Contact Details (Faculty) Data
Table of Contents
Important
For recommended formats in extracting data, check out this article here.
These are the minimum data required to import Contact (Faculty) 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 |
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| First Name |
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| Middle Name |
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| Last Name | Yes |
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| Birthdate |
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| Gender |
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| Employee ID (Faculty ID) |
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| Citizenship |
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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 |
| Faculty (the faculty that these details belong to) | Yes | Usually the faculty record ID or the key that can be used to link the faculty contact details to the faculty record. |
| Home Phone |
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| Work Phone |
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| Mobile |
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| Other Phone |
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| Preferred Phone (e.g. Home Phone/Work Phone/Mobile/Other Phone) |
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| University Email |
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| Work Email |
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| Alternate Email |
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| Preferred Email (e.g. University/Work/Alternate) |
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| Do Not Contact |
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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 |
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| Do Not Call |
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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 |
| Faculty (the faculty that this address belongs to) | Yes | Usually the faculty record ID or the key that can be used to link the address to the faculty record. |
| Address Type (e.g. Home, Work) |
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| Street |
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| City |
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| State/Province |
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| Zip/Postal Code |
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| Country |
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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 faculty, please indicate which is the primary address in the export file. | ||