How to import Individual attributes

Whether importing new or updating existing records, we can import individual attributes for multiple records at once using the Import records function in Administration.

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.

Prior to importing, we suggest marking Validate Now on the General tab.: Validating the data will not import the information in the system. This is a test run of the import.

We recommend marking all available checkboxes on the Options/Summary tab.. At the very least, mark the Create control report option.

 This article refers to the general term Record ID.  Record ID is the same as Student ID, Individual ID, Faculty/Staff ID, Organization ID, etc.

1.  Click  Configuration>Attributes to verify that the Attribute exists and note values accepted (e.g. Yes/No)
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2.  Create an Excel File (.CSV Format) containing at minimum of the following column headers in order:

  • Individual ID (or Individual Import ID)
  • Attribute Type
  •  Attribute Description
  • NOTE: Should you desire to add additional information, some example fields would be Comment  and or  Date
3.  In Administration> Import Records, start a new Attribute Import (under the Record Type).
4.  Mark  Import New Records, Validate Only, Use Record ID (or Record Import ID) and  pick your Data File.
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5. 
Select the File Layout tab > Mark the Import File does not contain field names option ONLY if your import file does not have header. If yourImport File contains the field names, mark Fields names are on the first line of the import file. 
  • ​​* 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. In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros.On the Fields tab, map each field from the Excel file with the corresponding system Field on the left side
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6. Select the Fields tab and map the fields 

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7. Save the import parameters.
8. Click Validate now (if we marked Validate data only on the general tab) or Import Now

Steps to Duplicate


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 the Individual attribute(s).
    Note: The attributes must exist in Configuration before they can be added to Individual records.  
  2. Create a data file or use an existing file. 
  3. Include the following fields in your import data file. The fields in bold are required by The Education Edge.
      • Headers*

      Individual Import ID, Attribute Import ID, Attribute Type, Attribute Description, Attribute Date, Comments, Type
      * 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. 
      In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros.
       
    • Import the data file using the following parameters:

      General Tab:
      • Import Type: Individual attribute
      • What do you want to do? Import new records or Update existing records 
      • Options Import records not found as new records 
      • What file do you want to import? Browse to the import file and use Attribute Import 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 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 Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Education Edge Field column.


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

       

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