Overview
SmartSuite and TV4Education can import your patrons automatically via Wonde. You will need a Wonde account to complete the steps below.
Prerequisites for setting up your Wonde connection.
Could you please upload a copy of your *.CSV file to a ticket in the Mailbox. Please ensure the file has the MIS-ID for staff and students.
Procedure
1. From the Menu select System >> System Settings
2. Select Patron Sync >> Change the Sync Method to WONDE
First we need to establish the connection from your Wonde account to SmartSuite.
3. Here you can Search for your school and select it from the drop down.
Once you have selected your school check that the details are correct.
4. Add your contact details. This is to ensure that the requester is an admin on the Wonde account.
5. Click Continue.
This will send a Wonde notification to us letting us know that you have requested a connection.
6. Step 2 You will need to complete one last manual import, This is to ensure that the merging fields are correct. The merging field in SmartSuite is "External ID" You will need to make sure that this field matches the Wonde MIS-ID field.
7. Once this has been done click on the I've finished my import.
8. Step 3 is where you can download a rpeort to see if any patrons are missing an External ID. Tick the tick box stating that you understand if the external id is missing you run the risk of creating duplicates.
9. Click Continue.
Field Mappings.
This is where you will tell SmartSuite where the data from Wonde will go.
1. The first template that you need to set is for your staff
- The first column is the SmartSuite/TV4Ed field
- The second field is the Wonde Data field.
2. Once you select the wonde data from the drop down, It will show you an example so you can check that it is correct. for both the staff and Students click Save Mappings. Then click Continue
3. When you have created your template you can click update. The import runs every morning.
If you ever want to stop the Wonde Synce just click on Stop data flow.
Once you have completed these steps, please submit a mailbox ticket via the system to notify us of your setup.
Once we receive this confirmation, we can proceed with WONDE setup from our end.