SDMSDM Documentation
Partners

Creating Schools

Add schools manually or via CSV import

Creating Schools

Partners can create school accounts for their clients.

Manual Creation

Add School Dialog

  1. Go to Partner Dashboard
  2. Click Add School
  3. Fill in school details:
    • School name
    • Address (street, city, zip, country)
    • Contact information (name, email, phone)
    • Registry ID (e.g., RSPO for Poland)
    • Business ID (tax number)
  4. Click Create

CSV Import

Download Template

  1. Click Import Schools
  2. Click Download Template
  3. Open CSV in spreadsheet software

Fill Template

Required columns:

  • name - School name
  • email - Contact email
  • city - City

Optional columns:

  • street, zip, country
  • contactName, phone
  • registryId, businessId

Upload CSV

  1. Click Import Schools
  2. Upload your CSV file
  3. Review parsed data
  4. Click Import

School Status After Creation

New schools have status NEW:

  • Not yet invited
  • Can be edited
  • Ready for invitation

Duplicate Detection

SDM checks for duplicates using:

  • Registry ID (e.g., RSPO)
  • Business ID (tax number)

Duplicates are flagged and prevented.

School Details Form

School Form

The school details form allows you to enter complete information about a school including address and contact person.

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