Data Specifications (CRM/SIS)

Modified on Mon, 30 Mar at 12:39 PM

Overview

This article explains the data specifications you'll need to follow during the CRM/SIS implementation process. These guidelines are designed to help ensure the data you provide is complete, accurate, and properly formatted for system use.

What’s Included:

Each dataset includes detailed information about:

Order – The recommended order in which the columns should appear in the submitted data set.
Field – What each field represents
Required – Whether a field is mandatory or optional.
Type – The kind of information expected e.g. string (text), number, date
Max Length – Maximum length allowed for each field. Longer entries may be shortened. Example: If the limit is 5 characters and you enter “Admissions,” it may be shortened to “Admis.”
Example – Sample values to help you understand the expected format
Description – Additional information that will be helpful when populating the data set

Following these specifications will help prevent data errors and speed up the implementation process.

Data checklist:

All data should be submitted in CSV or XLSX/XLS format
Ensure there are no embedded line breaks or grouping headers within the data set
Ensure there is only a single header row containing the appropriate column names
Ensure no filtering is applied to your data
Ensure there are no hidden rows or columns
Ensure there are no merged cells
If using XLSX/XLS, ensure there are no formulas

For information regarding the data import process, please see the Data Migration Overview (CRM/SIS)

Data Specifications

TABLE OF CONTENTS

Academic Year Templates
Academic Calendars
Appointments
Class Registrations
Colleges
Courses
Custom Fields
Departments
Documents
Employers
Enrollments
Exam Results
Grad Dates
Gradebook Items
Gradebook Templates
High Schools
Job Titles
Lead Classification Types
Lead Sources
Lead Source Categories
Leave of Absence
Ledger Codes
Ledger Transactions
Licenses/Certificates
Master Terms
Notes
Placement Data
Previous Education
Probation
Profiles/Inquiries
Program Courses
Programs Of Enrollment
Projected Funding
References
Secondary Education
Services
Service Categories
Services Templates
Status Categories
Statuses
Term Starts
Transcripts
Users
Accepted Values
- Countries
- States & U.S. Territories
- Time Zones

Academic Year Templates

Order	Field	Required	Type	Max Length	Example	Description
1	Name	Yes	String
2	Years	Yes	Numeric		2	Format: 2 (No decimal places)
3	Months	Yes	Numeric		24
4	Weeks	Yes	Numeric
5	FAUnits	Yes*	Numeric			Format: 150.00 (up to two decimal places)
6	Units	Yes*	Numeric			Format: 150.00 (up to two decimal places)
7	Hours	Yes*	Numeric			Format: 150.00 (up to two decimal places)
8	PaymentPeriods	Yes	Numeric			Format: 2 (No decimal places)
9	CompletionRateRequired	Yes	Numeric
10	GPARequired	Yes*	Numeric		3.48	Format: 3.48 (up to two decimal places)
11	GARequired	Yes*	Numeric		99.69	Format: 99.69 (up to two decimal places)
12	IsActive	Yes	String			Must be from list: "Yes","No"
13	EndofPayPeriod	Yes	String			Must be from list: "Successfully Completed", "Attendance", "Scheduled"

Academic Calendars

Combination of CourseStartDate, CourseEndDate, AcademicYearTemplate, and Cohort must be unique across all Academic Calendars.

