Preparing historical assessment data for processing

We know that changing software can be stressful. As part of your trial, we'll help you get started by transferring your pre-trial summative assessments and any curriculum objectives where possible. This is a free service, but there are a few caveats on what we're able to do. Please read below for advice on required file formats, etc.

Extracting assessment data from other systems

Unfortunately, we're not able to advise on how to extract assessment data from other providers. They do have an obligation to provide it to you - please see here for more.

Summative assessment data

We can import most of your pre-trial summative assessment data. To help us process files as quickly as possible, here are some helpful pointers:

  • Check the files contain pupils' full names or UPNs.
  • Check your files are clearly labelled with the year groups, subjects and terms the data relates to.
  • Please send your files as Excel documents where possible. We may be able to import data from Word documents, depending on the format. Unfortunately, we can't process data from PDF files or from images such as JPEG files as there's no easy way for us to lift data from these types of files.
  • Check that your files are unprotected. If we need a password to open them, be sure to let us know what it is.
  • Send us a key or reference guide if the data uses coloured cells instead of marks.
  • When adding your data, we will use the mark scheme language from your original files. We recommend saving your historic data with the original descriptor language (compatible with Insight) rather than converting it to a new wording scheme. You will still be able to assess differently going forwards, but this way you have a reliable historical record and Insight is still able to compare the two different types.
  • Please don’t send formative assessment files. Unfortunately there is no easy way to import such granular data into Insight. We usually find that if teachers are happy to assess where children are for the current term, you don't need the historical objective data transferred across (as long as you have a copy of it somewhere).
Lots of files to send? Save yourself time by selecting them all and creating a zip file. You can upload that one file to us.

How to send your files

Please do not email assessment data files to us. Uploading these through Insight is more secure and will ensure we get to your case as quickly as possible.

Once you have all your files prepared, visit this page to see how to upload them to us and find advice on timeframes.


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