Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Financial_Aid_Category_Id No Key ID Field "123"  
Academic_Year Yes Datasource Data "20232024" Must match an existing academic year in the database
Financial_Aid_Category_Type Yes Lookup "Merit" Each combination with academic_Year Must be unique.
Budget No Integer "50000"  
Product_Id No Identifier "567" If specified, it must match a valid product ID in the database.

See also

Schedule Demo

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