Importing New Records - Inquiry Actions
Posted January 30, 2023
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 |
Date |
"2020/01/15" |
|
| Comment |
No |
Text |
|
|
| Action_Applying_For_Grade |
No |
Datasource 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 |
Text |
"4:15 pm" |
|
| Event_Id |
No, unless Attendee_Count is specified |
Identifier |
"1" |
The action must be associated with an event category associated with the event. |
| Attendee_Count |
No, unless Event_Id is specified |
Integer |
"2" |
|
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