Get Importing Student/parent Data From Sims Into Parentmail

This guide provides a clear and supportive approach for users to successfully import student and parent data from SIMS into ParentMail. By following the outlined steps, users will ensure accurate data transfer while adhering to best practices.

Follow the steps to easily import your data online.

1. Click ‘Get Form’ button to access the form and open it in your preferred editing tool.
2. Before importing data, ensure that you gather necessary student details from SIMS. This includes preferred forename, preferred surname, year group, registration group, date of birth, and gender.
3. Gather the contact details from the 'Family/Home' section of SIMS. Ensure parental responsibility is indicated for contacts. Key information to extract includes contact type, title, forename, surname, primary email address, mobile number, address, and priority.
4. Confirm that only one email address is marked as primary and only one mobile number is categorized as 'Mobile' for each contact in SIMS.
5. Adjust permissions for SIMS users responsible for running and exporting your school data. Log into SIMS.net, access the 'Focus' section, and navigate to 'System Manager,' then 'Manage Groups'.
6. Within the 'Members' section of 'Third Party Reporting', add relevant users by selecting them, and ensure to log out and back in for the changes to take effect.
7. Import the report definition file if not previously imported by saving the file from ParentMail with the correct '.rptdef' extension.
8. In SIMS, navigate to 'Reports', then 'Import'. Locate the saved report file and click 'OK' to mark it as 'Pending' before clicking 'Import' and 'Close'.
9. Run the report in SIMS by selecting 'Reports', then 'Run Report', locating the appropriate report, and supplying the effective date. Save the file with a '.csv' extension.
10. Log into ParentMail, navigate to 'Imports', and create a new import by selecting the saved CSV file. Confirm the import by selecting 'Queue Import'.
11. After the import is complete, you will receive a confirmation email. Check for any rejected records by accessing the imported files within ParentMail.

Start your document import process today by following the steps outlined above.