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	10	23SUM1	Specify a short notation for this academic calendar.
2	Name	Yes	String	50	2023 Summer 1	Specify the name of the academic calendar. The name is the typical identifier for this academic calendar on screens, in labels or drop down menus.
3	Description	Yes	String	75	Summer 2023 Group 1	Specify the description of the academic calendar.
4	CourseStartDate	Yes	Date	N/A	2023-08-14	Format: yyyy-mm-dd
5	CourseEndDate	Yes	Date	N/A	2023-08-18	Format: yyyy-mm-dd
6	AcademicYearTemplate	Yes	String		600 / 24 Wk	See Settings > List Inventory > Program & Degree Management > Academic Year Template > Name
7	IsProgramStartDate	Yes	String		Yes	Specify if this academic calendar is program start date. If left blank, will default to "No" Must be from list: "Yes","No".
8	IsFallStartDate	Yes	String		No	Specify if this academic calendar is fall start date. If left blank, will default to "No" Must be from list: "Yes","No"
9	IsSummerStartDate	Yes	String		No	Specify if this academic calendar is summer start date. If left blank, will default to "No" Must be from list: "Yes","No"
10	IsActive	Yes	String		Yes	Specify if this academic calendar is active. If left blank, will default to "No" Must be from list: "Yes","No"
11	Cohort	Yes	String	20	MA	Specify a short cohort notation for this academic calendar.
12	ExpectedStartDate	Yes	Date	N/A	2023-08-14	If date does not exist in Term Starts of Interest, the date will be added during import. See Settings > List Inventory > Term Management > Term Starts of Interest > Start Date Format: yyyy-mm-dd
13	ExpectedGraduationDate	Yes	Date	N/A	2023-08-18	If date does not exist in Grad Dates, the date will be added during import. See Settings > List Inventory > Term Management > Grad Dates > Date Format: yyyy-mm-dd

Appointments

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	A unique identifier for the learner. Used during import only. Will not be visible in Verity after import.
2	AppointmentSubject	Yes	String	150	Alexandra Smith
3	AppointmentDescription	Yes	String	500
4	AppointmentStatus	Yes	String	150	Pending	See Settings > List Inventory > Calendar Settings > Appointment Statuses > Name
5	AppointmentTimeZone	Yes	String		(UTC-05:00) Eastern Time (US & Canada)	See Accepted Values list at the end of this article for a list of approved values.
6	AppointmentStartDateTime	Yes	Datetime	N/A	2023-08-11 16:31:23	Format: yyyy-mm-dd hh:mm:ss (UTC time)
7	AppointmentEndDateTime	Yes	Datetime	N/A	2023-08-11 16:31:23	Format: yyyy-mm-dd hh:mm:ss (UTC time)
8	AssignedTo	Yes	String		Helen Bishop	See Settings > List Inventory > User Management > Users > Display Name
9	CreatedBy	Yes	String		Helen Bishop	See Settings > List Inventory > User Management > Users > Display Name
10	IsInterview	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"

Class Registrations

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyEnrollmentId	Yes	String		E2116561	A unique identifier for the learner's enrollment. Used during import only. Will not be visible in Verity after import. Provide the LegacyEnrollmentId as provided in the Enrollments data template. If not available, the Verity Enrollment Id may be provided.
2	CourseCode	Yes	String	15	ENG101	See Settings > List Inventory > Program & Degree Management > Courses > Course No
3	CourseName	Yes	String	120	English Composition	See Settings > List Inventory > Program & Degree Management > Courses > Name
4	CourseVersion	Yes	String	2	2b	See Settings > List Inventory > Program & Degree Management > Courses > Version
5	Modality	Yes	String	50	Morning	See Settings > List Inventory > Program & Degree Management > Modalities > Name
6	Instructor	Yes	String		Helen Martin	See Settings > List Inventory > User Management > Users > Display Name
7	Classroom	Yes	String	75	Lab 1	See Settings > List Inventory > Scheduling > Classrooms > Name
8	Session	Yes	String	50	Day 1	See Settings > List Inventory > Scheduling > Class Sessions > Code
9	AcademicCalendarName	Yes	String			See Settings > List Inventory > Term Management > Academic Calendar > Name
10	CourseStartDate	Yes	Date	N/A	2023-08-01	Must align with Academic Calendar schedule. Format: yyyy-mm-dd
11	CourseEndDate	Yes	Date	N/A	2023-08-30	Must align with Academic Calendar schedule. Format: yyyy-mm-dd
12	AcademicYearTemplate	Yes	String			See Settings > List Inventory > Program & Degree Management > Academic Year Template > Name
13	AsyncHours	Yes	Integer		40	The number of asynchronous hours for this class. Total of Async+Sync should equal the total course hours.
14	SyncHours	Yes	Integer		20	The number of synchronous hours for this class. Total of Async+Sync should equal the total course hours.

