---
title: Upload Names List via School Portal (US & CA)
description: Help Center
---

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September 1, 2026

# Upload Names List via School Portal (US & CA)

![US and Canadian flag icons](https://help.gotphoto.com/hubfs/gotphoto-migration/s0R72SVQ1_enYSjvz8P5msoNEMg3DR-q7Q.png)  This article is intended for North American clients. To learn about usage in the UK, [click here](https://help.gotphoto.com/en/support/upload-names-list-via-school-portal-uk?hsLang=en). 

### **Overview**

Clients (or organizations) can upload a names list via the **School Portal**. This streamlines the setup for your Photo Job and enhances data security: potential buyer data stays encrypted and hidden until activated. While administrators can access sales and order insights, personal contact data remains private. Automated campaigns and newsletters still function using the encrypted data. This feature is only available for paid plans. The activation is managed by our [Customer Care](https://help.gotphoto.com/en/support/gotphoto-help-and-support-guide?hsLang=en).

**Table of contents**

- [Overview](https://help.gotphoto.com/en/support/upload-names-list-via-school-portal-us-and-ca#Overview)
- [Video tutorial](https://help.gotphoto.com/en/support/upload-names-list-via-school-portal-us-and-ca#Video-tutorial)
- [Setup](https://help.gotphoto.com/en/support/upload-names-list-via-school-portal-us-and-ca#Setup)
- [Using the school portal to upload a names list](https://help.gotphoto.com/en/support/upload-names-list-via-school-portal-us-and-ca#Using-the-school-portal-to-upload-a-names-list)
- [The names list within the GotPhoto platform](https://help.gotphoto.com/en/support/upload-names-list-via-school-portal-us-and-ca#The-names-list-within-the-GotPhoto-platform)
- [The takeaway](https://help.gotphoto.com/en/support/upload-names-list-via-school-portal-us-and-ca#The-takeaway)

---

### **Video tutorial**

If you prefer a walkthrough, here’s a recorded webinar on using the School Portal: [Watch the video](https://fotograf.wistia.com/medias/du0ec49k1p).

---

### **Setup**

Create an organization (or client) in GotPhoto and enable the **Access to Portal** checkbox:

![School Portal access settings enabled](https://help.gotphoto.com/hubfs/gotphoto-migration/GUhBTeE96LWTe-xc8m9thLwUU9jilrn4fA.png)

1. 1**Login URL:** Portal link to share with the school.
2. 2**Email:** School’s email address; an invitation will be sent for account setup.
3. 3**Access to:** Choose which areas to share—Sales Statistics, Orders (includes customer info), Data (names list upload).
4. 4**Notes:** Optional field for custom instructions or context for the school.

Don’t forget to click **Save** after updating settings!

---

### **Using the school portal to upload a names list**

At the bottom of this article, you'll find a downloadable PDF with instructions for schools.

When the school uses the provided login link, they’ll see a list of jobs. To upload data:

![Jobs list showing 'Actions' dropdown](https://help.gotphoto.com/hubfs/gotphoto-migration/h_GtXICfw92KaDOIS9sqtKyfi20l4VZ49Q.png)

Click the **Actions → Upload data** option, and they can upload an XLS/XLSX or CSV file:

![Spreadsheet example showing student information fields](https://help.gotphoto.com/hubfs/gotphoto-migration/x4zWGFmrsbBUi6AVQt9c9zitVmTptDzJTA.png)

Next, the school must **match** their columns with GotPhoto fields and click **Confirm**. Required fields include at least *Firstname* and *Lastname*.

![Field matching screen showing column alignment](https://help.gotphoto.com/hubfs/gotphoto-migration/sYRNCoPlqNVVei6zrpMgnrukhyfeAGSVNg.png)

The system will process the data automatically:

![Data processing progress indicator](https://help.gotphoto.com/hubfs/gotphoto-migration/gJb-W0EG7f3SMD5Q6SrTN6aDHrTxIl9K5A.png)

Once ready, the school clicks **Start import**:

![Import confirmation screen with Start import button](https://help.gotphoto.com/hubfs/gotphoto-migration/ZeMcu2-MmQSJnPqua_U1-98-r9VqqCnUZg.png)

After the import, they select **Done** to finish:

![Names list displayed with Done button visible](https://help.gotphoto.com/hubfs/gotphoto-migration/EJ5h4V0XfWU2YdBiUKFEX-fjClb7Km50xQ.png)

You will receive an email alert when the school completes the upload.

Next: we’ll cover how the uploaded names list is displayed within GotPhoto.

---

### **The names list within the GotPhoto platform**

Access the names list in the Photo Job by clicking the blue **Manage Names** button in the [Photo Job Main Settings](https://help.gotphoto.com/en/support/the-photo-jobs-settings-page?hsLang=en).

![Imported names list view within platform](https://help.gotphoto.com/hubfs/gotphoto-migration/JsHZXCCgbSNCVjWcpKGMWRBp2Rc5TroQFQ.png)

On the access code overview page, parent/potential buyer info is hidden.

![Access code overview showing hidden buyer data](https://help.gotphoto.com/hubfs/gotphoto-migration/FrVs_OOvbhMaOBv85nwJE8IONHt8BL8asA.png)

Buyer information remains concealed in messaging and automated campaign views as well as via search.

---

### **The takeaway**

GotPhoto’s School Portal feature enhances client workflow and data security. Organizations can securely upload names lists, while administrators can access necessary sales and order insights, without exposing personal contact data.

### Attachments

- [Upload Your Student Roster via School Portal (USCA).pdf](https://help.gotphoto.com/hubfs/gotphoto-migration/Upload%20Your%20Student%20Roster%20via%20School%20Portal%20(USCA).pdf?response-content-disposition=attachment&hsLang=en) (707 KB)

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