Uploading the files with FTP might be useful for you if you want to set up an import on a scheduled basis.
Any FTP client should be able to connect, but we recommend either FileZilla or WinSCP.
When setting up your connection for the FTP server you will need the following information:
With Encryption
FTP Host (FTP Server): 35.162.163.158
Use protocol: FTP
Encryption: TLS/SSL Implicit Encryption
Port Number: 990
Without Encryption
FTP Host (FTP Server): 35.167.228.62
Use Protocol: FTP
Port: 21
Encryption: None
For the username, you should use your PTC Wizard subdomain (Note: do not use your PTC Wizard administrative username unless it is the same as your PTC Wizard subdomain).
For the password, you should use the administrative password you use when logging into your school site.
Once you log in, you just need to upload your csv files.
The order in which you upload the files does not matter.
Unlike uploading through the school administrative site, uploading through the FTP server does not immediately process the files.
Files uploaded to the FTP server are processed on a scheduled basis, every 15 minutes. So if you upload your files at 9:05am, then they will be processed at 9:15am.
It is not a good idea to upload files too close to the processing time. This might result in files being processed before they are finished uploading.
CSV File formats:
You can upload the following CSV files:
parent-0000.csv
teacher-0000.csv
student-0000.csv
team-0000.csv
relationship-0000.csv
enrollment-0000.csv
team_enrollment-0000.csv
Replace 0000 with the number for your actual school id. You can also see the exact file names to upload by visiting the school administrative site and going to Settings/Integration
Attached are the templates for each CSV file. Here you can find more information regarding the CSV files.