Students Contact Information

Template

Download the template provided below for bulk importing Students' Contact Information.

27KB
Students_Contact_Information_Template.xlsx

Using the Template and Importing Guide

  1. Fill out the template accordingly. Take note of the LEGEND on which column headings are required and check the comment section for more details or any data-entry recommendations.

  2. It is also recommended that you read the Students > Add Student Contact Info and the Students Record Type > Contact Information section knowledge base to understand how this data sits in Paradigm.

  3. After you have completed filling out the template, it is important to note that the file MUST be converted into a CSV file [CSV (Comma delimited) (*.csv) format] first before you can proceed to import the data.

  4. If you are not familiar with the Import Wizard menu yet, it is recommended that you read through our knowledge base page on Import Wizard.

  5. When doing the import, the Object to choose should be the EduContactDetails and then the Role Type Id, e.g. choose BILLING if you will import the billing columns. Note that you have the option to create one profile for each Role Type Id or use the same profile but make sure to change the Role Type Id and the mapped columns accordingly.

    • You can adjust the Role Type Id in the Import Wizard based on the specific type of address you intend to import.

      • BILLING

      • RESIDENTIAL

      • Postal Address

      • Employer Address

      • Emergency Contact Details

the different Role Type Ids to choose from depending on what address type you want to import

NOTE:

The Sample Data headings are designed to be the same as the Paradigm Field data column headings. Map the address column that matches the selected Role Type Id, e.g. only map the billing columns if the selected Role Type Id is BILLING.

In the example below, the Role Type Id selected is for BILLING, and so the billing columns are the ones being mapped.

setting the EduContactDetails as the Object, Role Type Id as BILLING, and mapping the billing columns

  1. In the EXISTING RECORD SEARCH section of the Import Wizard, you can set the student_number field to avoid duplicates.

setting the condition for existing record search in Import Wizard

Import Profile Example

Import Students' Contact Information

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