Set Up Scheduled Import (to bring in the most up to date data for your faculty, staff, and students)
Set up End-of-Year Process (moving students from grade to grade) with reminders to make sure everything runs smoothly before the end of the year).
Set Up Scheduled Import
Here is some information to help you set up a scheduled import in
identiMetrics. There are three simple steps to this set up process.
Note: Steps 1 and 2 are your responsibility to set up and should be completed before scheduling with us. We will help you with Step 3.
Step 1: Schedule an export from your SIS or Host Application (you may need their help)
Runs query for specific export (see attached import file cheat sheet for specific details of what information identiMetrics needs)
Names file a name that works for your district (use district's naming convention)
Schedules daily export daily on FTP or SFTP site
Step 2: You direct the scheduled export to a folder on your district’s network.
Pulls file from FTP site (using a utility for transferring files like FileZilla. Your SIS or host application company may have more options or a specific preference)
Places export into a location on your districts' network for identiMetrics to be able to grab (local to the computer identiMetrics' top level service is installed on works best)
Step 3: identiMetrics sets up options for the daily scheduled import
Schedule an appointment with us on GOidM.com to set up the scheduled import file.
On Day of the appointment we will log onto the computer with the top level service and set up the import file preferences.
Set up End-of-Year Process
End-of-Year (EOY) is a process that is run in identiMetrics that ‘promotes’ students from one grade to the next.
This will help you remove students from the database that no longer belong.
You should run the End-of-Year Process yourself at the END of the school year before any new import files enter the system.
Find out more about the End-of-Year Process and how to set it up.
We're here for you if you have any questions.
Please open a support ticket by emailing support@identiMetrics.net or call us at 215-836-5640 Ext 2.