Admissions Lead Import Type

Overview

The Veracross Data Importer allows schools to add admission leads. This type of import creates new person records. If you do not have this import type turned on in your Data Importer, contact your Account Manager.

Importing the data involves two steps:

  1. Preparing the data for upload.
  2. Uploading the data using the Veracross Data Importer

Preparing the Data for Upload

Prepare a comma separated value (CSV) file containing contact data for any/all of the fields listed below. This CSV file must contain all of the required columns in the order listed below, even if no content is populated in the columns.

Fields on the Import Type Template

The required fields are marked with an asterisk (*).

student_idCan be used for legacy ID.
student_first_name*
student_middle_name
student_last_name*
student_preferred_name
student_genderMale/Female
student_birth_dateSeveral formats accepted: yyyy-MM-dd, mm/dd/yy, mm-dd-yy, mm-dd-yyyy, mm/dd/yyyy
student_email
current_grade* Required integer.
grade_applying_for* Required integer.
(If there is not currently a ‘grade applying for’ value for an admissions lead, enter 0 in this column.)
year_applying_for*Required. Only single integer year values accepted. ex. 2015 (for the 15-16 SY), 2016 (for the 16-17 SY), etc.
resident_status_applying_forSchool-defined, and must already exist in the database.
financial_aid_applying_forYes/no field. Accepted values: yes, true, 1; no, false, 0.
student_current_school_name
student_current_school_typeSuggested values: Public, Private, Independent, Parochial.
student_current_school_city
student_current_school_state
student_current_school_country
student_address_1
student_address_2
student_address_3
student_city
student_state
student_zip
student_country
student_home_phone
student_mobile_phone
student_admissions_notes
data_sourceText description of the system from which the data comes. This displays in the notes field of the Admissions Lead record in this format “Data Source:{Your text}”