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Posted January 01, 2025
Follow the steps for Importing New Records 

Field Required Type Sample Value Notes
Inquiry_Id Yes, unless lookup fields are used to identify the inquiry Identifier "123" Must match the inquiry ID in the system
Attribute_Id Yes, unless lookup fields are used to identify the attribute Identifier "456" Must match the attribute ID in the system
Lookup_Inquiry_Id No, unless Inquiry_Id is not specified Lookup "789" Must match an existing inquiry ID in the system
Lookup_Inquiry_First_Name No, unless Inquiry_Id is not specified Lookup "John" Must match an existing inquiry first name in the system
Lookup_Inquiry_Last_Name No, unless Inquiry_Id is not specified Lookup "Doe" Must match an existing inquiry last name in the system
Lookup_Inquiry_Birthdate No, unless Inquiry_Id is not specified Lookup "2010/01/15" Must match an existing inquiry birthdate in the system
Lookup_Category_Id No, unless Attribute_Id is not specified Lookup "123" Must match an existing Attribute Category ID in the system
Lookup_Category No, unless Attribute_Id is not specified Lookup "Academic" Must match an existing Attribute Category description in the system
Lookup_Attribute_Id No, unless Attribute_Id is not specified Lookup "456" Must match an existing Attribute ID in the system
Lookup_Attribute No, unless Attribute_Id is not specified Lookup "Leadership" Must match an existing Attribute description in the system
Attribute_Comment No Text "Excellent progress"  
Attribute_Year No, unless attribute is yearable Datasource Data "20242025" Must match an existing academic year in the system
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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