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Posted February 10, 2025

Follow the steps for Importing New Records

Field	Required	Type	Sample Value	Notes
Financial_Aid_Category_Id	No	Key ID Field	"123"
Academic_Year	Yes	Datasource Data	"20232024"	Must match an existing academic year in the database
Financial_Aid_Category_Type	Yes	Lookup	"Merit"	Each combination with academic_Year Must be unique.
Budget	No	Integer	"50000"
Product_Id	No	Identifier	"567"	If specified, it must match a valid product ID in the database.

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1 min read · Updated May 04, 2026 Article

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