Pastel Integration

The Staffroom Finance module includes file based exports that can be used to transfer information to the Pastel Finance system. Staffroom can export customer (debtor) information and invoice information which can be imported into Pastel.

Pastel is a widely used finance system that is usually installed on one computer at a school. Pastel is based on older technology which does not allow for easy integration with systems like Staffroom. It is not possible to create a modern automatic integration and manual file based integration is necessary.

Note that the Pastel Integration features in Staffroom are compatible with on premise versions of Pastel. Staffroom does not currently have an automated integration with Sage Accounting (Online).

Pastel File Exports

Two types of export files can be created in the Staffroom Finance module:

• Pastel Customer Export – accounts that have been automatically created in the Finance module can be exported for use in Pastel.
• Pastel Invoice Export – invoice batches can be created for fees and other charges and exported for use in Pastel.

Pastel Export Improvements

The newer Pastel Export features in the Staffroom Finance module include new additional features that improve on the older Staffroom Infobase Pastel Export features, including:

• Automated creation of account numbers and account details (in the Staffroom Finance Module)
• Account per student and/or account per account paying parent
• Multiple account holders per family
• Invoice batch creation for grades, classes and other

Deprecation of Older Infobase Pastel Export

NB: It is intended that the new Pastel Export features will replace the older Pastel export features in the Staffroom Infobase. The new Pastel Export features in the Staffroom Finance module offer some additional benefits over the older features. It is recommended that all schools transition to use the new Finance Module Pastel Export features as soon as they are able.