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      Importing Forms
      • 17 Oct 2023
      • 2 Minutes to read
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      Contents

      Importing Forms

      • Updated on 17 Oct 2023
      • 2 Minutes to read
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      Article summary

      • Go to Parent Portal: Forms: Import Forms
        • Select your Parent Portal from the dropdown list next to "Website".
        • Hit “Connect”
        • You can select which type of form to upload by the Form Type dropdown or you can select All.
        • This may take time, depending on how much data you are downloading so please be patient.
        • Choose form you want to load and hit “Load Forms”
          • This will load all the forms that were submitted to the Parent Portal and are available for download.
          • If the form includes an option for parents to submit their own pdf/jpg file (i.e. a birth certificate) then a screen will pop up, where you will need to map the folder where the documents should go.
          • You can limit your search by Date Submitted by filling in dates in the top right corner.
          • If you want to include forms that are missing payments or if you want to include forms you already imported check off these boxes in the top right corner.
          • If you only want to see the forms from a specific account you can check off the "Load by Account" and put their ID in the box right next to it.
        • Note that any form on the "spreadsheet" list that is: 
          • Italicized means that this person's form was already imported
          • Light Grey means that there is no payment when their should be one.
        • Select the forms that you want to import to Admire:
        • You can do this either Manually or Automatic - select the option from the bottom of the screen, next to "Import Forms": 
          • Manual– use this option when you need to match accounts and check the data.
            • Select the Forms you would like download and hit the "Import" button
            • This brings up the Import Wizard.  You will follow each screen, one at a time.
            • You can reject the form if there is a problem - hit the "Reject Form" button.  
              • You will be prompted to send a message to the parents.
              • On portal will turn red
              • Once submit it turns green and cannot be resubmitted unless school rejects it
            • The Wizard will pick up new data and you can decide whether or not to keep the changes
              • Highlighted in Yellow means that this is new information the parent entered.
              • Red underneath means that this was original data - if there is no red underneath it means that you never had this information until now.
              • You can hit the undo button to put original information back in.
              • Everything else did not change
              • Follow the prompts to complete the process
              • There is an option at the end to print a report of what was imported.
          • Automatic– some forms cannot be done this way – it will tell you if cannot do it.
            • Use this option mostly for consent forms, when just a yes/no answer is needed.
            • You can do Tuition Contracts on Automatic.  However, please note that it is better if you first test this out and do a few manually to make sure everything is pre-filled correctly before you mass import it. 
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