Historical Status Import
Historical status import covers data necessary for historical funnel reporting
Data included in standard historical status import includes:
- Up to five years of historical statuses
- Student names (required)
- Student grades and ending status or each year (required)
- Transition date for funnel stages (optional)
- Without transition date, funnel numbers will be accurate but some date-based reports and searches will not work as designed.
- Up to 10 data fields used for drill-down filters and reporting (optional). Examples: International Student, Day / Boarding, Gender, Previous School
Data NOT included in standard historical status import
Demographic data (for example, parent, sibling, household data, or non-status historical data for contacts)
- SchoolAdmin can provide additional import support as a custom import service
Customer Responsibilities
- Data provided in required format as outlined in provided template
- Accuracy and consistency of existing data
- All data normalization and transformations necessary to meet import requirements
SchoolAdmin Responsibilities
- Project management
- Training on using self-service import tools for future updates
- Creation of quarantine file for records not meeting validation requirements (for example, students missing grades)