Column Name Required? Unique?

Type
Id = True True Text
UPN = False True Text
ULN = False True Text
AD Username = False True Text
Exam Candidate Number = False True Text
Exam UCI Number = False True Text
Title = False False Text
Name Initials = False False Text
Forename = True False Text
Middle Names = False False Text
Surname = True False Text
Preferred Name = False False Text
DOB = False False Date
Gender = False False Text
Country of Residence = False False Text
Nationality = False False Text
Language = False False Text
Religion = False False Text
Ethnic Group = False False Text
Birth Place = False False Text
Birth County = False False Text
Birth Country = False False Text
Diplomatic And Forces = False False Text
NC Year = False False Int
Form/Tutor Group = False False Text
Tutor = False False Text
Academic House = False False Text
Boarding House = False False Text
Enquiry Date = False False Date
Enquiry Type = False False Text
Admissions Date = False False Date
Admissions Status = False False Text
Enrolment Date = False False Date
 Enrolment NC Year = False False Int
Enrolment Term Name = False False Text
Enrolment Form = False False Text
Enrolment Academic House = False False Text
Enrolment Boarding House = False False Text
Previous School Code = False False Text
Leaving Date = False False Date
Leaving Reason = False False Text
Leaving NC Year = False False Int
Leaving Term Name = False False Text
Leaving Form = False False Text
Leaving Academic House = False False Text
Leaving Boarding House = False False Text
Exam Candidate Surname = False False Text
Exam Candidate Forenames = False False Text
School Email Address = False False Email
Mobile Number = False False Text
School Status = False False Text
System Status = True False Int
Status = False False Text

Column Name Required? Unique? Type

Pupil Id = True False Text
Address Type = True False Text
Relation To Student = True False Text
Pupils Main Home = True False YesNo
Title = False False Text
Name Initials = False False Text
Forename = False False Text
Middle Names = False False Text
Surname = True False Text
Address 1 = False False Text
Address 2 = False False Text
Address 3 = False False Text
Town = False False Text
County = False False Text
Country = False False Text
Postcode = False False Text
Telephone = False False Text
Mobile = False False Text
Email = False False Email
Fax = False False Text
Profession = False False Text
Marital Status = False False Text
SOS Contact = False False YesNo
SOS Note = False False Text
 All Merges = False False YesNo
Billing Merge = False False YesNo
Correspondence Merge = False False YesNo
Report Merge = False False YesNo
Contact Only = False False YesNo

Column Name Required? Unique? Type

Pupil Id 1 = True False Text
Pupil Id 2 = True False Text

Column Name Required? Unique? Type

Pupil Id = True False Text
Type = False False Text
Number = False False Text
Nationality = False False Text
Place of Issue = False False Text
Expiry Date = False False Date

This visa in
Column Name Required? Unique? Type
Pupil Id = True False Text
Type = False False Text
Id = False False Text
CAS = False False Text
Nationality = False False Text
Country of Issue = False False Text
Valid From Date = False False Date
Valid Until Date = False False Date
Entry Date = False False Date
Notes = False False Text

Column Name Required? Unique? Type

Pupil Id = True False Text
Type = True False Text
 Body = False False Text
Date = False False Date

Column Name Required? Unique? Type

Pupil Id = True False Text
Type = True False Text
Body = False False Text
Date = False False Date

Column Name Required? Unique? Type

Pupil Id = True True Text
Previous Education = True False Text

Column Name Required? Unique? Type

Pupil Id = True True Text
Post Year 13 Leavers = True False Text

Column Name Required? Unique? Type

Pupil Id = True True Text
ISC Census = False False YesNo

Column Name Required? Unique? Type

Name = True True Text
Type = True False Text
Select List Type = False False Text
Column Name Required? Unique? Type
Pupil Id = True False Text
Custom Field Name = True False Text
Value = True False Text

Column Name Required? Unique? Type

Name = True False Text
Value = True False Text
 iSAMS Pupil Data – Independent Schools Migration Templat

This pupil data worksheet can be used to import a variety of core pupil data for independent

Sheet Instructions

Pupils

This pupil template can be used to import core pupil data.

Max Length
50
50
50
50
4
13
50
50
255
255
50
50
0
1
50
50
50
50
50
150
150
150
20
2
50
50
50
50
0
200
0
20
0
 2
50
50
50
50
50
0
255
2
50
50
50
50
255
255
50
50
20
0
100

Pupil Contacts

This pupil contacts template can be used to import pupil contact data.
Max Length
50
255
255
3
50
50
255
255
50
200
200
200
150
150
150
15
100
100
200
100
150
150
3
1000
 3
3
3
3
3

Siblings

This siblings template can be used to import pupil sibling data.

