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Posted October 04, 2021
Follow the steps for Importing Data for Existing Records

Field Required Type Sample Values Notes
Lookup_Household_ID Not required, as long as other Lookup_*** fields are used to look up the household Lookup "1" Technically, you don't need every Lookup field to have a value. However, it is considered good practice to fill as many of the Lookup fields as possible to ensure the correct household is updated unless you are using Lookup_Household_Id.

Even if left blank, all Lookup fields must be in the Import file.
Lookup_Household_Name Not required, as long as other Lookup_*** fields are used to look up the household Lookup "Jackson Family"  
Lookup_Address_Line1 Not required, as long as other Lookup_*** fields are used to look up the household Lookup "23 Summer Parkway"  
Lookup_Contact1_First_Name Not required, as long as other Lookup_*** fields are used to look up the household Lookup "John"  
Lookup_Contact2_First_Name Not required, as long as other Lookup_*** fields are used to look up the household Lookup "Bob"  
Lookup_Household_Alternate_ID Not required, as long as other Lookup_*** fields are used to look up the household Lookup "23532asd23"  
Lookup_Contact1_Alternate_ID Not required, as long as other Lookup_*** fields are used to look up the household Lookup "342b34a" Supports alphanumeric values.
Lookup_Contact2_Alternate_ID Not required, as long as other Lookup_*** fields are used to look up the household Lookup "63455f25" Supports alphanumeric values.
Household_Name No Text "Jackson Family"  
Parent1_First_Name No Text "John"  
Parent1_Last_Name No Text "Madden"  
Parent2_First_Name No Text "Bob"  
Parent2_Last name No Text "Dole"  
Send_Mail_Yes_No No Datasource Data "Y" or "N"  
Carpool_Yes_No No Datasource Data "Y" or "N"  
Safe_Party_Yes_No No Datasource Data "Y" or "N"  
Household_Web_Publish_Yes_No No Datasource Data "Y" or "N"  
Household_Alternate_ID No Text "23532asd23" Supports alphanumeric values.
Household_Salutation No Text "Mr. and Mrs. Jones"  
Household_Alernate_Salutation No Text "John and Samantha"  
Household_Addressee1 No Text "Mr H. Jones and Mrs. Q Jones", "Mr. Squall Leonhart"  
Household_Addressee2 No Text "Mrs. Quistis Trepe"  
Household_Address1 No Text "23 Summer Parkway"  
Household_Address2 No Text "Apt 123" Used if you need more room for an address.
Household_Address3 No Text "P.O. Box 400" Additional room for an address.
Household_City No Text "Baltimore"  
Household_State No Datasource Data "TX" Admin > Household > Details provides possible values for this field.
Household_Zip No Text "43562", "34532-3323"  
Household_Country No Datasource Data "USA" Admin > Household > Details provides possible values for this field.
Household_County_District No Datasource Data "Harris" Admin > Household > Details provides possible values for this field.
Household_Phone No Text "(635) 1234-007"  
Household_Email No Text "bigemail38@hotmail.com"  
Parent1_Type No Datasource Data "Mother", "Stepfather", "Guardian" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_First_Name No Text "Zell"  
Parent1_Middle_Name No Text "Balamb"  
Parent1_Preferred_Name No Text "Kristy"  
Parent1_Previous_Last_Name No Text "Dincht"  
Parent1_Suffix No Text "Jr." Household Details>Parent1 Suffix
Parent1_Sex No Datasource Data "Male" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Title No Datasource Data "Mr." Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Birthdate No Date "1964/01/02"  
Parent1_Deceased_Date No Date "2015/01/06"  
Parent1_Citizenship No Datasource Data "USA" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Native_Language No Datasource Data "German" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Birthplace No Text "Germany"  
Parent1_alternate_ID No Text "23152a42"  
Parent1_Email No Text "Sammytomson@gmail.com"  
Parent1_Email1_Type No Datasource Data "Work" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Phone1 No Text "(234) 234-2235"  
