Data Import Guide
Uploading data at least once a semester ensures that you have the most up-to-date faculty information in Faculty Success and eventually in other integrated Watermark products.
This article explains exactly what data should be loaded from your SIS or LMS. Please note that import template files can be found at the bottom of this article.
Mechanism for Import
Faculty Success’ Data Import work request allows you to load files manually into the user interface (UI).
File Specifications
The import supports the .csv UTF-8 file type. To import the file, click Save As, then select CSV UTF-8.
Note:
● All files must have the correct file extension.
● All fields must be in the header row of each upload.
● Recommended fields may be left blank, but all fields in this document and the sample files must be included in the headers.
Explanations of the requirements for each CSV import can be found below (organized by file name).
Personal and Contact Information
The Personal and Contact Information screens hold the basic information about each user that will be included in reports generated by Faculty Success. While the screen contains demographic information that may not be required for reports, it also includes contact information about the user. After users are created, please note that certain fields on this screen will be pre-populated and cannot be edited by said user.
Prefix
Field Code: PREFIX
Example: Dr.
Available Options: Dr.; Professor; Ms.; Mrs.; Mr.
Field Type: Drop Down
Import Status: Optional
Suffix
Field Code: SUFFIX
Example: Jr.
Field Type: Text
Import Status: Optional
Building Where Your Office Is Located
Field Code: BUILDING
Example: Manzanita Hall
Field Type: Open Text
Import Status: Optional
Office Room Number
Field Code: ROOMNUM
Example: 152A
Field Type: Text
Import Status: Optional
Office Phone: Areacode, Prefix, Suffix, Extension
Field Code(s): OPHONE1, OPHONE2, OPHONE3, OPHONE4
Example: (123) 456-7890 x123
Field Type: Text
Import Status: Optional
Note: Each portion of the phone number is a separate field; therefore, please create a separate column for the area code, prefix, suffix, and the extension (if applicable).
Department Phone: Areacode, Prefix, Suffix, Extension
Field Code(s): DPHONE1, DPHONE2, DPHONE3, DPHONE4
Example: (123) 456-7890 x123
Field Type: Text
Import Status: Optional
Note: Each portion of the phone number is a separate field; therefore, please create a separate column for the area code, prefix, suffix, and the extension (if applicable).
Fax Phone: Areacode, Prefix, Suffix, Extension
Field Code(s): FAX1, FAX2, FAX3, FAX4
Example: (123) 456-7890 x123
Field Type: Text
Import Status: Optional
Note: Each portion of the phone number is a separate field; therefore, please create a separate column for the area code, prefix, suffix, and the extension (if applicable).
Personal Website
Field Code: WEBSITE
Example: 2016
Field Type: Text
Import Status: Required
Date of Birth: Month of Birth
Field Code: DTM_DOB
Example: March
Available Options: January; February; March; April; May; June; July; August; September; October; November; December
Field Type: Drop Down
Import Status: Optional
Note: Please ensure that the month is entered exactly as found in the configuration file, as these values are case-sensitive.
Date of Birth: Day of Birth
Field Code: DTD_DOB
Example: 12
Field Type: Text
Import Status: Optional
Date of Birth: Year of Birth
Field Code: DTY_DOB
Example: 2015
Field Type: Text
Import Status: Optional
Gender[2] Identity
Field Code: GENDER
Example: Man
Accepted Values: “Man”, “Woman”; “Genderqueer”; “Non-Binary”; “Prefer not to Say”; “Two-Spirit”; or “Other”
Field Type: Check Box
Import Status: Optional
Note: Please ensure that the gender used is entered exactly as found in the configuration file, as these values are case-sensitive.
Race/Ethnicity
Field Code: ETHNICITY
Example: Black or African American
Accepted Values: "Hispanic/Latino of Any Race”; “American Indian or Alaska”; “Asian”; “Black or African American”; “Native Hawaiian or Other Pacific Islander”; “White”; “Two or More Races”; or “Race and Ethnicity Unknown"
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the degree type is entered exactly as found in the configuration file, as these values are case-sensitive.
U.S. Citizen or Permanent Resident?
Field Code: CITIZEN
Example: Yes
Accepted Values: “Yes”; “No”
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the response is entered exactly as found in the configuration file, as these values are case-sensitive.
Degrees
Data included on the Degrees screen shows all academic degrees earned by the user and any relevant information about the degree, such as degree type, whether it was the highest degree earned, etc. Several fields on this screen have pre-populated values, so use the existing values when creating your import file.