Max Length
50
50

Passport Info

This passport info template can be used to record passport information relating to th
Max Length
50
100
100
100
100
50

Visa Info

This visa info template can be used to record visa information relating to the pupil. If a pupil has visa information it is ass
Max Length
50
250
250
250
250
250
50
50
50
1000

Health Notes

This health notes template can be used to record health notes relating to the pu
Max Length
50
255
 1000
50

General Notes

This notes template can be used to store notes relating to the pupil.
Max Length
50
255
1000
50

Previous Education

This template can be used for importing a pupil's Previous Education

Max Length
50
250

Post Year 13 Leaver

This template can be used for importing a pupil's Post Year 13 Leaving informat
Max Length
50
250

Exclude From Census

This template can be used for excluding pupils from the ISC Census.
Max Length
50
3

Custom Fields

This custom fields template can be used to store data which may not have a natural place within the sy
Max Length
255
255
255

Custom Field Value

 This custom field value template is used to map custom fields to pupils.
Max Length
50
255
1000

Custom Field Select Values

This custom fields select values template can be used to store data lists of data for custom field sele
Max Length
50
500
 iSAMS Pupil Data – Independent Schools Migration Template

This pupil data worksheet can be used to import a variety of core pupil data for independent schools.

Sheet Instructions

Pupils

This pupil template can be used to import core pupil data.

Description
The unique ID used to identify the pupil. This is usually the unique ID from your previous MIS.
Unique pupil number, can be generated for new pupils or obtained from the DfE if the pupil has already been assigned one.
Unique learner number, should be obtained from the DfE if the data is not available.
The pupils active directory username.
The persons exam candidate number, (a four digit code assigned by the school to a pupil when taking examinations from an a
The persons exam UCI number, (a nine to twelve charter code assigned to a pupil when taking examinations from an awardin
Title
Name initials, (initials displayed on output reports).
Forename
Middle Names
Surname
Preferred Name
DOB
Gender
The country the person currently resides in.
Primary nationality of the person.
Primary language of the person.
The person's religion.
The person's ethnic group.
The person's place of birth.
The person's birth county.
The person's birth country.
Does the pupil have a parent in the armed services, (Service Child). Y = Yes |N = No | R = Refused | U = Unknown
The national curriculum year the person is in at the school. Valid values are between -2 and 13. -2 = Kindergarten, -1 = Nurse
The form, pastoral or tutor group the person has been assigned to at the school.
The tutor the person has been assigned to at the school.
The academic house the person is in.
The boarding house the person is in.
The date the person first enquired at the school.
The method used when the person first enquired at the school. Recommended values are "Email", "Internet", "Letter", "Mes
The date the person first entered the admissions process at the school.
The latest status of the person through the admissions process at the school.
The date the person starts at the school.
The national curriculum year the person started at the school. Valid values are between -2 and 13. -2 = Kindergarten, -1 = Nu
The school term the person started at the school.
The form the person started the school in.
The academic house the person started the school in.
The boarding house the person started the school in.
The unique ID of the school the person came from.
The date the person left the school.
The reason why the person left the school.
The national curriculum year the person left the school. Valid values are between -2 and 13. -2 = Kindergarten, -1 = Nursery,
The school term the person left the school.
The form the person left the school.
The persons academic house when they left the school.
The persons boarding house when they left the school.
The persons exam candidate surname. This can be in normal case but is often capitalised.
The persons exam candidate forenames. This is usually in the format; 'Forename Middlenames' or 'Forename Initials'.
The school email address assigned to the person by the school.
The persons
The pupilsmobile telephone
boarding status number.
at the school: Day | Boarder.
Independent schools have additional options of Day Boarder | Weekly Boarder.
Specialofschools
The status haveat
the person additional options
the school. of 6 Days
1 = Current |0 =a Applicant
Week | 7 Days
| -1 =aFormer
Week but not Boarder option.
Boarder Status

Pupil Contacts

This pupil contacts template can be used to import pupil contact data.
Description
The unique Id used to identify the pupil.
The contacts type of address. Values are: Home, Work, Second Home, Agency, Company, Holiday, Current Pupil.
The relationship this contact has with the pupil. Typical values are: Mother, Father, Stepfather, Stepmother, Brother, Sister, G
Is this address where the pupil lives.
Title
Name initials, (initials displayed on output reports).
Forename
Middle Names
Surname
Address 1
Address 2
Address 3
Town
County
Country
Postcode
The telephone number of the contact.
The mobile number of the contact.
The email address of the contact.
The fax number of the contact.
The profession of the contact.
The marital status of the contact. Values: Cohabiting, Divorced, Married, Separated, Single, Unknown, Widowed.
Is this an SOS contact?
SOS notes assigned to the contact.
 Should this contact get all types of correspondence relating to the pupil? This includes; billing, general correspondence and r
Should this contact get billing information relating to the pupil?
Should this contact get correspondence relating to the pupil?
Should this contact get report information relating to the pupil?
Contact Only?

