CareMonkey has developed an integration solution to synchronise data with Synergetic providing many productivity benefits to our mutual customers. The synchronisation between CareMonkey and Synergetic can be configured in 3 different ways:

  • Manual Synchronisation: ad-hoc and manual importing of spreadsheets into CareMonkey.  
  • One-Way Synchronisation: Information from Synergetic is automatically copied to CareMonkey, this includes all students, their parents' contact details, staff and all student and staff photos.
  • Two-Way Synchronisation: This mode includes the One-way integration but also includes automatic copying of student medical details from CareMonkey into your Synergetic database.

Note: One-way or Two-way synchronisation is available in Premium Edition subscriptions and works with versions 65, 66, 66R2, 67, 68 and 69 of Synergetic.

This article describes how this integration works and covers the following topics;

1. Manual Synchronisation

2. CareMonkey-Synergetic One-Way synchronisation

3. Select/Manage what gets Synchronised

  • Managing Students 
  • Importing Photographs
  • Managing Groups (Classes and Year Levels)
  • Staff Details

4. How can an administrator see what is being synchronised

5. CareMonkey-Synergetic Two-Way synchronisation

  • Medical Data

6. Database access for Synergetic synchronisation

7. Setting up CareMonkey-Synergetic Integration

8. Customer Support

9. Other Related Articles

______________________________________________________

1. Manual Synchronisation

For detailed information about Manual Synchronisation please refer to the following article, 

How to Manually Synchronise CareMonkey with Synergetic

 

2. CareMonkey-Synergetic One-Way synchronisation

The CareMonkey-Synergetic one-way synchronisation automatically transfers details from a Synergetic database into CareMonkey. 

When One-Way synchronisation is enabled, the Synergetic data is accessed in read-only mode. This means CareMonkey processes will not update or write to the Synergetic database.

CareMonkey provides the school with an agent application which needs to be installed within the School’s intranet. This Agent application is then configured with a Synergetic database user with specific access permissions (read only) to the data relevant to CareMonkey.  

The agent runs as a scheduled task and periodically:

  • Collects data from Synergetic
  • Maps this data into CareMonkey fields
  • Transfers the mapped data into CareMonkey

With the One-Way synchronisation staff, students, student contacts and Groups (classes and/or Year levels) can be automatically created, updated or archived in CareMonkey. 

Once the data is sent to CareMonkey it is placed into a staging (temporary) area.

At this point Administrators have the option to select from the staging area what information should be automatically synchronised into CareMonkey. 

Once confirmed, CareMonkey will run an internal data synchronisation process which copies the selected information from the staging area into CareMonkey. 

This staging area will always display the latest data received from Synergetic.

 

3. Manage what gets Synchronised

Managing Students 

Administrators have the option to select which students from the CareMonkey staging area are to be continually synchronised into CareMonkey.  The following article will guide you through this process,

Screenshot: Students imported from Synergetic

Importing Photographs

The CareMonkey Synergetic one-way synchronisation automatically collects school photographs from Synergetic and sends them to CareMonkey.

Managing Groups (Classes and Year Levels)

The CareMonkey Synergetic one-way synchronisation automatically collects groups from Synergetic and sends them to CareMonkey.

Administrators have the option to select which Groups from the CareMonkey staging area are to be continually synchronised into CareMonkey. The following article will guide you through this process,

Screen shot: Groups imported directly from Synergetic

Staff Details

The CareMonkey Synergetic one-way synchronisation automatically collects staff details from Synergetic and sends them to CareMonkey. The staff assignments are automatically created in CareMonkey as defined in Synergetic. 

Administrators have the option to select which staff members from the CareMonkey staging area are to be continually synchronised into CareMonkey.
The following articles will guide you through this process,

  1. How does an Administrator configure the Synergetic Integration to automatically assign Staff Members to their Groups/Classes?  
  2. How does an Administrator configure the data that was picked up by the integration from SAS2000 or Synergetic to CareMonkey? 

Screen shot: Staff imported directly from Synergetic


Important note:  Any staff assignments manually created in CareMonkey will be overwritten with Synergetic assignments next time the Synchronisation process executes.


4. How can an administrator see what is being synchronised

In the image below, students, groups (classes) and staff carers with the ‘cloud icon’ have been synchronised from Synergetic and appear in CareMonkey automatically. 

Administrators can still create custom groups, student and staff profile requests manually and have them live alongside the synchronised items.

 

5. CareMonkey-Synergetic Two-Way synchronisation

In addition to all the features above, provided by the One-way integration, CareMonkey Synergetic Two-Way synchronisation will also automatically copy student medical details from CareMonkey into your Synergetic database.

When Two-way synchronisation is enabled, the Synergetic data is accessed in read/write mode. This means CareMonkey processes will update or write to the Synergetic database.

Similar to One-way integration, CareMonkey provides the school with an agent application which needs to be installed within the School’s intranet. This Agent application is then configured with a Synergetic database user with specific access permissions (read/write) to the data relevant to CareMonkey. 

The agent runs as a scheduled task and periodically:

  • Collects data from Synergetic
  • Maps this data into CareMonkey fields
  • Transfers the mapped data into CareMonkey

The agent:
1 + 2 - Pulls data from CareMonkey
3 + 4 - Maps the data to Synergetic
5 - Writes data to Synergetic

Medical Data

The CareMonkey Synergetic Two-Way synchronisation automatically places medical data into the Synergetic database. 

The CareMonkey Synergetic Two-Way synchronisation reads, inserts, updates and removes data from the Synergetic database. It replaces some of the Synergetic existing data with the data maintained in CareMonkey.

CareMonkey ensures minimal impact on Synergetic’s database as it is configured to only modify specific tables and columns.

This process is compatible with most versions of Synergetic, but if an incompatibility is found the process recognises the problem and prevents data modifications.  

Note: Once activated the CareMonkey two-way integration will always overwrite existing medical information with the information supplied by parents to CareMonkey.

 

6. Database access for Synergetic synchronisation

The CareMonkey Agent requires access to the following Synergetic objects to perform One-way or Two-way synchronisation,

Required database access for Synergetic synchronisation

CareMonkey Synergetic Two-Way Synchronisation - Information Mapping

Note: SQL scripts configuring the db permissions will be generated during the set-up process as described in section 7 of this article.
 
 

7. Setting up CareMonkey-Synergetic Integration

To setup the CareMonkey-Synergetic Integration, please refer to the following article,

Setting up CareMonkey-Synergetic Integration


 

8. Customer Support

The CareMonkey integration to Synergetic is supported directly by CareMonkey. CareMonkey is responsible for all support of the integration through the normal support channels.

 

9. Other Related Articles

How does an Administrator perform a manual sync of the integration (Synergetic and SAS2000)?

What does an Administrator need to do if the CareMonkey sync file is missing (Synergetic and SAS2000 integration)?

How does an Administrator do the Roll-Over Process for Schools With Integration?

How does an Administrator change the email address of a pending Profile Request (With Integration)?


 

Did this answer your question?