SKYWARD DOCUMENTATION - SKYBUILD – FINANCE SkyBuild Exports Manual - Finance Overview What is SkyBuild, and how is it used? Basic Export Information Key Terminology for using Export or Import File Builders Export File Builder Overview Importing a Pre-Built Export Interface Running an Export Export File Viewer Created: 8/1/2014 Page 1 of 8 Version 05.14.06.00.06 SKYWARD DOCUMENTATION - SKYBUILD – FINANCE SkyBuild Exports Manual - Finance Overview What is SkyBuild, and how is it used? Basic Export Information Key Terminology for using Export or Import File Builders What is SkyBuild, and how is it used? SkyBuild is the tool that can move data between Skyward and other systems. There are two main ways that SkyBuild is used. The first way that SkyBuild is utilized is to take data that is currently being stored and tracked in Skyward, and put it into a data file so that it can then be loaded into another piece of Software. This is an Export from Skyward. The other way to use SkyBuild is to take data from a file; often times created from another system, and then load that data into Skyward. This is an Import into Skyward. Utilizing SkyBuild can help reduce data entry time in either Skyward or the other system a district is using. It can help ensure consistency of data across the different databases. SkyBuild Exports can also be used as an alternate reporting tool. Basic Export Information SkyBuild is split into Imports and Exports, then under Exports there are two additional options. 1. Export File Builder: a. In this area you can use Skyward provided export templates or create your own. This tool offers the most flexibility in creating export files. 2. Export File Viewer: a. This area is used in connection with Export File Builder. Any files created from the Builder that are setup to "Save Exported File in Database" can be accessed from here. This is basically used to download those files to your local computer and for file management (deleting old files). Key Terminology for using Export or Import File Builders There are some key terms that will be important to know when working in both Export and Import File Builders. These terms relate to the three most important pieces of setting up an Export or Import file. Interface: An Interface is another name referring to the Export or Import Template. When working with custom exports or imports, the Interface is the first piece that needs to be set up. All other pieces of the template are connected to it. When running the export or import, you will select the Interface to run, and all parts associated with it will be created/processed. File: Files are the individual sets of data that are either being pulled out of (exported) or uploaded into (imported) Skyward. When doing either an export or import, multiple Files may be associated with one Interface. This means that if you run an export for an interface that has multiple files attached, you will end up with Created: 8/1/2014 Page 2 of 8 Version 05.14.06.00.06 SKYWARD DOCUMENTATION - SKYBUILD – FINANCE the same number of individual data files to be used with the other system. Files also contain many of the ranges that should be set when creating an Export, and many update options for an Import. Files used with Export or Import File Builder must be a fixed width or delimited file. There are a variety of delimiters that Skyward can handle as well. The extension of the file will not matter for it to be processed, as long as the data in it is formatted as either fixed width or delimited with a supported delimiter. Fields: Fields are the individual pieces of data that are either being pulled out of Skyward (exported) or updated from a file in Skyward (imported). Fields are attached to the different Files as the type of the file will have an effect on the fields that are available. If you think about a File being organized as a table with rows and columns, the rows are the different sets of data and the columns are the individual fields that make up those records Export File Builder Overview Importing a Pre-Built Export Interface Running an Export Overview Export File Builder is the tool used to create most export files in Skyward. Users have the ability to use pre-built interfaces or create a custom export interface. Fixed Asset data may be exported by Tag Number through Skybuild. The Export File Builder option includes two export interfaces, the BMI Tag Number Export and the Tab Delimited Tag Number Export. When exporting using either interface, an exception report will be generated when assets could not be included in the file. An Export File View option is available to allow review of created files. To access the Export File Builder navigate to Financial Management > Administration > Skybuild. Select Export File Builder. Created: 8/1/2014 Page 3 of 8 Version 05.14.06.00.06 SKYWARD DOCUMENTATION - SKYBUILD – FINANCE The Export File Builder browse displays. If any Interfaces already exist, they would display in the browse. Along the right side are several options that have various purposes. Add: Use this option to build a custom Export from scratch. For detailed information on this option click the link below, then Creating an Export from Scratch. Note: The documentation for this option is written from the Student Suite perspective under Creating an Export from Scratch but the concept is the same for Business Suite. Export File Builder – then click Creating an Export from Scratch Edit: Use this option to update the options associated with the selected interface. Since there are none on the