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Contact Details (Applicant/Student) Data

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Table of Contents

Personal Details Contact Details Address Details
Delete

Important

For recommended formats in extracting data, check out this article here.



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 this address belongs 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



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