Year Completed
Field Code: DTY_COMP
Example: 2016
Field Type: Text
Import Status: Required
Degree
Field Code: DEG
Example: EdD
Accepted Values: "BA”; “BBA”; “BE”; “BFA”; “BM”; “BS”; “DBA”; “EdD”; “JD”; “LLM”; “MA”; “MBA”; “MD”; “MEd”; “MFA”; “MM”; “MS”; “MSW”; “PhD”; “Other"
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the degree type is entered exactly as found in the configuration file, as these values are case-sensitive.
Explanation of “Other”
Field Code: DEGOTHER
Example: MAcc
Field Type: Text
Import Status: Optional
Institution
Field Code: SCHOOL
Example: University of Watermark
Field Type: Text
Import Status: Required
City
Field Code: CITY
Example: San Diego
Field Type: Text
Import Status: Optional
State
Field Code: STATE
Example: CA
Accepted Values: "AK”; “AL”; “AR”; “AZ”; “CA”; “CO”; “CT”; “DC”; “DE”; “FL”; “GA”; “HI”; “IA”; “ID”; “IL”; “IN”; “KS”; “KY”; “LA”; “MA”; “MD”; “ME”; “MI”; “MN”; “MO”; “MS”; “MT”; “NC”; “ND”; “NE”; “NH”; “NJ”; “NM”; “NV”; “NY”; “OH”; “OK”; “OR”; “PA”; “PR”; “RI”; “SC”; “SD”; “TN”; “TX”; “UT”; “VA”; “VT”; “WA”; “WI”; “WV”; or “WY"
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the state is entered exactly as found in the configuration file, as these values are case-sensitive.
Country
Field Code: COUNTRY
Example: Brazil
Accepted Values: "United States”; “Afghanistan”; “Albania”; “Algeria”; “Andorra”; “Angola”; “Antigua and Barbuda”; “Argentina”; “Armenia”; “Aruba”; “Australia”; “Austria”; “Azerbaijan”; “Bahamas, The”; “Bahrain”; “Bangladesh”; “Barbados”; “Belarus”; “Belgium”; “Belize”; “Benin”; “Bhutan”; “Bolivia”; “Bosnia”; “and Herzegovina”; “Botswana”; “Brazil”; “Brunei”; “Bulgaria”; “Burkina Faso”; “Burma”; “Burundi”; “Cambodia”; “Cameroon”; “Canada”; “Cape Verde”; “Central African Republic”; “Chad”; “Chile”; “China”; “Colombia”; “Comoros”; “Congo, Democratic Republic of the”; “Congo, Republic of the”; “Cook Islands”; “Costa Rica”; “Croatia”; “Cuba”; “Curaçao”; “Cyprus”; “Czech Republic”; “Denmark”; “Djibouti”; “Dominica”; “Dominican Republic”; “East Timor”; “Ecuador”; “Egypt”; “El Salvador”; “England”; “Equatorial Guinea”; “Eritrea”; “Estonia”; “Ethiopia”; “Fiji”; “Finland”; “France”; “Gabon”; “Gambia, The”; “Georgia”; “Germany”; “Ghana”; “Greece”; “Grenada”; “Guatemala”; “Guinea”; “Guinea-Bissau”; “Guyana”; “Haiti”; “Honduras”; “Hungary”; “Iceland”; “India”; “Indonesia”; “Iran”; “Iraq”; “Ireland”; “Israel”; “Italy”; “Ivory Coast”; “Jamaica”; “Japan”; “Jordan”; “Kazakhstan”; “Kenya”; “Kiribati”; “Kosovo”; “Kuwait”; “Kyrgyzstan”; “Laos”; “Latvia”; “Lebanon”; “Lesotho”; “Liberia”; “Libya”; “Liechtenstein”; “Lithuania”; “Luxembourg”; “Macedonia”; “Madagascar”; “Malawi”; “Malaysia”; “Maldives”; “Mali”; “Malta”; “Marshall Islands”; “Mauritania”; “Mauritius”; “Mexico”; “Micronesia”; “Moldova”; “Monaco”; “Mongolia”; “Montenegro”; “Morocco”; “Mozambique”; “Namibia”; “Nauru”; “Nepal”; “Netherlands”; “New Zealand”; “Nicaragua”; “Niger”; “Nigeria”; “Niue”; “North Korea”; “Northern Ireland”; “”; “Norway”; “Oman”; “Pakistan”; “Palau”; “Palestine”; “Panama”; “Papua New Guinea”; “Paraguay”; “Peru”; “Philippines”; “Poland”; “Portugal”; “Qatar”; “Romania”; “Russia”; “Rwanda”; “Saint Kitts and Nevis”; “Saint Lucia”; “Saint Vincent and the Grenadines”; “Samoa”; “San Marino”; “São Tomé and Príncipe”; “Saudi Arabia”; “Scotland”; “Senegal”; “Serbia”; “Seychelles”; “Sierra Leone”; “Singapore”; “Sint Maarten”; “Slovakia”; “Slovenia”; “Solomon Islands”; “Somalia”; “South Africa”; “South Korea”; “South Sudan”; “Spain”; “Sri Lanka”; “Sudan”; “Suriname”; “Swaziland”; “Sweden”; “Switzerland”; “Syria”; “Taiwan”; “Tajikistan”; “Tanzania”; “Thailand”; “Togo”; “Tonga”; “Trinidad and Tobago”; “Tunisia”; “Turkey”; “Turkmenistan”; “Tuvalu”; “Uganda”; “Ukraine”; “United Arab Emirates”; “United Kingdom”; “Uruguay”; “Uzbekistan”; “Vanuatu”; “Vatican City”; “Venezuela”; “Vietnam”; “Wales”; “Yemen”; “Zambia”; “Zimbabwe”; or “Other”
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the country is entered exactly as found in the configuration file, as these values are case-sensitive.
