- Export the required fields:
- In Export, create a student, applicant, faculty, organization or individual export
- Select a Comma-separated values format
- Unmark the Include headers checkbox
- On the Filters tab, choose Selected for students
- Select the Query option and click the binoculars
- Click Add a New Query
- On the Criteria tab, expand Student and select Student ID (or Applicant, Applicant ID, or Individual, Individual ID etc.)
- Select an Operator of Blank
- Save and close the query and click OK
- Select the Output tab and expand Student and select Import ID, First Name and Last Name
Note: Do not select the Student Name field
- Save the export parameters
- Export the information
- In Export, create a student, applicant, faculty, organization or individual export
- Add the ID numbers:
- Browse out to the exported file and open it
- Add an ID for each record in the first free column
- Save the CSV file
- Browse out to the exported file and open it
- Import the updated information:
- In Administration, click Import
- Create a new student, applicant, Faculty, or Individual import
- Select the Update existing records option
- Browse to the CSV file in the Import file field
- Select Student Import ID (or Applicant Import ID, Individual Import ID, or Faculty Import ID) as the field to use to match records
- Select the File Layout tab and and select the Import File does not contain field names option
- Select the Fields tab and map the fields (using the same order they were selected in the export above)
- Save the import parameters and click Import Now
For more information, refer to:- How to Import into The Education Edge (BB135422)
- How to import into The Financial Edge (BB73785)
- In Administration, click Import
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