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SRB SIS Knowledge Base

File Based Integration

Running Integration – File Based

 

1.   Select Manage>>Classes>>Import Wizards

 

2.   Select the Appropriate SIS that generated your export files.

 

3.   Using the Browse button please select the .zip that contains the integration files. You can also choose to include or exclude specific contacts. In the screenshot below any contact of type Mother or Father will be imported. The | between the two is the Or operator.

 

4.   Once you click NEXT, the file will be analysed and an overview given. The number of new entities will be listed.


You can click on explore to get specific details on the changes included in this import.

 

5.   When you are ready click next. Once the import is complete you can close the wizard or view the Change Log.

 

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