Siblings

This siblings template can be used to import pupil sibling data.

Description
The unique Id used to identify the pupil.
The unique Id used to identify the pupil.

Passport Info

This passport info template can be used to record passport information relating to the pupil.
Description
The unique Id used to identify the pupil.
The passport type. Custom values allowed, examples; Full, Temporary.
The passport number.
The passport nationality.
The place the passport was issued.
The passport expiry date.

Visa Info

This visa info template can be used to record visa information relating to the pupil. If a pupil has visa information it is assumed a visa is r
Description
The unique Id used to identify the pupil.
The visa type. Custom values allowed, examples; Visitors, Working.
The visa identifier.
The visa confirmation of acceptance for studies number.
The nationality associated with the visa.
The country the passport was issued.
The date the visa is valid from.
The date the visa is valid until.
The entry date.
Any notes associated with the visa.

Health Notes

This health notes template can be used to record health notes relating to the pupil.
Description
The unique Id used to identify the pupil.
The type of medical note.
The body of the medical note.
The date the note was created.

General Notes

This notes template can be used to store notes relating to the pupil.
Description
The unique Id used to identify the pupil.
The type of note.
The body of the note.
The date the note was created.

Previous Education

This template can be used for importing a pupil's Previous Education

Description
The unique Id used to identify the pupil.
The Education that the pupil had prior to starting the School.

Post Year 13 Leaver

This template can be used for importing a pupil's Post Year 13 Leaving information
Description
The unique Id used to identify the pupil.
What the pupil has gone on to do after leaving Year 13.

Exclude From Census

This template can be used for excluding pupils from the ISC Census.
Description
The unique Id used to identify the pupil.
If pupil is to be excluded from ISC Census (Independent School's ISC Census).

Custom Fields

This custom fields template can be used to store data which may not have a natural place within the system, (be schoo
Description
The name of the custom field.
The type of custom field. This can be either: Textbox, TextArea, Select, Multiple, Checkbox or DateTime
MaritalStatus,
Nationality,

Custom Field Value

 This custom field value template is used to map custom fields to pupils.
Description
The unique Id used to identify the pupil.
The name of the custom field.
The value to be saved against the pupil and custom field.

Custom Field Select Values

This custom fields select values template can be used to store data lists of data for custom field select values, (usefu
Description
The name of the select value.
The value of the select value.
 Link Sheet Link Column

Years NC Year
Forms Form
Staff Id
Houses Name
Houses Name
Years NC Year
Terms Name
Forms Form
Houses Name
Houses Name
Schools Code

Years NC Year
Terms Name

Link Sheet Link Column

Pupils Id
 Link Sheet Link Column
Pupils Id
Pupils Id

Link Sheet Link Column

Pupils Id

Link Sheet Link Column

Pupils Id

Link Sheet Link Column

Pupils Id
 Link Sheet Link Column
Pupils Id

Link Sheet Link Column

Pupils Id

Link Sheet Link Column

Pupils Id

Link Sheet Link Column

Pupils Id

Link Sheet Link Column

 Link Sheet Link Column
Pupils Id
Custom Fields Name

Link Sheet Link Column

Custom Fields Select List Type
Id UPN ULN AD Username Exam Candidate Number
1064 U746547812091 3313855252 john.doe
287412 Z746547809092 7444314739 JD 5874
PupilABDE N746547809093 2911511114 joe.bloggs02 1258
Exam UCI Number Title Name Initials Forename Middle Names Surname
Master JD John Doe
312700073265E Miss JD Jane Ann Doe
312700072075F JB Joe Tom Bloggs
Preferred Name DOB Gender Country of Residence
05/12/1998 M England
F Scotland
Jay 26/07/2010 M England
Nationality Language Religion Ethnic Group Birth Place Birth County
British English Christian White British Bedfordshire
Swiss Swiss Hindu Birmingham Hospital West Midlands
British English Christian White British Home Northamptonshire
Birth Country Diplomatic And Forces NC Year Form/Tutor Group Tutor
United Kingdom 6 Y6-C JB
United Kingdom Y 10 10-B MJS
United Kingdom N 13 Year13Group6 SMP
Academic House Boarding House Enquiry Date Enquiry Type
10/07/2008 Continuing
Oaks North 14/08/2010 New Student
Mapels 31/02/2012 Unknown
Admissions Date Admissions Status Enrolment Date
18/04/2008 Enquiry 01/09/2010
01/01/2010 Visited School 04/05/2012
31/01/2012 Paid & Accepted 12/12/2013
Enrolment NC Year Enrolment Term Name Enrolment Form
-2 Autumn Nursary A
6 Autumn 6A
6 Summer 6G
Enrolment Academic House Enrolment Boarding House Previous School Code
RS
Oaks North OS
Mapels
Leaving Date Leaving Reason Leaving NC Year Leaving Term Name

