Person Interest Import Type

Overview

The Veracross Data Importer allows you to import people's interests into Axiom for use in the Admissions process. The import only adds new interests to person records; it does not update existing interests. Interests need to exist in Veracross prior to the upload. If you have a new interest to add, add it before beginning the import.

Importing interests involves:

1. Preparing the data for upload using the "Person Interest" import type template found at import.veracross.com/your_school.
2. Uploading the data using the Veracross Data Importer.

Preparing the Data for Upload

Prepare a comma-separated-value (CSV) file containing all data to import. This file must contain all columns in the order listed below.

Fields in the Import Type Template

This template has several combinations of "either this field or that field are required" scenarios. See the notes in the table below for more information.

Required fields: data_source and legacy_id or person_reference_type and person_reference_value or veracross_person_id
data_source	Text/numeric format. The data source of this person. This information can be found in a Data Sources query on the System homepage. Must be either of the following: data source ID (numeric format — find as the ID field in the query linked above) data source description (text format — find as the Description field in the query linked above)
legacy_id	Text/Numeric format. The legacy ID of this person. This information can be found on the Person record > Other tab> Legacy Person ID field.
person_reference_type	Text/numeric format. Must be an already existing person reference type. This information can be found in a Person Reference Type query. Must be either of the following: person reference type id (numeric format) person reference type description (text/numeric format)
person_reference_value	Text/numeric format. This value is the reference value in a Find Person Reference Number query.
veracross_person_id	Numeric format. The person_id can be found in the Person ID field in a standard Find Person query.
interest_description	Required field. Text/numeric format. The interest that you are associating with this person. This information can be found in a Person Interest query on the System homepage. Must be either of the following: interest ID (numeric value — find as the ID field in the query linked above) interest description (text value — find as the Description field in the query linked above)
interest_gender	Text format. Express the gender of the interest, where necessary. Viable options are M for male and F for female.
proficiency	Text/numeric format. The level of proficiency the person has in the relevent interest. Find a list of these proficiency levels in a Person Interest Proficiency query on the System homepage. Must be either of the following: proficiency ID (numeric format — find as the ID field on the query linked above) proficiency description (text format — find as the Description field on the query linked above)
years_experience	Numeric format — integer. The number of years that the person has engaged with this interest.  Must be a whole number.
desire_to_pursue_further	Text format. Whether or not the person wishes to pursue this interest further. Options are Y for Yes and N for No. If left blank, then this import type assumes the answer is N.
awards	Text format. Field where awards can be listed that have been earned by the person that pertain to this interest. This field has a character limit of 50.
notes	Text format. Notes field to store any additional details about this person's interest. This field has a character limit of 1000 characters.

Q&A