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If the tab-delimited file you choose to import doesn’t have a recognizable header, it will require manual field mapping. Selecting Next from the Selected Import Pane section will open the Field Mapping dialog, allowing you to match KeepnTrack data fields to information in your tab-delimited import files.

The data from the import file is shown on the left-hand side of the dialog. KeepnTrack field names are contained in the drop-down menus on the right-hand side. Use these menus to match the contents of the import file. If you want to skip or ignore some of the information in the import file, you can change the drop-down menu to None.

If you find that there are blank or unmatched sections in the principle record of the import file, you may select None to ignore that entry throughout all remaining file records; be aware, however, that sometimes one person record will lack information that others contain.

Ignore First Record

If the first record in your tab-delimited import file contains an invalid header or a list of column headings rather than importable data, make sure that this box is checked—that way, this column will not be interpreted as legitimate person data.

Cancel

Closes the Field Mapping dialog and returns you to the People import interface.

Import

Once the proper fields have been aligned, click the Import button to send the import to the Operations Management queue.


Person Field Codes
Note

A backslash (\) in any field is converted into a carriage return. Repeat two (\\) to make new a paragraph.

FieldCodeNotes
Address Line 1
FieldCodeNotesPerson ID1000

The Person ID must be between 4 and 15 characters in length, alpha-numeric only.

First Name1007Middle Name1008

Appends to the First Name data fields with a <space>.

Last Name1006Suffix1101Organization (Address)1102Address Line One/Two
1011

Supports two Address lines for import;


breaks apart the address at the \ into two different address fields.

CityIs Volunteer1110Blank=No,
Authorized to Checkout
1012State1013Postal Code1014Country1016

Country Code is two-digit code from ISO list.

1154

Names of people who are authorized to check a student out of school.

Birthdate1045
Block Sign Out1153

Yes=Yes, No=No,

Volunteer

Blank=

Yes

No

Is Student
Bus 1
1111

Blank=No, Yes=Yes, No=No, Student=Yes

Is Staff1112

Blank=No, Yes=Yes, No=No, Staff=Yes

Is Vendor1113Blank=No,
1151
Bus 21155
City1012
Criminal Conviction1172

Yes=Yes, No=No,

Vendor=YesIs Volunteer Type1120

Blank=

Blank, No Match=Blank, Exact Match=TypeHome Phone1017Work Phone1130Mobile Phone1131

No

Driver License Number1140
Driver License State1141
Effective Date4501

MM/DD/YYYY for person start date.

Email Address1019
Emergency Contact1133
Employer1170
Ethnicity1132
Expiration Date4502

MM/DD/YYYY for person end date.

Facility1027

When repeating the 1027 tag in the import header, facility IDs in the record must be <tab> delimited
(e.g. StudentID#<tab>FacilityID01<tab>FacilityID02<tab>FacilityID03...). Additionally, the %%%All command can be utilized for the purpose of assigning the imported person to ALL facilities in the account.

Notes
Family ID
1020
1152
Ethnicity

First Name
1132
1007
Gender1032

Male=1(or M), Female=2 (or F).

Birthdate1045Emergency Contact1133Medical Conditions1134

Grade1010
Home Phone1017
Homeroom1004
Is Staff1112

Blank=No, Yes=Yes, No=No, Staff=Yes

Is Student1111

Blank=No, Yes=Yes, No=No, Student=Yes

Is Vendor1113

Blank=No, Yes=Yes, No=No, Vendor=Yes

Is Volunteer1110

Blank=No, Yes=Yes, No=No, Volunteer=Yes

Is Volunteer Type1120

Blank=Blank, No Match=Blank, Exact Match=Type

Last Background Check Date1173
Last Name1006
Social Security Number1002Driver License Number1140Driver License State1141

License Plate Number1142
Vehicle Registration State1143Vehicle Description1144Teacher1150Grade1010Bus #11151Bus #21155Homeroom1004Student ID1001Family ID1152Block Student Checkout1153

Yes=Yes, No=No, Blank=No

Authorized to Check Out1154

Names of people who are authorized to check a student out of school.
A backslash (“ \ ”) in any field is converted into a carriage return.
Repeating - append together with two backslash (“ \\ ”) to make new a paragraph.

Staff Type1160Staff Hire

Login ID1052
Medical Notes1134
Middle Name1008

Appends to the First Name data fields with a <space>.

Mobile Phone1131
Notes1020
Organization1102
Password1003
Person ID1000

The Person ID must be between 4 and 15 characters in length, alpha-numeric only.

Personal Message1174
Postal Code1014
Social Security Number1002
Staff Effective Date1161

MM/DD/YYYY for staff hire date.

Staff ID1162
Staff Type1160
Employer

State
1170
1013
Security Approved

Status
1176
4500
Yes

1=

Yes

Active,

No

2=

No

Inactive,

Blank=NoCriminal Conviction1172

Yes=Yes, No=No, Blank=No

Last Background Check Date1173Login ID1052

3=Pending, 4=Access Denied

Student ID1001
Suffix1101
Teacher1150
Password1003Personal Message1174

URL Code1999

Determines that file is being imported into correct account.

Status
Vehicle Description
4500

1=Active, 2=Inactive, 3=Pending, 4=Access Denied

Effective Date4501

MM/DD/YYYY for person start date.

Expiration Date4502MM/DD/YYYY for person end date.
1144
Vehicle Registration State1143
Work Phone1130