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Loading Parent Data into Community from School Manager

This article is for IT support.

Community Parent Management in School Manager allows you to add parents' and guardians' details to students at your school. By linking or associating parents and guardians to students in School Manager, parents can connect their students’ school managed devices to their Qustodio account, see school internet usage, and use Community features enabled by your school. This article explains the three ways parent data can be first added and associated with students in School Manager.  

Adding Parent Data

There are three ways to add Community parents into School Manager:

  1. Parent Data Integration (SIS)
  2. Parent Data Uploading (CSV)
  3. Local Managed Parents


Parent Data Integration (SIS)

You add Parents to Community via third-party integrations that synchronize with School Manager. You should use this method if your school uses a supported third-party integration or authentication system that links parents’ or guardians' emails with students.

School Manager supports:

Note

You must enable Sync Parent Data for parent details to appear on the student’s Manage User page. If this feature is not enabled, parent details will not be included for the student when school data are synchronized.

Sync with OneRoster or Classlink

  1. Go to Configuration > Authentication > SIS Integration.
  2. Select Add New, then select OneRoster or ClassLink.
  3. Select the Sync Parent Data checkbox.
  4. Select Submit.


Sync with Clever

  1. Go to Configuration > Authentication > Clever.
  2. Select Sync Parent Data.
  3. Select Sync.
  4. Select Save.


Successful Sync

If the sync is successful, parent/guardian information will appear on students’ Manage User page as an Additional Parent.

The following examples indicate the source of the parent/guardian data and that they have been linked to their student through SIS integration.


Parent Data Uploading (CSV)

You can upload parent/guardian data to School Manager in CSV format to create parent records and link them to students. Use this method when your school doesn’t use a supported third-party integration or authentication system but can export parent data in either One Roster or Simple CSV file formats.

School Manager supports bulk linking of parents and students by uploading data in two CSV template formats. Use the One Roster CSV format if your school’s third-party integration can export the required fields with some data manipulation. Use the Simple CSV format if your school doesn’t have access to third-party integration.


One Roster CSV

Your .csv must contain the following fields, in this order:

FieldComment
sourcedIdMust be a unique ID.

Note
This ID is typically already generated by your third-party system.
roleMust either be Student or Guardian. Guardian Role will be added as a Parent.
username
  • Student ID
The Username for a student must match their School Manager Username.
  • Parent ID
Must be a unique ID.
givenNameShould be the person's First Name.
familyNameShould be the person’s Last Name or Surname.
emailMust be unique.
statusMust always be Active.
agentsShould only be completed for a parent user. Must contain the comma-separated sourcedId’s for all students associated with that parent.



Simple CSV

Your .csv must contain the following fields, in this order:

FieldComment
StudentUsernameThe Username for a student must match their School Manager Username.
ParentFirstNameShould be the person's First Name.
ParentLastNameShould be the person’s Last Name or Surname.
ParentEmailMust be unique.


Upload with CSV file

  1. Go to Configuration > Community > Parent Data Upload.
  2. Click on "CSV sample file" to download the template.
  3. Add the data to the template and save it as a CSV.
  4. Select Choose File.
  5. Select the CSV file to be uploaded.
  6. Select Save.


Locally Managed Parents

You can create parents/guardian records and link them to students directly via the School Manager UI.

Adding Parent Data by School Manager UI

A Locally Managed Parent is a parent whose details are created and managed within School Manager. 

Add a Locally Managed Parent

  1. Locate or select the student on Configuration> Users and groups > Users.
  2. Under Parent Details on the student’s Manage User page, select Add Parent. The Search Parent dialog will appear.
  3. Select +Add a new parent.
    Note
    You may have to search for the parent’s name first. If the search returns no results, select +Add a new parent.
  4. On the Add new parent dialog, enter the new parent’s details.
  5. Select Save and Link Parent.

Parent Details will appear as Additional Parent on the student’s page. For Locally Managed Parents, the Source Type shows “Local”.