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Posted November 06, 2024
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)
       

PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.

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