Tools to process NSC reports
Note, to interact with Salesforce, you'll need to create a file in the main directory named 'salesforce_secrets.py' that has the following three lines defining string variables:
SF_LIVE_USERNAME = 'your_username'
SF_LIVE_PASSWORD = 'your_password'
SF_LIVE_TOKEN = 'your_token'(Note, all of this assumes that you've installed Python and Git and are accessing these commands via a Git Bash shell)
python -m venv .env
source .env/Scripts/activate
pip install -r requirements.txtgit pull https://github.com/NobleNetworkCharterSchools/external-NSC.gitdeactivateTo reenter the environment, type the "source .env/Scripts/activate" line above
- Stash the current files in the "stash_dir" directory by running "step_1_save_tables.py":
python step_1_save_tables.py- Run import_nsc.py on the new NSC file (set the date for the effective date of the NSC file
python import_nsc.py -date 11/19/2019(find the NSC file by clicking in the box in the upper right then hit OK. Make sure the NSC file is a CSV)
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When you run this process, it might warn about missing_degrees. Look at the instructions on the console message and add new rows to the inputs/degreelist.csv file per it's instructions.
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Similarly, there might be a warning about missing colleges. Add those per instructions as well.
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Once the above step is complete, you will have an output labelled "import_nsc_output.csv" Check that file for N/As in the Student__c and College__c columns; you'll resolve these either by deleting them or by adding records to Salesforce and replacing the N/A with that new ID (make sure the ID is 18 digits and not 15)
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Run merge_nsc.py:
python merge_nsc.py- Take the 3 outputs of this file and load them to Salesforce with dataloader.io:
- new_enr_.csv: create new enrollment records with this info
- enr_update_.csv: update enrollments with this info
- con_update_.csv: update contacts with this info