SIMS Export

The OpenApply Team
  • Updated
Markdown
Quick answer:

SIMS Export is an add-on module that exports applicant data in a format you can import into SIMS. After the module is enabled, set the SIMS School ID for each campus, map your fields at Settings > Import & Export > SIMS Field Map, set up SIMS Lookups, then export from a roster using Export > SIMS XML Enquiry Export or SIMS XML Application Export.

For admins at schools using the SIMS Export module.

SIMS Export is an additional module for OpenApply. To enable it for your school, contact your School Experience Manager. Once it is enabled, the OpenApply support team completes the initial configuration and schedules a training call to guide you through the steps below.

I want to Go to
Set School IDs for each campus Set the SIMS School ID
Map OpenApply fields to SIMS Map mandatory fields
Assign SIMS codes to dropdown values Set up SIMS lookups
Run an export Export SIMS data from a roster

Set the SIMS School ID

OpenApply supports multi-campus schools, so you need to enter the SIMS School ID for each campus.

  1. Go to Settings > School Settings > Campuses.

  2. Select the pencil icon to edit a campus.

  3. Enter the SIMS School ID for that campus and select Save Changes.

    Screenshot: editing a campus to add the SIMS School ID

In a multi-campus export, OpenApply groups the students for each campus into a separate XML file named with that campus's School ID. The files are compressed into a single ZIP file for download.

Map mandatory fields

  1. Go to Settings > Import & Export > SIMS Field Map.

  2. Map each SIMS field to the matching OpenApply field. Make sure every mandatory field (highlighted in green) is mapped. OpenApply Support will help with this.

    Screenshot: SIMS Field Map with mandatory fields highlighted in green

Test an export with basic field mapping first, before you set up custom field mapping. For help or advice on mapping your fields, submit a request.

Set up SIMS lookups

Lookups let you give a predefined OpenApply field (Dropdown Menu, Multiple Choice or Checkbox) the SIMS descriptions and codes that SIMS can read.

  1. Go to Settings > Import & Export > SIMS Lookups.

  2. Select Choose Lookup Field and pick the field you want to map.

  3. For each possible value, enter the SIMS Field (description) and SIMS Field (code).

  4. Select Save Changes.

    Screenshot: SIMS Lookups with description and code for each value

Some lookup fields, such as title or prefix, need only a value rather than a description and code. For these, enter the matching SIMS Field (value) for each possible value.

Screenshot: lookup field that needs only a SIMS Field value
Lookup field that needs only a SIMS Field value.

Export SIMS data from a roster

You can export SIMS data for a filtered list from the Enquiries, Applicants or Students roster.

  1. Select Filter and filter for the group you need, for example by grade, status, gender or custom fields.

  2. Select some or all of the students.

  3. Select Export, then SIMS XML Enquiry Export or SIMS XML Application Export.

    Screenshot: Export menu with SIMS XML export options
  4. On the export page, drag fields from Available Fields on the left to Export Fields on the right. Include all mandatory fields, marked with a green M.

    Screenshot: Available Fields and Export Fields with mandatory fields marked M
  5. Enter the export file name and select Export.

On the SIMS Export page you can also:

  • edit or delete templates
  • add an optional Comment to include in the export (maximum 512 characters)
  • enter a Template name and select Create New Template to save the selected fields
Screenshot: SIMS Export page with template, comment and file name options
SIMS Export page with template, comment and file name options.

Was this article helpful?

1 out of 3 found this helpful