Recommended Data Import Sequence for EDA

Import School Accounts

Every Account needs to have a record type. Record types can be the default record types that come with EDA, or you can create custom record types.

As needed for your institution, create these Account records:

• Educational Institutions for the top-level entity representing your institution, such as the entire university, other colleges, and so on.

• University Departments that relate departments, schools, or campuses to the Courses that they are affiliated with

• Academic Programs, for example, BS Computer Science

• Sports Organizations

• Business Organizations

• Other custom Accounts. For example, you might want to track high schools for recruiting purposes or organizations (such as clubs or professional groups) that students or faculty are involved in.

Import Faculty Data

Next, import data for the faculty at your school.

Faculty Contact-related data

Every faculty member should be identified as a Contact. Faculty Contacts can use the Administrative Account model, or you can alternatively add them to the Educational Institution Account or Department Account.

Credential-related Attributes

Attributes with a Credential record type can be used to track licenses, certifications, or endorsements earned by staff.

Contact Languages

A language spoken by a specific person connected to your institution. For example, Contact Language records can track an instructor's fluency in multiple languages.

Case, Behavior Involvement, and Behavior Response data

Track behavior events such as an event a faculty member witnessed and reported.

Import General School Data

Finally, import data that is relevant to faculty, students, and the courses and activities that take place at your school. These include:

Facilities

Property assets like a classroom, a lecture hall, a laboratory, and other campus buildings. Facilities can also define relationships between property assets. For example, you could create a parent Facility record for the "Smith Science Building" with nested Facility records for the "East Wing" and "Lecture Hall 103."

Languages

A language spoken at your institution. 

Import Student Accounts

Create Account records for every student who has attended your school in the past and for those who are currently attending. Assign a record type to every Account.

Note If the ACCT_IndividualAccounts_TDTM Trigger Handler is enabled, Administrative Account or Household Account records are created automatically when you import Contacts in the next step, making it unnecessary to import student Accounts. Make sure each student Account is created as either an Administrative Account or a Household Account.

Import Student Contacts

Import additional data for student Contacts to continue creating a more complete view of the student's personal and academic life. TDTM may have already created Address and Affiliation records.

Addresses

One student can have many addresses, but only one is identified as the primary address. If the mailing address and Primary Address Type field are specified when a Contact is imported, a primary Address record is automatically created. Examples include campus address, home address, seasonal address such as housing during summer breaks or study abroad.

Relationships

Connect Contacts to other Contacts, such as family members or advisors.

Affiliations

Connect Contacts to Accounts, such as a department within the school or a sports team. If lookup fields on the Contact (such as Primary Education Institution, Primary Department, or Primary Academic Program) are set when you import Contacts, primary Affiliation records for each type are automatically created.

Import Student Application Data

After you import Address, Relationship, Affiliation, and Contact data, import information that provides insight into students' educational background and is relevant to their enrollment at your institution.

Academic Certifications

Track diplomas, degrees, or certifications that a student earned for completing a course of study.

Credentials

Track extracurricular badges, certifications, or licenses that a student has earned.

Applications

Store information about a student's application to an educational institution or program.

Education History records

Store data about a student's previous educational experience.

Test and Test Scores

Track an instance of a student taking a particular test and the scores resulting from a test or an overall grade standing.

Import Program Enrollments

Next, import Program Enrollments to easily track a student’s major, Program Plan, and Program Plan Requirements.

Import Course Connections

Add information about student progress in their program of study. In EDA Settings, under Course Connections, make sure that you've selected Course Connection Record Types and verified the record types before you import these records.

Taking the time to add past Courses and Course Offerings is particularly important, as it allows you to represent a student’s full course history.

Import Additional Student-Related Data

Finally, add data that provides additional insight about your students.

Student-related Attributes

Attributes with a Student Characteristic record type track situations that might require additional support, such as whether a student is an International Student or has a Section 504 plan in place.

Case, Behavior Involvement, and Behavior Response data

Track behavior events, a student's role in such an event, and the response that resulted from the incident.

Attendance Events

Track a student's attendance.

Contact Languages

Track the languages used by students and their family members.

Term Grades

Track students' grades at milestones that you define.

Note Some of this data may have been imported when you imported similar faculty-related data. If so, verify that all student-related data is also present.