Importing New Records

The Import role is required to import 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: Generally, imports for new records are available under the Imports menu within each module.  They are also available in Security > Imports 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 Actions
Importing New Records - Asks
Importing New Records - Attribute Categories
Importing New Records - Attributes
Importing New Records - Blocks
Importing New Records - Budget Accounts
Importing New Records - Campaigns
Importing New Records - Chart of Accounts
Importing New Records - Comment Bank Comments
Importing New Records - Comment Bank Tags
Importing New Records - Contact Actions
Importing New Records - Contact Attributes
Importing New Records - Contact Financial Info
Importing New Records - Contact Outside Donations
Importing New Records - Contact Relations
Importing New Records - Contacts
Importing New Records - Course Equivalencies
Importing New Records - Course Mark Type Headings
Importing New Records - Course Sections
Importing New Records - Course Type Levels
Importing New Records - Courses
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 Actions
Importing New Records - Financial Aid Awards
Importing New Records - Financial Aid Categories
Importing New Records - Fixed Assets
Importing New Records - Funds
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 Attributes
Importing New Records - Household Persons
Importing New Records - Households
Importing New Records - Inquiries and Actions
Importing New Records - Inquiry Actions
Importing New Records - Inquiry Attributes
Importing New Records - Journal Entries
Importing New Records - Journal Entry Items
Importing New Records - Mark Entry Types
Importing New Records - Mark Type Headings
Importing New Records - Mark Types
Importing New Records - Miscellaneous Payments
Importing New Records - Miscellaneous Receipts
Importing New Records - MYP Conversion Chart
Importing New Records - Period Code Blocks
Importing New Records - Period Codes
Importing New Records - Product Categories
Importing New Records - Products
Importing New Records - Rooms
Importing New Records - Staff
Importing New Records - Staff Attributes
Importing New Records - Students
Importing New Records - Student Actions
Importing New Records - Student Attributes
Importing New Records - Student Awards
Importing New Records - Student Courses
Importing New Records - Student Health Actions
Importing New Records - Student Immunizations
Importing New Records - Student Selections
Importing New Records - Students
Importing New Records - Users
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 Payments
Importing New Records - Vendors and Addresses
 
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