You can import a file using a template you created by following these steps:
- On the left navigation menu, click Import Wizard.
- Click the template you want to use.
- Next to Import File Path, click, and select the file you want to import.
- Optional: To allow blank data in the file to replace existing data for prospects, select the Allow blanks to overwrite existing data check box.
- To prevent a duplicate prospect from being imported into AdmissionsPlus, do the following:
- At the bottom of the page, click Select Fields for Contact Comparison.
- Select the check boxes for the contact fields whose data you want to compare between the file and AdmissionsPlus, and then click Save.
- Click Next. The Import Wizard dialog box opens.
- Select the check boxes next to the prospects you want to import, or select the check box in the header to import all prospects.
Tip: You can click a prospect in the main table to view their information in the Demographic Fields and Contact Details tables. - Click Save.