Prospect Upload Methods

Student Success & Engagement supports three different ways of uploading prospects:

  1. Via a CSV file from Imports Administration.
  2. Via manual entry from the Prospect Person Type page "Add Prospect - Individual" menu.
  3. Via the SIS Import, by importing person records that are assigned the "Prospect" person type.

From the above linked "SIS Import Definitions" article, if you scroll the the Person data feed, there is an option to import person records with person type "prospect":

person_timp.PNG

When importing prospect data through the data feeds, it is important to check if the prospect person record SIS Managed is set to True or False. 

The SIS Managed value determines what data is allowed to import for the prospect record person Id and if the prospect record can be merged with another record.

  • If SIS Managed is set to False, additional person data can only import on certain data feeds.
  • If SIS Managed is set to True, there are no restrictions and additional person data can import on any data feed.
  • Person records set to SIS Managed True cannot be merged with another record.
  • Person records set to SIS Managed True cannot be changed to SIS Managed False.
  • Person records set to SIS Managed False can change to SIS Managed True.

For more information about SIS Managed and Prospect Merging, click here.

 

 

 

 

 

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