Create a New Import Profile

This page contains the step-by-step instruction links on how to create a new import profile using the Import Wizard

Overview

For any unique data set imported to Paradigm using the Import Wizard menu, it is recommended that a new import profile is created and saved for future imports. Creating a New Import Profile provides you with an opportunity to examine your data and match them to Paradigm accordingly.

Refer to the workflow section below for step-by-step instructions on how you can create a new Import Profile.

Workflow

Follow the instructions below in order:

• Step 1 - Upload the Data Source File

• Step 2 - Map the Source Data Fields to Paradigm Fields

• Step 3 - Match the External Values to Paradigm Values

• Step 4 - Match the Unique Identifier Fields for Existing Records Search

• Step 5 - Save Import and Process Files

Examples

To learn how to create a new import profile, refer to the example scenario of animated workflows:

Import Students' Information

Import Students' Contact Information

Update Students' Visa Numbers and Expiry Dates

Add Students' Notes

Import Base Unit Records