How do I automatically update student data that my SIS integration does not provide on a regular basis?

Automatically Update Student Information

There may be information about your students that you want to sync into our system but it is not part of the SIS integration. We do allow additional information about students to be synced with us via SFTP. Even if you do not use SFTP for your main SIS sync, SFTP can still be used as a supplemental source of student information. If you want to do this and don't have SFTP set up with us already, please contact us via live chat so we can set it up for you!

Once the SFTP server is set up and configured, you will be uploading a csv file named "additional_student_information.csv" in the root directory of SFTP.

Now we need to make sure that you're sending data in the correct format. First of all, we skip the first row. It is assumed that this row is used as a heading for the contents of the file. Next, we need to go over the column order and what information should be in the file. The following bullets are in that same order as they should be in the import file. So the first bullet is the first column, the second is the second column, etc.

Student Email - Student email is required if a state student number is not specified in the next column
State Student Num - State student num is required if the email is not specified. If you specify both a student email and the state student num, the student record must match BOTH values
Sending School Name - The name of the sending school the student should be assigned
Sending School Code - The code of the sending school the student should be assigned. The code is used if the sending school doesn't already exist and we need to add a new one into the system but is not required.
Counselors - The email address of the counselor(s) that are assigned to the student. When specifying more than one, comma-separate them.
Counselor Update Style - The style of updating student counselor information. The 3 options must be verbatim. There are 3 options here. 1. "Insert Only" - this will only add/update the counselors of a student if a counselor is not already specified. If one is already there, it will skip the record. 2. "Update and Delete" - this will remove all counselors from the student if the counselor column is left blank and update all counselors if any are specified. 3. "Update No Delete" - this will update all of the counselors for a student if any counselors are specified. If no counselor is specified in the file but the student has a counselor assigned in the system, the counselors will not be removed from the student.

If you have any suggestions for other information that you'd like to pass us, please contact us via live chat

Updated on: 08/08/2024