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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
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Importing New Records - Financial Aid Awards
Importing New Records - Financial Aid Awards
Importing New Records - Financial Aid Awards
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)
See also
Importing New Records
DAT
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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
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*
Your First Name
*
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*
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*
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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.