Prepare, upload, and review a data import

Tags: product:data-integrations intent:data-import intent:upload intent:import-history

Go to School Dashboard > Data Import > Import Files. Choose the supported import type/configuration, use its current template, and upload a CSV with the required headers. Keep identifiers and values as data—not spreadsheet-formatted display—so leading zeros, long IDs, dates, and phone numbers are preserved.

Before upload:

• keep one header row and remove title/footer rows;
• do not merge cells or place formulas in required columns;
• use the institution's stable constituent and transaction identifiers;
• save dates and booleans in the format expected by the configuration;
• test a small representative file when changing a process.

After upload, go to School Dashboard > Data Import > Import History, open the run, and review its state, counts, and downloadable results. Do not upload the whole file again merely because some rows failed; correct and retry only rejected rows unless the import explicitly says nothing was committed.