Exporting Data from Integris G2

Exporting Data from Integris G2

For ParentMail

Step 1 - Create an AdHoc Report

·  Log on to Integris G2

·  Click on the Reports tab on the left hand side of your screen

·  Select AdHoc Reports and AdHoc Report Manager

·  Click on the plus icon to Create Report

·  In the Name field enter the title i.e. PMX2 Import

·  In Security decide if you want to share this report or not and select the appropriate button. (If you share this report it’s available to each school user)

·  The Report Style can only be columns at present

·  Select Layout Options as follows:

Orientation: Landscape

Page Size: (defaults to A4)

Formatting: take out the ticks in “Show school logo”, Show vertical grid lines and Show horizontal grid lines

Text Control: Truncate text

Font: (defaults to Arial)

Font Size: (defaults to medium)

·  Click Next

In this next page you need to select the Data Items required. It is recommended you select in the order in which the columns are to appear in the finished report as this is quicker than reordering after the selections have been made.

·  Click on the + sign to open the Personal folder and select Legal Forename

·  Hold down CTRL key + Click the following: Surname, UPN, Year, Class, Date of Birth, Gender, Reference and then within Parent Guardian 1 select Relationship, Title, First name, Surname, Email, Mobile and then click the yellow arrow to send the data to the right-hand list.

·  Click Next, Next, Next and Finish

Step 2 – To Run the Report

1.  In Integris G2 go to Reports tab, select AdHoc Reports and in My AdHoc Reports; click to select PMX2 Import report.

2.  In Select Students By choose Class from the drop down menu

3.  Highlight the class required or click the hand icon

4.  Click Generate Report

5.  This next page shows your report. Click on Export to Excel button.

6.  Select the Open button in the File Download option window.

7.  Click on File and Save As. Give the file a title (i.e. PMX2 Import) and change File Type to CSV (comma delimited) (*csv)

Step 3 – Cut and Paste your Data into the ParentMail Import Template

Please ensure the data is copied into the correct fields.

Once all the information is copied over it should look something like this.

You will need to adjust Gender from Male and Female to M and F. To do this highlight column G hold CTRL and press F. Select the replace tab and find Male, Replace with M then select Replace All. Do the same with Female replace with F.

Please ensure there is only one Mobile number per row. Finally you need to adjust the Date of birth, highlight column F and right click, select Format Cells. Once here select Date and the format “14 March 2001”.

Select ok and save the report, your spreadsheet is now ready to Import into ParentMail.

C:\Users\Anthony Parkinson\Desktop\General\DB Exporting Data from Integris.doc