# CiAnywhere staff export and Edumate import — partial notes

Review the captured CiAnywhere staff-export and Edumate import sequence. The handoff roles, screenshots and several field-level directions are incomplete, so it is not a standalone staff-onboarding procedure.

!!!warning Source-derived reference
These notes were recovered from OneNote. Configuration, permissions and operating results have not been freshly verified. Confirm the applicable authority and environment before acting.
!!!

## CI Anywhere

The source records a staff-export handoff run weekly, fortnightly or for a new user. The responsible role and current schedule are not established by these notes.

[Screenshot retained for review](../../review/Review-status.md#asset-7e8bf64404bcb8ac5d12)

Reporting and Analytics search ETL:

[Screenshot retained for review](../../review/Review-status.md#asset-04ec04478775398a704a)

Generate Export - Edumate Staff User information

Pick a location:

[Screenshot retained for review](../../review/Review-status.md#asset-b5233e747a9b65d5febd)

Email arrives with a .csv

Go to the Edumate school to import it -\>Setup -\> Edumate Admin -\> Api tool

"Put staff":

Click setup:

Select your own email:

[Screenshot retained for review](../../review/Review-status.md#asset-d2a621e50f292a9a569c)

From \<<https://teams.microsoft.com/v2/?ring=ring3_6>\>

Select .csv

Sample .csv name: whole school .csv 15minute sync.

Click Save. 15 minutes to run.

[Screenshot retained for review](../../review/Review-status.md#asset-4f3184d0e50eb0bec7e0)

From \<<https://teams.microsoft.com/v2/?ring=ring3_6>\>

## School Admin staff: Edumate

Select, Staff User or Teacher(unless not a teacher). User tab is key:

[Screenshot retained for review](../../review/Review-status.md#asset-0cc7433c23439500b17e)

Edumate security groups are key. \#Current Main Staff is key:

[Screenshot retained for review](../../review/Review-status.md#asset-be82b144bf5df93d6735)

The source describes a name-change notification followed by an Edumate import. The current responsible roles and handoff are not established here.

[Screenshot retained for review](../../review/Review-status.md#asset-b40568b4eb6d78203a56)

From \<<https://teams.microsoft.com/v2/?ring=ring3_6>\>

Contact ID from URL and paste it.

[Screenshot retained for review](../../review/Review-status.md#asset-51461d6e24f3d7d05ef0)

From \<<https://teams.microsoft.com/v2/?ring=ring3_6>\>

The source identifies **#Current Main Staff** membership as important for staff licensing and reports it missing in some account-creation incidents. This is a captured troubleshooting observation, not a complete account-provisioning check.

\##Casual Other is the alternative to \##Current Main Staff

## Related guidance

- [Topic overview](Introduction.md)
- [Source review status](../../review/Review-status.md)