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
Team
Knowledge Base
FAQ
Training and Support
PCR independent school management solution and website
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
Team
Knowledge Base
FAQ
Training and Support
Sign In
Demo
School CRM
Blog
Importing Data for Existing Records
Importing Data for Existing Records
Importing Data for Existing Records
Security Full role is required to import data for existing records.
Follow these steps to import data for an existing record:
1. Navigate to the Home > Update and select the appropriate update template.
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.
4. Populate the required columns and the columns that need to be updated.
5. Delete all other columns.
6. Save the file as either Text (Tab delimited) or CSV (comma delimited).
7. 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.
8. 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 -
Course
s
Importing Data
for Existing Records - Customers
Importing Data
for Existing Records -
Historical Mark
s
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
See also
Importing Data for Existing Records - Households
Importing Data for Existing Records - Students
Importing Data for Existing Records - Users
Historical Mark
Importing Data
Course
User
DAT
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User
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.