Depending on the URL link that you connect to, it is necessary that you take note of the formatting around the location in which you are based. For example, UK.backdrop.cloud or US.backdrop.cloud the difference is the Date format for our system to acknowledge the data import.
CSV Import of Staff
1. Go to the following location within your backdrop environment
2. Once you select the link, you are then presented with the following import module, as part of your onboarding journey you should be provided with the templates for you to populate.
If you weren’t provided with the templates, we also provide a download link of our template from the page itself. The Staff template consists of 4 fields of data that we look for when it comes to the import process:
3. Once you have populated the Staff CSV form you can then email it back to your assigned onboarding specialist using our secure data transfer link displayed below.
please return this to us by using the following secure file transfer link
Please make sure that you mark this as being for the attention of the Onboarding Team. Alternatively, if you feel comfortable doing so you can process the upload of the CSV data yourselves by clicking on Choose File and then on Save.
CSV Import of Students/Children
1. Go to the following location within your Backdrop environment
2. Once you select the link, you are then presented with the following import module, as part of your onboarding journey you should be provided with the templates for you to populate.
If you weren’t provided with the templates, we also provide a download link of our template from the page itself. The Student template consists of 6 fields of data which we look for when it comes to the import process, this screenshot is an example with sample data from our US production servers.
Please take note of the date format as this requires to be updated based on the location.
3. Once you have populated the Student CSV form you can then email it back to your assigned onboarding specialist using our secure data transfer link displayed below.
Please return this to us by using the following secure file transfer link:
Please ensure you mark this as being for the attention of the Onboarding Team. Alternatively, if you feel comfortable doing so you can process the upload of the CSV data yourselves, by clicking on Choose File and then on Save.
Comments
0 comments
Please sign in to leave a comment.