Administrative Data Imports

Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☑ | Reviews, Promotion and Tenure ☐ | Web Profiles ☐ It's likely that your campus has other systems that contain information about the courses your faculty teach, human resources information, and faculty grants. You'll probably want to import this data i...

There are two ways to generate a CSV that can be used to create new records in Faculty Success, one is by using the Configuration report to create a CSV file from scratch and the other by using the Export Raw Data report to generate a CSV that will serve as a starting point. For brand new screens or areas of the system being imported for the first time, refer to the Con...

Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☑ | Reviews, Promotion and Tenure ☐ | Web Profiles ☐ There are two ways to update existing records in Faculty Success, one is by using the Record ID and the other by Primary Key. For updates regularly sent from another source system, we recommend configu...

Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☑ | Reviews, Promotion and Tenure ☐ | Web Profiles ☐ Throughout a user's academic career, a unit change or addition of responsibilities may occur. Faculty Success stores this information at a high level on the Yearly Data screen, which determines how use...

Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☑ | Reviews, Promotion and Tenure ☐ | Web Profiles ☐ You may encounter error messages when using the CSV Data Import tool. Below is a list of the errors. Expand each error message for additional information and tips for resolving the error. Error: ...

The CSV Import Tool checks what records are currently in the system to identify potential duplicates. Because of that duplicate detection, the existing records in the system are counted toward the 20,000 record limit. For that reason, you might have fewer than 20,000 records in your file, but you may still get a record limit error when importing a CSV file. For example,...

When setting up a CSV Data Import, you may encounter data mapping issues when taking information out of one system and importing it into Faculty Success, as different systems tend to capture the same data in different ways. You can speed up your CSV preparation and improve data integrity by using some simple functions and formulas in Excel. Creating Flat Files to Import...

Access to this product feature is dependent on your institution's Watermark agreementBase ☑ | Faculty Accomplishments ☑ | Reviews, Promotion and Tenure ☐ | Web Profiles ☐ When working with data imports in Faculty Success, you may be told to include the primary key for a record. A primary key is a field or combination of fields that is used to uniquely identify each reco...

Faculty Success provides the option to administrators to create new Yearly Data records for their users by using the Export Data function and the Instant Data Import tool via the Work Request utility. This process facilitates the necessary updating of Yearly Data information for all users, while providing flexibility to make any changes in the data for any users with ne...

Access to this product feature is dependent on your institution's Watermark agreementBase ☐ | Faculty Accomplishments ☑ | Reviews, Promotion and Tenure ☐ | Web Profiles ☐ In cases where it makes sense to store files for your users in Faculty Success, you can submit a properly labeled ("Bulk File Import for Screen X") General work request to have us bulk upload files (wh...