- In the Administration page, click Import records.
- Select the appropriate import type from the list on the left.
- Click New Import on the action bar.
- Select the General tab.
- In the What do you want to do? frame, select the Create Import File option.
- Mark the Include required fields in the file option. This will export the required field headers into the file created.
- In the Import file field, enter a file name and location for the file to be created, such as C:/Imports/FinancialAid.csv.
- Select the field to use as the record identifier from the drop-down menu.
- Select the File Layout tab.
- Make any necessary changes to the file layout or click Next to accept the defaults.
- Select the Fields tab. The required fields for the import type appear in the Import these fields box if Include required fields was selected in step 6. The import file can be created with only the required fields or additional fields can be selected from the Available fields window. To add additional fields, double-click each field to add it to the Import these fields box.
Note: These fields will appear in the first row of the .CSV file you create.
- When you have selected all fields, click Next.
- Select the Options/Summary tab.
- Review the information on this tab to verify that it is correct and click Create Now.
- A message appears asking if you want to save the import. Click Yes.
- On the Save Import As screen, name the file and click Save.
- On the Process Complete screen, click Close to accept the defaults.
- Click Save and enter an appropriate name, click Save. Use this same name for the actual import to ensure that all fields are imported properly.
- On the Process Complete screen, click Close.
Note: Because the process created a file instead of importing records, the Process Complete screen lists 0 for Records Processed, Records Created, and Exceptions.
- On your workstation, navigate to the location of the file named in step 6 above.
- Open the file and note that the first row contains the header records for the selected fields.
- Enter the information to be imported into the rows beneath the headers
Note: For more information, refer to How to determine the format of the data for an import field.
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