Skip to main content

New import tool has been published!

We have been working hard in the past months in order to make many improvements to the import process. As a result, there have been many changes in the way you import your files.

First, you need to download and install a new tool called Accudemia Data Exchange. It’s currently available only for Windows XP or newer, Linux and Mac OS versions are still under development.

clip_image002

Once you download and run the installer, just follow the few steps described there; it will download and install all the required files. You might be prompted to install some missing Windows components you don’t have installed, you have to accept and install those components too. It’s just a couple clicks to accept the installation of all the required components.

After it completes, the application will start and ask you to login:

clip_image004

The User ID and the Password are the same you use to access Accudemia. The Domain can be the address you use to access Accudemia, or just the first part of it (both will work). For instance, you can enter somecollege.accudemia.net, or just somecollege.

Now, you are logged in the Accudemia Data Exchange control panel.

clip_image006

Click on “Create New Import Task” to select which file has to be imported, and how it will be done. Follow the steps described there, they might vary depending on what you are going to import to Accudemia.

For instance, if you are going to import students enrollment, you might have something like this:

clip_image008

clip_image010

clip_image012

Complete the remaining steps to save the changes. To run the job and import the file to Accudemia, you have to click on View Details (under the job’s name), and then on Run Import Now:

clip_image014

After a few seconds (or minutes if there’re thousands of records), you will see a green light indicating the information was successfully uploaded to Accudemia:

clip_image016

And congratulations, you’re done!! After a few more seconds, the information will be available in Accudemia.

Comments

Popular posts from this blog

1-click sign-in for staff members now available

Productivity is essential when a center is busy and there's a long line of students waiting. Hopefully that's not your case, but in any case if we can save tutors, advisors or counselors a few seconds of their time, we have made their job easier and more valuable.Starting today, we're rolling out an update that lets staff members sign-in and sign-out with only one click (OK, maybe two).On the top-right part of the screen, staff members will see a button indicating whether they are signed-in or not. Clicking there will show a small popup to let them sign-in or sign-out, without having to leave the screen they are currently on.When signed-out:
When signed-in:If you are an administrator and don't think this is useful or want to disable it for any reason, you can do so in the Control Panel. Click on "User Accounts" and uncheck the option "Tutors can sign them in and out from any screen".Leave your comments below if you find this feature useful!

How-to: Scheduling Appointments

Accudemia has always offered different ways to create an appointment. Each method is intended for users trying to find appointments using different criterias. For example, if you want to list all tutors available for a certain course you might want to use the New Appointment method. The Wizard lets you find the perfect appointment for you in a simple 5 step procedure instead, where you are prompted to select the dates, services, the course and tutor you want. The 3rd way is using the Manual method, which is enabled only to administrators and it allows them to select exactly what they want and bypass several validations the system might enforce using the Wizard or the New Appointment methods.Here’s a quick description on how to use each one of these features.New AppointmentYou can find it under Center Attendance > Appointments > New Appointment. The page displays a filter with the next options: Use From/To filters to view only availability in that period of time. The center can…

Advisor? Counselor? Tutor? Pick what suits you best.

As part of our Accudemia upgrade plan, we are introducing new changes we believe you will enjoy. Accudemia is designed to work in multiple centers and each center has its own preferences and its own way to work. That has been possible since the very beginning, with the exception of choosing what terminology it should use.Starting today, each center can pick what terminology to use for its staff members. Running a Tutoring Center? An Advising Center? Now it's possible to decide exactly what word it should use depending on the context.Accudemia supports changing the terminology for Tutor (and its derivates Tutors and Tutoring) at a global level and also per center. The global term is used when a center context is not available, such as when listing all users under User Accounts. All these new configurations can be found in the Control Panel, under the Terminology section.Recommendation: Our recommendation is to set the global term to be Staff Member and then use Tutor, Advisor, Coun…