Importing New Records - Staff Actions
Posted January 01, 2025
Follow the steps for Importing New Records
| Field |
Required |
Type |
Sample Values |
Notes |
| Staff_ID |
Yes, unless lookup fields are used to identify the staff |
Identifier |
"123" |
Must match an existing Staff Id in the system |
| Action_Type_ID |
Yes, unless lookup fields are used to identify the action type |
Identifier |
"789" |
Must match an existing Action Id in the system |
| Action_Date |
Yes |
Date |
"2024/12/27" |
|
| Academic_Year |
Yes |
Datasource Data |
"2000/2001" |
Use the format xxxx/yyyy for the year. |
| Action_Comment |
No |
Text |
"Urgent follow-up needed" |
Comments or notes (255 characters max) |
| Lookup_Staff_ID |
No, unless Staff_Id is not specified |
Lookup |
"123" |
Must match an existing Staff Id in the system |
| Lookup_First_Name |
No, unless Staff_Id is not specified |
Lookup |
"John" |
Must match an existing Staff first name in the system |
| Lookup_Last_Name |
No, unless Staff_Id is not specified |
Lookup |
"Doe" |
Must match an existing Staff last name in the system |
| Lookup_Alternate_ID |
No, unless Staff_Id is not specified |
Lookup |
"456" |
Must match an existing Staff alternate Id in the system |
| Lookup_Action_ID |
No, unless Action_Type_Id is not specified |
Lookup |
"123" |
Must match an existing Action Id in the system |
| Lookup_Action_Name |
No, unless Action_Type_Id is not specified |
Lookup |
"Contract Renewal" |
Must match an Action name in the system |
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