Field Placement Import for System Administrators

Updated
Watermark Support

From the home page, click on System Admin in the top navigation bar.

A Taskstream navigation page showing a top menu bar with links for Folios & Web Pages, Lessons, Units & Rubrics, Standards, Communications, Resources, and TS Coordinator, with the System Admin link highlighted.

Enter your access code and password and click Login.

A Login to System Administrator page showing two fields labeled Access code and Password, with a Login button highlighted.

If you do not remember your System Admin credentials, please contact our client support team by email at support@watermarkinsights.com to request that it be re-issued.

From the System Admin main menu, click on the TS Data Exchange.

An Integration page showing a list of integration options including Single Sign‑On, Enterprise Data Hub, Turnitin Originality Checking, TS Export, Survey Link and Report Upload, and the TS DataExchange.

Importing Field Placement Data Files

In the Field Placement Import area, click the Upload New Files link.

A Field Placement Import page showing options for adding data and viewing transaction history, including links for uploading new files and accessing the file import history.

From the drop-down menu, select the database into which you wish to import data.

A Field Placement Info page showing a selected database dropdown labeled ‘Clinical Partnerships and Practice Database,’ along with on‑screen messages explaining required permissions for importing data and notes about database upload limitations.

Browse your computer for the .csv file(s) you wish to import.

A file selection section showing checked options for Sites and Staff, with a CSV file named 'Sites Template.csv' uploaded under Sites and an empty file chooser under Staff, alongside additional unchecked categories such as Districts/Regions, Demographics, Supervisors, and Placement.

  • We recommend separating the files into the 6 record types to simplify data mapping. If all the data is in a single .CSV file, then you will have to choose Browse and select that file in each instance.
  • Custom terms appear in parenthesis and will be used in the later steps.
  • You can upload files concurrently.
  • There is no limit to the file size or number of uploads.

Map the appropriate fields by clicking the drop-down menu next to the LAT term on the table.

 Terms marked with an asterisk are required for the import. Once you map your fields, if you use the same header format for future uploads, the system will remember your preferences.

You are not allowed to map multiple fields to the same pull-down option. Once a field is mapped to a specific CSV field, it cannot be used again.

A field‑mapping section showing dropdown menus for Active, Grade/Level, School Type, School Description, and School Name, with some fields set to 'Ignore' and the required School Name field mapped to 'SiteName'.

(Optional) If you need to clear out any mappings for the selected table, click Clear All Mappings.

A Clear Mappings button.

The button permanently resets all of the pull-down menus to display Do Not Map/Import and clears out any of the saved mappings. Then, you are required to complete all necessary mappings again.

(Optional) To go back to the TS Data Exchange main menu, click Cancel Upload - Return to Main Menu. NOTE: This cancels the entire upload and all data needs to be re-processed for import.

A Cancel - Return to Main Menu button.

After each of the tables has been assigned a Mapping Complete status, click Continue.

A field‑mapping progress page showing directions for mapping columns, a Cancel button, a highlighted Continue button, and a status bar indicating that 6 of 24 file fields have been mapped, along with options to expand the Schools section and clear mappings.

Next, review your import. This screen provides information regarding each table, the number of rows to be successfully processed and the number of rows with errors. Click the Finish Import button to process the file.

An import summary page showing that two rows were identified for processing, with one new row to be added and one row containing errors, along with options to view detailed results, cancel and return to the main menu, and a highlighted Finish Import button.

(Optional) You may wish to click View Errors and Detailed Results for specific information concerning the errors.

An import summary page showing that two rows were identified for processing, with one new row to be added and one row containing errors, along with a highlighted 'View Errors and Detailed Results' button, a Cancel option to return to the main menu, and a Finish Import button.

(Optional) If you clicked the View Errors and Detailed Results button, you will be brought to page which displays each row’s data and pre-process status.

A row review page showing options to filter and view rows with changes, including indicators for new records, warnings, and errors, along with a View Error and Warning Row Report button. Below, a table lists rows with one marked for inclusion and another showing an error icon, along with various field columns such as fingerprinting, background check, contact details, website, school phone number, postal code, and district/region.

(Optional) Click View Error and Warning Row Report for more details pertaining to each row.

A row selection page showing indicators for rows that will be added, have warnings, or contain errors, along with search filters, and a highlighted 'View Error and Warning Row Report' button.

An error and warning report table showing one issue for the Schools data, with row 2 flagged for an invalid Grade/Level value and an accompanying message instructing the user to reference help documentation for the correct value.

After you clicked Finish Import, you will be brought to the Results screen. Click View Detailed Results for the processing results for each row or click Download Original File for your records.

A result details page showing that two rows were processed for the Sites table, with one new row added successfully and one row containing errors that was not processed, along with options to view detailed results, download the original file, and return to the main menu.

You can also view the Transaction History of downloads from the TSDE home page of the System Administrator area.

A Field Placement Import page showing sections for adding data and viewing transaction history, with a highlighted 'View File Import History' link beneath the transaction history description, along with an option to upload new files.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

How to Contact Support
There are many ways to reach out! Click the icon above for our support options.
Watermark Academy
Click the icon above to access the Watermark Academy for consultation, training, and implementation companion courses.
Customer Community
Can’t find the answer? Ask fellow users how they’re making the most of Watermark in our Community!