Enterprise: Customer Facing Import Guide- School Check In
This guide provides an overview of the customer facing import features within the School Check IN Enterprise system.
Table of Contents
Enterprise - Manual ImportEnterprise Manual Available Fields (*Required)Enterprise Manual Import ProcessEnterprise - Manual Import
Enterprise Manual Available Fields (*Required)
| Class | Faculty & Staff | Students | Parents |
|---|---|---|---|
CLASS NAME * |
EMPLOYEE ID * |
STUDENT ID * |
PARENT ID |
TEACHER FIRST NAME |
FIRST NAME * |
STUDENT FIRST NAME * |
FIRST NAME * |
TEACHER LAST NAME |
LAST NAME * |
STUDENT LAST NAME * |
LAST NAME * |
| CLASS ID | JOB CLASSIFICATION NAME * | CLASS NAME * | DATE OF BIRTH |
| TEACHER EMPLOYEE ID * | JOB CLASSIFICATION CODE | CLASS ID | |
| SCHOOL ID | DATE OF BIRTH | DOB | HOME PHONE |
| TEACHER FIRST NAME | WORK PHONE | ||
| HOME PHONE | TEACHER LAST NAME | CELL PHONE | |
| WORK PHONE | TEACHER ID | STREET ADDRESS | |
| CELL PHONE | SCHOOL ID | STREET ADDRESS 2 | |
| STREET ADDRESS | SECONDARY SCHOOL ID | CITY | |
| STREET ADDRESS 2 | SCHOOL ID | STATE | |
| CITY | ZIP | ||
| STATE | DRIVER LICENSE # | ||
| ZIP | BIOCHECK ID | ||
| DRIVER LICENSE # | STUDENT ID* | ||
| BIOCHECK ID | RELATIONSHIP TYPE | ||
| KEYFOB ID | KEYFOB ID | ||
| RFID | RFID | ||
| SCHOOL ID | SCHOOL ID |
| Volunteer | Vendor | DAL | School |
|---|---|---|---|
FIRST NAME * |
FIRST NAME * |
FIRST NAME * |
SCHOOL CODE |
LAST NAME * |
LAST NAME * |
MIDDLE NAME |
SCHOOL NAME |
VOLUNTEER TYPE * |
VENDOR PASSWORD |
LAST NAME * |
STREET 1 |
VOLUNTEER ID |
VENDOR ID |
DATE OF BIRTH * |
STREET 2 |
DATE OF BIRTH |
DATE OF BIRTH |
GENDER * |
CITY |
ADDRESS |
STATE |
||
HOME PHONE |
HOME PHONE |
CITY |
ZIP |
WORK PHONE |
WORK PHONE |
STATE |
PHONE |
CELL PHONE |
CELL PHONE |
ZIP |
FAX |
STREET ADDRESS |
STREET ADDRESS |
PHONE |
PRINCIPAL FIRST NAME |
STREET ADDRESS 2 |
STREET ADDRESS 2 |
DRIVERS LICENSE # |
PRINCIPAL LAST NAME |
CITY |
CITY |
MEMO |
PRINCIPAL EMAIL |
STATE |
STATE |
SCHOOL ID |
SCHOOLSTARTTIME |
| ZIP | ZIP | SCHOOLDISMISSALTIME | |
| DRIVER LICENSE # | COMPANY NAME | SCHOOLENDTIME | |
| BIOCHECK ID | COMPANY STREET ADDRESS | SA FIRST NAME | |
| VOLUNTEER EXPIRATION DATE | COMPANY STATE | SA LAST NAME | |
| PRINT BADGE | COMPANY ZIP | SA EMAIL | |
| FAMILY ID# | COMPANY CITY | SCHOOL ID |
|
| VOLUNTEER BACKGROUND DATE | COMPANY PHONE | ||
| KEYFOB ID | COMPANY WEBSITE | ||
| RFID | DRIVERS LICENSE # | ||
| SCHOOL ID | BIOCHECK ID | ||
| VENDOR EXPIRATION DATE | |||
| PRINT BADGE | |||
| SCHOOL ID |
Note
An additional SchoolID field will need to be added for district wide imports.
Note
District F&S can be imported using the SchoolID “9999”. This will create a District Wide School (DWS) listing. Any names located in the DWS will be able to check in at all clients under the district.
Enterprise Manual Import Process
- Navigate to schoolcheckin.net
- Sign in with District/School Admin credentials
- Click on the blue Imports/Exports button
- Click on Import
- Fill out Data Import fields
- What type of record are you importing
- CLASSES
- FACULTY & STAFF
- STUDENTS
- PARENT/GUARDIANS
- VOLUNTEER
- VENDOR
- SCHOOLS
- Choose a comma-delimited list (.csv) or Excel (.xls) file to upload
- Click on Choose File
- Click on desired file
- Click open
- Are you importing records for a single school, or multiple schools?
- Select Single school or
- Select Multiple Schools *Make sure data files contain the required School ID value
- What type of record are you importing
- Click Upload file and proceed to import mapping page
- Check box to ignore header row or leave unchecked if header row not present
- Select Import Options:
- STANDARD - Use for daily imports –-- Existing Records that are not in the file will be deleted; Existing Records that have changed will be modified & New records will be imported
- ADD/MODIFY - Use to add new or modified records to existing records --- All existing records will be preserved (no deletions) and new records will be imported and matched records will be modified
- NEW - Use for new schools/districts or at start of the new school year --- All existing records will be deleted and all records imported
- Don’t delete records that were manually entered
- Complete Field Mapping:
- Select our fields on the left to match with your import file fields on the right.
- Required Fields noted with *
- Field names do NOT need to match (Ex. First Name vs F. Name)
- Select our fields on the left to match with your import file fields on the right.
- Click Process Import
- Review:
- Error Records
- Inserted Records
- Updated Records
- Click Import Records