How CONNECT Works
CONNECT uses data from your systems to build messaging groups automatically.
- Student and staff data comes from your SIS (and optionally HR system)
- This data is uploaded regularly (typically nightly)
- CONNECT uses this data to send messages to the correct recipients
This ensures your contact lists stay accurate and up to date without manual maintenance
Onboarding Process
Step 1: Provide Your Data
To begin setup, your district will provide data from your SIS.
Most districts will:
- Export data as CSV files
- Upload files to a secure SFTP location provided by CatapultCMS
Required files typically include:
- Student data
- Staff data
- Student to staff relationships (class/roster data)
These files allow CONNECT to correctly match students, staff, and contacts for messaging
Alternative integrations may be available, including:
- Aeries API
- ClassLink (OneRoster)
Step 2: Set Up Data Automation
For best results, data should be updated automatically.
- Most districts configure nightly uploads
- This keeps student, staff, and contact information current
- Our team will assist with setup and validation
Step 3: Configure Login Access (Optional)
CONNECT supports multiple login options:
- Microsoft
- Active Directory
- Standard username and password
Single Sign-On (SSO) allows staff to log in using their existing credentials
Step 4: Data Review & Validation
Once your data is connected:
- Our team reviews your files for accuracy
- We work with you to resolve any issues
- Site structure (schools) is confirmed
- Staff, students, and contacts are verified
This step ensures everything is working correctly before launch.
Step 5: Data Check Meeting
Before going live, we will schedule a Data Check meeting with your team.
During this meeting, we will:
- Review staff and student data
- Confirm class rosters and relationships
- Verify contact information
- Test login access
- Answer any questions
This is the final step before launch.
Step 6: Go Live
Once your data is approved:
- CONNECT is ready for use
- Staff can begin sending messages
- Data will continue updating automatically
Optional Features
Depending on your setup, you may also use:
Attendance Alerts
- Automatically notify families of absences
- Requires additional attendance data setup
Other Alerts
- Additional features can be configured based on your district’s needs
Ongoing Support
Our team is here to help after launch.
- Submit support requests through our ticketing system.
- We assist with updates, troubleshooting, and improvements
Tips for Success
- Ensure your SIS data is accurate and complete
- Automate uploads whenever possible
- Test messaging with a small group before full rollout
What CatapultCMS Handles
- Secure data setup and configuration
- File validation and troubleshooting
- System configuration and testing
- Guidance throughout onboarding