Emphasis/Major
Field Code: MAJOR
Example: Education
Field Type: Text
Import Status: Required
Supporting Areas of Emphasis
Field Code: SUPPAREA
Example: Higher Education Administration
Field Type: Text
Import Status: Optional
Dissertation/Thesis Title
Field Code: DISSTITLE
Example: “Student Success: A Qualitative Analysis”
Field Type: Text
Import Status: Optional
Honor/Distinction
Field Code: DISTINCTION
Example: Cum laude
Accepted Values: “Cum laude”; “Magna cum laude”; “Summa cum laude”; or “Egregia cum laude"
Field Type: Drop Down
Import Status: Optional
Highest Degree You Have Earned?
Field Code: HIGHEST
Accepted Values: “Yes” and “No”
Field Type: Drop Down
Import Status: Required
Advisor Information: First Name
Field Code: EDUCATION_ADVISOR_[X]_FNAME
Example: Angelica
Field Type: Text
Import Status: Optional
Note: For users with multiple advisors, replace the [X] in the field code with the associated number (e.g. [X] would become 1 for the primary advisor, 2 for the secondary, etc.). Create a new column for each advisor.
Advisor Information: Middle Name
Field Code: EDUCATION_ADVISOR_[X]_MNAME
Example: Marie
Field Type: Text
Import Status: Optional
Advisor Information: Last Name
Field Code: EDUCATION_ADVISOR_[X]_LNAME
Example: Bradley
Field Type: Text
Import Status: Optional
Associated Coursework: Title
Field Code: COURSEWORK_[X]_TITLE
Example: Differential Equations
Field Type: Text
Import Status: Optional
Note: For users with multiple courses that need to be added, replace the [X] in the field code with the associated number (e.g. [X] would become 1 for the first course, 2 for the second, etc.). Create a new column for each course.
Associated Coursework: Course Prefix
Field Code: COURSEWORK_[X]_COURSEPRE
Example: ACCT
Field Type: Text
Import Status: Optional
Note: For users with multiple courses that need to be added, replace the [X] in the field code with the associated number (e.g. [X] would become 1 for the first course, 2 for the second, etc.). Create a new column for each course.
Associated Coursework: Course Number
Field Code: COURSEWORK_[X]_COURSENUM
Example: 201
Field Type: Text
Import Status: Optional
Note: For users with multiple courses that need to be added, replace the [X] in the field code with the associated number (e.g. [X] would become 1 for the first course, 2 for the second, etc.). Create a new column for each course.
Associated Coursework: Credit Hours
Field Code: COURSEWORK_[X]_CHOURS
Example: 2016
Field Type: Text
Import Status: Optional
Note: For users with multiple courses that need to be added, replace the [X] in the field code with the associated number (e.g. [X] would become 1 for the first course, 2 for the second, etc.). Create a new column for each course.
Licensures and Certifications
In addition to degree information, accreditors often request institutions provide information regarding the licenses and certifications that their faculty members hold, as well as how long they will be valid.
Title of Licensure/Certification
Field Code: TITLE
Example: Emergency Management Certification
Field Type: Text
Import Status: Required
Sponsoring Organization
Field Code: ORG
Example: Watermark School of Professional Advancement
Field Type: Text
Import Status: Required
Scope
Field Code: SCOPE
Example: National
Field Type: Drop Down
Accepted Values: “International”; “National”; “Regional”; “State”; “Local”
Import Status: Optional
Description
Field Code: DESC
Example: This certification is given after 10 hours of Continuing Education in the field of data analysis.
