Importing New Records - Financial Aid Awards
Follow the steps for Importing New Records.

Field Required Type Sample Values Notes
financial_aid_award_id
 No, if all records are blank or unique
 Identifier  “123”  Must be unique; if one value is provided, all must be specified
person_id Yes, unless it can be determined by other fields
 Identifier “123” Determined by person_first_name, person_last_name, and person_birthdate if not specified
person_type Yes Identifier "Student" Must be "Student" or "Inquiry". Case-sensitive validation is applied
person_first_name Yes, if person_id is not specified
 Lookup "John" Used to determine person_id if person_id is blank.
person_last_name Yes, if person_id is not specified
 Lookup "Doe" Used to determine person_id if person_id is blank.
person_birthdate Yes, if person_id is not specified
 Lookup "7/1/2001" Used to determine person_id if person_id is blank.
financial_aid_category_id Yes Identifier “123”
award_amount No Decimal "1000.00" Optional award amount
accept_amount No Decimal “500.00” Optional amount accepted by the individual
comment Yes Text “Special case” Any additional comments or notes (255 Max characters)


See also

Schedule Demo
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