The following reports are currently supported for export from Pupil Asset into USO:

• Contacts - This report contains parent/guardian details. It is recommended if you use LGfL FSM.
• Staff - This report contains staff details, including names and dates of birth. It is recommended for schools where staff use any USO-driven LGfL services, especially LGfL StaffMail.
• Students - This report contains student details, including names and dates of birth. It is recommended for schools where students use any USO-driven LGfL services.

Please note that the Groups & Classes report, which provides details on staff assignments for classes and groups, as well as student memberships, is currently unavailable for schools using Pupil Asset. As a result, LGfL services reliant on this data, such as Google & Microsoft provisioning, will have limited functionality.

No, since Pupil Asset is cloud-based, no additional software is required.

If you've recently changed your MIS and are now using Pupil Asset, please follow these steps:

1. Navigate to User Accounts > AutoUpdate Settings.
2. Select the Change MIS button.
3. Choose Pupil Asset from the list of MIS options.
4. Follow the Setup Guide below.

Please note if you have moved from SIMS we also recommend uninstalling the USO-AutoUpdate software that will be installed on your school's server.

If accounts have not been created as expected, please check the following:

• Missing or Incorrect Data: Ensure that all required fields in the MIS are populated accurately.
• Users Require Matching: If a similar user already exists in your school or a local school, an account may not be created automatically and will require matching. Please visit User Accounts > Whole School Bulk Results and check "List staff that have not been matched" or "List pupils that have not been matched." Anyone requiring matching will appear here, and you can either create them a new account or match them to an existing user on the system.
• Contract/Start Dates: The Pupil Asset integration currently only supports staff and students who have started. Accounts will not be created before their start date. If you need an account sooner, please visit User Accounts > User Request Single. If you enter the same details here as in Pupil Asset, it should automatically match up once they are exported. Please note, creating "future" staff and students is on the roadmap and hopefully will be available at some point soon.

If you need assistance with working out why an account has not been created, please contact the LGfL Service Desk who have access to additional logs.

If something isn't covered here, please speak to our support team.

Log into Pupil Asset and select AutoUpdate from the list of integrations. 

Once approved, you should be provided with a school reference number. 

Visit the LGfL Support Site and navigate to Service Desk > Raise an Issue to submit a support request. In your request, please mention that your school is using Pupil Asset MIS and would like to enable AutoUpdate. Please also include the school reference number from the first step. 

Once the support team processes your request, they will make the required configuration changes and make the Pupil Asset MIS visible under the User Accounts - AutoUpdate settings.

On the LGfL Support Site on the User Accounts > AutoUpdate settings page, please ensure that the "reports" you wish to use have a green box next to them by accepting the desired reports. Note that, at present, only the Headteacher has permission to change to accept or remove reports. 

The example below shows a school using PupilAsset that has accepted all the reports. 

After following the steps above, an export should run automatically every week day evening. After an export has run and after allowing half an hour for the export to process, please navigate to User Accounts > Whole School Bulk Results. This page provides the processing results and offers several useful options. Take a moment to familiarise yourself with the following key features:

• Check the last processed file for each school: Verify if the export ran successfully.
• List staff/pupils that have not been matched: Identify and complete any required matching.
• List staff/pupils who were unallocated as part of the process: Identify accounts removed during the sync process and restore any accounts you wish to reinstate.
• MIS names that should not be in USO: Names added here will not have USO accounts created.

You can also see any accounts that have recently been created or moved to your school by going to User Accounts > User list/search and using the indicator "Latest move or create".

Now that the MIS sync is successfully set up, accounts from your MIS will automatically sync with USO. However, some USO accounts may not be linked to your MIS and will need to be managed manually. This is particularly important if you've recently changed your MIS or haven't reviewed the list in a while. To review these non-MIS accounts, please visit the following page: Review Non-MIS Accounts.