Colleges

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	12	c19463	A code assigned to the school
2	Description	Yes	String	500	Verity College	The name of the school
3	CollegeType	Yes	String		Public	Must be from list: "Public", "Private", "For-Profit", "Not For-Profit", "Community"
4	Address	No	String	1000	980 N Federal Hwy STE 110
5	City	No	String	100	Boca Raton
6	State	No	String		FL	See Accepted Values list at the end of this article for a list of approved values.
7	Province	No	String	200
8	ZIP	No	String	100	33432
9	Country	No	String		United States of America	See Accepted Values list at the end of this article for a list of approved values.
10	PhoneNumber	No	String	50	855-837-4890
11	Fax	No	String	50	855-837-4890
12	Email	No	String	200	info@Verity.com
13	Website	No	String	200	https://Verity.com/
14	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"
15	ContactName	No	String	200	Mrs. Thompson
16	ContactEmail	No	String	200	registrar@Verity.com
17	Comments	No	String	1000	This is a great school.

Courses

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyCourseId	Yes*	String		c2345058sd	Used for data import only. Will not be visible after import. *Required if assigning courses to historic data.
2	CourseNo	Yes	String	15	ADVMAT101
3	Name	Yes	String	120	Advanced Mathematics
4	Description	Yes	String	255	Advanced Mathematics
5	CourseType	Yes	String		Lab	See Settings > List Inventory > Program & Degree Management > Course Types > Name.
6	Version	Yes	String	2	2a
7	EffectiveDate	No	String		2023-06-01	Format: yyyy-mm-dd
8	FACredits	Yes	String		0.00	If left blank, value of 0.00 will be assigned.
9	Credits	Yes	String		5.00	If left blank, value of 0.00 will be assigned.
10	Hours	Yes	String		30.00	If left blank, value of 0.00 will be assigned.
11	IsActive	No	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"

Custom Fields

Coming soon!

Departments

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	6	CMT	Specify a short notation for this department code.
2	DepartmentName	Yes	String	150	Career Management	Specify the name of the depSpecify the name of the department. The name is the typical identifier for this department on screens, in labels or drop down menus.
3	Description	Yes	String	255	Maintains employment and placement records for learners.	Specify the description of the department.
4	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"

Documents

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	A unique identifier for the learner. Used during import only. Will not be visible in Verity after import.
2	DocumentTypeCategory	Yes	String	150	Academics	If value provided is not an exact match, the value will be added to Document Type Categories list inventory. See Settings > List Inventory > Document Type Categories > Name
3	DocumentType	Yes	String	150	Transcript	If value provided is not an exact match, the value will be added to Document Type list inventory. See Settings > List Inventory > Document Types > Name
4	DocumentStatus	Yes	String	150	Received	If value provided is not an exact match, the value will be added to Document Statues list inventory. See Settings > List Inventory > Document Statuses > Name
5	FileName	Yes	String	150	Smith_Alex_Transcript_20230504.pdf	Name of file including extension. Only PDFs and photo formats (jpeg, JPG, PNG) can be viewed in Verity interface. Each file name must be unique.
6	UploadedBy	No	String		Kaleb Wade	See Settings > List Inventory > Users > Display Name
7	UploadedDate	No	Datetime	N/A	2023-08-11 16:31:23	Format: yyyy-mm-dd hh:mm:ss (UTC time)
8	ExpirationDate	No	Datetime	N/A	2023-08-11 16:31:23	Format: yyyy-mm-dd hh:mm:ss (UTC time)
9	DueDate	No	Datetime	N/A	2023-08-11 16:31:23	Format: yyyy-mm-dd hh:mm:ss (UTC time)

