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Posted May 03, 2021

Security Full role is required to import data for existing records.

Follow these steps to import data for an existing record:

- Navigate to the Home > Update and select the appropriate update template.
- Select Separator (delimiter) and click Create Template to download the import template. Note: By default, Excel uses tab delimiter.
- Open the file with a spreadsheet.
- Populate the required columns and the columns that need to be updated.
- Delete all other columns.
- Save the file as either Text (Tab delimited) or CSV (comma delimited).
- Select the file on the Update screen and click validate. Note: If the file is validated, the “Validation Successful” message will appear. Otherwise, validation failure errors will indicate what data needs to be corrected.
- Once the file is validated, select it one more time and click Update.

Note: Besides the lookup columns and the columns that are being updated, all other columns MUST BE DELETED from the file. Otherwise, the data will be overwritten with blank values.

Here is a comprehensive index of Importing Data for Existing Records articles:

Importing Data for Existing Records - Courses
Importing Data for Existing Records - Customers
Importing Data for Existing Records - Historical Marks
Importing Data for Existing Records - Households
Importing Data for Existing Records - Household Persons
Importing Data for Existing Records - Inquiries
Importing Data for Existing Records - Student Health Issues
Importing Data for Existing Records - Students
Importing Data for Existing Records - Users