This article explains how to import lists of prospect information using the custom sheet type. For information on enabling and using the CSV import tool more generally, see the main article.
Introduction
Before development of the custom sheet, users had to split their prospect data into distinct sheets for biographical (prospect), address, phone, high school, and veteran status. The custom sheet type allows users the flexibility to upload whatever information they have on a prospect within a single sheet.
Preparing your sheet
Method 1: Create your own sheet [preferred]
- Copy column headers from the table below onto your list of prospects. Column headers must be spelled exactly correctly but they may be in any order
- Check for required fields: firstName, lastName, and emailAddress are always required
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ID. If you don't supply an ID, the tool will autogenerate one for the prospect
- If you are going to upload more information on the prospect, probably supply an ID now so you can match on it later
- Save as CSV
Method 2: Use the Watermark template
- The custom template may be downloaded from the bottom of this page
- Paste your data in
- Check for required fields: firstName, lastName, and emailAddress
- ID. If you don't supply an ID, the tool will autogenerate one for the prospect
Caution that this CSV contains all possible columns and is very wide; it may be more difficult to manage
Upload your sheet
Enter the tool from Admin>Imports and choose custom sheet type
Auto row completion
This feature lets users easily apply information associated with phone numbers and addresses from within the import tool.
If importing address or phone number, these associated fields are required:
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If these fields are missing from an uploaded address or phone, the import will fail; thankfully, this feature lets users easily supply these columns within the import tool without worrying about adding them into their CSV before upload.
To supply these fields from within the tool, select values from the dropdown relating to the address and/or phone number to apply to the entire sheet. New columns will be added to the uploaded sheet and values selected from the dropdown will be populated into cells missing values.
If the prospect already has an address or phone number, this will append the new value.
Available fields
Here is the complete menu of columns that may be chosen from with their validations.
| always required |
| always required |
| always required |
| Use M for Male, F for Female. To specify a gender other than male or female, this value can be any single letter. Values other than 'M' or 'F' may not display on the prospect's profile |
| This will be autogenerated if not supplied |
| The Id of the campus location this prospect belongs to. The Id must match an active location ID. Location Ids can be found on the SS&E Admin page, from SIS Integration > Datafeeds > Location > View Imported Data, valid Ids will be listed in the "src_system_id" column |
| Whether or not this address is active. Inactive addresses will not display on the prospect profile on the UI |
| Whether this is the prospect's current address. Multiple current addresses are allowed |
| Whether this address is permanent |
| full name or abbreviation |
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Case sensitive. NOTE: Be sure to use ID, not name.
These values may be looked up either:
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| Whether or not this phone number is active. Inactive phone numbers will not display on the prospect profile on the UI |
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Special characters included between numbers will be removed by the import |
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Case sensitive. NOTE: Be sure to use ID, not name.
These values may be looked up either:
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| Whether or not this phone number can receive text messages. Leaving this field blank will set the default value for students displayed in Messaging Administration -> SMS Configuration |
| Case sensitive |
| Whether or not this phone number is active. Inactive phone numbers will not display on the prospect profile on the UI |
| The Id of the prospect's veteran type. Veteran type Ids can be found on the SS&E Admin page, from SIS Integration > Datafeeds > Veteran Type > View Imported Data, valid Ids will be listed in the "src_system_id" column |
Tips
Always check the your sheet after validation for data issues
- Status column indicates ready or invalid. Invalid records will not import
- Rows that are ready but have warnings may still import, but some data may not append onto the prospect profile
- Errors will not be imported
It is best practice to correct your data and re-upload before importing records.
Note: all True/false values may be presented as true, TRUE, True, or t