Staff Export (WeTip)

Key Points For Automation

• File Transfer: via SFTP
• Format: .csv
• Headers: Include headers as the first line of each file. Match the exact order and spelling of the headers listed below.
• Filename: Match filename exactly.
• Send Staff / Student / StaffToStudent files daily. Recommended time: after your office staff leave for the day and before 11:00 pm PST.
• SchoolExport: Export one time and share via Google Drive or SFTP folder.
• To manually run a CSV import, visit the CatapultEMS district dashboard > District Settings > Import Data for District.

StaffExport.csv*

1. id*: The staff ID can be numerical or alphabetical. *Required.
2. site* (or school): School/site code from the Student Information System (SIS) or HR system that the staff member works. Alphanumeric and case sensitive. *Required.
   If a staff member works at multiple sites, add separate lines for each site. For example:
   0000001,10,John,Smith,jsmith@example.com,555-555-5555,Teacher
   0000001,20,John,Smith,jsmith@example.com,555-555-5555,Teacher
   Note: If any of the data differs between lines (e.g. id, name, mobileNumber, title, or emsAccess), the import uses data from the first line.
3. nameFirst*: First name of staff. *Required.
4. nameLast*: Last name of staff. *Required.
5. email*: Work email for staff. *Required.
6. mobileNumber: Staff mobile number, if available. 10 digits. Flexible on parentheses, hyphens and spaces.
7. title(*): Job title for staff (appears as Position/Title in WeTip/EMS). *Optional, but highly recommended.
   A user can only have one title across all site assignments.
8. emsAccess: User access level in CatapultEMS. Optional. Valid values include:

1. site safety team

2. district safety team

   In CatapultEMS, a user can only have one role across all site assignments.

9. emsUpdateAccess: Whether to update access in WeTip/CatapultEMS for existing users. Optional. Valid values include:
   1. true - Updates access level for existing users in WeTip/EMS to match the value in the emsAccess column. Only recommended for users you know do not need other access. In the web interface, Edit User page, this value disables access options unless the user is set to "Manual."
   2. false - Only sets the access level for new users (based on the value in the emsUpdate column). Does not change the access level for existing users. 
   3. [blank] - Same behavior as false.
10. formAccess: (WeTip only.) URL for the form that the user needs access too.
    If multiple forms, separate with a semicolon; for example, a user assigned to the school bully and tip forms might have: edu-bully;edu-tip
    If blank, then it removes the user from all forms. If the file doesn't include a formAccess column, then it doesn't change form access.
    Only District Safety Team or Site Safety Team can access forms.