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Posted August 26, 2021
Follow the steps for Importing New Records.

Field Required Type Sample Values Notes
*Login Yes Text "abc@school.org" If using Google SSO, use full google username such as abc@school.org.
*Password Yes Text "abc123$!" Password should not be shared via email; instead send a link to a reset password page so users can create their own passwords
*Email Yes Text "abc@school.org"  
UserDisplayName No Text "John Doe"  
AlternateId No Text "1234"  
StudentId Yes for student logins unless you use lookup fields to identify the student record Identifier "1234"  
(StudentLastName) No Lookup "Smith"  
(StudentFirstName) No Lookup "John"  
(StudentMiddleName) No Lookup "Adam"  
(StudentPreferredName) No Lookup "Joe"  
(StudentSex) No Lookup "Male"  
(StudentAlternateId) No Lookup "1234"  
TeacherId Yes for staff logins unless you use lookup fields to identify the staff record Identifier "1234"  
(TeacherLastName) No Lookup "Smith"  
(TeacherFirstName) No Lookup "Tina"  
(TeacherOffice) No Lookup "123-456-7890"  
(TeacherSex) No Lookup "Female"  
(TeacherAlternateId) No Lookup "1234"  
HouseholdId Yes for parent, staff, and adult student logins unless you use lookup fields to identify the household record Identifier "1234" Adult students are those students who enroll to the school on their own instead of by their parents
HouseholdIndicator Yes for household logins Datasource Data "P" Valid values are P for contact 1 (Primary) and S for contact 2 (Secondary).
(HouseholdName) No Lookup "Smith Family"  
(HouseholdAddress) No Lookup "5 Choke Cherry"  
(HouseholdCity) No Lookup "Austin"  
(HouseholdState) No Lookup "TX"  
(HouseholdZip) No Lookup "12345"  
(HouseholdCountry) No Lookup "United States"  
(HouseholdPhone) No Lookup "123-456-7890"  
(HouseholdEmail) No Lookup "abc@gmail.com"  
(ParentFirstName) No Lookup "John"  
(ParentMiddleName) No Lookup "Adam"  
(ParentLastName) No Lookup "Doe"  
(ParentSex) No Lookup "Male"  
(ParentAlternateId) No Lookup "12345"  
RoleName1 No Datasource Data "Faculty Full" See Roles Dictionary for more information
SchoolId1 No Identifier "1" See School Division for more information
(SchoolName1) No Datasource Data "Bistmar Lower School"

Note: If you connect a user to multiple record types such as Student and Household records or Staff and Household records, make sure that the records are connected in the Admin module. In other words, the student should be connected to the same household record in the Admin module that you connect to the user.

Note: School Name, School id, and Role columns are repeated so that a user can be assigned to multiple School Divisions and roles.

Note: If no HouseholdIndicator is specified, then the name of the parent is used to try and identify the HouseholdIndicator to use.
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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