...
| Info | ||
|---|---|---|
| ||
Pupil/Parent contact details (mobile numbers and email addresses) can be imported into SCO by preparing a file in your MIS system. Note: if If your Parents and Staff Register Contact Details on SCOPay, ignore this section. |
...
The data should be exported to Excel. The field headings must match those below and should appear in the following format:
PupilID | FirstName | LastName | ContactID* | PhoneNumber | MobileNumber | Priority | EmailAddress | ParentalResponsibility* |
D891212999295 | James | McCaffrey | 11061 | 01234 567890 | 07700 900000 | 2 | jmaccaffrey@example.co.uk | F |
D891293923212 | Aimee | Grange | 11566 | 01234 567891 | 07700 900001 | 3 | aimee@example.co.uk | F |
D891293923212 | Joan | Scattered | 11567 | 01234 567892 | 07700 900008 | 4 | joanscattered@example.co.uk | F |
H891212923225 | James | McCaffrey | 11061 | 01234 567890 | 07700 900000 | 2 | jmaccaffrey@example.co.uk | F |
L891293924228 | Lorraine | Doctor | 11845 | 01234 567894 | 07700 900007 | 1 | lorrainedoctor@example.com | T |
L891293924228 | Neil | Doctor | 11846 | 01234 567898 | 07700 900004 | 1 | neil@example.com | T |
R832351122229 | Lorraine | Doctor | 11845 | 01234 567894 | 07700 900007 | 1 | lorrainedoctor@example.com | T |
R832351122229 | Neil | Doctor | 11846 | 01234 567898 | 07700 900009 | 1 | neil@example.com | T |
X891212923226 | James | McCaffrey | 11061 | 01234 567890 | 07700 900000 | 2 | jmaccaffrey@example.co.uk | F |
Carefully review the spreadsheet to ensure that you have the expected contact data, especially consider the following:
- Ensure the ID field matches the Pupil ID in SCO.
- All other details relate to the Parent.
- Don't worry if your mobile numbers have spaces or have lost the leading 0 - we will fix that on import.
- It is possible to filter Priority 1 contacts only, or Priority 1 and 2 contacts only if required (carry out a Filter in Excel and delete unwanted records).
Save the data in csv format:
- In Excel, select File, click on Save As, select the required folder (make a note of the location) and enter a filename, for example SCO Pupil Data today’s date.
- In the Save as type field, select CSV (Comma delimited) or CSV(MS-DOS).
- Click on Save. Click Yes when prompted. Close the file and exit Excel.
- Click No when prompted.
...
2. Import the Pupil/Parent Contact Details
...