1.  Prepare the Data in your Management Information System

The required fields are:

Staff ID
First check which Staff ID is used for importing into SCO - this can be viewed via the Configuration tab,  Account configuration, Staff.  Select a staff member and check the Staff ID field.
If there are no Staff IDs, you will need to generate a unique Staff ID from your MIS then refer to section C of Add Staff Details Manually

Staff Contact Data
The following details are required for the staff contact(s):

FirstName,  LastName,  MobileNumber,  EmailAddress,  PhoneNumber,  StaffID

The data should be exported to Excel.  The field headings in the final report must match those below:

IMPORTANT – carefully review the data to ensure you have the expected staff contact data, especially consider the following:

• Ensure the Staff ID field matches the Staff ID in SCO

• Don't worry if your mobile numbers have spaces or have lost the leading 0 - we will fix that on import

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 Staff Data plus 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 Staff Contact Details

Import your staff 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 Staff 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