Data Management
Everything you need to know about Data Management
By Erica and 1 other2 authors8 articles
- Add access to Data Management ToolThis article will explain how you can add access to the Data Management Tool.
- About the Data Management toolFind out what the Data Management tool does and what you need before importing Young Person records.
- Data Management: file importUpload your import file and check its data at the start of the import wizard.
- Data Management: Young Person import managementStart a new import, resume an incomplete one, and view your import history and files in the Data Management tool.
- Data Management: import summaryStart your import once matching and mapping are complete in the Data Management tool.
- Data Management: field mappingMap the fields in your import file to Core+ database fields, then validate them before continuing the import.
- Match import records to young person profilesSteps to choose how the import matches records to existing young people in Core+.
- Preview and resolve matches in Data ManagementSteps to review match results, resolve multiple matches, and choose your import mode.