Bulk Upload Family Contact Information
Bulk Upload Family Contact Information

Learn how to bulk upload family member information into Otus.

Monica Burke avatar
Written by Monica Burke
Updated over 2 months ago

Family contact information can be uploaded in bulk through the Control Center located in the Main Admin account.

❗ Note: This does not create accounts for family members or manually link students to existing family accounts. Family members must create an account by visiting my.otus.com and enter their student's code to link their student to their account

  • Step 1: Once in the Control Center, click on Uploads. The default landing page for uploads is the Family Information tab.

  • Step 2: Download and complete the template.

  • Step 3: Clicking on the information symbol will show you the required and optional elements of the template. Required fields are indicated with an asterisk * and in bold.

    • Student SIS ID or Student Email*

    • Family member first name or last name*

    • Family member type*

    • Family member email

    • Country code ID

    • Family member phone number

  • Step 4: Once the template has been filled out, upload it by dragging and dropping or clicking inside the indicated box.

💡 Tip: If an upload already exists, the existing file will need to be removed before the new file can be uploaded. The new upload overwrites the previous information. Please ensure that any family contact information you want to keep exists in the new file as well.



FAQ and Troubleshooting

Click here to see FAQ and troubleshooting details.

Teachers can also add family contact information in the student profile; will this information be overwritten by the upload?

No - manually added family contact information, including the creation of family accounts and linking to students, is not overwritten by the bulk upload.

Will a new upload overwrite the contact information from the previous upload?

Yes, the new upload overwrites the previous information. Please ensure any information you want to keep exists in the new file.

Will a new upload overwrite any information that has been added to Family Communication Log?

No, a new upload will not overwrite any information that has been added to the Family Communication Log. It will delete the contact information and overwrite that contact information with whatever is present in the new file.

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