1. Create an import file with at least the required fields (BB102268)

    The required fields needed to import students are: 

    • Record Type
    • Last Name/Organization Name
    • Current Grade
    • Payer ID (If adding Statement Information)
  2. In Administration, click Import records.
  3. Highlight Record and click New Import.
  4. Select the Import new records option.
  5. In the Import file field, enter the path of the Import file created in step one.
  6. Complete the remaining fields on the General tab as needed, click Next.
  7. Select the appropriate options on the File Layout tab, click Next.
  8. Define the fields in the import file (if using a saved parameter file from the create import file (BB59087) process the fields will already be defined as needed), click Next.
  9. Mark the Create exception file of records not updated/imported option to create a file of records that could not be created/updated. This option allows you to modify the records causing an exception and import them separately.
  10. Mark the create control report option.
  11. Click Save and enter an appropriate name.
  12. Click Import Now to begin the import process.
  13. Review the control report once the process is complete.

For more information, refer to How to import into the Financial Edge (BB73785)