1. Prerequisites for using the SIS Sync Client

I. Specify an external ID for each school within your district 

Every school or district that you wish to manage using the bulk tools requires an external ID that is unique within your school system. This is often the Building ID from your SIS, but you can choose whatever you’d like so long as no two schools have the same ID.

Where To Go 

To set this external ID for each building, navigate to the school or district you wish to manage, click on Settings.

What To Do 

1. Click on Settings.
2. Click on Edit.
3. Add or update the external ID so that it matches the building ID or other identifier for the school or district.
4. Click Update.

II. Ensure that each user has an Employee or Student ID  

Every user that you wish to manage via bulk management MUST have an employee ID or student ID supplied in their profile. This ID must be unique within your school system. If you created these users without them, you will have to update them manually, one account at a time, in order to add their IDs.  Any account without an Employee ID/Student ID cannot be managed by the bulk management tools. 

Where To Go 

To set the Employee ID/Student ID for an account, navigate to the school or district you wish to manage, click on Members > User Admin.

What To Do 

1. Search for the user and check the box next to their name.
2. Click Edit User Info.
3. Enter their unique identifier in the EmployeeID/StudentID box.
4. Hit Save Changes.

III. Ensure that your SIS can export in the following column field formats

If your SIS cannot export data with the following fields, you will need to specify the use of our column header mapper plugin: