In this panel, filter the year groups or classes you’re interested in importing or select all pupils. Only the pupils from your selection will be shown in the following panel, where you will review them individually. Please note that once you select the ‘Proceed’ button, it may take a minute or two for the full list of pupils to be loaded for the next screen, particularly if you have selected to view all pupils.
You can return to the pupil tab to sync classes or year groups individually, but for the purposes of setting up your sync for the first time, we recommend reviewing your pupils in one go where possible.
In the next panel you can choose the pupils you’d like to sync from Xporter with Wellbeing and match any who already exist there.
Import new pupils
Use the column on the right to tick pupils you’d like to import from Xporter. The button at the bottom, Deselect all, will tick or untick all newly matched pupils and any pupils that will imported as new.
The system will automatically match any accounts already in the Admin Hub which are identical to ones in your MIS via your Xporter connection, but may not be able to match pupils if there are any spelling discrepancies. Each pupil will be given a matching status as below:
These are pupils that exist in your Wellbeing Admin Hub but have no clear match in your MIS. They are quite often leavers who no longer exist in your MIS. If you need to match a pupil with this status to an account in your MIS, select the row and then select ‘Match’.
This will open a window that will allow you to search for and select a pupil from your MIS to match with. Select the appropriate pupil from the list and then select ‘Match’:
If there are is a large list of unmatched users, you can enter a partial name in to the ‘Filter’ box, which will look for users of that name within the list. Note that you will likely have a long list of unmatched users if there are a high number of teachers who have left the school but have not been deleted from the Admin Hub database.
These are pupils from your MIS with no clear match in your Wellbeing account. Unless you choose to match these pupils with an account in the Admin Hub, they will be imported as new pupils. You should check very carefully that there is no match with an existing pupil profile in Admin Hub to avoid any duplicate pupils being imported.
Please examine any pupil listed with a status of May match – these have been identified by the system as matching because they are a very close match – if the match is incorrect, select the pupil and then select the ‘Unmatch’ button; otherwise these accounts will be matched.
These are pupils that the system has been able to match with reasonable certainty. We would still recommend a review of these accounts to ensure no errors have been made.
You can undo a pupil matched in error by clicking on the row and selecting ‘Unmatch’.
The data from your Xporter connection takes precedence over the Admin Hub when syncing. Names, classes and dates of birth which will be overwritten are shown struck out in the Existing Hodder Education Group Admin Hub side of the screen.
A backup of the accounts as they currently exist in the Hodder Education Group Admin Hub is taken before the sync begins, so that when you undo a matched account to correct a mistake, the original data can be automatically restored.
When you are happy with the records, select 'Save and sync your pupils'. This part of the sync may take a few minutes, but the screen will display its progress through the pupil records.
Your sync is now complete. We advise checking your 'Pupils' and 'Classes' tabs to ensure that you are satisfied that your data has imported and is correct.