Importing New Records - User

Importing New Records - User
Follow the steps for Importing New Records.

Field Required Type Sample Values Notes
*Login Yes Data "abc@school.org" If using Google SSO, use full google username such as abc@school.org.
*Password Yes Data "abc123$!" Password should not be shared via email; instead send a link to a reset password page so users can create their own passwords
*Email Yes Data "abc@school.org"  
UserDisplayName No Data "John Doe"  
AlternateId No Data "1234"  
StudentId Yes for student logins unless you use lookup fields to identify the student record Identifier "1234"  
(StudentLastName) No Lookup "Smith"  
(StudentFirstName) No Lookup "John"  
(StudentMiddleName) No Lookup "Adam"  
(StudentPreferredName) No Lookup "Joe"  
(StudentSex) No Lookup "Male"  
(StudentAlternateId) No Lookup "1234"  
TeacherId Yes for staff logins unless you use lookup fields to identify the staff record Identifier "1234"  
(TeacherLastName) No Lookup "Smith"  
(TeacherFirstName) No Lookup "Tina"  
(TeacherOffice) No Lookup "123-456-7890"  
(TeacherSex) No Lookup "Female"  
(TeacherAlternateId) No Lookup "1234"  
HouseholdId Yes for parent, staff, and adult student logins unless you use lookup fields to identify the household record Identifier "1234" Adult students are those students who enroll to the school on their own instead of by their parents
HouseholdIndicator Yes for household logins Datasource Data "P" Valid values are P for contact 1 (Primary) and S for contact 2 (Secondary).
(HouseholdName) No Lookup "Smith Family"  
(HouseholdAddress) No Lookup "5 Choke Cherry"  
(HouseholdCity) No Lookup "Austin"  
(HouseholdState) No Lookup "TX"  
(HouseholdZip) No Lookup "12345"  
(HouseholdCountry) No Lookup "United States"  
(HouseholdPhone) No Lookup "123-456-7890"  
(HouseholdEmail) No Lookup "abc@gmail.com"  
(ParentFirstName) No Lookup "John"  
(ParentMiddleName) No Lookup "Adam"  
(ParentLastName) No Lookup "Doe"  
(ParentSex) No Lookup "Male"  
(ParentAlternateId) No Lookup "12345"  
RoleName1 No Datasource Data "Faculty Full" See Roles Dictionary for more information
SchoolId1 No Datasource Data "1" See School Division for more information
(SchoolName1) No Datasource Data "Bistmar Lower School"

Note: If you connect a user to multiple record types such as Student and Household records or Staff and Household records, make sure that the records are connected in the Admin module. In other words, the student should be connected to the same household record in the Admin module that you connect to the user.

Note: School Name, School id, and Role columns are repeated so that a user can be assigned to multiple School Divisions and roles.

Note: If no HouseholdIndicator is specified, then the name of the parent is used to try and identify the HouseholdIndicator to use.

See also
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.

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Please, make sure that all required fields (marked with *) are completed.
    School Name *
    Relation to School *
    select
    Last Name *
    Your First Name *
    Your Email *
    Your Phone # *