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Posted January 13, 2025
Follow the steps for Importing New Records

Field Required Type Sample Values Notes
Category_Id No Key Id Field "123"  
Category Yes Data "Student Aid" Descriptive name for the attribute category
Module Yes Datasource Data "Development" Used to determine the type of attribute category. (e.g., Development, Development - Giving, Finance - Customer, Finance - Customer Invoice, Finance - Fixed Asset, or Students)
Priority No Integer "1" Priority must be specified if wanting to include the attribute category in type calculations (e.g., 1, 2 - See Contact Type for more information.)
Update

Back with the ATLIS Community

1 min read · Updated May 04, 2026

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