Upload Catechist and Class Information

If you've updated catechist credentials or class information, upload the latest information to the web app.

  1. On the File menu, click Data Synchronization > Upload Catechists and Class Information.
  2. Select the first option, and click Next.
  3. Read the information on how the process works, then click Next.
  4. Select the class or session year/period you want to upload to the app.
  5. Select Upload Changes, then select the information to upload. You may want to upload only the data that changed. For example, if you added a new catechist and didn't make changes to classes or attendance reasons, just select to upload catechists. Click Next.
  6. If you want to allow someone other than catechists to mark attendance, select Upload Attendance Admin Account to the App, and click Set Up. Enter a user name and password, and click Save then Close.
    Note: Don't forget to send this person the login credentials and app link like you did when you set up your catechists.
  7. Click Next.
  8. In the grids, the information you want to upload is selected. Clear any of these you do not want to include as options in the app. Click Next.
    Tip: Pay attention to which class(es) each catechist is marked for. If a catechist is selected for a class, they can mark and change attendance for that class in the app.
  9. Enter an email address for the person to notify after a catechist makes changes online. Typically, this is the person at your church who processes attendance.
  10. When you're ready to upload the information to the web app, click Upload.
  11. Once the information is uploaded, select whether to print it.