SIMS users can now import pre-admission students and parents into ParentMail. This means rather than waiting till September before you can get your new parents registered, you can now add them any time – for example just before the summer holidays, so parents can register before term starts again. Non SIMS users can also do this at any time by following the usual import process.
Within your ParentMail account, go to Imports> Create Imports> Downloads> Select PMX2 Pre-Admissions.
When this has downloaded, save it on your computer in a file where you will be able to find it later.
Go to SIMS. Within SIMS, go to Reports> Import> Open> Find the file that you just saved and open then press Import.
Go back to Reports, then Run Report> Focus> Application> Locate PMX2 Pre-Admissions and double click.
Select your effective from date. Do not click: Accept All (bypass filter condition) as this will pull out ALL pre admission students on your SIMS database.
Select the time frame for the admissions i.e. 1st September 2017 to 20th September 2017. Click OK.
Click Browse and then save the file somewhere, ensure that you leave .csv at the end of the file name.
You will then need to open the file and replace the Year and Registration group names with “Pre-Admissions”. This is to avoid your pre-admission students merging into your existing year and registration groups. It is very important that you do not change the header names.
Please remember to change the date format for the DOB column to the format of ’14 March 2001’. To do this, right click on the DOB column: > format cells. Click onto date > find the date ’14 March 2012’ > click OK.
The DOB column should then appear as:
Once you have done this, click File > Save.
Within ParentMail, to go Imports> Create Import> Select CSV file and find the file that you just saved.
If you need further clarification on this, please contact us on Live Chat.
Click ‘Queue Import’ – once the file has been imported you will be notified by email of its progress. Imported files can be seen under Imports > Imports.
Once you have imported your data into ParentMail, you may receive a ‘warning’ or ‘error’ message on your report. The guide below will help you understand why and how to correct the rejections:
‘Understanding the rejected records report’ – click here to download