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:
- Preparing the data for upload using the "Person Interest" import type template found at import.veracross.com/your_school.
- 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.
Recommendation: Use the import template provided at import.veracross.com/your_school, rather than creating your own CSV file. This can eliminate many unintentional errors.
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.
data_source and legacy_id or
person_reference_type and person_reference_value or
|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:|
|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.|
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_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_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:|
|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.
|Can I update a person's interest that's already in the system with this importer?||No. This import type does not update existing person interests — it only imports new ones.|