Follow the steps for Importing New Records.

Field Required Type Sample Values Notes
Primary_Household_ID Required if Primary_Household_Name and Primary_Household_Alternative_ID are not unique Identifier "12345" Connects the student record to an already existing household as their Primary Parent household
Note, for adult students this household will represent students themselves (their address, contact information) as opposed to their parents.
Primary_Household_Name Required if Primary_Household_Id and Primary_Household_Alternate_ID are  not populated  Lookup "Smith Family"  
Primary_Household_Alternate_ID Required if Primary_Household_Id or Primary_Household_Name are not populated  Lookup "A1b3"  
Primary_Household_Relationship  Yes Data Source  "Parent", "Self"  Only the two sample values are permitted.
Billing_Household_ID Required if Billing_Household_Name and Billing_Household_Alternative_ID are not unique Identifier "12345" Connects the student record to an already existing household as their Billing household.

Note: The billing household must match with either the Primary or Secondary household.
Billing_Household_Name Required if Billing_Household_Id and Billing_Household_Alternate_ID are  not populated  Lookup "Smith Family"  
Billing_Household_Alternate_ID Required if Billing_Household_Id or Billing_Household_Name are not populated  Lookup "A1b3"  
Secondary_Household_ID No Identifier "12345" Connects the student record to an already existing household as their Secondary Parent household.
Secondary_Household_Name No Lookup "Smith Family"  
Secondary_Household_Alternate_ID No Lookup "A1b3"  
Secondary_Household_Relationship  Required if secondary Household is specified  Data Source "Parent", "Grandparent", "Self"  Only the three sample values are permitted.
 
Student_Id No Key ID Field "1234" If one row has this column populated, all rows must have this column populated
Student_Last_Name Required Data "Smith"  
Student_First_Name Required Data "John"  
Student_Middle_Name No Data "Pittock"  
Student_NickName No Data "Johnny"  
Birthdate No Data "1/1/2000"  
Sex No Datasource data "Male" "Female" This field is named "Sex" in the import but displays as "Gender" in the database. The values used must match the values found in the system. Custom values can be added.
Personal_Pronoun_Id  No Identifier   "1" Create a DAT query to identify the id values.
Lookup_Personal_Pronoun  No Lookup   "He" The lookup will check across subject, object, and possessive pronoun values to find a match.
Phone No Data "(123)-456-7890"  
Email No Data "jsmith@gmail.com"  
Current_Parish No Datasource Data "St. Mary's Catholic Church" The possible values are populated by the school by clicking on "Parish" in an Admin > Students > Details page.
Day_Or_Boarding Required Datasource Data "Day"
"Boarding"
"Virtual"
 
ESL_Yes_Or_No Required Datasource Data "Y" or "N"  
International_Yes_Or_No Required Datasource Data "Y" or "N"  
Previous_School No Datasource Data "Grant High School" The possible values are populated by the school by clicking on "Previous Schools" in an Admin > Students > Details page.
Financial_Aid_Yes_Or_No Required Datasource Data "Y" or "N"  
Birthplace No Data "Washington"  
Citizen_Of No Datasource Data "USA" The possible values are populated by the school by clicking on "Citizenship" in an Admin > Students > Details page.
Native_Lang No Datasource Data "Dutch" The possible values are populated by the school by clicking on "Native Language" in an Admin > Students > Details page.
Ethnic_Group No Datasource Data "African American" The possible values are populated by the school by clicking on "Ethnic Group" in an Admin > Students > Details page.
Locker_Number No Data "1B"  
Locker_Combination No Data "06-01-45"  
Religion No Datasource Data "Christian" The possible values are populated by the school by clicking on "Religion" in an Admin > Students > Details page.
Inquiry_ID No Identifier "12345" Links the student record to an already existing inquiry record. 
Legacy_Code No Datasource Data "Mother" The possible values are populated by the school by clicking on "Religion" in an Admin > Students > Details > Priorities page.
Alternate_ID No Data "a1B45"  
Auditorium_Seat No Data "123b"  
Car_License_Plate No Data "B351A"  
Car_Parking_Registration No Data "5GBA"  
Car_Year No Data 2007  
Car_Make No Data "Toyota"  
Car_Model No Data "Corolla"  
Car_Color No Data "Red"  
Student_Suffix No Data "Jr"  
Care_Card_Number No Data "9281 051 185" For British Columbia only
BC_Pen No Data "129451214" For British Columbia only
BC_School_Funding_Code No Datasource Data "First Nations - 20" For British Columbia only
BC_Band_of_Residence_Code No Datasource Data "Adams Lake - 684" For British Columbia only
BC_Aboriginal_Ancestry_Yes_No No Data "Y" or "N" For British Columbia only
BC_French_Lang_Program_Code No Datasource Data   For British Columbia only
Campus No Datasource Data "Main" The possible values are populated by the school by clicking on "Campus" in an Admin > Students > Details page.
Dorm_Room_ID No Identifier "5"  
Student_Dorm_Room_Number No Lookup "5A"  
Student_Dorm_Building No Lookup "Building A"  
Student_Dorm_Lunch_Table No Datasource Data "Table A" The possible values are populated by the school by clicking on "Lunch Table" in an Admin > Students > Details page.
Dorm_Room_NY_ID No Identifier "5"  
Student_Dorm_Room_NY_Number No Lookup "5A"  
Student_Dorm_NY_Building No Lookup "Building C"  
Driving_License No Data "123DAV"  
Car2_Color No Data "Green"  
Car2_License_Plate No Data "1B34A"  
Car2_Make No Data "Toyota"  
Car2_Model No Data "Corolla"  
Car2_Parking_Registration No Data "1b3d"  
Car2_Year No Data 2017  
Student_Selection_End_Date No Data "1/1/2023"  
Day_Or_Boarding_NY Required Data "Day
"Boarding"
"Virtual"
 
International_Yes_Or_No_NY Required Data "Y" or "N"  
BC_School_Funding_Code_NY No Datasource Data "First Nations - 20" For British Columbia only
Grade_Level_ID Required if Grade_Level_Code not populated Identifier "1"  
Grade_Level_Code Required if Grade_Level_ID not populated Lookup "PK"  
Next_Grade_Level_ID No Identifier "1"  
Next_Grade_Level_Code No Lookup "PK"  
Pincode No Data "1234" Must pass the requirements set in Security>Maintenance>Application Setup 
Year_Grad No Data "2024" Planned graduation year.

See also

Schedule Demo

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