Direct Import

Overview

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The Direct Import tool allows for quick and easy upload of bulk data into Schoolbox. A SuperUser can Direct Import Users,User Photos, Bulk Folders for Class Pages or general use and Pastoral Care records (one-time import when first enabling Pastoral Care Module). If your SIS is compatible, External Pastoral Synchronisation will be available and you will be able to upload Pastoral Care Records.

On this page, you will find the following information:

How to Direct Import Users

How to Direct Import User Photos

How to Direct Import Bulk Folders

How to Direct Import Pastoral Care records

Direct Import CSV Templates

Direct Import Users

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To direct import a list of users, go to Administration > User Management > Import CSV.

You must provide user information in CSV format. You can download the CSV Template from within the Admin area in your Schoolbox instance or from this page.

CSV formatting:

  • You may remove columns that you do not wish to update.
  • Users can be identified in any of the following ways:
    • Schoolbox User ID
    • Username
    • External ID + Role
  • Any columns with a question mark are toggle fields.
    • If their value is "1" or "Y", they are switched on.
    • If their value is "0" or "N", they are switched off.
    • If their value is empty, they are left unchanged.
    • The "Delete?" field is a toggle field as well - "1" or "Y" will delete that user!
  • The following fields will be left unchanged if they are blank.
    • All identifier fields
    • All toggle fields
    • Password
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Direct Import User Photos

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For Schools whose SIS product does not store staff/student photos in a format accessible by Schoolbox, you can Direct Import User Photos within the Admin area of your Schoolbox instance.

To do this, go to Administration > User Management > Import Portraits.

All photos uploaded must be named using the External ID of the individual (e.g. 10255.jpg).

NOTE: If you are using a SIS with photos, you can disable the SIS photos in the External DB.

 

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Direct Import Bulk Pages

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It is possible to bulk create homepages and folders for class pages or general use. To do this, go to Administration > Resources > Import Pages. 

This import uses a specific CSV format which you can download from within the Admin area of your Schoolbox instance or here on the page. 

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Direct Import Pastoral Care Records

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If your school has access to the Pastoral Care Module (Elite Plan ONLY) records currently stored in your SIS, can be direct imported. When first enabling the Pastoral Care module, you can do a one-time import of any records created using the import feature. 

To do this, go to Administration > Pastoral Care > Bulk Import.

Any associated comments/attachments will be removed on subsequent imports.

Before importing pastoral records you must specify a fall-back owner below. This is the owner that will be assigned to pastoral records when the original author can not be located in the Schoolbox database.

See Import current Pastoral records from the SIS (for Superusers) and Bulk Import Summative Reports into Pastoral.

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Direct Import CSV Templates

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