FAQ Number : P1k                                    Latest Update: 4/2/11

Before you do anything else, please take a backup using Period End – Archives – Backup Current Data  - enter name Pre Student Import – click on Create Backup.

Exporting Students from Integris

Go to Integris and create a report that shows the following information :

Surname & Firstname, Registration Group, Year, Admission Number.       

This is the minimum information required. If you would like the following available in reports, please include the following additional fields in your report:

Address, Phone , Medical Notes, Gender, Date of Birth, Ethnicity

Export this report to a folder of your choice in a format that can be opened as an Excel spreadsheet.  Open this exported report so that each field of information is shown in a separate column

Leave this report on screen but minimise.

Importing Students

Now we need to IMPORT the students from the report produced above, into the Private Funds Manager.

Go to the last tab on the system – Setup and select Students.

Return to your Excel spreadsheet, leaving PFM running but minimised.

Highlight the name column all the way from first to last student. COPY using CTRL C or Right Mouse Click - Copy. 

Now go back to Private Fund Manager – into Setup tab, click in the Students Name column and choose Right Mouse Click - Paste.

This will paste all the student names into the first column.

Repeat for Registration Group, Year, Admission Number and then any other fields required.

You can scroll up and down to check the entries.

Once complete SAVE DETAILS INTO DATABASE and tick the box bottom left that says Accept All Entries.

That’s is! Your students are on the system.