Importing Contact Data from Integris G2

-How to run the TXTRound Export For Schools using Integris G2-

You will need to run this report each time you wish to update TXTRound with your information from Integris.

This is your step by step guide how to do this. First of all you will need to log in to Integris G2, then follow these steps:

Steps 1 - 11 are done from Integris G2

Step1 Click on the Reports tab.

Step 2 : Then click on Ad-Hoc Reports,

Step 3: Click on the  + next to Shared Reports

Step 4: Click on TXTRound Export

An Ad-Hoc Report: TXTRound Export..... window will open,

Step 5: 
Select the Students you wish to export,

 - To select All Students, set the Select Students by field to either Class or Year Group, and then click on the 

icon to select all Class’s or Year Groups

- To select a Year Group(s) set the Select Students by field to Year Group, and then select the required Year Groups.

- To select a Class or Class’s, set the Select Students by field to Class, and then select the required Class’s 

 - To select Individual Students, set the Select Students by field to Student Find, then click on the 

icon and use the Standard search to select your Individual Students

Step 6:  

Then click on the Generate Report button

Step 7:  

A File Download window will open, click on the Save button

A Save As window will open, click on the Save button

Step 8:  

In the Save in box , navigate to the ctf-zip folder, on your Admin drive usually the W: 

Step 9:  

Leave the Filename as the default, and click on the Save button

Step 10:  

A File Download window will open, click on the Close button

Step 11:  

The Export file will be in the ctf-zip folder, on your Admin drive usually the W:,  and will be called TXTRound Export,csv this can be uploaded to the TXTRound Website.

Steps 12 - 18 are done within TXTRound

Step 12:

Login to TXTRound by visiting www.txtround.co.uk, and clicking the User Login menu option. Then login with your user name and password as usual.

Step 13:

Click Group Admin.

Step 14:

Once Group Admin has loaded, click the Import link on the right hand side of the screen.

Step 15:

Select Integris G2 from the left-hand list.

Step 16:

In the subsequent screen you should:

1. Click the browse button and locate the csv file that you produced in Integris G2.

2. Click Open to select the file

3. In the dropdown labelled Select contact type choose Pupil

4. In the box headed Which contact details take precedence, you should choose Parent if your main contact information is in the Parent/Guardian 1 record in Integris G2, otherwise choose Pupil

5. In the box headed Define top-level group, you should choose Year if you have mostly single year class groups. If you have mainly multi-year classes, choose class.

6. Then click Upload

Step 17:

Once 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.

Step 18:

Once you see the message Import completed, the job is complete. You can click on Group Admin to check the results.