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.


Note: 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.
  
  • Create a data file or use an existing file that includes the following Required fields needed for this import
    • Student Import ID
    • Medical Information Medical History Category
    • Medical Information Medical History Description
    • Medical Information Medical History Date
    • If necessary, include other fields in the data file that are available for this import type
Note: In Excel, use Text as the column type for Import ID or Course Import ID. Otherwise, Excel drops any leading zeros. 
 
 Once the import file is created
  1. Navigate to Administration> Import Records
  2. Select Student then New Import
  3. On the general tab select
    1. What do you want to do? Update existing records
    2. What file to you wish to import? Browse to the import file
    3. Student Import ID will be used to match records in the import file with existing records 
    4. What is the format of this import file? Delimited
  4. On the File Layout Tab select:
    1. Field Separators and Text Qualifiers: Comma, Quotation
    2. Import Field Names: Field names are on the first line of the import file
    3. Sample Import Format: Verify the first few rows of the import file
  5. On the Fields tab, map the fields from your import file to the corresponding field in The Education Edge
    1. Student Import ID – Student> import ID
    2. Medical Information Medical History Category – Student > Medical Information> Medical Information Medical History >  Category
    3. Medical Information Medical History Description – Student > Medical Information> Medical Information Medical History >  Description
    4. Medical Information Medical History Date – Student > Medical Information> Medical Information Medical History > Date  
    5. And any other fields that were included in the Import file
  6. On the Summary/Options Tab, mark all available check-boxes. (Optional, but we do recommend, at least mark the Create control report option.)
  7. Click Import Now