Field Type: Open Text
Import Status: Optional
Date Obtained: Month
Field Code: DTM_START
Example: March
Available Options: January; February; March; April; May; June; July; August; September; October; November; December
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the month is entered exactly as found in the configuration file, as these values are case-sensitive.
Date Obtained: Day
Field Code: DTD_START
Example: 12
Field Type: Text
Import Status: Required
Date Obtained: Year
Field Code: DTY_START
Example: 2015
Field Type: Text
Import Status: Required
Expiration Date: Month
Field Code: DTM_END
Example: March
Available Options: January; February; March; April; May; June; July; August; September; October; November; December
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the month is entered exactly as found in the configuration file, as these values are case-sensitive.
Expiration Date: Day
Field Code: DTD_ END
Example: 12
Field Type: Text
Import Status: Required
Expiration Date: Year
Field Code: DTY_ END
Example: 2015
Field Type: Text
Import Status: Required
Scheduled Teaching
Schedule Teaching includes all teaching data for the users that serve as faculty at the institution. Using Primary Keys, a field or combination of fields that are used to uniquely identify each record on the screen, the database will ensure that duplicate teaching records aren’t imported into the system.
Term
Field Code: TYT_TERM
Example: Fall
Available Options: Fall; Spring; Summer; Winter
Field Type: Drop Down
Import Status: Required
Note: Please ensure that the term is entered exactly as found in the configuration file, as these values are case-sensitive.
Year
Field Code: TYY_TERM
Example: 2022
Field Type: Text
Import Status: Required
Course Name
Field Code: TITLE
Example: Introduction to Accounting
Field Type: Text
Import Status: Recommended
Course Prefix
Field Code: COURSEPRE
Example: ACCT
Field Type: Text
Import Status: Required
Course Number
Field Code: COURSENUM
Example: 101
Field Type: Text
Import Status: Required
Section Number
Field Code: SECTION
Example: 1
Field Type: Text
Import Status: Required
Official Enrollment Number
Field Code: ENROLL
Example: 23
Field Type: Text
Import Status: Optional
Number of Credit Hours
Field Code: CHOURS
Example: 3
Field Type: Text
Import Status: Recommended
Lower Division or Upper Division
Field Code: DIVISION
Example: Upper Division
Accepted Values: “Upper Division”; “Lower Division”
Field Type: Drop Down
Import Status: Optional
Course Level
Field Code: LEVEL
Example: Undergraduate
Accepted Values: “Undergraduate”; “Graduate”
Field Type: Drop Down
Import Status: Recommended
Delivery Mode
Field Code: DELIVERY_MODE
Example: Lecture/Lab
Accepted Values: “Classroom”; “Discussion”; “Distance Education”; “Hybrid (Part Classroom/Part On-Line)”; “Laboratory”; “Lecture/Lab”; “Online”; “Recitation”
Field Type: Drop Down
Import Status: Recommended
Students Earning an A
Field Code(s): STEARNA
Example: 12
Field Type: Text
Import Status: Optional
Students Earning a B
Field Code(s): STEARNB
Example: 12
Field Type: Text
Import Status: Optional
Students Earning a C
Field Code(s): STEARNC
Example: 12
Field Type: Text
Import Status: Optional
Students Earning a D
Field Code(s): STEARND
Example: 12
Field Type: Text
Import Status: Optional
Students Earning an F
Field Code(s): STEARNF
Example: 12
Field Type: Text
Import Status: Optional
Mean Course Evaluation Score
Field Code: MEAN_EVAL
Example: 3
Field Type: Drop Down
Import Status: Optional
New course preparation?
Field Code: NEWPREP
Example: Yes
Accepted Values: “Yes”; “No”
Field Type: Drop Down
Import Status: Optional
New format for existing course?
Field Code: NEWFORM
Example: Yes
Accepted Values: “Yes”; “No”
Field Type: Drop Down
Import Status: Optional
CES Course Code
Field Code: EK_COURSE_CODE
Example: 21/S1ENG-2040-01
Field Type: Text
Import Status: Recommended
Note: If the course code used in Course Evaluations & Surveys doesn’t match the format of (Course Term + Course Year + Course Prefix + Course Number + Section), include that particular code with each Scheduled Teaching record to ensure that the Faculty Success/Course Evaluations & Surveys integration works properly.
