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Basic: Customer Facing Import Guide- School Check In

Gain insight into the fundamentals of customer-facing school check-in processing, including best practices and tips.

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Basic - Manual Import

Basic Manual Available Fields

Students: Students & Grade/Class/HMRM Students: Students Only Students: Grade/Class/HMRM Only

Grade Class Homeroom

First Name Grade Class Homeroom

Teacher First Name

Last Name Teacher First Name

Teacher Last Name

Student ID Teacher Last Name

Grade Class Homeroom Student ID

Date of Birth Student First Name


Student Last Name


Student Date of Birth
Faculty & Staff Parents & Guardians : Parent Guardians

First Name

Student ID

Last Name

Parent Guardian First Name

ID Number

Parent Guardian Last Name

Street

Parent Guardian Student Relationship

City

Email

State

Street1

Zip

Street2

Cell Phone

City

Driver License Number

State

Job Classification

Zip

Date of Birth

Cell Phone


Home Phone

Work Phone

Driver License Number

Basic Manual Import Process

  1. Open School Check IN
  2. Enter Start Up Password (If enabled)
  3. Click on Admin button
  4. Enter Admin Button
  5. Click on Import/Export/Restore
  6. Click on desired import group:
    1. Students
      1. Grade/Class/HMRM Only
      2. Students Only
      3. Students & Grade/Class/HMRM
    2. Faculty & Staff
    3. Parents & Guardians
      1. Parents Guardians
      2. Parent Guardians With Unique ID’s – Legacy Import
    4. Volunteers
    5. Vendors
    6. identiFi Students – Legacy Import
  7. Browse for file
  8. Select file
  9. Click open
  10. If error “ The file “Updater.006” could not be opened. (Not Found), clicking OK will bypass this.
  11. Match your file’s Source fields with the SCI’s Target fields, using the double headed arrow to move the Target fields up and down. If needed, clicking on the right facing arrow will enable (arrow present) or disable the mapping (thin line).
  12. Click Import
  13. Click on Import again
  14. Click OK
  15. Click OK again
  16. Verify data matches fields
  17. Click Correct Continue
  18. If there is any data in the system that was NOT present in your current import, you will be prompted to select the data for deletion. Clicking Done, without selecting any data will cause no deletion to occur.
import guide sci manual import basic customer facing

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