1.  Prepare the Data in your Management Information System

The required fields are:

Pupil ID
First check which Pupil ID is used for importing into SCO - this can be viewed via the Accounts tab, Pupil ID column (usually ID, Admission Number or UPN). 

Parent Contact Data
The following fields are required for the pupil/parent’s Contact information:

PupilID (or UPN, or AdmissionNumber), FirstName,  LastName,  ContactID*,  PhoneNumber,  MobileNumber,  Priority,  EmailAddress, ParentalResponsibility*

*These fields are optional.

The data should be exported to Excel.  The field headings must match those below and should appear in the following format:

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

Import your pupil contact data using the csv file you created above.

• Ensure the csv file has been closed, otherwise you will see an error

• In SCO click on the Configuration tab

• Click Import from external system

• Click on Pupil contact import

• Browse to the CSV export file you saved earlier

• Click on the file and select Open

• Check the data in the Import confirmation screen

• Click Confirm when prompted. Click Close.

• To view the imported contact data in SCO, generate the Account contact report

SCO Modules

FAQs