Import Students' Contact Information

The animated workflow displayed below provides step-by-step instructions on how to import students' Contact Information using the Import Wizard menu in Paradigm. Additionally, you can download the attached sample CSV file and use it as a reference for formatting.

NOTE:

Adding students' contact information assumes that the student records are already added to the system, see Import Students' Information

Please note that the file contains only the minimum required fields to add the students' contact information to the system. The template for importing students' contact information data is available here.

801B

Example2_Import_Students_Contact_Information_TestData.csv

Take note of the following when importing Students' Contact Information:

• Be careful with editing your street_number column data, make sure that numbers that can possibly be converted into a date are set as a text format first before importing, otherwise, it will end up with a date format.

• Another thing to consider is the mobile_phone and the other_phone_number fields. Make sure that they are formatted with the leading zero.

• Note that editing your data in CSV even with already the correct format, when you open it again - all your formatting is gone and will be converted back to the default format. If you need to open again your CSV file, check for ways how you can edit it again without breaking your edited format.

• When using the Import Profile for the Contact Information, you can use the same CSV file for the Billing and Residential address types. Note that in Paradigm, there are five address types available for import. 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

Example Workflow: Create a New Import Profile for Students' Contact Information