99.987% uptime·0 security breaches·35+ years in education·Built and supported in the U.S.
Posted January 01, 2025
Follow the steps for Importing New Records 

Field Required Type Sample Value Notes
Student_Id Yes, unless lookup fields are used to identify the student Identifier "12345" Must match an existing student id in the system
Student_Last_Name No, unless Student_Id is not specified Lookup "Smith" Must match an existing student first name in the system
Student_First_Name No, unless Student_Id is not specified Lookup "John" Must match an existing student last name in the system
Birthdate No, unless Student_Id is not specified Date "2005/05/15" Must match an existing student birthdate in the system
Immunization_Type Yes Datasource Data "Meningitis" Must match an existing immunization type in the system
Immunization_Date Yes Date "2024/01/12"  
Immunization_Note No Text "Booster shot received"
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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