Matching pupils to CTF Upload

Modified on Wed, 4 Oct, 2023 at 12:25 PM

The CTF upload function matches the pupils in the CTF file with those already in the system based on the UPN. If there is no UPN it will look for First name, surname and Date of birth all matching.


Where a pupil in the system has not been matched, then it is possible to do this matching manually.


To do this go to the ‘View & Edit Pupils’ screen and press the ‘View & Edit’ button in the row for a year group. This will bring you to a new screen that lists all pupils in that year group. Pupils who have not been matched to those in the file will appear with a  next to them.

Click the  button next to the pupil you wish to match. This will bring up a list of all pupils uploaded via CTF who did not match existing pupils.


 

A screenshot of a computer

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Search for the pupil and click on the ‘Select’ checkbox, the click the ‘Match‘ button to match the two pupil records as being the same pupil. The unmatched pupil record will disappear, and all data associated with that pupil record will be merged into the record uploaded from the CTF file.

 

Tip: Be very careful with to select the correct pupil for the match as this is irreversible once saved.


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