Data Management

Learn how to merge duplicate data, manage fields, run exports/imports and how various integrations work.

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26 articles in this collection
Written by Julianna Backer, Courtney Single, and SchoolAdmin and 1 other
Fields & Settings

How Fields Work

This is a full length recording of the "Understanding How Fields Work" Training.
Written by Courtney Single
Updated over a week ago

Fields: What they are, school/parent displays and how to edit.

Learn what a field is, how it's displayed in the system and how to enter or edit the data contained within.
Written by Courtney Single
Updated over a week ago

Field Settings

Learn how to manage and organize how fields are displayed and reported on in the system.
Written by Courtney Single
Updated over a week ago

Contact Layout

Learn how to set what fields you want to display within contact records, for various roles.
Written by Courtney Single
Updated over a week ago

Custom Statuses

Learn how to create and manage custom statuses for Admissions and/or Enrollment!
Written by Courtney Single
Updated over a week ago

Expansive Gender Options in SchoolAdmin (Full Tutorial)

Learn about why SchoolAdmin is excited to support Expanded Gender options and how it works within the system.
Written by Courtney Single
Updated over a week ago

Expansive Gender Options

Learn how to provide expanded gender options with personalization within SchoolAdmin.
Written by Ben Phenix
Updated over a week ago

Entry Age Merge Field Token

Learn how to set and use the Entry Age token, which displays the age of a child when they first enter school.
Written by Ben Phenix
Updated over a week ago

Address and Name Scrubbing

Learn how different data settings can "scrub" your data for display consistency.
Written by Courtney Single
Updated over a week ago