Import Student, and Parent and Carer Data from SIMS into IRIS ParentMail

Importing student, and parents and carers data from SIMS into IRIS ParentMail requires you to complete processes in SIMS before data can be imported.

Data Extracted From SIMS for IRIS ParentMail

The following data is extracted from SIMS for students, and parents and carers:

  • Preferred Forename
  • Preferred Surname
  • External ID
  • Year Group
  • Registration Group
  • Gender
  • Date of Birth
  • From section 5 Family/Home the following data is exported unless it is marked as Priority 9:
    • Contact Type (relationship)
    • Title
    • Forename
    • Surname
    • External ID of the contact
    • Primary Email Address — Only the email address set as Primary is exported.
    • Mobile Number — Only one telephone number set as Mobile is exported. If more than one Mobile number is listed, the one you want to export must be set as Main and Primary.
    • Address Details
    • Priority

Before Exporting Data From SIMS

Before you export the data from SIMS, in SIMS you must:

  1. In SIMS, check you have the Third Party Reporter and Admin Assistant permissions.
  2. From IRIS ParentMail, download the Student Parent RptDef report definition file.
  3. In SIMS, import the Student Parent RptDef file.

Importing Staff Data from SIMS

  1. In SIMS, to run the PMX2 Student Parent Export report: 
    1. Go to Reports, then select Run Report.
    2. Select Focus, then Student.
    3. Find the PMX2 Student Parent Export report, then select Run.
    4. Leave the effective date as displayed, then select OK.
    5. From the Export as Text window, select Browse.
    6. Enter the File name, select the location, Save in CSV format, then select OK.
    7. On the confirmation message, select OK.

  2. Open the saved report, then check relevant details are populated with the expected data and it is correct.

    If the details are incorrect, update the relevant details in SIMS, then run the PMX2 Student Parent Export report again.

  3. Import the updated report in IRIS ParentMail.
  4. To identify any data that was not imported successfully, run the Student & Parent Rejected Records Report.

If you need help with importing, use Live Chat, or log a support ticket (a Service Cloud account is required) with our Support Team.