Importing STAFF contact data from SIMS.net

Importing from SIMS

IMPORTANT - This page is for importing STAFF data only. If you wish to import pupil contact information, please visit Importing contact data from SIMS.

There are 2 components to importing data from SIMS.

Firstly, you need to install the TXTRound report definition into SIMS.net. This is the first instruction shown below in the orange box. This step is a one-off.

The second step which you will need to do each time you import contact data from SIMS is shown toward the bottom of this page in the blue box.

If you need any help at all during import please contact us on 0800 0125 357.

Installing the TXTRound report template to SIMS

In order to import contact data from SIMS you need to first download the Report Definition and install it into SIMS. This report definition creates a normal SIMS report that you can run at any time.

Download the SIMS report definition by clicking this link

The following data will be imported:

Staff name
Payroll number
Phone number
Email address

The import process looks for contact telephone numbers in the following order to find a mobile telephone number first, or failing that a landline number.

Mobile telephone
Main telephone
Step 1

Download the TXTRound report definition by clicking the link above. When prompted, click Save, and select a location for the report file to be saved on your computer. Where you choose to save this report is entirely up to you, just make sure that you can remember where you saved it to.

Step 2

Step 3

Click the "Open" button to browse for the Report Definition file that you saved at Step 1.

Step 4

You should then be able to select the report definition that you saved. The filename is as below - "TXTRoundStaff-Va.RptDef". Then once selected, click the Open button.

Step 5

The Report Definition you have chosen to import will then appear as shown in the box below. Click on Import.

Import Definition

Step 6

Once import is Complete, it will be shown as below and you can run the report to prepare staff contacts for upload into TXTRound at any time.

Report import complete

Running the report and import

Important note

Importing staff is not yet fully automated, but will be over the Summer. Please ensure that you follow these instructions carefully. The final step, number 10 is VERY important so do not rush ahead. Thank you.

Step 1

Login to SIMS and navigate to the report imported above. This will normally be in the Staff focus area, and is named TXTRoundStaff-Va. Run this report. Note: the image below shows the pupil import. In this step you are using the Staff focus and the TXTRoundStaff-VA report.

Step 2

You will be prompted for a filename for the report you are running. Click the Browse button.

Specify report output location

Step 3

Choose a filename and location that you will remember. Then press save. You will need this to upload to TXTRound.

Choose filename and location

Step 4

The filename selected above will appear in SIMS as below. Click OK.

Save file

Step 5

The report has run and is now complete and ready to be uploaded to TXTRound.

Report complete

Step 6

Log in to TXTRound using your usual username and password. Click the Group Admin button (from the centre top bar) and then Import records from the link on the right of the screen.

TXTRound import screen

Step 7

Browse for the file that you exported from SIMS and select it for Import to TXTRound.

Browse for import file

Step 8

Click Upload.

Click upload

Step 9

Wait until you see the green status bar below (there might have to scroll down slightly to reach this). DO NOT press any buttons whilst you are waiting for this to appear. It may take up to 2 minutes.

Import tested

If you see any errors or the bar is shaded red, please call us on 0800 0125 357.

Step 10

THIS IS VERY IMPORTANT - Press Reset Import to finish the process. Please then email Rob.Warner@txtround.co.uk with the subject line - Staff file uploaded. We will then trigger the staff import process manually and confirm to you when it is complete. We will be updating this process to full automation over the Summer period.