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SIMS only - Import Pre-Admission Pupils and Contact Details
1.
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Check which ID is currently being used as the unique identifier for pupils in SCO
This will be one of UPN, Admission Number or your MIS ID (PupilID).
If you are using UPN or Admission Number, these IDs may not yet be available for your Pre-Admission Pupils, but you can check this at step 5.
- Start SCO and login
- Click on the Configuration tab
- Click on System options
- Click on the General tab
- Note the Pupil ID field used for imports (either Pupil ID, UPN or Admission Number)
- Click on Done
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2. Prepare the data in SIMS
In SIMS ensure that the pupils you wish to import are marked as Pre-Admissions with a status of ACCEPTED.
You can run the report as often as you like to import additional pupils that accept after you have first imported.
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3. Download the pre-admission report into SIMS
- Download the Tucasi PreAdmission report here and save it to your desktop (or other suitable location)
- Start up SIMS and login
- Click on Reports
- Select Import
- Browse to the above file location and select the Tucasi PreAdmission report
- Click Import
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4. Generate the csv file in SIMS
In SIMS click on Reports
Select Run report
Select Focus
Select Student
- Select Tucasi-PreAdmissionStudents
- Select Run
Set the File location and name (we recommend using the following format - YYYYMMDD_SCOPreAdmission.csv)
It is imperative that you include the file extension .csv as part of the file name
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5. Check the csv file contents
Locate the csv file created above and open it
- Check the contents and ensure the data is correct before carrying out the import
- Save and close the file (if you don't close the csv file, you will see an error when trying to import the data)
5. Check which ID is currently being used as the unique identifier for pupils in SCO
This will be one of UPN, Admission Number or your MIS ID (PupilID).
Check which Pupil ID you are using in SCO
- Click on the Configuration tab
- Click on System options
- Click on the General tab
- Note the Pupil ID field used for imports (either Pupil ID, UPN or Admission Number)Click on Done
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6. Set the pupil import Data source to csv
You are only required to set this setting on the computer you wish to use for the pre-admissions import. This will allow you to override any automated link with SIMS.
Click In SCO click on the Configuration tab
Select Import from external system
Click on Import configuration
Select CSV file from the Data source drop-down next to the Pupil import type (this might already be selected)
Click on OK and then Close
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Start SCO and login
- Click on the Configuration tab
- Select Import from External system
- Select Pupil import and locate the file created above
- If you don't have pupil IDs for the new pupils, check Allow blank pupil ID, then RescanRe-scan data (you will need to update the pupil IDs later)
- Click on Confirm, then Close
- Click on the Accounts tab to check the pupil data in SCO
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8. Set the pupil import Data source to back to SIMS Dynamic Link
You only need to carry out this section if you changed the setting in at step 6.
Click on the Configuration tab
Select Import from external system
Click on Import configuration
Select SIMS Dynamic Link from the Data source drop-down next to the Pupil import type
Click on OK and then Close
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