Overview
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)