If you want to keep your parent contacts synchronised with your Management Information System, you can either:
- Upgrade your Pupil Asset plan to MIS
- Sign-up for our MIS Sync
Alternatively, you can manually import contacts into Pupil Asset. The easiest way to get started is to log in and upload a CTF or CSV file via Admin > Import.
Option 1: Use a CTF file at Admin > Import
Go to Admin > Import.
Select CTF for your pupils with the Choose File button.
Click the upload button.
Select the relevant pupils.
Select Include parents/contacts.
Click Continue.
Check parent details. If not all present then locate the relevant CTF or edit manually via Office > Families.
Option 2: Use a CSV file at Admin > Import
Go to Admin > Import.
Select CSV for your pupils with Choose File button.
Click the upload button.
Select relevant pupils.
Select Include parents /contacts.
Click Continue.
Check parent details. If not all present then locate relevant CSV or edit manually via Office > Families.
Option 3: Sign up for our MIS Sync to automatically sync overnight.
For more information, please contact our Sales Team on 01603 631436 and choose Option 2.