Importing New Records - Staff Actions
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

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