Data Management | SchoolAdmin Help Center

General

Copying/Moving vs. Student Rollover

Learn the difference between moving and copying students in SchoolAdmin, and how this differs from the rollover process used in Enrollment.

Written by Cheyenne Rohmann
Updated over a week ago

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.

Written by Courtney Single
Updated over a week ago

GDPR Overview

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.

Written by Courtney Single
Updated over a week ago

Standard Data Services: Current Student Import

Written by Courtney Single
Updated over a week ago

Standard Data Services: Historical Status Import

Written by Courtney Single
Updated over a week ago

Custom Data Services: Updates to Existing Students

Written by Courtney Single
Updated over a week ago

Custom Data Services: Custom Data Imports

Written by Courtney Single
Updated over a week ago

Custom Data Services: Blackbaud onRecord Integration

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.

Written by Courtney Single
Updated over a week ago

Custom Data Services: SchoolAdmin to FACTS Integration

Written by Courtney Single
Updated over a week ago

Custom Data Services: SAO to SchoolAdmin Integration

Written by Courtney Single
Updated over a week ago

Custom Data Services: Gateway-to-Prep to SchoolAdmin

Written by Courtney Single
Updated over a week ago

Duplicate Contact Management

Duplicate Check & Merge

Learn how to force merge duplicate contacts and troubleshoot any issues using the Duplicate Check & Merge Tool.

Written by Braxton Smallwood
Updated over a week ago

Duplicate Contact Matching

The duplicate contact matching page is for identifying and merging potential duplicate contacts in the system.

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.

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.

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.

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.

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.

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.

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.

Written by Courtney Single
Updated over a week ago

Exports

Data Dictionary Guide

Learn about the requirements of the data dictionary requested during the export build process.

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.

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

Importing from SAO to SchoolAdmin

Learn how to use our import template and self-service import tool to get data from the SAO system into SchoolAdmin.

Written by Cheyenne Rohmann
Updated over a week ago

SAO Integration

Learn how information is stored and managed within SchoolAdmin for SSATB applicants.

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.

Written by Courtney Single
Updated over a week ago

FACTS Integration

Learn about the FACTS Integration and watch a video on the parent process.

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.

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.

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.

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

Current & Entry Age Merge Field Tokens

Learn how to set and use the Current Age and Entry Age tokens in SchoolAdmin.

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.

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.

Written by Courtney Single
Updated over a week ago

Bulk File Upload Process

Learn how to upload scanned files to multiple students at once!

Written by Ben Phenix
Updated over a week ago