CSV Upload — Developer & Admin Documentation

Overview

The CSV uploader is a Lightning Web Component (csvUploader) that allows staff to bulk-create or update mentor/student pairings from a spreadsheet. It supports two program types: eMentors and Cloud Coach.

When a file is submitted the component: 1. Parses and validates the CSV client-side (structure, column count, pronoun normalization) 2. Sends batches of 15 rows at a time to the PortalUpload Apex class via @AuraEnabled 3. The Apex class upserts Contacts, inserts BestPrep Program Participation records (BPPPs), and creates Connection records

CSV Format

General Rules

File must be .csv format
First row must be a header row (see column names below)
Each subsequent row represents one mentor/student pairing
Fields containing a comma must be wrapped in double-quotes (e.g. "Senior Manager, Operations")
Excel and Google Sheets handle this automatically on export — no manual quoting needed unless editing the raw file by hand
Completely blank rows are skipped automatically

Columns

eMentors

#	Column Header	Required	Notes
1	`Class Period`	Yes	Free text, e.g. `1`, `2A`
2	`Student First Name`	Yes
3	`Student Last Name`	Yes
4	`Student Email`	Yes	Used as the unique identifier for upsert
5	`Student Pronouns`	Yes	See Pronoun Handling
6	`Mentor First Name`	Yes
7	`Mentor Last Name`	Yes
8	`Mentor Title`	Yes	Quote if it contains a comma
9	`Mentor Email`	Yes	Used as the unique identifier for upsert
10	`Mentor Pronouns`	Yes	See Pronoun Handling
11	`Mentor Organization`	Yes

Cloud Coach

Same as eMentors, plus one additional column:

#	Column Header	Required	Notes
12	`Child Case ID`	Yes	Salesforce ID of the child Case to link records to

Example Rows

eMentors:

Class Period,Student First Name,Student Last Name,Student Email,Student Pronouns,Mentor First Name,Mentor Last Name,Mentor Title,Mentor Email,Mentor Pronouns,Mentor Organization
1,Jane,Doe,jane.doe@school.edu,She/Her,John,Smith,Engineer,john.smith@company.com,He/Him,Acme Corp
2A,Alex,Lee,alex.lee@school.edu,They/Them,Sarah,Adams,"Senior Manager, Operations",sarah.adams@company.com,She/Her,BestCo

Cloud Coach:

Class Period,Student First Name,Student Last Name,Student Email,Student Pronouns,Mentor First Name,Mentor Last Name,Mentor Title,Mentor Email,Mentor Pronouns,Mentor Organization,Child Case ID
1,Jordan,Kim,jordan.kim@school.edu,They/Them,Chris,Nguyen,Analyst,chris.nguyen@firm.com,He/Him,Firm LLC,5001200000AbCdEAAZ

Pronoun Handling

Pronouns are normalized automatically — users do not need to enter exact values. The component maps raw input to a standard picklist value before any data is saved.

Mapping Rules (applied in priority order)

If the input contains…	Normalized to
`they`, `them`, `theirs`, `nb`, `non-binary`	`They/Them`
`she`, `her`, `female`, `woman`, `girl`, `f` (whole word), `w` (whole word)	`She/Her`
`he`, `male`, `man`, `m` (whole word)	`He/Him`
Anything else, or blank	`Not Listed`

Single-letter shorthands (F, M, W) are matched as whole words only, so values like "Prefer not to disclose" correctly fall through to Not Listed rather than accidentally matching on the f in "prefer."

Both the text field (Pronouns__c) and the standard picklist field (Pronouns) are populated with the normalized value.

Validation

All validation happens client-side before any data is sent to Salesforce. The upload will not proceed if any of the following are found:

Check	Error shown to user
Fewer than 2 rows (no data rows)	`CSV must have at least one data row.`
A required column header is missing	`[column name] is missing from your file`
More columns than expected	`Extra column in file. Please follow the template.`
A data row has fewer fields than the header	`Row [N]: You are missing some data in cell(s): [column names]`

Rows with no data in any cell are silently skipped.

Salesforce Records Created

Contacts

Contacts are upserted — if a Contact with a matching email already exists it is updated, otherwise a new one is created.
Email matching checks Email, npe01__HomeEmail__c, and npe01__WorkEmail__c.

Field	Student	Mentor
`RecordTypeId`	`012A0000000z8IJIAY`	`012A0000000z2dGIAQ`
`npe01__Preferred_Email__c`	`Personal`	`Work`
`npe01__HomeEmail__c`	Set to student email	—
`npe01__WorkEmail__c`	—	Set to mentor email
`Contact_Type__c`	—	`Volunteer`
`Title`	—	From CSV
`npsp__Primary_Affiliation__c`	—	From `Mentor Organization` column
`Pronouns__c`	Normalized value	Normalized value
`Pronouns`	Normalized value	Normalized value

BestPrep Program Participation (BPPP)

Two BPPP records are created per row — one for the student (Role__c = Student) and one for the mentor (Role__c = Mentor).

Program	Record Type ID
eMentors	`012A0000000zBxrIAE`
Cloud Coach	`01212000000zt33AAA`

For Cloud Coach rows, the BPPP Case_Number__c is set to the Child Case ID from the CSV. For eMentors, it is set to the Case passed into the component via the caseId property.

Connections

One Connection__c record is created per row, linking the student BPPP and mentor BPPP together.

Field	Value
`Connection_Type__c`	`eMentors` or `Cloud Coach`
`Student_BPPP__c`	Student BPPP Id
`Mentor_BPPP__c`	Mentor BPPP Id
`Case__c`	Parent case (eMentors) or child case (Cloud Coach)

Component Properties (`@api`)

Property	Type	Description
`caseId`	`Id`	The Salesforce Case Id to associate records with
`programType`	`String`	`eMentors` or `Cloud Coach`
`uploadResultMessage`	`String`	Output property — set to `Upload successful.` on success; readable by the parent Flow

Batch Processing

To stay within Salesforce governor limits, rows are sent to Apex in batches of 15. Each batch includes the header row so column mapping is preserved. Batches are processed sequentially — if any batch fails, the upload stops and the error is shown to the user. Records inserted by earlier batches in the same upload are not rolled back.

Files

File	Purpose
`csvUploader.html`	Component template
`csvUploader.js`	Client-side parsing, validation, and pronoun normalization
`csvUploader.css`	Component styles
`csvUploader.js-meta.xml`	Component metadata
`PortalUpload.cls`	Apex controller — CSV parsing, upsert logic, record creation
`PortalUploadTest.cls`	Test class — unit tests for `parseCsvLine`, `normalizePronoun`, and integration tests for both program types