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Linking the Pupil and Staff Data

Check 1. Check which Pupil ID you are using in SCO

1. Click on the Configuration tab
2. Click on System options
3. Click on the General tab
4. Note the Pupil ID field used for imports
   (usually either Pupil ID, UPN or Admission Number)
5. Note the Staff ID field used for imports
   (usually Staff ID)
6. Click on Done

2. Locate a Sample Pupil ID and Staff ID

1. Click on the Accounts tab
2. Note the Last name, First name and Pupil ID for the first pupil
3. At the bottom of the Accounts screen click on View staff 
4. Right-click on the first Staff member
5. Click on Edit staff details
6. Note the Staff ID
7. If there is no Staff ID, refer to the section Add Staff

3. Set the Third Party cashless ID field used for imports

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