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System Settings
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- Articles coming soon
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- Upload Students (Video)
- Upload Students
- Manage Students
- Upload Student Pictures
- User Accounts
- Upload User Accounts
- User Permissions
- Mass Updates
- Manage Family and Guests
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
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Store
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- Articles coming soon
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- Creating a Transaction
- Scanning a Student ID
- Student Credit
- Student Credit - Credit Refunds
- Product Buttons
- Returns
- Printing Receipts
- Payment Type
- Modify Transaction - Post Sale
- E-mail Receipts
- Paysafe: How to Void a Transaction
- Paysafe: How to Process Credit Cards
- Reprint Receipt and Resend Receipt by E-mail
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Changing Payment Type After Transaction has Completed
- Portal Purchased Product Pickup and Reports
- Discount Options
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- Upload Students (Video)
- Upload Students
- Upload Student Pictures
- Student Type
- Student Spirit Points
- Student Credit
- Upload Student Credit
- Managing Student Credit
- Student Credit - Credit Refunds
- Manage Spirit Points
- Mass Updates
- Discount Options
- Manage Students
- Family and Guest Management
- Manage Family and Guests
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- User Accounts
- Upload User Accounts
- User Permissions
- Taxes
- Paysafe: Create a Merchant Account
- Paysafe / Meritus: Settling Credit Cards
- Braintree or Paysafe - Which is right for us?
- Paysafe: Change Credit Card Reader to Keyboard Mode
- Paysafe: PCI Compliance
- Cash Drawer (Connected to Thermal Printer)
- Paysafe: Link your Merchant Account
- Braintree: Create and Connect a Merchant Account
- Cash Drawer (USB) Windows 10
- Preparing for Next School Year
- Product History (Link on Current Transaction)
- Product Agreement
- Accessing the Student Only Store Portal
- Configure your Portal and Products
- Portal Purchased Product Pickup and Reports
- My Account
- SFTP Automated Student Rosters
- Accessing the Open Store Portal
- Heartland ProPay Merchant Account
- School Logo
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Voting
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- Adding an Election
- Adding Officer Positions
- Adding Candidates
- Election Preflight
- Removing Candidates
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Duplicate an Election
- Using Video Biographies
- Election Layout Options
- Preview an Election
- Write-in Candidates
- Create a Survey (Video)
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- User Accounts
- User Permissions
- Upload User Accounts
- Configure the Student Login Page
- Require Student E-mail
- Notifications for Unsuccessful Student Login Attempts
- Hobbies and Biography
- Preparing for Next School Year
- My Account
- Require Change Passwords
- SFTP Automated Student Rosters
- Google Single Sign On (SSO)
- School Logo
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Ticketing
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Interventions
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- Articles coming soon
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- User Accounts
- Upload User Accounts
- User Permissions
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Interventions
- Bell Schedules
- My Account
- Preparing for Next School Year
- SFTP Automated Student Rosters
- School Logo
- Mass Updates
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Announcements
SFTP Automated Student Rosters
In this article, you will learn about configuring your automated student roster file. This is an addon option if you choose to automate your list of students into our platform nightly.
Notice
We do not have knowledge of your student information system, your district IT team will be responsible for exporting out the data below.
SFTP Credentials
Once we have Setup your SFTP (Secure File Transfer Protocol) account you will receive and SFTP URL, Username and Password. Your SFTP location will only house your districts data and no other districts will have access to your files. Your SFTP account will have a folder titled Upload. You will Automate your file titled students.csv to the Upload folder.
CSV File
File needs to include a header row with the following fields in the order below. Column titles need to be in all CAPS and have an underscore between each words as seen below. If you are unable to format it this way, please be sure to note that in your communication back to us.
Items below that have a Check are required. Items below with a Circle is optional based on product and configuration.
- STUDENT_ID - varchar (100) Student ID must be unique.
- FIRST_NAME - varchar (50)
- LAST_NAME - varchar (50)
- GRADE_LEVEL - varchar (50) if grade level is other then numeric (1,2,3) you will need to add those into system values
- SCHOOL_ID - varchar (50) we prefer NCES school ID if not then a local site ID will work.
- EMAIL - varchar (100)
- PASSWORD - varchar (50) passwords are encrypted on upload, not required if using Google for SSO
- VOTING_GROUP - varchar (150) - if using Voting many schools upload grade level as voting group
- TICKETING_GROUP - varchar (150) if using Ticketing you can upload a custom group for reporting
- LAST_PERIOD_LOCATION - varchar (50) if using Interventions you can upload last period room number or teacher name
Upload Options
We will also need answers to the following questions when setting up your account.
- Do your students have Google Email accounts? (password is not required if using Google for SSO)
- Do you want to wipe and reload students nightly? (typically the only time you would not want to do this is if you have additional users in your student table such as staff. Some schools will do this when using Ticketing and or Store)
- Do you want to overwrite emails with your nightly upload? (Student email can be modified by students and staff in our system. If you choose to overwrite emails this will set it back to the district uploaded email each night. This can be changed after initial setup)
- Do you want to overwrite passwords with your nightly upload? (Student passwords can be modified by students and staff in our system. If you choose to overwrite passwords, this will set the password back to the default each night.)
- Are your passwords dates? (Districts sometimes use a student birthday at their initial password. If so we can format the date on import to m/d/yyyy)
- We will also need a site ID map. Provide a Excel or Google Sheet with Site ID’s and school labels so we can map them on the backend.