Use ShareFile to Transfer CSV Data to MasteryConnect

This article will walk you through using Citrix ShareFile to securely transfer your student data file to MasteryConnect.  To create your student data file, contact activate@masteryconnect.com to receive the CSV Roster templates.  After you have received the templates, export your roster data from your SIS. You are now ready to transfer the information using ShareFile.  

Note: You can send all your files via ShareFile if they want, but the student “.csv” is the only one that you're required to transfer using ShareFile.

Step-by-Step: How to Use ShareFile to Transfer Student Data to MasteryConnect

  1. One of MasteryConnect's integration specialists will create a personalized transfer folder in ShareFile.
  2. Afterward, you will receive an email from ShareFile (as shown below).
  3. Use the Click here to activate your account and view this folder link to begin the file transfer process.  
  4. Next, in the Sign In Information, fill in the New Password and Confirm Password fields.

    Sign In Information

  5. In Confirm Personal Information, provide your First Name and Last Name.Confirm Personal Information
  6. Next, click Save.
  7. You will be redirected to your personalized upload folder. You can either drag and drop the file you'd like to transfer onto the Drag files here section or click Browse files to manually locate the file on your computer.Browse Files Citric Share File
  8. Click Browse files to open a standard operating system finder/explorer window and direct ShareFile to the location of the file that you'd like to transfer. After you have selected the file you want to upload, click Open.ShareFIle Client Open
  9. After your “.csv” file has been successfully uploaded, it will appear in your folder along with the time it was uploaded.Drop Folder ShareFile
  10. An Integration team member is automatically notified after you've uploaded a file to your personalized ShareFile folder; they will reach out to you for the next step.