Sometimes, you may need to make a change within your MIS system that you want to quickly reflect in your website data. If you prefer not to wait for the website to undergo its normal auto-sync process, you have the option to manually sync the data with the website.
Please note: This feature is only available to those who's MIS system has already been integrated with the website.
Checking the data
Before you sync the data with your data dashboard you need to ensure that the information in your MIS system is correct. Here are a few things to check:
Parental Contacts
- Each parent should have their own contact record with their individual details.
- Only parents marked as 'Parentally responsible' in your MIS will be included in communication tools, so please make sure this is set correctly for all parents.
Court Orders
- If a parent has a court order preventing contact, ensure this is marked properly in your MIS so they are not included in communications.
Staff Emails
- Ensure staff emails are entered as work email addresses to make sure the correct ones are synced.
Staff Groups
- Check that staff are assigned to the correct groups in your MIS. These groups will sync to the dashboard for use within the tools.
Once these details are correct, any updates will automatically sync with your website.
Manually Syncing the data
To manually sync your MIS data with the website, please follow the steps below:
- Log into your website as an administrator.
- Navigate to ADD-ONS.
- Click on the 'MIS Data' button (top left):
- A dialogue box will appear with a drop-down menu listing various elements that you can sync:
- Select the options you wish to sync and press the 'Sync' button:
Please note: If you choose the 'All Data' option, it will not sync all of the data. It is best to manually select each option and sync them individually to ensure that all your data is synced across.
- After syncing the data, you can verify that it has been synced across by returning to the ADD-ONS menu and selecting 'Data Dashboard':
- In the Data Dashboard, you will be able to search for the information that you intended to sync to the website so that you can check that the data is correct.
For information on how to use the Data Dashboard please refer to the article below:
Related to
Updated