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Using Interchange-X to Convert Compass Data into Provisioning CSVs

Interchange-X simplifies the process of provisioning new applications every school term/year.  All you have to do is configure your Interchange-X mapping with the format of the required CSV files, and you can use a single upload of your Compass SDS v2 data to generate all of them, even the passwords!


Step 1: Export Data from Compass

  1. Log in to your Compass account.

  2. Navigate to "Subjects and Classes".

  3. Select the "Microsoft SDS V2 Export" (not the v1/unversioned export ).

  4. A ZIP file will download. Save it locally on your computer.


Step 2: Adjust Interchange-X Settings and Upload Data

  1. Open Interchange-X and log in.

  2. Navigate to the settings panel and configure your Compass-CSV mapping according to your campus-specific needs.  Take note that primary values are associated with students and secondary values are associated with teachers/staff.

    2_INX-Settings-Mappings

  3. After saving your settings, select: Tasks > Run (choose the mapping you want to run).

  4. Browse and select the Compass ZIP file you previously exported.

  5. Click "I Confirm" to upload the file and initiate processing.


Step 3: Download Results and Upload to JAMF School

  1. Once processing completes, Interchange-X will generate downloadable configuration files ("View").

  2. Download these files. You may edit the files or inspect them for accuracy/intent.

And that's all there is to it! You can now upload the generated CSV files into downstream systems as needed to initialise the starting batch of users in just a few minutes.  You can even diff the files going forward to manage subsequent changes.