Using Connect RE- Education Management

@Christie Fleming

Christie,

I am experienced with RE and imports. I am attempting to import our scholarship recipients into RE for the first time this year.

First, I'm going to import the students as constituents. I am attaching the fields for imports for importing constituents that is helpful. After my meeting today I will send you my .csv with the my template for importing constituents. Constituent Import Fields.pdf

After I import students, I am going to export the list to get constituent ID's then I'll use the Education/School Import to import school information. I am attaching the import field guide for that too. Once I get this figured out, I will send you a template form my second import. Education_School Fields.pdf

Alison Munson

@Christie Fleming Sent you a direct message including some dates available for a call. Talk to you soon.