Import ISIR

Click View Unmatched Records to see import data that did not match existing user records based on the social security numbers in the file.

If the Create Prospect from ISIR Import box on the System Variables page is checked, the option to alter these files is available.

The following page lists all the unmatched records. Use the checkboxes in the left-hand column to choose records that should be changed or ignored. A Check/Uncheck All box is available at the top of the page for mass changes.

Select the Create Prospect radio button at the bottom of the page to create new Prospect records based on the selected rows or select the Delete radio button to delete the select rows.

Click Submit to save the changes.

The following page shows the results of the change. Click Back to ISIR Import to return and view any additional import data.

Another option is to View-Import Matched Records. Click this button to view import data that matches the social security number of existing SONIS users.

Check and uncheck the boxes on the far left to designate which records should be included in the import. A Check/Uncheck All box is available at the top of the page for mass changes.

The Pkg? box is used to designate which records should be imported as the primary record for the user. If the Use Import File for Packaging box was checked in the previous step, all of the Pkg? boxes will be automatically checked. The decision made here to import the records as the financial aid package records or not will override the previous decision, which allows for individual records within the import to be treated differently from each other.

Click Submit to import the checked records.

The following page displays the results of the import.

The final option is a Reset Tables button. This button is used to remove any excess data that will be not imported. Click the button to start again and import a new file.

SONIS also allows administrators to save unmatched ISIR records for import at a later date. To activate this option, navigate to the System Variables page under the Systems menu and check the Save Unmatched from ISIR Import box. Click Submit to save the change.

Once the option has been activated, a new section titled Manage Saved Records will appear on the Import ISIR launch page.

Process imports as normal. When utilizing the View Unmatched Records option, a new option is available. Use the checkboxes to select which records should be included and click the Save Record button.

Click Submit to save the records.

When records have been saved, they will automatically be searched for matches each time a new file is imported and any matches found will be included in the batch. They can also be accessed through the Manage Saved Records menu. Select a school year and click Submit to continue.

On the following page, the same three options presented when importing records originally will be available. If updates to student records have resulted in a match, saved records can be imported. Otherwise, they can be viewed as unmatched records or the tables can be reset.

Bulk Purge Scheduled Task

When the Save Unmatched option is active, a scheduled task is offered to automatically clean up saved records periodically. Navigate to the Timed Tasks Scheduler utility under the Systems menu and click Add to begin.

On the following page, select Purge Saved ISIRs from the Task Name menu.

Select how often the task should occur with the Frequency dropdown.

The Start Date and Start Time will automatically be set to the current date and time but can be changed to suit individual preferences. The End Date and End Time are optional.

Click the Submit button to create the scheduled task.

Once the scheduled task has been created, return to the Import ISIR launch page and scroll down to the section labeled Bulk Purge Scheduled Task Setup. Enter a whole number in the Max. Days field indicating the maximum number of days that saved records will be retained. When the scheduled task is run, any saved records that are older than this number of days will automatically be discarded.

Click Submit to save the change and activate the task.