Import Option Types

Option

Import Type

Template

Description

1*

Bulk Rostering

or

Full (snapshot)*

OneRoster 1.1 CSV

Simple File Format (SFF)

Using OneRoster 1.1 CSV or SFF requires that only active users, active classes, and active enrollments are included for each upload. These templates provide the easiest way to build and process files.

Note: Every OR and SFF import file replaces the last one imported. For example, if you import 500 users today and 15 tomorrow, then that triggers the removal of 485 users. Always submit full files for all locations if using OR or SFF.

2

Partial (delta)

Traditional
(ThinkCentral and Holt McDougal Online)

Using the traditional ThinkCentral (TC)and Holt McDougal Online (HMO) templates, you can build and import full files on day 1, and then on day 2 you can build and import a file including only those records with changes. Records that did not change remain intact in the database.

In the day 2 file, the record changes may include the following types of entries:

●      Inactivate users

–      ThinkCentral – Active/Inactive field (column R) A = Active, D = Inactive

–      Holt McDougal Online – Activate field (column Q) A = Active, I = Inactive

Note: Typically, these data are tied to a SIS table based on a row status or exit date.

●      Move users

–      ThinkCentral – Action field (column A) M = Move (school to school), T = Transfer (class to class)

–      Holt McDougal Online – Update field (column R) Y = Update to existing account

3

Hybrid

Traditional
(ThinkCentral and Holt McDougal Online)

Using the traditional TC and HMO templates, you can build and import full files, and then include a mix of records with changes. Records that did not change are sent to the database to reset each account to the incoming value. This requires a longer run time and less flexibility to edit within the traditional platforms.

The record changes may include the following types of entries:

●      Inactivate users

–      ThinkCentral – Active/Inactive field (column R) A = Active, D = Inactive

–      Holt McDougal Online – Activate field (column Q) A = Active, I = Inactive

Note: Typically, these data are tied to a SIS table based on a row status or exit date.

●      Move users

–      ThinkCentral – Action field (column A) M = Move (school to school), T = Transfer (class to class)

–      Holt McDougal Online – Update field (column R) Y = Update to existing account

4

Full Limited

Traditional
(ThinkCentral and Holt McDougal Online)

Using the traditional TC and HMO templates, you can build and import full data files for each upload. This process adds and updates user records.

●      To inactivate users, you must use the traditional platforms.

●      To move or transfer users in ThinkCentral, you must use the ThinkCentral platform.