Employers

Order	Field	Required	Type	Max Length	Example	Description
1	CompanyName	Yes	String	160	Verity IQ
2	CampusName	Yes	String	50	Boca Raton Campus	Main campus of the employer. See Settings > List Inventory > Organization Settings > Campuses > Name
3	LegacyEmployerId	Yes	String	50	E2116561	Used during import only. Will not be visible in Verity after import.
4	FirstName	Yes	String	50	Jane
5	LastName	Yes	String	50	Doe
6	MiddleName	No	String	50	A
7	Salutation	No	String		Mrs.	Must be from list: "Miss","Ms","Mrs","Mr"
8	ProfessionalTitle	No	String	100	HR Director
9	BestTimeToContact	No	String		Morning	Must be from list: "Anytime", "Morning", "Afternoon", "Evening", "Weekdays", "Weekends"
10	Details	No	String	255
11	TimeZone	No	String		(UTC-05:00) Eastern Time (US & Canada)	See Accepted Values list at the end of this article for a list of approved values.
12	EmployerStatus	Yes	String		Approved	Must be from list: "Approved", "Pending Approval", "Inactive"
13	InquiryDate	Yes	Datetime	N/A	2023-08-11 16:31:23	This serves as the equivalent of an inquiry date for the individual employer record. Format: yyyy-mm-dd hh:mm:ss (UTC time)
14	CareerServicesAdvisor	Yes	String		Thomas Hammond	See Settings > List Inventory > User Management > Users > Display Name
15	IsExternshipSite	Yes	String		No	Does this site accept learners to complete externship hours? If left blank, will default to "No" Must be from list: "Yes","No"
16	IsHiringSite	Yes	String		No	Does this site hire learners/graduates? If left blank, will default to "No" Must be from list: "Yes","No"
17	Email1Type	Yes	String		Work	Must be from list: "Home", "Work", "Billing", "Emergency", "School"
18	Email1	Yes	String	80	jane@myemail.com
19	Email2Type	No	String		Work	Must be from list: "Home", "Work", "Billing", "Emergency", "School"
20	Email2	No	String	80	jane@myjob.com
21	Phone1Type	Yes	String		Home	Must be from list: "Home", "Work", "Billing", "Emergency", "Cell"
22	Phone1	Yes	String	30	5619905531	Must be at least 10 digits.
23	Phone2Type	No	String		Work	Must be from list: "Home", "Work", "Billing", "Emergency", "Cell"
24	Phone2	No	String	30	8777881541	Must be at least 10 digits.
25	Phone3Type	No	String		Cell	Must be from list: "Home", "Work", "Billing", "Emergency", "Cell"
26	Phone3	No	String	30	8777881532	Must be at least 10 digits.
27	Address1Type	No	String		Work	Must be from list: "Home", "Work", "Billing", "Emergency"
28	Address1Line1	No	String	100	980 N Federal Hwy STE 110
29	Address1City	No	String	50	Boca Raton
30	Address1State	No	String	2	FL	See Accepted Values list at the end of this article for a list of approved values.
31	Address1Province	No	String	100	Ontario
32	Address1Zip	No	String	50	33432
33	Address1Country	No	String		United States of America	See Accepted Values list at the end of this article for a list of approved values.