15/07/2013 Moved to a different school. 13 Summer

Leaving Form Leaving Academic House Leaving Boarding House

13G Mapels North

Exam Candidate Surname Exam Candidate Forenames School Email Address
DOE John john.doe@peterrabbitschool.com
DOE Jane Ann jd@peterrabbitschool.com
BLOGGS Joe Tom
Mobile Number School Status System Status Status
07541254141 1 Boarder
07968885412 Boarder 1 Day Pupil
-1 Day Boarder
Pupil Id Address Type Relation To Student Pupils Main Home Title
1064 Home Mother Yes Miss
1064 Home Stepfather Yes Mr
1064 Home Father Mr
1064 Home Friend Mr
PupilABDE Home Mother Yes Mrs
PupilABDE Home Father Yes Mr
PupilABDE Work Mother Mrs
Name Initials Forename Middle Names Surname Address 1
S Sam Platt 21, Manderville Close
T Tom Platt 21, Manderville Close
D Ted Doe 4, West Road
Lander 81,Small Street
HE Hayley Emma Bloggs The Cottage, Green Road
C Chris Bloggs The Cottage, Green Road
HE Hayley Emma Bloggs
Address 2 Address 3 Town County Country Postcode
Spinny Hill Northampton Northamptonshire United Kingdom NN36QE
Spinny Hill Northampton Northamptonshire United Kingdom NN36QE
Grange Park Northampton United Kingdom NN49GT
Wolverhampton United Kingdom
Pitsford Northampton United Kingdom NN25KY
Pitsford Northampton United Kingdom NN25KY
Telephone Mobile Email Fax Profession Marital Status
01604 789 789 07547854124 home147@yahoo.co.uk Divorced
01604 789 789 home147@yahoo.co.uk Gardener
07124574584

01604 555 731 PA Married

01604 555 731 Married
0121 587 4584 myWorkEmail@hotmail.com 45678 PA
SOS Contact SOS Note All Merges Billing Merge
Yes Do not call after 5pm. Yes
No
Yes
Yes Try work telephone number if no answer from home. Yes
Yes
Yes
Correspondence Merge Report Merge Contact Only

No No No
No Yes Yes
Pupil Id 1 Pupil Id 2
1064 287412
Pupil Id Type Number Nationality Place of Issue Expiry Date
1064 Full 541587458 01/05/2012
287412 Temporary 578455474 05/06/2010
Pupil Id Type Id CAS Nationality Country of Issue Valid From Date
1064 Visitors 541587458 541587458 Chinese China 01/05/2012
287412 Working 578455474 578455474 American United States 05/06/2010
Valid Until Date Entry Date Notes
01/05/2014 01/07/2012
05/06/2012 05/09/2010
Pupil Id Type Body Date
1064 Medical Alert Allergic to Prawns 01/05/2012
287412 Medical Alert Allergic to Penicillin 05/06/2010
PupilABDE General Has had chickenpox 26/12/2012
Pupil Id Type Body Date
1064 General Parents divorced in June 01/05/2012
1064 Admission Thinking about changing school 05/06/2010
PupilABDE General Is being bullied 26/12/2012
Pupil Id Previous Education
1064 Independent Pre-Prep or Prep School
1064 State Primary School
PupilABDE Nursery or not previously in education
Pupil Id Post Year 13 Leavers
1064 UK University
1064 To re-take Year 13 Exams (eg, A-levels/Highers)
PupilABDE Employment
Pupil Id ISC Census
1064 No
1064
PupilABDE Yes
Name Type Select List Type
Car Registration Number Textbox
Place of Worship Select Place of Worship
Religion Select Religion
Time Taken Lunch Select Time Taken Lunch
Pupil Id Custom Field Name Value
1064 Car Registration Number RD54 YVS
287412 Car Registration Number Y106 ITF
PupilABDE Car Registration Number 1A
1064 Place of Worship Church
Name Value
Place of Worship Church
Place of Worship Mosque
Place of Worship Synagog
Time Taken Lunch 12:00
Time Taken Lunch 12:30
Time Taken Lunch 13:00