BenTapestrySupport Posted March 31, 2021 Share Posted March 31, 2021 Whilst there is no direct way for SIMS and Tapestry to communicate with each other, it is possible to get data from SIMS to be imported into Tapestry. We will first look at creating a report containing the children's personal information in SIMS that can be then imported into Tapestry. We'll start by looking at how to export from SIMS. To skip to the section on how to import to Tapestry, click here. Exporting from SIMS From SIMS, go to Reports - Student List and select General Student List. This will open a list with all students showing. Use the filter (1) to select the group that you want to add to Tapestry. You can remove any columns that you don't want to import by right clicking on the column heading (1) and selecting remove heading (2). From the menu on the right-hand side of the page, you can drag in all the headings you want to include in your import. Once you are happy with the columns that you have selected, you can now select Export (1). Choose the option to save it as an Excel file. When the file opens, it is important that you delete any rows along the top that appear above the titles, so that the top row contains the headings for each column. Check through the rest of the document to ensure all lines are complete and that the last line contains relevant data. Once you are happy that the document contains the correct data, save the file as a CSV making sure that you select a folder that you can find easily. You will now need to close the document so that you can upload it to Tapestry. Importing to Tapestry Next, you will need to go to the Tapestry Control Panel and select Manage Children (1) and Import from CSV (2). (This tutorial will also take you through these steps) Once you have uploaded the CSV file that you saved previously, you will now need to carefully match up the input names with the headings from the imported file (1). If you don't want to import any of the options, make sure you select "Don't import" (2). The next step of the import helps you to match up the results from the data in the CSV columns with options in Tapestry, so again, carefully match these up so they represent what you are expecting. If you get an error after this point, it will show you what line has created the error, so you will need to go back to the CSV file that you saved earlier and check that line in the document to correct any errors you can spot. You will then need to save the CSV again, and start the upload process again. The next step lets you choose which children you want to import from the CSV file. You can use the "Select all" (1) option to tick all the boxes, or you can tick each individual box separately. You can also deselect a ticked box (2) so that the child is not imported. At the bottom of the import page, you can select whether to import the children as active or enrolling. If you choose active, the children will be available immediately to add to observations, memos etc. If you choose enrolling, you will only be able to do the following until you make them active: Add them as key children for staff Link them to relatives Add them to groups Fill in their All About Me Add name labels for them If you do not have enough spaces to make the number of children selected active, you will only be able to add them as enrolling. Once you have finished these steps, a confirmation message will appear and the children will now appear in your Manage Children section. Back to Main Tutorials Page Link to comment Share on other sites More sharing options...
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