Importing Data - File requirements (not SIMS.net)

Andy Larking 23-02-2021 11:05:43 0 0

This guide is for sites looking to import parent data manually (not from SIMS.net). If you are using SIMS.net, please see this guide.

You will need to export the data from your MIS and if required adjust in Excel to exactly match the format below. The file will then need to be saved in a csv file format. For each student you will need a separate row for each parent/subject/class that they are allocated to. The ID columns are important to link the data together and are usually MIS generated and do not change (highlighted in yellow). Typically, for each student you will probably have multiple rows for each subject/class with columns A to N setup identically.

In this example,
Student Ella-Marie Baker has a single parent contact (Julia Baker), and has 5 Classes.
Student Alex West has two parent contacts (Simon West & Jennifer West), and has 2 Classes

Column Headers must match the example file (See sample CSV file download below).

Column

Column Header

Description

Notes

A

ID

Student ID

Usually MIS generated. Must be unique for each Student

B

Forename

Student Forename

C

Surname

Student Surname

D

ID

Parent ID

Usually MIS generated. Must be unique for each Parent

E

(Contact) Priority

MIS Parent contact priority

F

Parental responsibility

Used to identify whether the parental contact is considered a parent

Value either T = True, F = False

G

Lives with Pupil

Used to identify parents who do not live at same address as their child (but may have parental responsibility)

Value either T = True, F = False

H

Title

Parent Title

I

Forename

Parent Forename

J

Surname

Parent Surname

K

(Contact) Home Email

Parent email address

Can be blank if Column M is used

L

Main Telephone

Parent main telephone number

Required if column N is empty

M

Primary Email

Parent email address

Can be used if Column K is blank

N

Mobile number

Parent mobile number

Can be blank. Essential if planning ‘Phone’ meetings

O

ID

Class ID

Usually MIS generated. Must be unique for each class

P

(Class) Class Name

Class Name / subject reference

Q

ID

Teacher ID

Usually MIS generated. Must be unique for each teacher

R

Title

Teacher Title

S

Preferred Forename

Teacher Forename

T

Preferred Surname

Teacher Surname

U

Subject ID

Subject ID

Usually MIS generated. Must be unique for each teacher

V

Subject

Subject desciption

If you are unsure about your data, please contact our

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