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PCR independent school management solution and website
Products
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
Knowledge Base
FAQ
Training and Support
School Portal
Customer Portal
Sign In
Demo
School CRM
Knowledge Base
Importing New Records - Contact Actions
Importing New Records - Contact Actions
Importing New Records - Contact Actions
Follow the steps for Importing New Records
Field
Required
Type
Sample Value
Notes
Contact_Id
No, unless Contact_Name is not specified
Identifier
"123"
Must match an existing contact id in the database
Contact_Indicator
Yes
Datasource Data
"Primary"
Must be one of Address, Primary, or Secondary
Action_Type_ID
Yes, unless lookup fields are used to identify the action type
Identifier
"456"
Must match an existing action type id in the database
Action_Description
No, unless Action_Type is not specified
Lookup
"Follow-up call with donor"
Must match an existing action description in the database
Action_Scheduled_Date
Yes
Date
"2025/02/15"
School_Id
Yes
Identifier
"2"
Must match an existing school id in the database
Contact_Name
No
Lookup
"John Doe"
Must match an existing contact name in the database
Action_Comment
No
Text
"Discussed donation options"
Action_Method
No
Datasource Data
"Email"
Must match an existing valid contact ask method
Action_Location
No
Datasource Data
"On-site"
Must match an existing valid contact ask location
Action_Year
No
Datasource Data
"20242025"
Assigned_To_User_Name
No
Lookup
"Jane Smith"
Must match an existing user name in the database
Action_Completed_Date
No
Date
"2025/02/20"
Action_Track_Name
No
Lookup
"Annual Giving"
Must match an existing action track name in the database
Person_Type
No
Datasource Data
"Student"
Must be either "Student" or "Inquiry"
Person_Id
No
Identifier
"789"
Must match an existing person id in the database
Person_First_Name
No
Lookup
"Michael"
Person_Last_Name
No
Lookup
"Johnson"
Person_Birthdate
No
Lookup
"2008/06/30"
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
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.