The integration between Xplor and Mana keeps educator, child and family information up to date automatically. Each Xplor centre must first be connected to a Mana team.
Before you start: You need access to update your organisation settings.
Before you enable a centre
When a centre does not yet have a linked Mana team, Mana will ask you to choose how to set it up:
Existing team - choose this when the centre already uses a Mana team and you want to keep its members and existing work.
New team - choose this when the centre is starting fresh in Mana. Creating a new Mana team may change billing.
Centre sync stays off until you complete one of these options. This prevents an unlinked or duplicate Mana team from being created.
Connect Xplor
In Mana, go to Settings > Integrations.
Select Connect for Xplor and enter the required Xplor details.
Once connected, select Manage.
Under Centre Sync Settings, turn on a centre marked Needs setup.
In Set up Xplor centre, choose Existing team or New team.
For an existing team, choose the Mana team, then select Use this team.
For a new team, review the Team name, tick I understand this creates a new billable Mana team, then select Create team.
When setup completes, Mana turns centre sync on automatically and shows Sync on.
Turn on the educator, child and parent or guardian sync settings you need.
Which option should I choose?
Use Existing team when educators already work in Mana and need to keep using that team.
Use New team when educators are moving into a fresh Mana team for the Xplor transition. This creates a new billable Mana team.
Work through centres one at a time. Mana does not create a new team unless you choose New team, acknowledge billing and select Create team.
Keeping records current
Records that are not excluded continue to follow your Xplor sync settings. If a child is not excluded and remains active in Xplor, they will also remain active in Mana. Mark children inactive in Xplor once they leave your service.