Page Comparison

...

1. From the Admin tab, select Setup Student Information System.
2. Click Add.
   
3. Select the correct importer to use. Then, click Ok.
   
4. Enter a description for the import file. Then, click Configure.
   

5. Anchor
   Configure Configure

   Enter the requested information. Then, click Ok.
   1. Url - Enter the url.
   2. Username - Enter the username associated with the url.
   3. Password - Enter the password.

   4. SIS Key Field - Use the drop-down menu to select the correct SIS Key Field (Guid, Id, Student Number, StateId).

      Info

      You should continue using utilizing the SIS Key Field previously utilized by the systemestablished. Failure to do so will result in an abnormal amount of "Adds" to the system and duplicate students (which will then require student merges to be performed). If you are unsure which field was utilized, you should change the SIS Key Field type and test the results until you are certain the information changes are correct and "Updates" and "Adds" are of an acceptable amount.

   5. Student Number Field - Use the drop-down menu to select the correct Student Number Field (Guid, Id, Student Number, StateId, none)
   6. Homeroom Format - Use the drop-down menu to select the homeroom format (None, Homeroom Name, Teacher Name (First Middle Last), Teacher Name (Last, First Middle))
   7. Guardian Name Format - Use the drop-down menu to select the guardian name format (None, First Middle Last, Last, First Middle)
   8. Email Address - Use the drop-down menu to select the email address to associate with the student record (None, Student, Guardian, Guardian if defined, otherwise student, Both; semicolon delimited)
   9. Include Student SSN - By default, the student's social security number will be imported. Uncheck the box to exclude student SSNs from import.
      
6. Complete setup for the SIS import. Then, click Ok.
    
7. You should now see the SIS import. Click Run Now.
   
   You will see a series of processes while the information is updated.
   
8. Only the first 10,000 rows can be displayed when massive updates occur. Click OK to continue.
   

9. Spot check records to ensure the system is importing information correctly. If records look accurate, click Ok. If records appear incorrect, click Cancel and review configuration details.

   Tip
   Click the plus + sign next to a student record to view additional details than what is displayed.

   
   

10. If massive changes are required in the system, such as the initial SIS import at the beginning of the school year, the import process will be paused and you will be warned that the number of changes that are about to occur seems suspicious to the system. If you would like to commit the changes, click Yes.
    

11. Click Submit Request to enter a comment requesting to authorization or Manual Approval to enter a code provided by your Support agent.

    Info
    It is vital that you contact Support prior to attempting to import a file with massive changes. Support will direct you which action you should take.

    
    

12. Once you have received approval, you will notice a progress bar as imports occur.