Provide the name of the connected data Student Information System (SIS) or Student Management System (SMS). Include information to help distinguish the connected data between different sources for managing and troubleshooting purposes. For format version, select SDS v2.1 CSV. Select Next to continue.
Select Browse device to present the browse and selection dialog.
Note
After your initial upload during the creation of your connect data configuraiton, you'll need to always supply the same set of files for subsequent uploads, regardless of data changes made in the optional files or not. If you do not the system will determine that the records are no longer active and will mark them as such.
Navigate to the file location and select the files.
Refer to SDS V2.1 CSV file format.
Required: The three files listed must be selected before you can progress. If you're only managing users and not classes, you only need to supply these files.
- orgs.csv
- users.csv
- roles.csv
Optional / Required: Not required if you're only managing users. If you're also managing classes and class enrollments, you need to provide the two files listed, along with the three files prior. If you're not, don't select any files with these names. If one is selected and the other isn't, when you select Next, a message appears stating that one of these files is missing. You need to correct before continuing.
- classes.csv
- enrollments.csv
Optional: The following are optional files and are used to enhance experiences. Not required, unless the files prior have data references based on the notes provided.
- academicSessions.csv (If your roles.csv, classes.csv, or courses.csv contains academic session data, provided to avoid error messages when processing data.)
- courses.csv (If your classes.csv data contains links to courses, provided to avoid error messages when processing data.)
- demographics.csv
- userFlags.csv
- relationships.csv
When you complete selecting your files, select Next to continue. The system will validate the names of the selected files before continuing to the next screen. If a required file isn't found a message appears, and you need to address and reselect the file or files.
After the files names are validated, the files will be uploaded to validate the structure of the selected files and are formatted correctly with the header names based on the SDS CSV v2.1 specification.
If you receive the message: One or more of the files found don't match the expected format. Review the screen to see if any files aren't formatted correctly. You'll need to navigate back to the prior screen to reselect the files after correcting the issues.
If you receive the message: We aren't able to find one or more of the optional files. Review the screen to see which file or files aren't found. If you aren't expecting this message, you need to navigate back to the prior screen to reselect the files. Otherwise, select Next to continue.
After the file schema is validated, SDS will perform a quick data validation from the files uploaded. The uploaded data passes through some of the SDS data matching and validation rules to help identify the good required and provided optional data. It isn't all the validation rules but the ones most encountered.
Tip
Data validation results are non-blocking during the onboarding or csv upload experiences, you have two options: either exit and return later after fixing the data or proceed to the next step to continue setting up your data connection and later supplying the corrected data with subsequent uploads.
For more information on the data that was flagged for investigation, select view details for the file name from the list to drill into specific items.
You're able to download a report by file to get a head start on the investigation and fixes in the source system.
Flagged file columns are displayed with ability to expand and investigate what rule or rules flagged them.
By clicking on the rule, you're able to see another summary of the top 10 records, for example purposes.
When your investigation is complete, close the dialogs then select Next.