Enrollments

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		200011220	A unique identifier for the learner. Used during import only. Will not be visible in Verity after import.
2	LegacyEnrollmentId	Yes	String		E2116561	A unique identifier for the learner's enrollment. Used during import only. Will not be visible in Verity after import. Provide the LegacyEnrollmentId as provided in the Enrollments data template. If not available, the Verity Enrollment Id may be provided.
3	IsCurrentEnrollment	Yes	String		Yes	Notes the primary enrollment or current enrollment for the learner. Only one enrollment per learner can be marked as the current enrollment. If left blank, will default to "No" Must be from list: "Yes","No"
4	LearnerStatus	Yes	String	50	Future Start	The status for the learner's enrollment. Typically, "Active", "Graduate", "Drop", etc. See Settings > List Inventory > Lead/Student Settings > Statuses > Name
5	CampusName	Yes	String	50	Boca Raton Campus	The campus of the learner's enrollment. See Settings > List Inventory > Organization Settings > Campuses > Display Name
6	ProgramCode	Yes	String	10	ASN	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Code
7	ProgramOfEnrollment	Yes	String	300	ASN Nursing	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Name
8	ProgramVersion	Yes	String	10		See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Version
9	Shift	Yes	String	50	Day	See Settings > List Inventory > Enrollment Management > Shifts > Name
10	FTEStatus	No	String		Full-Time	If left blank, "Full-Time" will be assigned at import. Must be from list: "Full-Time", "Part-Time".
11	FTEEffectiveDate	No	Date	N/A		The date the learner's FTEStatus was determined Format: yyyy-mm-dd
12	FundingOption	No	String	150	Title IV	See Settings > List Inventory > Enrollment Management > Funding Options > Name
13	StudentGroup	No	String	150	Spring	See Settings > List Inventory > Enrollment Management > Student Groups > Name
14	EnrollmentStatus	No	String	150	Leave Of Absense	See Settings > List Inventory > Enrollment Management > Enrollment Level Statuses > Name
15	ECPP	No	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No".
16	TermStart	Yes	Date	N/A	2024-05-01	The start date for the learner's enrollment. The first day of the first term for the learner. Must align with Academic Calendar schedule. Format: yyyy-mm-dd
17	ExpectedGradDate	Yes	Date	N/A	2025-10-31	The learner's current expected graduation date. Must align with Academic Calendar schedule. Format: yyyy-mm-dd
18	OriginalExpectedGradDate	Yes	Date	N/A	2025-10-31	The learner's expected graduation date at time of enrollment. Must align with Academic Calendar schedule. Format: yyyy-mm-dd
19	ExternshipStartDate	No	Date	N/A		Format: yyyy-mm-dd
20	ExternshipEndDate	No	Date	N/A		Format: yyyy-mm-dd
21	ActualGradDate	Yes*	Date	N/A		The learner's graduation date. *Only required if learner completed the program. Only provide if this learner completed the enrollment. Format: yyyy-mm-dd
22	LDA	Yes*	Date	N/A		Last date of attendance. *Required for all EXCEPT currently attending or active learners. Do NOT provide for active learners. Do not provide for learner's currently attending. Format: yyyy-mm-dd
23	WithdrawnDate	Yes*	Date	N/A		The learner's withdraw or drop date. *Required if learner did not complete enrollment. Only provide if this learner did not complete the enrollment. Format: yyyy-mm-dd
24	WithdrawnReason	Yes*	String	150		The reason for a learner's withdrawal from the program. *Required if learner did not complete enrollment. Only provide if the learner did not complete the enrollment. See Settings > List Inventory > Enrollment Management > Withdrawal Reasons > Name
25	DeterminationDate	No	Date	N/A		The date the learner's current status was determined. Format: yyyy-mm-dd
26	AdmissionsAdvisor	Yes	String		Helen Bishop	See Settings > List Inventory > User Management > Users > Display Name
27	FinancialServicesAdvisor	No	String		Dennis Taylor	See Settings > List Inventory > User Management > Users > Display Name
28	AcademicServicesAdvisor	No	String		Rebecca Kelley	See Settings > List Inventory > User Management > Users > Display Name
29	CareerServicesAdvisor	No	String		Thomas Harris	See Settings > List Inventory > User Management > Users > Display Name
30	StudentAccountsAdvisor	No	String		Bitsey Martin	See Settings > List Inventory > User Management > Users > Display Name

Exam Results

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	A unique identifier for the learner. Used during import only. Will not be visible in Verity after import.
2	LegacyEnrollmentId	Yes	String		E2116561	A unique identifier for the learner's enrollment. Used during import only. Will not be visible in Verity after import. Provide the LegacyEnrollmentId as provided in the Enrollments data template. If not available, the Verity Enrollment Id may be provided.
3	ExamName	Yes	String	150		See Settings > List Inventory > Career Center Settings > Exams > Name
4	ExamResult	Yes	String	150		See Settings > List Inventory > Career Center Settings > Exam Results > Name
5	Score	No	Numeric
6	ScheduledDate	No	Date	N/A	2024-06-12	Format: yyyy-mm-dd
7	CompletedDate	No	Date	N/A	2024-06-12	Format: yyyy-mm-dd
8	Waiting	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"
9	IsCurrentExamResult	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"

Grad Dates

Order	Field	Required	Type	Max Length	Example	Description
1	GradDate	Yes	Date	N/A	2024-06-12	Format: yyyy-mm-dd

Gradebook Items

Order	Field	Required	Type	Max Length	Description
1	Code	Yes	String	50
2	Name	Yes	String	75
3	Description	Yes	String	255
4	IsForLDA	Yes	String		If left blank, will default to "No" Must be from list: "Yes","No"

