Messenger v5 Manual Data Synchronisation

In order to manually import data into Messenger v5, when an automated import schedule is not in use, follow the steps below.

If you are using Scottish SEEMIS or WCBS Pass, at present it is not possible to automatically sync your data, therefore you must manually synchronise the data.

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SIMS, CMIS, e1, G2/S2, Engage and Aspen in the UK and US all support automatic integration and you should therefore avoid using the manual import method detailed below unless directed to do so by Groupcall.

To export data from an MIS not using automatic integration in preparation for eventual import into Messenger v5, please expand the relevant sections below.



 

Messenger v5 Manual Data Import

Having prepared the data for import (please see MIS specific instructions on how to do this) you can now add your contacts and attendance information (where supported) in to Messenger v5. Please note, you will need to be logged in as an Admin user in order to complete this process - an Admin Guide is available if you need clarification on what this means.

Please ensure you have read and understood the note about the Source of Data before uploading data to Messenger v5.

From the Welcome Screen, select the 'Admin' option.

Now select the 'Upload' Option.

From here, you will be taken to the upload data screen. You will see the history of previously uploaded datasets as well as the option to browse to the most recently saved dataset.

In order to upload the data, simply 'Browse...' and find the file(s) you prepared earlier and select 'Upload and Process'.

Whilst the data is uploading you will see a black screen with white text, as shown below, saying 'Importing'.

This can take some time, depending on the size of the dataset you are importing. You do not need to remain on the import page whilst it uploads, we suggest coming back later to check on the process. When it is complete, you will see an 'Import Successful' or an error message accordingly.

 

When you see 'Import Successful', your data is available for use within Messenger v5! You'll need to repeat the import for any subsequent import types, such as contacts or attendance as appropriate.

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