Importing New Records - Financial Aid Awards
Posted November 06, 2024
Follow the steps for Importing New Records.
| Field |
Required |
Type |
Sample Values |
Notes |
financial_aid_award_id
|
No, if all records are blank or unique
|
Identifier |
“123” |
Must be unique; if one value is provided, all must be specified
|
| person_id |
Yes, unless it can be determined by other fields
|
Identifier |
“123” |
Determined by person_first_name, person_last_name, and person_birthdate if not specified
|
| person_type |
Yes |
Identifier |
"Student" |
Must be "Student" or "Inquiry". Case-sensitive validation is applied
|
| person_first_name |
Yes, if person_id is not specified
|
Lookup |
"John" |
Used to determine person_id if person_id is blank. |
| person_last_name |
Yes, if person_id is not specified
|
Lookup |
"Doe" |
Used to determine person_id if person_id is blank. |
| person_birthdate |
Yes, if person_id is not specified
|
Lookup |
"7/1/2001" |
Used to determine person_id if person_id is blank. |
| financial_aid_category_id |
Yes |
Identifier |
“123” |
|
| award_amount |
No |
Decimal |
"1000.00" |
Optional award amount
|
| accept_amount |
No |
Decimal |
“500.00” |
Optional amount accepted by the individual
|
| comment |
Yes |
Text |
“Special case” |
Any additional comments or notes (255 Max characters)
|
Related articles
More from the Knowledge Base
Still have questions?
Live chat is staffed weekdays 8 am to 7 pm ET. Tickets get a response within one business day.
New to PCR Educator?
If you landed here from a search and want to see what PCR Educator can do, the demo is the fastest way in. Thirty minutes, no commitment.