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Importing New Records - User
Importing New Records - User
Importing New Records - User
Follow the steps for
Importing New Records
.
Field
Required
Type
Sample Values
Notes
*Login
Yes
Data
"abc@school.org"
If using Google SSO, use full google username such as abc@school.org.
*Password
Yes
Data
"abc123$!"
Password should not be shared via email; instead send a link to a reset password page so users can create their own passwords
*Email
Yes
Data
"abc@school.org"
User
DisplayName
No
Data
"John Doe"
AlternateId
No
Data
"1234"
StudentId
Yes for student logins unless you use lookup fields to identify the student record
Identifier
"1234"
(StudentLastName)
No
Lookup
"Smith"
(StudentFirstName)
No
Lookup
"John"
(StudentMiddleName)
No
Lookup
"Adam"
(StudentPreferredName)
No
Lookup
"Joe"
(StudentSex)
No
Lookup
"Male"
(StudentAlternateId)
No
Lookup
"1234"
TeacherId
Yes for staff logins unless you use lookup fields to identify the staff record
Identifier
"1234"
(TeacherLastName)
No
Lookup
"Smith"
(TeacherFirstName)
No
Lookup
"Tina"
(TeacherOffice)
No
Lookup
"123-456-7890"
(TeacherSex)
No
Lookup
"Female"
(TeacherAlternateId)
No
Lookup
"1234"
HouseholdId
Yes for parent, staff, and adult student logins unless you use lookup fields to identify the household record
Identifier
"1234"
Adult students are those students who enroll to the school on their own instead of by their parents
HouseholdIndicator
Yes for household logins
Datasource Data
"P"
Valid values are P for contact 1 (Primary) and S for contact 2 (Secondary).
(HouseholdName)
No
Lookup
"Smith Family"
(HouseholdAddress)
No
Lookup
"5 Choke Cherry"
(HouseholdCity)
No
Lookup
"Austin"
(HouseholdState)
No
Lookup
"TX"
(HouseholdZip)
No
Lookup
"12345"
(HouseholdCountry)
No
Lookup
"United States"
(HouseholdPhone)
No
Lookup
"123-456-7890"
(HouseholdEmail)
No
Lookup
"abc@gmail.com"
(ParentFirstName)
No
Lookup
"John"
(ParentMiddleName)
No
Lookup
"Adam"
(ParentLastName)
No
Lookup
"Doe"
(ParentSex)
No
Lookup
"Male"
(ParentAlternateId)
No
Lookup
"12345"
RoleName1
No
Datasource Data
"Faculty Full"
See
Roles Dictionary
for more information
SchoolId1
No
Datasource Data
"1"
See
School Division
for more information
(SchoolName1)
No
Datasource Data
"Bistmar Lower School"
Note
: If you connect a user to multiple record types such as Student and Household records or
Staff
and Household records, make sure that the records are connected in the Admin module. In other words, the student should be connected to the same household record in the Admin module that you connect to the user.
Note
: School Name, School id, and Role columns are repeated so that a user can be assigned to multiple
School Division
s and roles.
Note
: If no HouseholdIndicator is specified, then the name of the parent is used to try and identify the HouseholdIndicator to use.
See also
Importing New Records
Roles Dictionary
School Division
Contact
Staff
User
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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Please, make sure that all required fields (marked with *) are completed.
School Name
*
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
*
Your First Name
*
Your Email
*
Your Phone #
*
Household
User