Navigate to Skybuild
Confirm you are logged in to the district entity
Click on Administration in the bar at the top
Under the Skybuild heading, click Exports
On the next screen, choose Export File Builder - EF
Creating the Extract
From the Export File Builder page, click the Add button
In the Export Interface Maintenance dialog box, make the following changes:
Interface Name: Apptegy
Interface Description: Apptegy Exports
Product Type: Other
"Allow Other Users to Access the Export Interface"
Export Location: choose "Save Exported Files in Database"
"FTP Files"
Protocol: SFTP (with SSH)
Host: data-in.apptegy.net
Port: 22
Path: (not required)
Username: (from 1Password)
Password: (from 1Password)
Export with UTF-8 encoding
Click Save
Creating the Export Files
Click the down arrow next to the extract you just created to expand the extract's options
Next to "Export File(s)", choose "Add Export File"
Student Export
The settings below should be entered in the Export File Maintenance window:
Export File Details:
Data Type: Student
File Short Description: Student
File Long Description: Students and Guardians
File Name: Student.csv
File Type: Delimited
Delimiter: Comma
Text Qualifier: "
Output Field Headers in Line 1"
Export File Ranges:
Ensure that "Active Students" is selected
Ensure that "Include all Calendars" and "Include All Schools" are selected (unless there's a reason some should not be)
Click Save
Adding Data Fields
Click the down arrow next "Export File(s)"
Click the down arrow next to the Export File you just created (Students)
By "Main Export Files" click "Edit Selected Fields"
In the next dialog box, choose the fields you wish to add to the file by double-clicking them. Clicking a darkened option will open a field area with more field options.
Here are our recommended fields:
(Additional fields may be added as needed)
Field | Location |
Other ID | General > Profile |
Stu Full Name | General > Profile > Name > Full Name |
Student Grade | General > Profile |
Gender | General > Profile |
Language Code | General > Profile > Language |
Entity Name | Entity > Entity Information > Entity Name |
F1/G1 First Name | Family > Family 1 > Guardian 1 > Name |
F1/G1 Last Name | Family > Family 1 > Guardian 1 > Name |
F1/G1 Pri Phone | Family > Family 1 > Guardian 1 > Phone Numbers |
F1/G1 Cell Phone | Family > Family 1 > Guardian 1 > Phone Numbers |
F1/G1 Email | Family > Family 1 > Guardian 1 > Email Address |
F1/G2 First Name | Family > Family 1 > Guardian 2 > Name |
F1/G2 Last Name | Family > Family 1 > Guardian 2 > Name |
F1/G2 Pri Phone | Family > Family 1 > Guardian 2 > Phone Numbers |
F1/G2 Cell Phone | Family > Family 1 > Guardian 2 > Phone Numbers |
F1/G2 Email | Family > Family 1 > Guardian 2 > Email Address |
F2/G1 First Name | Family > Family 2 > Guardian 1 > Name |
F2/G1 Last Name | Family > Family 2 > Guardian 1 > Name |
F2/G1 Pri Phone | Family > Family 2 > Guardian 1 > Phone Numbers |
F2/G1 Cell Phone | Family > Family 2 > Guardian 1 > Phone Numbers |
F2/G1 Email | Family > Family 2 > Guardian 1 > Email Address |
F2/G1 First Name | Family > Family 2 > Guardian 2 > Name |
F2/G1 Last Name | Family > Family 2 > Guardian 2 > Name |
F2/G1 Pri Phone | Family > Family 2 > Guardian 2 > Phone Numbers |
F2/G1 Cell Phone | Family > Family 2 > Guardian 2 > Phone Numbers |
F2/G1 Email | Family > Family 2 > Guardian 2 > Email Address |
After all Needed data fields have been added, click "Save"
Staff Export
Next to "Export File(s)", choose "Add Export File"
The settings below should be entered in the Export File Maintenance window:
Export File Details:
Data Type: Staff
File Short Description: Staff
File Long Description: Staff Contacts
File Name: Staff.csv
File Type: Delimited
Delimiter: Comma
Text Qualifier: "
"Output Field Headers in Line 1"
Export File Ranges:
Ensure that "Active Staff" is selected
Click Save
Adding Data Fields
Click the down arrow next "Export File(s)"
Click the down arrow next to the Export File you just created (Staff)
By "Main Export Files" click "Edit Selected Fields"
In the next dialog box, choose the fields you wish to add to the file by double-clicking them. Clicking a darkened option will open a field area with more field options.
