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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.

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Table of Contents

Enterprise - Manual ImportEnterprise Manual Available Fields (*Required)Enterprise Manual Import Process

Enterprise - 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 EMAIL
SCHOOL ID DATE OF BIRTH DOB HOME PHONE

EMAIL 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

EMAIL

EMAIL

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

Delete

Note

An additional SchoolID field will need to be added for district wide imports.

Delete

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

  1. Navigate to schoolcheckin.net
  2. Sign in with District/School Admin credentials
  3. Click on the blue Imports/Exports button
  4. Click on Import
  5. Fill out Data Import fields
    1. What type of record are you importing
      1. CLASSES
      2. FACULTY & STAFF
      3. STUDENTS
      4. PARENT/GUARDIANS
      5. VOLUNTEER
      6. VENDOR
      7. SCHOOLS
    2. Choose a comma-delimited list (.csv) or Excel (.xls) file to upload
      1. Click on Choose File
      2. Click on desired file
      3. Click open
    3. Are you importing records for a single school, or multiple schools?
      1. Select Single school or
      2. Select Multiple Schools *Make sure data files contain the required School ID value
  6. Click Upload file and proceed to import mapping page
  7. Check box to ignore header row or leave unchecked if header row not present
  8. Select Import Options:
    1. 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
    2. 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
    3. NEW - Use for new schools/districts or at start of the new school year --- All existing records will be deleted and all records imported
    4. Don’t delete records that were manually entered
  9. Complete Field Mapping:
    1. Select our fields on the left to match with your import file fields on the right.
      1. Required Fields noted with *
      2. Field names do NOT need to match (Ex. First Name vs F. Name)
  10. Click Process Import
  11. Review:
    1. Error Records
    2. Inserted Records
    3. Updated Records
  12. Click Import Records
customer facing school check-in sci import guide enterprise manual import available fields import process schoolid

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