PowerSchool

Only four fields are required for PowerSchool integration: Student Number, Last Name, First Name, and Site.  A Skip option in the PowerSchool field dropdowns allows other fields to be skipped.

Basic Tab

• The Configuration information is automatically populated when form opens.
  • The Base URL is the URL of your PowerSchool installation.
  • The Client Id is a value that uniquely identifies the plugin. This is generated when Meals Plus installs the plugin for PowerSchool.
  • The Client Secret is an account identifier associating the API client record to the client credentials.  This is generated when Meals Plus installs the plugin for PowerSchool.
  • The Callback URL is the URL of your webhook server that will handle events.

• If the Enable PowerSchool Integration box is checked on the PowerSchool screen, Meals Plus will automatically perform a nightly synch with PowerSchool.

  • The real-time synch runs constantly.  When a change is presented from PowerSchool, Meals Plus will update with the changes.
  • The synch will occur between 12-5 a.m.  Time can be selected from the Auto Transfer Time field.
  • It will synch similarly to the manual synch.

FTP Tab

This allows the user to publish lunch balance and/or lunch status back to PowerSchool. The user will have the option to publish one or both.

• Enter the FTP Host Name, Username and Password in the appropriate fields.

• Select Balance, Status or Both from the File Contains section to determine what goes in the file for PowerSchool.

• Click to Test to ensure connection is correct to the FTP site.

Field Matching Grid

• Match the PowerSchool field names with the standard Meals Plus field names, so everything imports correctly.

  • Only four fields are required for PowerSchool integration: Student Number, Last Name, First Name and Site.
  • The Meals Plus Student Number is matched to Local Id, and Serving Number field can be matched to Local Id or State Province Id in PowerSchool. Or the Serving Number field can be skipped if the user wants to auto generate a Serving Number in Meals Plus.

  • Parent Name can be mapped to Guardian, Mother, Father or Emergency Contact fields.

    • When importing, Priority is given in the following order:

      • Guardian fields
      • Mother fields
      • Father fields
      • Emergency Contact fields

  

  • A Skip option in the dropdown allows other fields to be skipped.

• The Map Field (Site or Grade) button allows the user to map Site and Grade fields from PowerSchool grades to the Meals Plus grades, and you can map the PowerSchool Site information to a Meals Plus site.

   

  

  • Each Source Value can only be mapped once.
  • The Source Value textbox is user-defined data.
    • View XML on the Preview can be used to see the PowerSchool values.
  • Multiple Source Values can be mapped to the same Meals Plus Value.
  • If the Source Values are not mapped, they will import into Meals Plus as they are in PowerSchool.
  • If a Meals Plus grade is mapped to a Source Value and the Meals Plus grade is deleted from the product, the sync will recreate the grade.
  • Mapping is not saved until the user clicks Save on the main PowerSchool screen.
    • The Add button adds the data to the grid.
    • The Clear button will clear the Source Value field.
    • The Remove button removes the data from the grid.
    • The Close button take the user back to the PowerSchool screen.

ALLERGENS

Allergens will import from PowerSchool into Meals Plus.

For the allergens to display on a student’s account properly, the text must match exactly. Example: If a student is allergic to shrimp, but it is listed as ‘Crustacean Shellfish’ in PowerSchool, you must create that allergen in Allergen Setup in Point of Sale so it imports properly.

If an allergen is deleted in PowerSchool and reimports, the allergen will not be deleted from a student’s account in Meals Plus. This is done for safety reasons so the district can verify if a student is no longer allergic to something before the allergen is fully deleted.

Preview Section

• The preview section displays how the fields from PowerSchool will be mapped and imported into Meals Plus.  This is a tool to help ensure your mapping configuration is correct before doing a full import.

  • Enter a Student Number in the field and click the button. The information will display in the grid for you to review.
  • The View XML displays the raw XML coming from PowerSchool. This will primarily be used by Meals Plus Support to assist with mapping the configuration.

• The Manual Sync button will import all Active students from PowerSchool into Meals Plus using the mapping configuration.

  • When you click Manual Sync, it will:
    • Mark a student as active in Meals Plus if the student is active in PowerSchool.
    • Bypass a student from Meals Plus if the student is in Meals Plus but is not active or does not exist in PowerSchool. The student will remain in Meals Plus.
    • Prevent inserting student erroneously and creating duplicate students by displaying a warning message:
      • At least 50% of the students being imported will be added to Meals Plus as new students. Ensure the correct PowerSchool ID type is chosen as the Student Number. Do you wish to continue with the import? After the message, the user will be required to click Yes or No.
        • Why do I get this message? When mapping the student number in the configuration screen, you have two options from PowerSchool (local_id or Id). If you select the wrong configuration option you could double your enrollment. This message is to help safe guard against this happening.
    • A manual import is required at least once before the automatic imports will work.
    • You can view the results of the Manual or Automatic import from System Management: Reports: Import Log.