Directory and User Data

Sync User Data #

Uploading user data is an essential task that allows you to manage and update information efficiently. Follow this comprehensive guide to successfully upload user data using the provided steps. This step will only need to be completed until a complete connection between your current student data system and HomeroomHUB has been established.

Step 1: Select Directory from the Sidebar #

1. Log in to HomeroomHUB with a Local Administrator account.
2. Locate and click on the “Directory” option in the sidebar. 

Step 2: Select the Sync Data Option #

1. After accessing the directory, search for the “Sync Data” feature.
2. Click on the “Sync Data” option to initiate the data synchronization process. This action ensures that the data you are about to upload will be integrated seamlessly with the existing records.

Step 3: Select the Upload Button #

1. Within the “Sync Data” section, find and click on the “Template” link above the upload section. This will open a file selection dialog box.

Step 4: Download and Edit the Template with Necessary Data #

1. Download the provided template for uploading user data. This template comes in Microsoft Excel format but should be compatible with most spreadsheet software.
2. Open the downloaded template using compatible software such as Microsoft Excel, Google Sheets, or any preferred spreadsheet application.
3. Fill in the template with the required user data. Make sure to follow the prescribed format and guidelines provided to avoid errors during the upload process. Include all necessary fields accurately.

Step 5: Upload the Data #

1. Once the template is populated with the necessary user data, save it.
2. Return to the “Sync Data” section of HomeroomHUB where you initiated the upload process.
3. Use the file selection dialog box to locate and select the edited template file.
4. Click “Save” from the file selection dialog box to initiate the process of uploading the new data.

Step 6: Review What Is Uploaded #

1. After the upload is complete, a confirmation screen will be displayed, indicating that the data has been successfully uploaded.  The last column indicates what changes have been made to the data (Created, Edited, Deleted).
2. Review the uploaded data to ensure accuracy and completeness. 

Step 7: Confirm or Adjust #

1. If the uploaded data is accurate and requires no further changes, proceed to the confirmation step.
2. Select the “Confirm” button to finalize the upload process. The uploaded data will now be integrated into the system.
3. If you identify any errors or changes that need to be made, select the “Cancel” button.
4. Make the necessary adjustments to the original template on your computer.
5. Repeat the upload process from Step 5, replacing the previous file with the corrected version.

By following these steps, you can efficiently upload user data, ensuring that accurate and updated information is seamlessly integrated into the system. Regularly reviewing and uploading user data is crucial for maintaining the integrity of your records and ensuring that HomeroomHUB is connected for all users.