[VIDEO] How to perform a manual pupil upload

One of the first steps in setting up a ParentPay site is to complete a pupil upload. Once set up however, uploads need to be completed regularly to keep your Pupil, Staff, and other people records up to date.  This is especially important when you change Free School Meal (FSM) eligibility for a pupil, or when you add or remove pupils and/or staff from your Management Information System (MIS).

This article will teach you...

How to complete a manual pupil upload in 3 easy stages;
1. downloading, installing and logging in to MIS Sync
2. creating an upload mapping
3. processing the upload

How to...

Expand each of the sections below to learn more.

Step 1. Downloading and installing MIS Sync

This section will guide you through the first steps of a pupil upload which is downloading and logging in to MIS: Sync.

See article How to get the latest version of MIS Sync to download the application.


Would you prefer to read guidance on installing the software?  Check out the article here.

 

Step 2. Creating an upload mapping
In this section we'll cover creating a mapping.
You're possibly wondering "What is a mapping?"
To simplify, a mapping is you telling the system what ParentPay should use to populate fields. For example, on the spreadsheet which column contains the first name, which column contains date of birth etc.  Did you know?

You can download a pupil upload template here.
Download

Step 3. Processing the upload
This is the final step in the upload journey.
You'll likely need to perform this task multiple times throughout the year to ensure ParentPay is up to date with your MIS.

DID YOU KNOW...

You can add Visitors and Others to your ParentPay system? Teachers, governors, PTA members, external students, or any other individual can be uploaded, allowing them to buy meals or pay for items or services you offer.
For more information on how to do this, check out our article here.