Here are our recommended fields:
(Additional fields may be added as needed)
Field | Location |
Staff ID | Staff > Employee ID |
Entity Name | Entity > Entity Information > Entity Name |
Full Name | Staff > Name |
Work Email Address | Staff > Email Addresses |
Primary Phone | Staff > Phone Numbers |
After all Needed data fields have been added, click "Save"
Attendance Export
From the Export File Builder page, click the Add button
In the Export Interface Maintenance dialog box, make the following changes:
Interface Name: Apptegy Attendance
Interface Description: Apptegy Attendance Exports
Product Type: Other
"Allow Other Users to Access the Export Interface"
Export Location: choose "Save Exported Files in Database"
"FTP Files"
Protocol: SFTP (with SSH)
Host: data-in.apptegy.net
Port: 22
Path: (not required)
Username: (from 1Password)
Password: (from 1Password)
Export with UTF-8 encoding
Click Save
Creating the Export Files
Click the down arrow next to the extract you just created to expand the extract's options
Next to "Export File(s)", choose "Add Export File"
Attendance Export
The settings below should be entered in the Export File Maintenance window:
Export File Details:
Data Type: Attendance (Date or Period)
File Short Description: Attend
File Long Description: Attendance
File Name: Attendance.csv
File Type: Delimited
Delimiter: Comma
Text Qualifier: "
"Output Field Headers in Line 1"
Scroll to the bottom of this window.
Choose "Today" for the Absence Ranges
Click "Absence Types"
In the next window, you should be able to add the absence types you would like included in the export. For each absence type, click on the absence type and click "Add." Finally, click "Select" to return to the "Export File Maintenance" dialog box to save.
Adding Data Fields
Click the down arrow next "Export File(s)"
Click the down arrow next to the Export File you just created (Students)
By "Main Export Files" click "Edit Selected Fields"
In the next dialog box, choose the fields you wish to add to the file by double-clicking them. Clicking a darkened option will open a field area with more field options.
Here are our recommended fields:
(Feel free to adjust as needed for contacts)
Field | Location |
Other ID | General > Profile |
Stu Full Name | General > Profile > Name > Full Name |
Entity Name | Entity > Entity Information > Entity Name |
Student Grade | General > Profile |
Language Code | General > Profile > Language |
F1/G1 Full Name | Family > Family 1 > Guardian 1 > Name |
F1/G1 Pri Phone | Family > Family 1 > Guardian 1 > Phone Numbers |
F1/G1 Cell Phone | Family > Family 1 > Guardian 1 > Phone Numbers |
F1/G1 Email | Family > Family 1 > Guardian 1 > Email Address |
F1/G2 Full Name | Family > Family 1 > Guardian 2 > Name |
F1/G2 Pri Phone | Family > Family 1 > Guardian 2 > Phone Numbers |
F1/G2 Cell Phone | Family > Family 1 > Guardian 2 > Phone Numbers |
F1/G2 Email | Family > Family 1 > Guardian 2 > Email Address |
F2/G1 Full Name | Family > Family 2 > Guardian 1 > Name |
F2/G1 Pri Phone | Family > Family 2 > Guardian 1 > Phone Numbers |
F2/G1 Cell Phone | Family > Family 2 > Guardian 1 > Phone Numbers |
F2/G1 Email | Family > Family 2 > Guardian 1 > Email Address |
F2/G1 Full Name | Family > Family 2 > Guardian 2 > Name |
F2/G1 Pri Phone | Family > Family 2 > Guardian 2 > Phone Numbers |
F2/G1 Cell Phone | Family > Family 2 > Guardian 2 > Phone Numbers |
F2/G1 Email | Family > Family 2 > Guardian 2 > Email Address |
If you want, you can add attendance-related fields to this file as well, such as
Date
Periods
Typ 00-?? (for period-specific codes)
After all Needed data fields have been added, click "Save"
Export
Click "Export" in the top right of the "Export File Builder" dialog box to export the data.
Close the Export File Manager Dialog box
Scheduling the Exports
Click "My Print Queue" in the top-right corner
You should see a task record for each time a file was exported. Click one of your Apptegy exports and click "Tasks"
Click "Schedule This"
Set the time, days and months you would like the export to fire and click "Save"
For the student/staff exports, this should be sometime overnight
For the attendance export, this would be shortly before you would expect to send an attendance call