Faculty Rank and Affiliations
College
Field Code: ADMIN_DEP_[X]_COLLEGE
Example: College of Business
Field Type: Drop Down
Import Status: Required
Note: Your college names will be added to the database via Work Request before import. For users in multiple colleges, replace the [X] in the field code with the associated number (e.g. [X] would become 1 for the primary department, 2 for the secondary, etc.). Create a new column for each college value.
Department
Field Code: ADMIN_DEP_[X]_DEP
Example: Accounting
Field Type: Drop Down
Import Status: Required
Note: Your department names will be added to the database via Work Request before import. For users in multiple departments, replace the [X] in the field code with the associated number (e.g. [X] would become 1 for the primary department, 2 for the secondary, etc.). Create a new column for each department value.
Faculty/Staff Rank
Field Code: RANK
Example: Instructor
Accepted Values: “Academic Staff”; “Adjunct Faculty”; “Assistant Professor”; “Associate Professor”; “Clinical Faculty”; “Distinguished Professor”; “Emeritus”; “Executive-in-Residence”; “Full Professor”; “Instructor”; “Lecturer”; “Master's Student”; “PhD Candidate”; “PhD Student”; “Senior Lecturer”; “Staff”; “Teaching Assistant”; “Visiting Faculty”; “Other”
Field Type: Drop Down
Import Status: Required
Other Current Rank
Field Code: RANK_OTHER
Example: Administrative Faculty
Field Type: Text
Import Status: Optional
Note: Complete this column if “Other” was selected as a Faculty Rank.
Tenure Status
Field Code: TENURE
Example: Undergraduate
Accepted Values: “Non-Tenure Track”; “Tenure-Track”; “Tenured”
Field Type: Drop Down
Import Status: Required
Graduate Faculty
Field Code: GRADUATE
Example: Yes
Accepted Values: “Yes”; “No”
Field Type: Drop Down
Import Status: Optional
Full-Time Equivalency
Field Code: FTE
Example: 100
Field Type: Text
Import Status: Recommended
Externally Supported Full-Time Equivalency
Field Code: FTE_EXTERN
Example: 100
Field Type: Text
Import Status: Recommended
Start Date at University: Month
Field Code: DTM_HIRE
Example: March
Available Options: January; February; March; April; May; June; July; August; September; October; November; December
Field Type: Drop Down
Import Status: Optional
Note: Please ensure that the month is entered exactly as found in the configuration file, as these values are case-sensitive.
Start Date at University: Day
Field Code: DTD_ HIRE
Example: 12
Field Type: Text
Import Status: Optional
Start Date at University: Year
Field Code: DTY_ HIRE
Example: 2015
Field Type: Text
Import Status: Optional
Tenure Decision Date: Month
Field Code: DTM_TENURE_DECISION
Example: March
Available Options: January; February; March; April; May; June; July; August; September; October; November; December
Field Type: Drop Down
Import Status: Optional
Note: Please ensure that the month is entered exactly as found in the configuration file, as these values are case-sensitive.
Tenure Decision Date: Day
Field Code: DTD_ TENURE_DECISION
Example: 12
Field Type: Text
Import Status: Optional
Tenure Decision Date: Year
Field Code: DTY_ TENURE_DECISION
Example: 2015
Field Type: Text
Import Status: Optional
If currently a Ph.D student, date of most recently completed graduate comprehensive examination: Month
Field Code: DTM_EXAM
Example: March
Available Options: January; February; March; April; May; June; July; August; September; October; November; December
Field Type: Drop Down
Import Status: Optional
Note: Please ensure that the month is entered exactly as found in the configuration file, as these values are case-sensitive.
If currently a Ph.D student, date of most recently completed graduate comprehensive examination: Day
Field Code: DTD_ EXAM
Example: 12
Field Type: Text
Import Status: Optional
If currently a Ph.D student, date of most recently completed graduate comprehensive examination: Year
Field Code: DTY_ EXAM
Example: 2015
Field Type: Text
Import Status: Optional
Separation Date: Month
Field Code: DTM_SEPARATION
Example: March
Available Options: January; February; March; April; May; June; July; August; September; October; November; December
Field Type: Drop Down
Import Status: Optional
Note: Please ensure that the month is entered exactly as found in the configuration file, as these values are case-sensitive.
Separation Date: Day
Field Code: DTD_ SEPARATION
Example: 12
Field Type: Text
Import Status: Optional
Separation Date: Year
Field Code: DTY_ SEPARATION
Example: 2015
Field Type: Text
Import Status: Optional