Differences
This shows you the differences between two versions of the page.
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products:admin:loader:loader [2017/03/22 16:35] max created; initial formatting |
products:admin:loader:loader [2018/01/25 00:06] (current) max ↷ Page moved from plsis:loader to products:admin:loader:loader |
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| + | {{tag>admin student_records}} | ||
| ======Loader====== | ======Loader====== | ||
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| </WRAP> | </WRAP> | ||
| - | * Go to **Admin > Loader:** | + | * Go to **Admin > Loader:** \\ {{:plsis:loader1.png?nolink&400|}} \\ |
| - | * Choose Where are you loading from (typically External SIS) and the tableset you wish to load: | + | * Choose Where are you loading from (typically External SIS) and the tableset you wish to load: \\ {{:plsis:loader2.png?nolink&500|}} \\ |
| - | * Click on **1.Upload:** | + | * Click on **1.Upload:** \\ {{:plsis:loader3.png?nolink&700|}} \\ |
| - | * Click on "Choose File" to upload your .csv spreadsheet, Then click on "Upload Data Files". | + | * Click on "Choose File" to upload your .csv spreadsheet, Then click on "Upload Data Files". \\ {{:plsis:loader4.png?nolink&600|}} \\ |
| - | * Match your column names to School Pathways field names (this can also be accessed by click on the 2. Identify Columns tab): | + | * Match your column names to School Pathways field names (this can also be accessed by click on the 2. Identify Columns tab) \\ {{:plsis:loader5.png?nolink&700|}} \\ |
| - | * When finished matching, click on **"Save Column Identifications"** | + | * When finished matching, click on **"Save Column Identifications"** \\ {{:plsis:loader6.png?nolink&400|}} \\ |
| - | Any field in Red needs something corrected - click on the field name to access the errors: | + | Any field in Red needs something corrected - click on the field name to access the errors: \\ {{:plsis:loader7.png?nolink&400|}} \\ |
| - | + | ||
| - | If the map to value is a dropdown, you can click on "Guess List" to help identify field names quicker: | + | |
| - | + | ||
| + | If the map to value is a dropdown, you can click on "Guess List" to help identify field names quicker: \\ {{:plsis:loader8.png?nolink&700|}} \\ | ||
| - | You can also type into the search box to the right of each map to name to find names: | + | You can also type into the search box to the right of each map to name to find names: \\ {{:plsis:loader9.png?nolink&700|}} \\ |
| - | When finished matching, click on "Save Value Mapping: | + | When finished matching, click on "Save Value Mapping": \\ {{:plsis:loader10.png?nolink&700|}} \\ |
| - | The bottom of the page (3. Map Values tab) will show you a summary of what you're mapping to: | + | The bottom of the page (3. Map Values tab) will show you a summary of what you're mapping to: \\ {{:plsis:loader11.png?nolink&700|}} \\ |
| When ready to load, choose one of the following: | When ready to load, choose one of the following: | ||
| - | 1 - Load Table in Insert Mode (this is for brand new records only) | + | - Load Table in Insert Mode (this is for brand new records only) |
| - | 2 - Load Table in Update Mode (this is for updating records that are already in the system) | + | - Load Table in Update Mode (this is for updating records that are already in the system) |
| - | 3 - Load Table in Mixed Mode (this is if you are loading a mix of updates and new data) | + | - Load Table in Mixed Mode (this is if you are loading a mix of updates and new data) |
| + | \\ {{ :plsis:loader12.png?nolink&600 |}} \\ | ||
| - | |||
| Once the loader has completed, you can check your data in the SIS. | Once the loader has completed, you can check your data in the SIS. | ||
| - | Overview of Loader Buttons: | + | ==== Overview of Loader Buttons: ==== |
| - | + | \\ {{:plsis:loader13.png?nolink&700|}} \\ | |
| - | + | * **Download:** Click this to download your most recent load. | |
| - | Download: Click this to download your most recent load. | + | * **Finalize Import:** If you are loading the same exact data into another scope, you can use the Finalize Import area to pull your files and upload into the new scope. |
| - | Finalize Import: If you are loading the same exact data into another scope, you can use the Finalize Import area to pull your files and upload into the new scope. | + | * **Loader Tools:** **IMPORTANT** - when you click on any of the tools, they will automatically run. DO NOT use these unless you are absolutely certain you want to run them! |
| - | Loader Tools: IMPORTANT - when you click on any of the tools, they will automatically run. DO NOT use these unless you are absolutely certain you want to run them! | + | |