Follow the steps for Importing New Records

Field Required Type Sample Values Notes
Person_Id Yes, if Person_First_Name, Person_Last_Name, and Person_Birthdate are not specified. Identifier “123” Id matches either and Inquiry Id or Student Id
Person_Type Yes Lookup “Student” or “Inquiry”  
Academic_Year Yes Integer “20212022”  
Evaluation_Type Yes Lookup “Applicant Interview” See Configuring Evaluation for more info.
Evaluation_Site No Datasource Data “Library” Admissions > Evaluations > Evaluation Types > Edit > Evaluation Sites
Read_Date Yes Date “2000/01/01” Date of when the scores are received.
Taken_Date Yes Date “2000/01/01” Date of when the evaluation is taken.
Comment No Text “abc”  
Grade_Level_Id Yes, if Grade_Level_Code is not specified Identifier “1” Security > Maintenance > Grade Levels.
 Grade_Level_Code  No Lookup "01"  Security > Maintenance > Grade Levels.
Person_First_Name Yes, if Person_Id is not specified. Lookup “John”  
Person_Last_Name Yes, if Person_Id is not specified. Lookup “Doe”  
Person_Birthdate Yes, if Person_Id is not specified. Lookup “2000/01/01”  
Section1_Name No Lookup “Academic Assessment” See Configuring Action (Evaluation Sections) for more info.
Section1_Score_Topic Yes, if Section1_Name is specified. Lookup “Applicant Score” See Score Type for more info.
Section1_Score1 Yes, if Section1_Name is specified. Integer “5”  
File_Name No  File Name "Test1.pdf"  The name of the file which corresponds to the row.

Note: Section Name, Section Score Topic, and Section Score fields are repeated to allow additional evaluation score entry.

Schedule Demo

School Name
Relation to School
select
Last Name
Your First Name
Your Email
Your Phone #
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