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Tips for SIS export

Tips for SIS export

Owned by EMS Accounts (Unlicensed)
Last updated: Aug 05, 2020
2 min read


Key points for automation

  • File Transfer: via SFTP

  • Format: .csv

  • Headers: need to be included, kept in the same format, and the header name cannot be modified

  • File Name: cannot be modified

  • Staff / Student / StaffToStudent files: sent nightly before 11:30 pm PST

  • Attendance file: sent 30 minutes before attendance alert goes out

  • SchoolExport: one-time export to folder or Google Drive or SFTP folder

Contents

StaffExport.csv*

  • ID,school,name.first,name.last,email,mobile_number,title

    1. ID* = Staff ID number from SIS. Can be numerical or alphabetical 

    2. School* = School code from SIS that the staff member works. If multiple schools, the staff member will need a separate line item in the file

    3. Name.First* = First name of staff

    4. Name.Last* = Last name of staff

    5. Email* = District email of staff

    6. Mobile_number = Staff mobile number, if available

    7. Title* = Title of staff

StudentExport.csv*

  • ID,school,name.first,name.last,mobilenumber,email,contactnameprimary,contactphoneprimary,contactemailprimary,contactnamesecondary,contactphonesecondary,contactemailsecondary,zipcode,busroute,grade,lunchbalance,primarylanguage,primaryzip,primaryprefferedcontactmethod,secondaryzip,secondarylanguage,secondarypreferredcontactmethod

    1. ID* = student ID number from SIS and can be numerical or alphabetical 

    2. School* = school code from SIS

    3. Name.First* = first name of student

    4. Name.Last* = last name of student

    5. Mobilenumber = Important: Only include if students are receiving alerts in contract

    6. Email = Important: Only include if students are receiving alerts in contract

    7. Contactnameprimary = Primary contact name. If ‘last,first’ please utilize quotes around the name

    8. Contactphoneprimary = Primary contact phone, if applicable

    9. Contactemailprimary = Primary contact email, if applicable

    10. Contactnamesecondary = Secondary contact name. If ‘last,first’ please utilize quotes around the name. If applicable

    11. Contactphonesecondary = Secondary contact phone, if applicable

    12. Contactemailsecondary = Secondary contact email, if applicable

    13. Zipcode = student primary zip code

    14. Busroute = if applicable

    15. Grade = student grade

    16. Lunchbalance = if applicable

    17. Primarylanguage = primary contact preferred language, if applicable 

    18. Primaryzip = primary contact zip code, if applicable

    19. Primaryprefferedcontactmethod = if applicable

    20. Secondaryzip = secondary contact zip code, if applicable

    21. Secondarylanguage = secondary contact preferred language, if applicable 

    22. Secondarypreferredcontactmethod = if applicable

StafftoStudentExport.csv*

  • school,teacher,student,period,name,course_number,section_number

    1. School* =  school code from SIS 

    2. Teacher* = this must match the Staff ID from the StaffExport file

    3. Student* = this must match the Student ID from the StudentExport file

    4. Period* = Can also be 'homeroom' or '0', if applicable

    5. Name* = course name

    6. Course_number = if applicable

    7. Section_number = if applicable

AttendanceExport.csv

  • school,student,period,absence.code,teacher.name,date

    1. School* =  school code from SIS 

    2. Student* = this must match the student ID that is the ‘student’ column from the StudentExport file

    3. Period* = if applicable, this must match a designated period from the StaffToStudentExport file

    4. Absence.code* = these will be designated by the client

    5. Teacher.name = Can be a full name w/o quotes (e.g. Bob Smith), partial name w/ quotes (e.g. ‘B.,Smith’), or full name w/ quotes (e.g. ‘Smith,Bob’)

    6. Date = Date of absence code, e.g. mm/dd/yy

SchoolExport (Excel or CSV)*

  • Only one-time export for internal use!

  • School Site Name,Address,Phone Number,Merge w/ Site ID

    1. School site name = name of school or site

    2. Address = address of school or site

    3. Phone number = phone number of school or site

    4. Merge w/ site ID = use this to merge schools or sites based on the location they will function as one site, if applicable

 

* Required for basic setup