Gradebook Templates

Order	Field	Required	Type	Max Length	Description
1	GradebookTemplateName	Yes	String	150	See Settings > List Inventory > Scheduling > Gradebook Templates > Name
2	GradebookItemCode	Yes	String	50	See Settings > List Inventory > Scheduling > Gradebook Items > Code
3	GradebookItemName	Yes	String	75	See Settings > List Inventory > Scheduling > Gradebook Items > Name
4	MaxPoints	Yes	Integer
5	Weight	Yes	Integer
6	CourseCode	Yes	String	15	See Settings > List Inventory > Program & Degree Management > Courses > CourseNo
7	CourseName	Yes	String	120	See Settings > List Inventory > Program & Degree Management > Courses > Name
8	CourseVersion	Yes	String	2	See Settings > List Inventory > Program & Degree Management > Courses > Version

High Schools

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	12	hs19463	A code assigned to the school
2	Description	Yes	String	500	Verity High School	The name of the school
3	HighSchoolType	Yes	String		Public	Must be from list: "Public", "Private", "Charter", "Magnet", "Advanced Placement/International Baccalaureate", "Virtual", "Home School"
4	Address	No	String	1000	980 N Federal Hwy STE 110
5	City	No	String	100	Boca Raton
6	State	No	String		FL	See Accepted Values list at the end of this article for a list of approved values.
7	Province	No	String	200
8	ZIP	No	String	100	33432
9	Country	No	String		United States of America	See Accepted Values list at the end of this article for a list of approved values.
10	PhoneNumber	No	String	50	855-837-4890
11	Fax	No	String	50	855-837-4890
12	Email	No	String	200	info@Verity.com
13	Website	No	String	200	https://Verity.com/
14	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"
15	ContactName	No	String	200	Mrs. Thompson
16	ContactEmail	No	String	200	registrar@Verity.com
17	Comments	No	String	1000	This is a great school.

Job Titles

Order	Field	Required	Type	Max Length	Example	Description
1	Title	Yes	String	150	Director of Student Affairs

Lead Classification Types

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	6	NC	Specify a short notation for this lead classification.
2	Name	Yes	String	150	Non-Credit	Specify the name of the lead classification. The name is the typical identifier on screens in labels or drop down menus.
3	Description	Yes	String	255	Seeking non-credit program/course

Lead Sources

Order	Field	Required	Type	Max Length	Example	Description
1	LeadSourceCategory	Yes	String		Social Media	See Settings > List Inventory > Lead/Student Settings > Source Categories > Name
2	Code	Yes	String	2	IG
3	Name	Yes	String	250	Instagram
4	AllowUserEntry	Yes	String		Yes	Select this option if this lead source should be available in drop down menus for users to select and assign to contacts. If left blank, will default to "No". Must be from list: "Yes","No"
5	IsReconcilable	Yes	String		Yes	Select this option to identify the lead source as available for reconciliation in lead reports. This option is typically useful for paid lead sources which need to be reconciled with third-party vendors. If left blank, will default to "No". Must be from list: "Yes","No"
6	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"

Lead Source Categories

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	2	SM	Specify a short notation for this lead source category.
2	Name	Yes	String	250	Social Media	Specify the name of the lead source category. The name is the typical identifier on screens in labels or drop down menus.
3	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"

Leave of Absence

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyEnrollmentId	Yes	String		E2116561	Used during import only. Will not be visible in Verity after import.
2	LeaveStatus	Yes	String			Must be assigned "Leave Of Absence" as Enrollment Section See Settings > List Inventory > Enrollment Management > Enrollment Level Statuses > Name
3	LeaveStartDate	Yes	Date	N/A	2023-08-30	Format: yyyy-mm-dd
4	LeaveReturnDate	Yes	Date	N/A	2023-08-30	Format: yyyy-mm-dd
5	Comment	No	String	500

