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Data Management

Data Management

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

J Ben Phenix avatar Courtney Single avatar +1
41 articles in this collection
Written by Julianna Backer, Ben Phenix, Courtney Single and 1 other
General

How to Add Tracking Codes to Inquiry & Application Forms

Learn how to add a Google or FB tracking code to your Admission forms to track your conversions.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

GDPR Overview

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Written by Courtney Single
Updated over a week ago
Standard & Custom Data Services

Standard & Custom Data Services Overview

Learn what standard and custom data services are available within SchoolAdmin.
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Written by Courtney Single
Updated over a week ago

Standard Data Services: Current Student Import

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Written by Courtney Single
Updated over a week ago

Standard Data Services: Historical Status Import

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Written by Courtney Single
Updated over a week ago

Custom Data Services: Updates to Existing Students

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Written by Courtney Single
Updated over a week ago

Custom Data Services: Custom Data Imports

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Written by Courtney Single
Updated over a week ago

Custom Data Services: Blackbaud onRecord Integration

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Written by Courtney Single
Updated over a week ago

Custom Data Services: Data Export to SIS & 3rd Party Systems

Learn about custom data export services offered by SchoolAdmin.
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Written by Courtney Single
Updated over a week ago

Custom Data Services: SchoolAdmin to FACTS Integration

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Written by Courtney Single
Updated over a week ago

Custom Data Services: SAO to SchoolAdmin Integration

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Written by Courtney Single
Updated over a week ago

Custom Data Services: Gateway-to-Prep to SchoolAdmin

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Written by Courtney Single
Updated over a week ago
Duplicate Contact Management

Duplicate Contact Matching

The duplicate contact matching page is for merging potential duplicate contact matches in the system.
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Written by Courtney Single
Updated over a week ago

Duplicate Household Matching

The duplicate household matching page is for merging potential duplicate household matches in the system.
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Written by Courtney Single
Updated over a week ago
ID Generation and Management

ID Generation & Synching to Third-Party Systems

Learn how ID's are generated in SchoolAdmin and how to synch these ids with other systems such as your SIS.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago
Imports

Using the Import Data Tool

Learn how to use the Import Data Tool to create or update contacts in SchoolAdmin.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Data Import Standards & Best Practices

Learn about some of the standards and best practices to keep in mind when running your create or update data imports in SchoolAdmin.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Data Import Mapping Templates

Learn how to set up and use import mapping templates to minimize the amount of time spent transforming files to import to SchoolAdmin.
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Written by Cheyenne Rohmann
Updated over a week ago

Import Templates: Creating New Contacts

Learn how to use import templates to create new contacts in your SchoolAdmin site.
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Written by Cheyenne Rohmann
Updated over a week ago

Import Templates: Updating Existing Contacts

Learn how to create a bulk update import template to update information for groups of contacts in SchoolAdmin.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago
Exports

Data Dictionary Guide

Learn about the requirements of the data dictionary requested during the implementation process.
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Written by Courtney Single
Updated over a week ago

Data Export

Learn how to run a data export for importing into your SIS or other database.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Scheduled Exports

Learn how to setup and created scheduled exports.
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Written by Julianna Backer
Updated over a week ago
Integrations

SAO Integration

Learn how information is stored and managed within SchoolAdmin for SSATB applicants.
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Written by Courtney Single
Updated over a week ago

Blackbaud On Suite API

Learn how to export data from SchoolAdmin to create or update data within the suite of Blackbaud On products.
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Written by Julianna Backer
Updated over a week ago

Blackbaud On Suite Two Way Data Sync

Learn how the On Suit Two Way Data Sync works with the Blackbaud integration.
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Written by Julianna Backer
Updated over a week ago

SSAT Test Score Integration

Learn how the SSAT Test Score Integration works to bring in test scores of SAO and non-SAO Applicants.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

FACTS Integration

Learn about the FACTS Integration and watch a video on the parent process.
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Written by Courtney Single
Updated over a week ago

FACTS Best Practices and FAQ's

Learn best practices and common FAQ's from schools and parents with the FACTS integration.
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Written by Courtney Single
Updated over a week ago
Fields & Settings

Terms Page and Data Management

Learn how to add new terms, manage available terms on admission forms, and manage data retention for checklist items and online reviews.
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Written by Courtney Single
Updated over a week ago

Field Management Tutorial

This is a tutorial of how to customize field attributes, admin and parent views of fields and how to best utilize them in reports.
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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.
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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.
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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.
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Written by Courtney Single
Updated over a week ago

Custom Statuses

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

Expansive Gender Options

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

Current & Entry Age Merge Field Tokens

Learn how to set and use the Current Age and Entry Age tokens in SchoolAdmin.
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Written by Courtney Single
Updated over a week ago

Address and Name Scrubbing

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

Bulk File Upload Video Tutorial

Watch a full length recording of the Bulk File Upload training.
Courtney Single avatar
Written by Courtney Single
Updated over a week ago

Bulk File Upload Process

Learn how to upload scanned files to multiple students at once!
Ben Phenix avatar
Written by Ben Phenix
Updated over a week ago