Importing contact data from Facility

Importing from SIMS

There are 2 components to importing data from Facility.

Firstly, you need to install the TXTRound report definition into Facility. 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 Facility 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 Facility

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

Download the Facility report definition by clicking this link

The following data will be imported:

Pupil name
Year
Class
UPN
Contact mobile number
Contact email address

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

Facility - Reports menu

Step 3

Browse to a folder within reports where you would like to store the TXTRound report. Then click the Advanced button as shown below.

Step 4

You will then be prompted if you want to store the imported report to the current folder. Choose Yes.

Step 5

Then browse to the file that you saved in step 1. It will be located whereever you chose on your computer. When you have found it, click Open.

Import Definition

Step 6

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

Report import complete

Runing the report and import

Step 1

Login to Facility and navigate to the report imported above. The report will be called Text Pupil Upload. Click the Generate button. Then when prompted for "Scope of Report" as below, click OK.

Step 2

You will be prompted for the sort order of the report. Click the OK button.

Specify Facility report sort options

Step 3

Once the report is displayed, right mouse-click anywhere in the data area and choose the Exporting menu item.

Step 4

When the Exporting sub-menu appears choose Export.

Step 5

Finally in Facility you will be prompted for a filename. You must enter the full file location eg c:\TXTRound\Export.csv. The filename must end CSV. Then click Export. 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

Press Complete Import to finish the process. Then please wait until you see the screen below. DO NOT press any buttons whilst you are waiting for this to appear. It may take up to 5 minutes.

Once complete you can click on Group Admin to view your imported data.

Import complete