How to change our import settings?

Desktop version of Schoolcomms (SIMS)

  • Go to Management
  • Click Edit Settings to view the current settings and amend the areas you need to
  • Click Save

Edit-Settings.webp

NOTE

Please be aware if you are wanting to remove contacts who were previously imported and no longer meet your import setting you will need to complete a Support request asking us to remove them for you.

Web version of Schoolcomms (Arbor/ScholarPack)

Your import settings determine the contacts and data that are imported from your MIS database.

To review your Schoolcomms Import Settings go to Dashboard > Import Management > Edit settings


Import-settings-non-sims__1_.png

Select which contacts you would like to import from your MIS database. By default, the import is set to include Priority 1 parents and all are flagged as prime. If you wish to include other priorities and/or parental responsibility and set another choice for prime/non-prime, click on Edit Priority Settings.


Priority-settings-non-sims.png

Select whether you wish to import email address and/or mobile numbers.

Tick the Send a text/ email to each new or changed number/address if you do wish to notify each new contact. We advise that the ‘Send a Text message to each new or changed number?’ option is left un-ticked for your first import as this will send a text to each new  contact you import and will use a large amount of your text credits.

Once you are happy with your chosen settings to import members, groups and contact details into Schoolcomms from your MIS click Save. You will now need to run an import, by clicking Run Import.

This data needs to be refreshed regularly to ensure it is up to date, so we advise you run an import every morning when you log in to Schoolcomms.

Please note that if you have reduced the import strategy, for example, changed the import from P1 and P2 to just P1 then we will need to complete a database task to remove the data that no longer meets the strategy, in this particular example delete all P2 contacts as their data will remain in your Schoolcomms account.

You can submit this type of request by sending an email to support@schoolcomms.com

If an individual contacts priority has been changed to a Priority you are no longer importing in your MIS, you are able to delete them in Schoolcomms.

To delete the contact in Schoolcomms, please go to:

  • Dashboard
  • Click on Linked People
  • Search the parents name and click on their name
  • Click Delete

Once deleted they will not be re-imported as they no longer have a Priority that you are importing.