screen above, the button is inactive. Delete: Use the Delete option to remove a selected Interface from the system along with all Files and Fields associated with it. Again, since there is no Interface on the screen the button is inactive. This button will also be inactive when an Interface that you have not created is selected and you are not a System Wide user. Clone: This option is helpful when wanting to either set up a similar export to one you have already created or when troubleshooting issues with an Export. It will create a new Interface with the same Files and Fields, and all ranges and options associated with them. You can then modify them as needed for the new export. Import Interface: Use this option to find pre-built Interface templates provided by Skyward at the request of other software vendors. When setting up an export for a specific software vendor, it is best to first go into this area to see if a pre-built template is available. Back: Will close the Export File Builder screen and return you to the Export Options page. Save Interfaces to File: Use this option in connection with the Load Interfaces from File option. This allows you to take all of the Interfaces that are set up in the entity, and save them to a specified server location. You could then go to the location they were saved and then email desired Interface templates to other districts or entities. Created: 8/1/2014 Page 4 of 8 Version 05.14.06.00.06 SKYWARD DOCUMENTATION - SKYBUILD – FINANCE Enter the location where you want the interfaces saved to in the UNC Path field. Then click Export. A report will be created indicating any errors and/or specify the files that were successfully saved. Load Interfaces from File: As stated above, this option could be used in connection with the Save Interfaces to File option. This option allows you to take a shared Interface template file and save it to a server location, then that location could be entered when using this option. All Interface templates in that location will be loaded into the entity and the Interfaces will be available for your use. Enter the location where the interface templates that were shared with you were saved in the UNC Path field. Upon clicking Import, a report will be generated listing the interfaces uploaded into the entity. Note: There are special permissions within the server that must be set up for this location to work. If this is for an ISCorp customer, they will have to get assistance from them. If the district IT staff is not sure how to set up the permissions, they can create a Hardware Service Call with Skyward. Importing a Pre-Built Export Interface Use the Import Interface option to access pre-built interfaces for Fixed Assets. From the Export File Builder main screen, click the Import Interface button. The available interfaces for Fixed Assets are: BMI-EXP - BMI Tag Number Export TAB-DEL - Tab Delimited Tag Number Export Expand the interface record to review the details of the File(s) and Fields pulled. Created: 8/1/2014 Page 5 of 8 Version 05.14.06.00.06 SKYWARD DOCUMENTATION - SKYBUILD – FINANCE Click Select to import the highlighted standardized export interface layout. This will clone the selected Interface into the Export File Builder main screen so that you will be able to update options with it. Just as if you had built it from scratch. Running an Export Once the Interface, File(s), and Fields have been set up/verified, you are now ready to run the export and create the data files. With the Interface highlighted in the Export File Builder browse, select the Export button. A process will be added to the print queue, and when complete a report will be generated. Processing time depends on the amount of data being pulled, and the number of flies being generated. Created: 8/1/2014 Page 6 of 8 Version 05.14.06.00.06 SKYWARD DOCUMENTATION - SKYBUILD – FINANCE The report displays details of the data files created such as where they were saved (written) to, the status and processing time of the files attached to the interface, and any errors that were encountered during processing for each file. When the Location Data indicates that the file was written to the Database, it means that the interface was set to Save Exported Files in Database. If a UNC Path was used, and it was successful, it would list the path on the report in place of Database. You can then go to the location where the files were saved to get a copy of data file. If it was saved in the database, then you can go to Export File Viewer to download and save a copy of the file. Export File Viewer Navigate to Financial Management > Administration > Skybuild > Export File Viewer. Files saved in the database are found here. Each file is its own line, even if it was part of an Interface with multiple files. Use the Date Created, Export Name, and File columns to identify the file(s) you wish to download. Created: 8/1/2014 Page 7 of 8 Version 05.14.06.00.06 SKYWARD DOCUMENTATION - SKYBUILD – FINANCE View: Select the View button to download a copy of the selected data file. A prompt will display to open or save the file. Delete: Click this to permanently remove the selected file. Mass Delete: Click this to delete multiple files at the same time. If you have flies being created frequently and saved within the database, it is a good idea to run this frequently perhaps even as a Scheduled Task. Only users with a minimum of 5/1 Security Access to Export File Viewer will see this option. Created: 8/1/2014 Page 8 of 8 Version 05.14.06.00.06
© Copyright 2026 Paperzz