Data Management | SchoolAdmin Help Center

General Information

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

SchoolAdmin supports and complies with General Data Protection Regulation (GDPR) provisions.

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 identifying and merging potential duplicate households in the system.

Written by Courtney Single
Updated over a week ago

ID Generation & Management

ID Generation & Sync 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

Fields & Settings

Terms Page & Data Management

Learn how to add new terms, manage available terms on admissions forms, and manage data retention for checklist items and online reviews.

Written by Courtney Single
Updated over a week ago

Field Management Video Tutorial

Watch a video tutorial on customizing field attributes, admin/parent field views, and how to best utilize fields in reports.

Written by Courtney Single
Updated over a week ago

Fields Overview

Learn about what fields are, how they are displayed in the system, and how to enter or edit the data contained within them.

Written by Courtney Single
Updated over a week ago

Field Settings

Learn how to manage your field settings and organize the way your fields are displayed and reported on in the system.

Written by Courtney Single
Updated over a week ago

Field Types

Learn about the different types of Fields that exist within the system.

Written by Jessica Yates
Updated over a week ago

Contact Layout

Learn how to use the Contact Layout page to set which 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

Expanded Gender Options Video Tutorial

SchoolAdmin is excited to support expanded gender options! Learn more about these options and how they work within the system.

Written by Courtney Single
Updated over a week ago

Expanded Gender Options

Learn how to provide expanded gender options with personalization within SchoolAdmin.

Written by Jessica Yates
Updated over a week ago

Address & Name Data Scrubbing

Learn about the different options you have to scrub your data to ensure 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 Jessica Yates
Updated over a week ago