Import Templates - Column Definitions
NOTE: Columns can be left unpopulated but do not delete any columns or headings.
Last Name - this is the Student's last name. If siblings have different last names then they would have separate family records with the parent/address information being the same.
H1_xxx - this is the information for Household 1 which is the primary residence.
H2_xxx - this is the information for Household 2 when there are divorced parents.
Student columns enter student first name, grade, phone and email if applicable.
Teachers - IF using the one row per student, you may add a Teacher column for the class. It's super important that you enter the name of the teacher EXACTLY as it is displayed in your account for the teacher. If you've not added teachers, then you must submit the faculty import along with the family data.
Dont_Display_Online - If set to "Y", this will prevent the family from displaying in the online directory listing. This column is populated by step 5 on the Run Error Checks tab and is either "Y" or "N". You can also update this column for a specific family.
Dont_Print_Family - If set to "Y", this will prevent the family from listing in any print directory reports. This column is populated by step 5 on the Run Error Checks tab and is either "Y" or "N". You can also update this column for a specific family.
Primary_Email - This column will be automatically populated by us. In our Email Manger (email blasts), you can chose to send emails to All parents in the family or just the primary email address. On import, this is set to the Parent 1 email if there is one, otherwise it is set to the Parent 2 email. If there are no parent emails being imported then the default is Parent 1.
House1/2_NoPrintPhone/NoPrintAddress/NoPrintEmail - Options are "Y" or "N". This will prevent the Phone, address or email from displaying on both the printed directory and online search listing. These columns are typically left blank and will then default to "N". You can enter a "Y" in any column, for any family, to suppress display of the item.
School_Name - this is typically used when the data being imported was provided by a "feeder" school.