Importing Staff Data From Sims
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Download the SIMS Staff report definition file here. TXTRoundStaff-VA.RptDef The following data will be imported:
Download the TXTRound report definition by clicking the link above. When prompted, click Save, and select a location for the report file to be saved on your computer. Where you choose to save this report is entirely up to you, just make sure that you can remember where you saved it to. Step 1Download the TXTRound report definition by clicking the link above. When prompted, click Save, and select a location for the report file to be saved on your computer. Where you choose to save this report is entirely up to you, just make sure that you can remember where you saved it to.Step 2Login to SIMS.net and select the Imports option from the Reports menu. Step 3Click the "Open" button to browse for the Report Definition file that you saved at Step 1. Step 4You should then be able to select the report definition that you saved. The filename is as below - "TXTRoundStaff-Va.RptDef". Then once selected, click the Open button. Step 5The Report Definition you have chosen to import will then appear as shown in the box below. Click on Import. Step 6Once import is Complete, it will be shown as below and you can run the report to prepare staff contacts for upload into TXTRound at any time. |
Running the report and import
-This needs to be done each time you want to update TXTRound-
Step 7Login to SIMS and navigate to the report imported above. This will normally be in the Staff focus area, and is named TXTRoundStaff-Va. Run this report. Note: the image below shows the pupil import. In this step you are using the Staff focus and the TXTRoundStaff-VA report.Step 8You will be prompted for a filename for the report you are running. Click the Browse button. Step 9Choose a filename and location that you will remember. Then press save. You will need this to upload to TXTRound. Step 10The filename selected above will appear in SIMS as below. Click OK. Step 11The report has run and is now complete and ready to be uploaded to TXTRound. Step 12Log in to TXTRound using your usual username and password. Click the Group Admin button, then Import and then select Sims. Step 13In the subsequent screen you should: 1. Browse for the file that you exported from SIMS and select it for Import to TXTRound. 2. Click Open to select the file 3. In the dropdown labelled Select contact type choose Staff 4. Then click Upload Step 14Once the upload has been tested you should see the message below. The check box will be ticked to delete any old contacts and groups from your account. You can then click the Complete Import button. |