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Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
Canadian Schools
Why PCR Educator
Team
Employment
Knowledge Base
FAQ
Training and Support
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School CRM
Knowledge Base
Importing New Records - Contact Attributes
Importing New Records - Contact Attributes
Importing New Records - Contact Attributes
Please begin by following Importing New Records.
Field
Required
Type
Sample Values
Notes
donor_id
Yes, unless lookup fields are used to identify the contact record
Identifier
“1234”
It is the same as the household id. If the donor id is not available, the lookup fields can be used to identify the correct contact record..
donor_indicator
Yes
Datasource Data
“Address”, “Primary”, or “Secondary”
attribute_id
Yes, unless lookup fields are used to identify the contact record
Identifier
“12”
This field can be pulled from DAT.
lookup_household_name
No
Lookup
“Smith Family”
This field can be used to lookup contact id when donor_id is not available.
lookup_household_address
No
Lookup
“123 Main Street”
This field is the same as the household address. This field can be used to lookup contact id when donor_id is not available.
lookup_household_alternate_id
No
Lookup
“1234”
This field is the same as the household alternate id. This field can be used to lookup contact id when donor_id is not available
lookup_parent1_first_name
No
Lookup
“John”
This field is the same as the Parent 1 firstThis field can be used to lookup contact id when donor_id is not available
lookup_parent2_first_name
No
Lookup
“Jane”
This field is the same as the Parent 2 first name. This field can be used to lookup contact id when donor_id is not available
lookup_parent1_alternate_id
No
Lookup
“1234”
This field is the same as the parent 1 alternate id. This field can be used to lookup contact id when donor_id is not available
lookup_parent2_alternate_id
No
Lookup
“1234”
This field is the same as the parent2 alternate id. This field can be used to lookup contact id when donor_id is not available
lookup_category_id
No
Lookup
“1234”
This field is the same as category id and can be pulled from DAT. This field can be used to lookup attribute id when attribute_id is not available
lookup_category
No
Lookup
“Parent”
This field must be an attribute category that is saved as an Attribute Category in Maintenance > Contact Attributes. This field can be used to lookup attribute id when attribute_id is not available
lookup_attribute
Yes, if lookup_attribute_id is not specified
Lookup
“Parent of Alumni”
This field must be an attribute description that is saved in an Attribute in Maintenance>Contact Attributes. This field can be used to lookup attribute id when attribute_id is not available
attribute_comment
No
Text
Any text
Comment format must match the data type. Example: if data type is set to integer, then comment must be in integer format.
attribute_begin_year
No
Integer
20192020
This is the start year for the attribute.
attribute_end_year
No
Integer
20192020
This is the end year of the attribute.
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School Name
Please Enter a Maximum of 100 Characters.
*
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
Please Enter a Maximum of 30 Characters.
*
Your First Name
Please Enter a Maximum of 20 Characters.
*
Your Email
Invalid Email
Please Enter a Maximum of 100 Characters.
*
Your Phone #
Please Enter a Maximum of 20 Characters.
*
Household
User
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.