Loading Parent Data into Community from School Manager

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This article is for IT Support.

Community Parent Management in School Manager allows you to add parents' details to students at your school. Parents can then use Qustodio to connect to their students. This will let them see an overview of their children’s school internet usage, and use Community features enabled by your school. This article explains the three ways parent data can be uploaded to School Manager and added to students.

Adding Parent Data

There are three ways to add Community parents into School Manager:

  1. Parent Data Integration (SIS)
  2. Parent Data Uploading (CSV)
  3. Local Managed Parents

Print this PDF as a quick reference to the articles for syncing and importing data.

Parent Data Integration (SIS)

You can upload parent information to School Manager using a third-party integration that synchronizes with School Manager. You should use this method if your school uses a supported third-party integration or authentication system that associates parents’ emails with students information.
School Manager supports:

Important

You must enable Sync Parent Data for parent details to appear on the student’s Manage User page. If this is not enabled, parents will not be added to students when school data synchronizes.

Sync with OneRoster or Classlink

  1. Go to Configuration > Authentication > SIS Integration.
  2. Select Add New, then select OneRoster or ClassLink.
  3. Select the Sync Parent Data checkbox.
  4. Select Submit.

 

Sync with Clever

  1. Go to Configuration > Authentication > Clever.
  2. Select Sync Parent Data.
  3. Select Sync.
  4. Select Save.

 

Successful Sync

If the sync is successful, parent information will appear on students’ Manage User page as an Additional Parent.

The following examples indicate the source of the parent data and that they have been added to their student through SIS integration.

 

Parent Data Uploading (CSV)

You can upload parent data to School Manager in CSV format to create parent records and add them to students. Use this method when your school doesn’t have a supported third-party integration or authentication system, but can export parent data in either OneRoster or Simple CSV file formats.
School Manager supports bulk adding of parents to students by uploading data in two CSV template formats. Use the OneRoster CSV format if your school’s third-party integration can export the required fields with some data manipulation. Use the Simple CSV format if your school doesn’t have access to third-party integration.

Caution

Follow our guide to formatting your CSV upload correctly. Incorrectly formatted data will result in upload errors.

Upload with CSV file

  1. Go to Configuration > Community > Parent Data Upload.
  2. Click on "simple CSV " or “OneRoster CSV” to download the template.
  3. Add the data to the template and save it as a CSV.
  4. Select Choose File.
  5. Select the CSV file to be uploaded.
  6. Select Save.

 

Locally Managed Parents

You can create parents records and add them to students directly via the School Manager UI.

 

Adding Parent Data by School Manager UI

A Locally Managed Parent is a parent whose details are created and managed within School Manager. 

sm-add-a-new-parent-2023-05-001.png

Add a Locally Managed Parent

  1. Locate or select the student on Configuration> Users and groups > Users.
  2. Under Parent Details on the student’s Manage User page, select Add Parent. The Search Parent dialog will appear.
  3. Select +Add a new parent.

    Note

    You may have to search for the parent’s name first. If the search returns no results, select +Add a new parent.

  4. On the Add new parent dialog, enter the new parent’s details.
  5. Select Save and Add Parent.

Parent Details will appear as Additional Parent on the student’s page. For Locally Managed Parents, the Source Type shows “Local”.

 

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