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.
 
  1. Create an import file including the following fields:


    Repeat the Student/Applicant Address Import ID, Contact Type, and Contact Number fields for each phone number or email address to be imported. The Student/Applicant Address Import ID values will be the same for each phone number.
     
    • Student/Applicant Import ID
    • Student/Applicant Address Import ID    NOTE: If the import file does not contain the Address Import ID, a brand new address will be created with just the contact type(s) in the import file
    • Contact Type
    • Contact Number                                                                                                                                                                                                                                   
  2.  Enter the information to be imported and save and close the import file. 
  3. In Administration, click Import.  
  4. Highlight Student or Applicant and click New Import.  
  5. Select the Update existing records option.  
  6. In the Import file field, enter the path of the Import file created in step one.  
  7. Complete the remaining fields on the General and File Layout tabs.  
  8. Select the Fields tab and define the fields in the import file (if using a saved parameter file from the create import file 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 Education Edge - The Basics of Importing (BB135422)