Follow the steps for Importing New Records.
| Field |
Required |
Type |
Sample Values |
Notes |
| Household_Id |
Yes, unless Household_Name is used to identify the household |
Identifier |
"123" |
Must match an existing household id in the system. |
| Household_Name |
No, unless Household_Id is not specified |
Lookup |
"Smith, John and Jane" |
Must match exactly one household. The row is refused if the name matches no household, or more than one. |
| Person_Type |
Yes |
Datasource Data |
"Student" |
Must be Student, Inquiry, or Teacher. |
| Person_Id |
Yes, unless the name fields are used to identify the person |
Identifier |
"456" |
Must match an existing record of the type given in Person_Type. |
| Person_First_Name |
No, unless Person_Id is not specified |
Lookup |
"John" |
Used together with Person_Last_Name and Person_Birthdate to find the person. Whatever combination is supplied must match exactly one record. |
| Person_Last_Name |
No, unless Person_Id is not specified |
Lookup |
"Smith" |
Used together with Person_First_Name and Person_Birthdate to find the person. |
| Person_Birthdate |
No, unless Person_Id is not specified |
Date |
"2010/09/14" |
Used when looking up a Student or an Inquiry. Teachers are found by first and last name only. |
| Relationship |
No |
Datasource Data |
"Parent" |
If specified, must be Parent, Grandparent, or Self. Self is only valid when Person_Type is Student or Inquiry. |
| Primary_Indicator |
No |
Datasource Data |
"Primary" |
If specified, must be Primary or Secondary. Leave it blank if the person is neither. |
| Custody_Type |
No |
Datasource Data |
"Joint" |
If specified, must be Yes, No, or Joint. Yes records custodial, Joint records joint custody, and No records no custody. |
| Bill_To_Yes_No |
No |
Text |
"Y" |
A single character. Longer values are refused. |
| Ok_To_Pickup |
No |
Boolean |
"1" |
0, 1, T, F, True and False are all accepted. If left blank it is set to 0. Person_Type must be Student when this is set to 1. |
Note: A person can only be linked to the same household once. A row that repeats an existing Household_Id, Person_Id and Person_Type combination is refused.
Note: A teacher can only be linked to one household.
Note: To change these fields on links that already exist, use Update Household Persons rather than this import.