Check our video tutorial on importing records
Import Templates are used when importing batches of external records into College Office (check the Batch Import topic). They are templates you create in order to match one of the Import Types provided by College Office with a specific file format used by your institution. Suppose for example you use a 3rd party admissions management system which is able to export a CSV (Comma Separated Value) file of all your new admission records: you could create a template that will specifically match this file format with the Admissions import type provided by College Office.
This form lists all the import templates you have already defined for your institution. Each tile displays:
- The College Office Import Type on which the template is based.
- The name of he template you created.
Click on a tile to edit this template via the Import Template Edit Form.
Click on the lower right to create a new import template. Select the Import Type from which the template should be derived and record the name of your new template before clicking the Create New Import Template button to customize your new template via the Import Template Edit Form.
Comment or report problem with topic