Add a Report to SIMS Link

You need to add a report where the SIMS Autolink installed, either on the SIMS server or a computer.

  1. Log in to IRIS ParentMail.
  2. Go to Imports > Create Import.
  3. Select Downloads, then select the required report from the drop-down list.
  4. The report downloads to your browser and should be saved to C:\Program Files\ParentMail\SIMS AutoLink.
  5. Go to Settings > MIS Link.
  6. The details of the report you are adding should be displayed under the Type Signatures heading.
  7. Open the SIMS Autolink configuration manager. Select the + icon next to the Reports tab.
  8. Right-click and select Add Report.

  9. Enter the following details:

    Type Name — enter the name of the report from IRIS ParentMail (under Type Signatures)

    Type — enter in csv (This is case sensitive. Make sure csv is entered in lowercase letters)

    Location — select the right-hand side button and find the report you have saved in: C:\Program Files\ParentMail\SIMS AutoLink

    File Name — enter the same name of the report from IRIS ParentMail as in Type Name.

    Type Signature — enter the code signature that is next to the Report name (under Type Signatures).

  10. Select File, then Save.
  11. Select the organisation name.
  12. Select Sync and wait for a date and time to be displayed in Last Synced.

  13. Go to Imports > Imports to check the report is generating at the top of the list.

    If you have any issues with adding a report, log a support ticket (a Service Cloud account is required) to contact our Support Team.

  14. The system produces a Rejected Records report with all data that could not be imported and the reasons why. For more information, go to Run Rejected Records Reports .