1. New Time Saving options for ProTrain and Student Manager Partners
Protrain Import
New Time Saving options for ProTrain and Student Manager Partners
Chuck Havlicek
Dr Victoria Steeger

2. The Problem
How to get Registrations Handled by the ProTrain Registration System into Student Manager?

3. ACEware Systems and ProTrain Are pleased to present.. ….

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

5. Steps to Download from ProTrain
Go to your Knowledgebase PRS website and login
Click on the Reports tab and select Aceware Download
Select the Date range you wish and click Go
Click Export Data
Save the Excel Spreadsheet
We have created a User’s Guide for you!

6. Steps to Upload to SM: Set up Preferences (register tab)
Go to Tools/Import-Export/ProTrain Import
Assign Source Code (if you want it different from ProTrain)
Choose to Group your batch of registrations (or not..)

7. Setting up your Preferences:
Registration Preferences: Set up Fee Descriptions

8. Then to Tools!

9. You’ll need to have your downloaded Source File … Excel
THIS is what will be your COURSE NUMBER in SM

10. The Excel file can have multiple names, multiple courses, multiple registrations with different fees for each

11. Let’s go do it!

12. What Happened?? .
Name added (if 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 your ProTrain payment to the entire group.
6. You get a results panel, telling you the numbers!

13. OK what did we miss?

14. OK what did we miss?

15. chuck@aceware.com vsteeger@protrainedu.org
Questions?
Next Webinar:
Wed, September 28thth
1:30 pm CDT
“Quick Pick” Module