Ed2Go and Protrain Import Matthew Olson New Time Saving options for Student Manager users An ACEware Webinar Chuck Havlicek Lauri Thompson

We wanted to let you see what we are thinking ….

The Problem How to get Registrations taken by an external Vendor (Ed2Go or Protrain) into Student Manager?

. . Solution Outline: Download data from vendor Import file into Student Manager . .

Assumptions: Download file has Student Info, course ID, Registration Fee You record unique course per Reg unique Email for each On line registrant Will store to REG either Retail Fee or “Net” fee (rgcrsefee) Want option to group the batch of registrations (for later “payoff”) . .

So Where do you start ? Registration Preferences: Set up Fee Descriptions

Then to Tools!

You’ll need to have your downloaded Source File … Excel

The Excel File can have multiple Names, multiple courses, multiple registrations with different fees for each.

Let’s go do it!

What Happened?? . Name added (if email exists, it did NOT create a dup) A course was added (if the “Section” # did not exist) A registration was added (if it did not exist) It used the fee descriptors you set up in Preferences With the Group Option, you could go back in later and apply a vendor payment to the entire group. 6. You get a results panel, telling you the numbers!

OK what did we miss?

OK what did we miss? Other Data fields? ( Hours earned?) Interest Code?

OK what did we miss?

OK what did we miss? 1)

ACEware 20th Annual Users’ Conference May 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas

Modules with the Mostest Questions? Next Webinar: April 14th 1:30 pm CDT Modules with the Mostest chuck@aceware.com