This article explains what information must be present for a student to sync to the portal. Use these checks to confirm the student record is set up correctly before you raise a case with support.
📌Note: Read the article that is relevant to your MIS.
Check the Required Student Information
Confirm the student record includes a Salutation.
Confirm the student record includes a First Name.
Confirm the student record includes a Last Name.
Confirm the student record includes an Email Address if the student needs to log in to the portal.
By default, the portal uses the student's preferred forename as the first name. Contact support if you want this option turned off.
Check the Requirements for a Current Student
Confirm the student is linked to a base group that is active and linked to a year group in the portal.
Confirm the student has a current roll mode of 'On Roll'.
The 'On Roll' requirement is hardcoded and cannot be adjusted for a specific school.
Check the Requirements for a Prospective Student
Confirm the student has an application with no admission date, or an admission date that is later than today's date.
Confirm the application is marked as active.
Confirm the student is linked to an intake group that is active and linked to a year group that has synced to the portal.
Confirm the student is linked to a base group that is active and linked to a year group that has synced to the portal.
Confirm the student has an admission status that has been set in the portal.
⚠️Important: If the admission status has not been added to the portal, the student will not sync. Contact support to confirm which admission statuses have been added to your portal.
Check the Requirements for a Left Student
Confirm the student does not have a status of 'On Roll' within the student record.
Check the 'latest_dol' column in the stud_student table, as this is used to determine when leavers are removed from the portal.
Confirm the date in 'latest_dol' is within the past 12 months if the student is expected to sync as a left student.
📌 Note:
By default, the portal syncs left students who have a date in the 'latest_dol' column within the past 12 months.
If a student has an updated date after 12 months, that student does not sync into the portal.
This setting can be changed. Contact support if you need this requirement amended.
Troubleshoot a Student That Is Still Not Syncing
Complete the checks in this article for the relevant student type.
Confirm all required information is present and correctly linked.
Raise a new case online and reference the title of this article if the student still does not sync into the portal.