Prepare: Import Returning Students via API

What is covered in this article? 

• How to fill out the import template
• How to review the import once it has been pushed to Sandbox 

How to Fill Out the Import Template

Download SchoolMint's Re-Enrollment Template to import records via API: 

PowerSchool users click here

Aeries users click here

Chalkable iNow users click here

1) Provide the breakdown of schools and grades

In the import template, enter for the upcoming school year:

• each school 
• expected number of students per grade per school

2) Choose status for import

• Undecided gives students a 2 step intent to return process where they have a choice of returning to the school or not before they answer re-enrollment forms.
• Not Started assumes that the students are returning and has them proceed directly to re-enrollment forms.

3) Answer additional import questions

Depending on your SIS, answer the additional import questions included in your template. 

How to review the import once it has been pushed to Sandbox  

Once the records have been imported into your Sandbox site it is important to check the following:

1. Is the total number of records in the template the same as the number of records in your Sandbox site?
2. Is each grade/school count the same?
3. Spot check to ensure there isn’t an issue with the data on a high level:
   • Does the data in the Student Profile match what is in the import template?
   • Check that returning siblings are in same account with correct data, and a new account wasn't created for each sibling. For example, a family may have a student who applied to your organization and now a sibling is coming over via the returning student import? Make sure to check that a duplicate account was not created and that the siblings are in the same account.
4. It is very important to review the import within 3 business days. If possible please view on the day of the import since Sandbox erases nightly! 

To review your data in SchoolMint:

1. Log into your sandbox site (check for orange banner at top and schoolmint2.net in URL) 
2. Navigate to Admissions → Manage Re-Enrollments → Export as CSV 
   
   1. Compare the CSV with the imported template and your SIS information
   2. Review about 10 student profiles to ensure that student birthdays, guardian info and address information came over correctly. 
   3. Are there any students who you think there may be issues with? Check those in closer detail. 
3. Once we receive sign off that everything looks good and finalized, the records will be pushed to production!
   

Click here for a user checklist to open Re-Enrollment.

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Still have questions? Email us at [e-mail].