Letters, Visits, Etc. Import Field Information
Import Values
This information is used to match the family record in PDS before you import the information from your file. The program must match families based on their Family ID. If no match is found, you can manually match an existing family. You cannot add new families during this process.
- Family ID
- Required. Select the column in your file that corresponds to the ID of the family who received the letter/visit/etc. This information is required in order to match the family with the information in your file.
- Letter Date
- Required. Select the column in your file that corresponds to the date that the letter/visit/etc was received. This information is required in order to create the Letter/Visit/Etc record.
- Description
- Select the column in your file that corresponds to the description of the letter/visit/etc, if applicable.
- Type
- Select the column in your file that corresponds to the type of letter/visit/etc, if applicable.
- Note
- Select the column in your file that corresponds to any notes on the letter/visit/etc, if applicable.