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Data Analytics & AI
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Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
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K-12 Public Schools
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Vocational and Technical Schools
International Schools
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Youth Programs
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Importing New Records - Inquiries and Actions
Importing New Records - Inquiries and Actions
Importing New Records - Inquiries and Actions
Follow the steps for
Importing New Records
.
Field
Required
Type
Sample Values
Notes
Inquiry_Id
No
Key ID Field
"1234"
If one row has this column populated, all rows must have this column populated
Academic_Year
Yes
Datasource Data
"20212022"
Inquiry_Last_Name
Yes
Data
"Smith"
Inquiry_First_Name
Yes
Data
"John"
Inquiry_Middle_Name
No
Data
"Kipp"
Inquiry_Preferred_Name
No
Data
"Johnny"
Birthdate
Yes
Data
"1/1/2000"
Birthplace
No
Data
"Anytown, USA"
Sex
Yes
Datasource data
"Male"
This field is named "Sex" in the import but displays as "
Gender
" in the database.
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.
Citizen_Of
No
Datasource data
"Canada"
Native_Lang
No
Datasource data
"English"
Ethnic_Group
No
Datasource data
"Asian"
Phone
No
Data
"123-456-7890"
Email
No
Data
"Jsmith@gmail.com"
Current_School
No
Datasource data
"Lincoln High School"
Inquiry_Source
No
Datasource data
"Facebook"
Current_Parish
No
Datasource data
"St Marys"
Legacy_Code
No
Datasource data
"Parent"
Day_Or_Boarding
No
Datasource data
"Day"
"Boarding"
"Virtual"
ESL_Yes_or_No
No
Datasource data
"Y" or "N"
International_Yes_or_No
Yes
Datasource data
"Y" or "N"
Financial_Aid_Yes_Or_No
No
Datasource data
"Y" or "N"
Religion
No
Datasource data
"Catholic"
Additional_Testing_Yes_No
No
Datasource data
"Y" or "N"
Academic_Support_Yes_No
No
Datasource data
"Y" or "N"
Inquiry_Suffix
No
Data
"Jr."
preferred_student_id
No
Data
"12345"
campus
No
Datasource data
"Main"
applying_grade_level_id
Required if Applying_For_Grade not populated
Identifier
"2"
See
Grade Level
for more info
applying_for_grade
Required if Applying_Grade_Level_ID not populated
Lookup
"K"
current_grade_level_id
No
Identifier
"1"
current_grade
No
Lookup
"PK"
primary_household_id
Yes
Identifier
"12345"
Connects the inquiry record to an already existing household as their Primary Parent household.
For adult inquiries, this household will represent inquiries themselves (their address, contact information) as opposed to their parents.
primary_household_relationship
Yes
Datasource
"Parent", "Self"
Only the two sample values are permitted.
secondary_household_id
No
Identifier
"12345"
Connects the inquiry record to an already existing household as their Secondary Parent household.
secondary_household_relationship
Required if the secondary household is specified
Datasource
"Parent", "Grandparent", "Self"
Only the three sample values are permitted.
billing_household_id
Yes
Identifier
"12345"
Connects the inquiry record to an already existing household as their Billing household.
Note
: The billing household id must match primary or secondary household id
Action
1_Description
No
Lookup
"Inquiry"
Action
1_Type_Id
No
Key ID Field
"12"
Action
1_Academic_Year
Yes if
Action
1_Description or
Action
1_Type_ID are entered
Datasource Data
"20212022"
Action
1_Date
Yes if
Action
1_Description or
Action
1_Type_ID are entered
Data
"1/24/2020"
Action
1_Applying_Grade_Level_Id
Yes if
Action
1_Description or
Action
1_Type_ID are entered and
Action
1_Applying_For_Grade is blank.
Identifier
"1"
Action
1_Applying_For_Grade
Yes if
Action
1_Description or
Action
1_Type_ID are entered and
Action
1_Applying_Grade_Level_Id is blank.
Datasource Data
"PK"
Action
1_Comment
No
Data
"
Contact
ed via phone"
Note
:
Action
1_Description,
Action
1_Type_Id,
Action
1_Academic_Year,
Action
1_Date,
Action
1_Applying_Grade_Level_Id,
Action
1_Applying_For_Grade, and
Action
1_Comment columns are repeated for a total of 10 times so that multiple actions can be added to the inquiries on import.
See also
Importing New Records
Grade Level
DAT Query
Contact
Action
Gender
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.