Parent1_Phone1_Type No Datasource Data "Mobile" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Employer No Text "PCR Educator"  
Parent1_Position No Text "Chief Engineer"  
Parent1_Industry No Text "Software Technology" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Work_Address1 No Text "23 Summer Parkway"  
Parent1_Work_Address2 No Text "Apt 123" Used if you need more room for an address.
Parent1_Work_Address3 No Text "P.O. Box 400" Additional room for an address.
Parent1_Work_City No Text "Albany"  
Parent1_Work_State No Datasource Data "NY" Admin > Household > Details > Parent1 provides possible values for this field.
Parent1_Work_Zip No Text "22345", "22234-2345"  
Parent1_Work_Country No Text "USA"  
Parent1_pincode No Integer "32234" Used for check in/check out.
Parent1_Year_Grad No Integer "2003"  
Parent1_Elementary_School No Text "North Olive Elementary"  
Parent1_Elementary_School_Degree No Text "Elementary School Diploma"  
Parent1_Elementary_School_Gradyr No Integer "1973"  
Parent1_Middle_School No Text "Hamilton Middle"  
Parent1_Middle_School_Degree No Text "Middle School Diploma"  
Parent1_Middle_School_Gradyr No Integer "1976"  
Parent1_High_School No Text "Moonglade Community High School"  
Parent1_High_School_Degree No Text "High School Diploma"  
Parent1_High_School_Gradyr No Integer "1980"  
Parent1_Undergrad_School No Text "Florida State University"  
Parent1_Undergrad_School_Degree No Text "Bachelors of Science in Mechanical Engineering"  
Parent1_Undergrad_School_Gradyr No Integer "1984"  
Parent1_Grad_School1 No Text "Harvard University"  
Parent1_Grad_School_Degree1 No Text "Master of Applied Science"  
Parent1_Grad_School_Gradyr1 No Integer "1986"  
Parent1_Grad_School2 No Text "Massachusetts Institute of Technology"  
Parent1_Grad_School_Degree2 No Text "Doctor of Engineering"  
Parent1_Grad_School_Gradyr2 No Integer "1990"  
Physician_Name No Text "Dr.John Smith"  
Physician_Phone No Text "(342) 234-2342"  
Physician_Practice_Name No Text "John's Doctor House" Used in Admin->Households->Details->Household Details->Medical Info Practice Name
Insurance_Name No Text "HealthyUSA"  
Insurance_Num No Integer "23424"  
Insurance_Group_Num No Integer "12345678900"  
Insurance_Primary_Holder_Name No Text "Zell Dincht"  
Insurance_Primary_Holder_Employer No Text "PCR Educator" Used in Admin->Households->Details->Household Details->Medical Info Primary Holder Employer
Dentist_Name No Text "Vance McTeeth"  
Dentist_Phone No Text "(353) 757-3234"  
Bond_Id No Integer "234323452" Exclusive for Canadian schools.
Bond_Date_Issued No Date "2010/03/02" Exclusive for Canadian schools.
Bond_Desc No Decimal "$1300" Exclusive for Canadian schools.
Emergency1_Title No Datasource Data "Mrs." Admin > Household > Details > Emergency Contacts provides possible values for this field.
Emergency1_Type No Datasource Data "Grandmother" Admin > Household > Details > Emergency Contacts provides possible values for this field.
Emergency1_Relationship No Datasource Data "Grandfather" Admin > Household > Details > Emergency Contacts provides possible values for this field.
Emergency1_First_Name No Text "Edea"  
Emergency1_Last_Name No Text "Kramer"  
Emergency1_Ok_To_Pickup No Datasource Data "Y" or "N"  
Emergency1_Pincode No Integer "36452" Pincode used for Check in/Check Out.
Emergency1_Phone1 No Text "(635) 235-2356"  
Emergency1_Phone1_Type No Datasource Data "Cell" Admin > Household > Details > Emergency Contacts provides possible values for this field.

Notes: Parent1_Email and Parent1_Email_Type are repeated 2 more times (for a total of 3 potential email addresses).
All fields for Parent1 are repeated for Parent2.

Parent1_Phone1 and Parent1_Phone1_Type are repeated 3 more times (for a total of 4 potential phone numbers)
Emergency1_Phone1 and Emergency1_Phone1_Type are repeated 2 more times per contact (for a total of 3 potential phone numbers). All Emergency information is repeated 5 additional times (for a total of 6 contacts).
 

Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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