SIMS only - Import Pre-Admission Contact Details

1. 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 SIMS ID (PupilID). 

• 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
  
  

It is only possible to import Contact details if you are using Pupil ID.
If you are currently using UPN or Admission Number, please contact our Customer Support Team who can help you switch the ID to Pupil ID which will be available to use.

 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

• Ensure you have added any email addresses and/or mobile numbers

• You can run the report as often as you like to import additional pupils that accept after you have first imported

3. Download the pre-admission report into SIMS

These reports have been tested with SIMS users who have the following permissions - Third Party Reporter,  Administration Assistant and Personnel Officer.

To check your Permissions in SIMS, see Assign a user to the relevant SIMS.net groups.

• Download the Tucasi PreAdmission report here and save it to your desktop (or other suitable location)
  If you already downloaded the report on page SIMS only - Import Pre-Admission Pupil Details, proceed to Step 4 below

• Start up SIMS and login

• Click on Reports

• Select Import

• Browse to the above file location and select the Tucasi PreAdmission report

• Click Import
  
  
  

4. Generate the csv file in SIMS

• In SIMS click on Reports

• Select Run report

• Select Focus

• Select Application

• Select Tucasi-PreAdmissionContacts
  
  

• Select Run

• Set the File location and name (we recommend using the following format - YYYYMMDD_SCOPreAdmissionContacts.csv)
  It is imperative that you include the file extension .csv as part of the file name

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
  (tip - check that the contacts have Priorities configured, otherwise all contacts will be imported as P20)

• Save and close the file (if you don't close the csv file, you will see an error when trying to import the data)

• If the data is incomplete (i.e. not displaying Pupil IDs), check your Permissions in SIMS, see Assign a user to the relevant SIMS.net groups

6. Set the pupil contact 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.

• 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 contact import type (this might already be selected)

• Click on OK and then Close

7. Import the pre-admission data

• Start SCO and login

• Click on the Configuration tab

• Select Import from External system

• Select Pupil contact import and locate the file created above

• Click on Confirm, then Close

• Generate the Account Contact Report to review the imported data
  
  
  
  

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 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 contact import type

• Click on OK and then Close

See also:

SIMS only - Import Pre-Admission Pupil Details

SCO Modules

FAQs