Importing New Records - Inquiry Actions

Follow the steps for Importing New Records.
Field Required Type Sample Values Notes
Inquiry_Id Yes if Inquiry_Last_Name and Inquiry_First_Name are unspecified Identifier "1234"
Inquiry_Last_Name Yes if Inquiry_Id is unspecified. Lookup "John"
Inquiry_First_name Yes if Inquiry_Id is unspecified Lookup "Doe"
Inquiry_School_Id Yes Identifier "1" School Id that the action is associated with.
Academic_Year Yes Datasource Data "20202021" No slashes or hyphens in the number.
Action_Type Yes, if Action_Description is unspecified Identifier "1" This is the id for the action type. Use Action_Description instead.
Action_Description Yes, if Action_Type is unspecified Lookup "Accepted"
Action_Date Yes Data "2020/1/15"
Comment No Data
Action_Applying_For_Grade No Data 11 If this is unspecified, the inquiry's applying for grade is used. Matches against the grade level Description.
Interviewer_Name No, unless Interviewer_Time is specified Lookup "John Doe" Matches against the Display name for security users. The user must have an Admissions role.
Interviewer_Time No, unless Interviewer_Name is specified Data "4:15 pm"
Event_Id No, unless Attendee_Count is specified Lookup "1" The action must be associated with an event category associated with the event.
Attendee_Count No, unless Event_Id is specified Data "2"

See also
Importing New Records    Grade Level    Action    User    DAT   
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.

Schedule Demo

Please, make sure that all required fields (marked with *) are completed.
    School Name *
    Relation to School *
    Last Name *
    Your First Name *
    Your Email *
    Your Phone # *