Master Data Template Guide - Educational Institution
Master Data Template
Please ensure that you make a copy of the Master Data Template before you start.
| Related Tabs | 1 - Account_Educational Institution |
| Dependent Data | - |
| Object ID |
Account |
Educational Institution
The Educational Institution will be the first record to be created and will be at the top in the Account level hierarchy.
Let's say we founded and established a University called RIO University with the following details:
| Address |
61 Duff Street, Gingin NSW 6503, Australia |
| Phone |
+61288889999 |
| Website |
www.riouniversity.edu.au |
| EFTSL |
80 Credit Points |
Then the data will be filled in the data template as such:
The address should also be split into Billing and Shipping Address accordingly.
Important Note
In the event that your Education Institution Account will have nested groups, which will look like this:
Parent Education Institution
- Child Education Institution
Please assign the Parent Account Ext ID for the child accounts. The parent Account itself will have it's Parent Account Ext ID blank. For example:
Multiple data loads will have to be attempted because the Child Account Record is unable to exist without the creation of the Parent Account Record in the first data load.
In conclusion, if you have X number of hierarchy (in this example, 2), you will have to load X number of times of data.
| Column |
Description |
| Account Name |
The name of the Institution Account. |
| Billing Address |
Consists of Billing Street, Billing City, Billing State/Province, Billing Zip/Postal Code, Billing Country. |
| Shipping Address |
Consists of Shipping Street, Shipping City, Billing State/Province, Billing Zip/Postal Code, Billing Country. |
| Phone |
Institution Phone number. |
| Website |
Website of the Institution, if it has one. |
| Description |
Short description of what the Institution is, if it has one. |
| EFTSL |
Institution default value of total credit points a student needs to gain. |
| Education Institution Ext ID | ID for the Education Institution. |
| Parent Account Ext ID | ID for the Parent Education Institution. |
Related Article
For further information about Educational Institution, please check out this article.