Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

Carefully read all of the instructions listed below before proceeding. If you are new to importing, also refer to How to import - the basics of importing (BB135422).

  1. Create a data file or use an existing file. You can save the file in any delimited format or in fixed length.
  2. Include the following required fields in your import data file. If necessary, include other fields in the data file that are available for this import type.
    • Headers*
      Student Import ID**, Session, Academic Year, Course ID, Start Term, Term, Class Section, School ID (required if multiple schools exist)
       
    • Fields
      Student Import ID**, Session, Academic Year, Course ID, Start Term, Term, Class Section, School ID (required if multiple schools exist)

    *Although headers are not required in the education software, we recommend using them. Otherwise, you must manually map the fields in the data file to the corresponding fields in the education software.
    **Student Import ID must be used to complete the import. Student ID cannot be used.

    In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros.
     
  3. Import the data file using the following parameters:

    General Tab:
    • Import Type: Student, Student Course
    • What do you want to do?: Import new records
    • Options: Import records not found as new records
    • What file to you wish to import? Browse to the import file
    • Student Import ID will be used to match records in the import file with existing records
    • What is the format of this import file? Delimited
       
    File Layout Tab:
    • Field Separators and Text Qualifiers: Comma, Quotation
    • Import Field Names: Field names are on the first line of the import file
    • Sample Import Format: Verify the first few rows of the import file
       
    Fields Tab:
    In the Import these fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding education software field in the Import Field column.

    Summary Tab:
    We recommend marking all available checkboxes. At the very least, mark the Create control report option