Standard Data Services: Historical Status Import

Overview

Historical status import covers data necessary for historical funnel reporting

Data included in standard historical status import includes:

• Up to five years of historical statuses

• Student names (required)

• Student grades and ending status or each year (required)

• Transition date for funnel stages (optional)

• Without transition date, funnel numbers will be accurate but some date-based reports and searches will not work as designed.

• Up to 10 data fields used for drill-down filters and reporting (optional). Examples: International Student, Day / Boarding, Gender, Previous School

Data NOT included in standard historical status import

Demographic data (for example, parent, sibling, household data, or non-status historical data for contacts)

• Finalsite Enrollment can provide additional import support as a custom import service

Customer Responsibilities

• Data provided in required format as outlined in provided template

• Accuracy and consistency of existing data

• All data normalization and transformations necessary to meet import requirements

Finalsite Enrollment Responsibilities

• Project management

• Training on using self-service import tools for future updates

• Creation of quarantine file for records not meeting validation requirements (for example, students missing grades)

---

Additional Resources

• Office Hours & Past Session Recordings
• Standard Data Service: Current Student Import