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Products
Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
Why PCR Educator
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Knowledge Base
FAQ
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Importing New Records
Importing New Records
Importing New Records
The Import role is required when
Importing Data
. However, a user must also have appropriate roles to access the module from where the data is imported. See
Roles Dictionary
for more information.
Follow these steps to import new record:
1. Navigate to the desired import screen.
Note
: Imports are available in the Home > Import menu.
2. Select Separator (delimiter) and click Create Template to download the import template.
Note
: By default, Excel uses tab delimiter.
3. Open the file with a spreadsheet software.
Note
: Excel or similar products can be used for this purpose.
4. Populate the file and save it as either Text (Tab delimited) or CSV (comma delimited).
5. Select the file on the Import 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.
6. Once the file is validated, select it one more time and click Import.
Here is a comprehensive index of Importing New Records articles:
Importing New Records - Addresses
Importing New Records - Alumni Households
Importing New Records -
Ask Action
s
Importing New Records - Asks
Importing New Records -
Attribute
Categories
Importing New Records -
Attribute
s
Importing New Records - Blocks
Importing New Records - Budget Accounts
Importing New Records -
Campaign
s
Importing New Records - Chart Layouts
Importing New Records - Chart of Accounts
Importing New Records - Comment Bank Comments
Importing New Records - Comment Bank Tags
Importing New Records -
Contact
Action
s
Importing New Records - Contact Attributes
Importing New Records -
Contact
Financial Info
Importing New Records -
Contact
Outside
Donation
s
Importing New Records -
Contact
Relations
Importing New Records -
Contact
s
Importing New Records -
Course
Equivalencies
Importing New Records -
Course
Mark Type Heading
s
Importing New Records -
Course
Sections
Importing New Records -
Course
Type Levels
Importing New Records -
Course
s
Importing New Records - Current Marks
Importing New Records - Customer Credits
Importing New Records - Customer Invoice Items
Importing New Records - Customer Invoices
Importing New Records - Customer Receipts
Importing New Records - Customers and Addresses
Importing New Records -
Daily Rotation
Importing New Records - Departments
Importing New Records - Discipline
Importing New Records - Evaluations
Importing New Records - Finance Address/
Contact
Importing New Records - Financial Aid Award
Action
s
Importing New Records - Financial Aid Awards
Importing New Records -
Financial Aid Categories
Importing New Records - Fixed Assets
Importing New Records -
Fund
s
Importing New Records - Gifts and Pledges
Importing New Records - Gifts and Pledges (One Payment Per Row)
Importing New Records - Historical Attendance
Importing New Records - Historical Marks
Importing New Records - Household
Attribute
s
Importing New Records - Household Persons
Importing New Records - Households
Importing New Records - Inquiries and Actions
Importing New Records - Inquiry Actions
Importing New Records - Inquiry
Attribute
s
Importing New Records - Journal Entries
Importing New Records - Journal Entry Items
Importing New Records - Mark Entry Types
Importing New Records - Mark Type Heading
s
Importing New Records - Mark Type
s
Importing New Records - Miscellaneous Payments
Importing New Records - Miscellaneous Receipts
Importing New Records - MYP Conversion Chart
Importing New Records - Official Reports
Importing New Records - Period Code Blocks
Importing New Records - Period Codes
Importing New Records -
Product
Categories
Importing New Records -
Product
s
Importing New Records - Rooms
Importing New Records - Staff
Importing New Records - Staff
Attribute
s
Importing New Records -
Student Action
s
Importing New Records - Student Attendance
Importing New Records - Student Attributes
Importing New Records - Student Awards
Importing New Records - Student Courses
Importing New Records - Student Health
Action
s
Importing New Records - Student Immunizations
Importing New Records - Student Selections
Importing New Records - Students
Importing New Records - User
s
Importing New Records - Vendor Credit Items
Importing New Records - Vendor Credits
Importing New Records - Vendor Invoice Items
Importing New Records - Vendor Invoices
Importing New Records -
Vendor Payment
Items
Importing New Records -
Vendor Payment
s
Importing New Records - Vendors and Addresses
See also
Importing New Records - Inquiries and Actions
Importing New Records - Vendor Invoice Items
Importing New Records - Contact Attributes
Importing New Records - Student Attendance
Importing New Records - Student Attributes
Importing New Records - Student Selections
Importing New Records - Chart of Accounts
Importing New Records - Mark Type Heading
Importing New Records - Historical Marks
Importing New Records - Official Reports
Importing New Records - Inquiry Actions
Importing New Records - Student Courses
Importing New Records - Chart Layouts
Importing New Records - Evaluations
Importing New Records - Households
Importing New Records - Addresses
Importing New Records - Mark Type
Importing New Records - Students
Importing New Records - Staff
Importing New Records - Asks
Importing New Records - User
Financial Aid Categories
Chart of Accounts
Mark Type Heading
Roles Dictionary
Historical Mark
Official Report
Daily Rotation
Importing Data
Student Action
Vendor Payment
Chart Layout
Ask Action
Evaluation
Attribute
Mark Type
Campaign
Donation
Contact
Product
Action
Course
Staff
Fund
User
Ask
DAT
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*
select
Administration - Database Manager
Administration - Head of School
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Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
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Other - Staff
Other - Volunteer
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*
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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.