Overview

This article explains how you can import data held within a CTF file.

Instructions

Follow these steps to import your CTF file:

1. Select Statutory.
2. Select CTF/ATF Import:
   
3. Select Import CTF/ATF:
   
4. From Step 1 - Import File of the Import CTF/ATF wizard:
   
   1. Either select Choose File and select the file you want to upload, or drag and drop a file from your device onto Choose File.
   2. Review the import file details when displayed.
   3. Select Next.
5. From Step 2 - Pupil Selection of the Import CTF/ATF wizard:
   
   1. Review the import details, specifically the status. The contents of the screen may look different to the example above, depending on the type of information being imported. In the case of importing pupils:
      1. Matched with existing pupil means a record for the pupil already exists and any data you choose in the next step will overwrite existing data in the MIS.
      2. No matching pupil found means a new record will be created in the MIS for the pupil. Select a matching pupil if appropriate.
   2. To import all records, check the box next to PupilId.
   3. To import specific records, check the appropriate pupil record(s). This is useful when you don't want to import all pupils, for example, at the start of the year, if you receive information about pupil transfers from other schools and you want to remove a pupil who is no longer being transferred to your school but you have been sent their data.
   4. Select Next.
6. From Step 3 - Containers Selection of the Import CTF/ATF wizard:
   
   1. To import all containers, check the box next to Containers.
   2. Alternatively, check specific containers you want to import. This is useful, for example, in the case of a pupil, if they already exist, you may not want to overwrite existing contact details.
   3. Select Next to import the data.

Outcome

Step 4 - Importing briefly displays indicating progress of the import:

Upon completion Step 5- Result is displayed: 

Where a record is not successfully imported, select the arrow at the start of the row to view any errors:

Select View All CTF/ATF imports to see a list of all imports that have been in a list format.

Updated 08 December 2025 17:09