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 solution.


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).
 
     
    • Create a data file or use an existing file.

      You can save the file in any delimited format or in fixed length.

       

       

    • Include the following fields in your import data file. The fields in bold italics are required by The Education Edge. The fields in italics are conditionally required. Refer to the notes below the list of fields for additional information. If necessary, include other fields in the data file that are available for this import type.


      Name of Fields*

      Student Import ID, Notes Import ID, Notes, Date, Type, Description, Title, Author, Print on Transcript, Print on Report Card
       


      *Although headers are not required in The Education Edge, we recommend using them. Otherwise, you must manually map the fields in the data file to the corresponding fields in The Education Edge. You can save the file in any delimited format or in fixed length.
       


       

    • Import the data file using the following parameters:



      General tab:
      • Import type: Student, Note
         
      • What do you want to do? Import new records
         
      • What file do you want to import? Browse to the import file and select
        Use Student Import ID (or Student ID) to match records in the import file with existing records
         
      • What is the format of this import file? Delimited - Characters separate the fields
         




      File layout tab:
         
        • Field Separator: Comma
           
        • Text qualifier: 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 fields in the Import Fields column.



        Options/Summary tab:

        We recommend marking all Import Options. At the very least, mark the Create control report option