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Importing New Records - Inquiry Actions
Importing New Records - Inquiry Actions
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.
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School Name
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Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
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Your First Name
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