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
Action1_Description	No	Lookup	"Inquiry"
Action1_Type_Id	No	Key ID Field	"12"
Action1_Academic_Year	Yes if Action1_Description or Action1_Type_ID are entered	Datasource Data	"20212022"
Action1_Date	Yes if Action1_Description or Action1_Type_ID are entered	Data	"1/24/2020"
Action1_Applying_Grade_Level_Id	Yes if Action1_Description or Action1_Type_ID are entered and Action1_Applying_For_Grade is blank.	Identifier	"1"
Action1_Applying_For_Grade	Yes if Action1_Description or Action1_Type_ID are entered and Action1_Applying_Grade_Level_Id is blank.	Datasource Data	"PK"
Action1_Comment	No	Data	"Contacted via phone"

Note: Action1_Description, Action1_Type_Id, Action1_Academic_Year, Action1_Date, Action1_Applying_Grade_Level_Id, Action1_Applying_For_Grade, and Action1_Comment columns are repeated for a total of 10 times so that multiple actions can be added to the inquiries on import.

Schedule Demo

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 # *