Contact Details (Applicant/Student) Data
Table of Contents
These are the minimum data required to import Contact (Applicant/Student) records. Of course, different customers may track different amount of data, in which more fields can be included in the extract.
Personal Details
| Standard Fields | Required | Notes |
| Salutation | ||
| First Name | ||
| Middle Name | ||
| Last Name | Yes | |
| Birthdate | ||
| Gender | ||
| Student ID | ||
| Student Type (e.g. Domestic, International) | Yes |
This is required during data load exercise because it is one of the information which determines the student fee charges (i.e. whether to charge with domestic price or international price. There may be different fee structure (i.e. International Onshore). It would be good to seek clarification in advance from the school on how this information is determined off the extract shared. See also Student Fee Type Configuration for setup details. |
| Country of Origin | ||
| Citizenship | ||
| If there are more details required to be migrated (more columns), please include them into the export file. Custom fields can be created in Salesforce/RIO Education to store these additional details. | ||
Contact Details
| Standard Fields | Required | Notes |
| Student (the student that these details belong to) | Yes | Usually the student record ID or the key that can be used to link the student contact details to the student record. |
| Home Phone | ||
| Work Phone | ||
| Mobile | ||
| Other Phone | ||
| Preferred Phone (e.g. Home Phone/Work Phone/Mobile/Other Phone) | ||
| University Email | ||
| Work Email | ||
| Alternate Email | ||
| Preferred Email (e.g. University/Work/Alternate) | ||
| Do Not Contact | Indicates this person does not want your organization to call or email him/her. Use this field to filter out Contacts in email and phone lists. | |
| Email Opt Out | ||
| Do Not Call | ||
| If there are more details required to be migrated (more columns), please include them into the export file. Custom fields can be created in Salesforce/RIO Education to store these additional details. | ||
Address Details
| Standard Fields | Required | Notes |
| Student (the student that this address belongs to) | Yes | Usually the student record ID or the key that can be used to link the address to the student record. |
| Address Type (e.g. Home, Work) | ||
| Street | ||
| City | ||
| State/Province | ||
| Zip/Postal Code | ||
| Country | ||
|
If there are more details required to be migrated (more columns), please include them into the export file. Custom fields can be created in Salesforce/RIO Education to store these additional details. Also, If there are multiple addresses for a single student, please indicate which is the primary address in the export file. | ||
See also: Student Fee Type Configuration