Ledger Codes

Order	Field	Required	Type	Max Length	Description
1	LegacyLedgerCodeID	No	String
2	LedgerCodeCategory	Yes	String		See Settings > List Inventory > Ledger Code Settings > Ledger Code Categories > Name
3	LedgerCode	Yes	String	25
4	Name	Yes	String	75
5	Description	Yes	String	255
6	IsCredit	Yes	String		Must be from list: "Yes", "No"
7	IsActive	Yes	String		Must be from list: "Yes","No"
8	IsTitleIV	Yes	String		Must be from list: "Yes","No"
9	FundType	No	String		See Settings > List Inventory > Ledger Code Settings > Fund Types > Name
10	NinetyTenReportingCategory	Yes	String		Must be from list: "N/A", "Agency Non-Federal", "Direct Parent Plus Loan", "Direct Subsidized Loans", "Direct Unsubsidized Loans", "Federal Pell Grant", "Federal SEOG Grant", "Other Agency Federal Funding", "Qualified Non-Title Program Payments", "Return to Title IV", "Student Payments"
11	IsNumerator	Yes	String		Must be from list: "Yes","No"
12	ISIRIsRequired	Yes	String		Must be from list: "Yes","No"
13	IsDeferred	Yes	String		Must be from list: "Yes","No"
14	EarnNegativeRevenueType	Yes	String		Must be from list: "In Month Posted", "Over Earning Period"
15	IsFor1098FormBox1	Yes	String		Must be from list: "Yes","No"
16	IsFor1098FormBox5	Yes	String		Must be from list: "Yes","No"

Ledger Transactions

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyEnrollmentId	Yes	String		E2116561	A unique identifier for the learner's enrollment. Used during import only. Will not be visible in Verity after import. Provide the LegacyEnrollmentId as provided in the Enrollments data template. If not available, the Verity Enrollment Id may be provided.
2	LegacyLedgerId	No	String			Used during import only. Will not be visible in Verity after import.
3	LedgerCode	Yes	String	25	Cash Payment	See Settings > List Inventory > Ledger Code Settings > Ledger Codes > Code
4	LedgerSource	No	String	150	Check	See Settings > List Inventory > Ledger Code Settings > Ledger Sources > Name
5	IsAdjustment	No	String		Yes	Is this transaction being used to adjust or offset another transaction for the learner? If left blank, will default to "No" Must be from list: "Yes","No"
6	Comment	No	String	300
7	DatePosted	Yes	Date	N/A	2001-10-14	Format: yyyy-mm-dd
8	Credit	Yes*	Numeric		150.00	Money value to nearest cent. Payments or awards to account should be positive amounts. Refunds of payments (ex: R2T4) are typically negative amounts. *A value other than zero is required in either the credit or debit field for every record.
9	Debit	Yes*	Numeric		0.00	Money value to nearest cent. Charges or fees to account should be positive amounts. Reduction of fees (ex: tuition) or reversal are typically negative amounts. *A value other than zero is required in either the credit or debit field for every record.
10	TransactionNo	No	String	15	P12A1234955
11	AwardYear	No	String	50	2023-2024	See Settings > List Inventory > Term Management > Award Years > Name
12	TermCode	No	String	10		See Settings > List Inventory > Term Management > Master Terms Table > Term Code
13	AcademicYear	No	Integer
14	Payment Period	No	Integer

Licenses/Certificates

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	A unique identifier for the learner. Used during import only. Will not be visible in Verity after import.
2	LegacyEnrollmentId	Yes	String		E2116561	A unique identifier for the learner's enrollment. Used during import only. Will not be visible in Verity after import. Provide the LegacyEnrollmentId as provided in the Enrollments data template. If not available, the Verity Enrollment Id may be provided.
3	LicenseCertificateName	Yes	String	150	MBLEx	See Settings > List Inventory > Career Center Settings > Licensing/Certifications > Name
4	Number	No	String	255	A1354SB5555	License or certification number
5	IssueDate	No	Date	N/A	2023-08-30	The date the license was issued. Format: yyyy-mm-dd
6	State	No	String	2	FL	See Accepted Values list at the end of this article for a list of approved values.

Master Terms

Order	Field	Required	Type	Max Length	Example	Description
1	TermCode	Yes	String	10
2	TermDescription	Yes	String	75
3	AcademicCalendarName	Yes	String			See Settings > List Inventory > Term Management > Academic Calendar > Name
4	AcademicYearTemplate	Yes	String		600 / 24 Wk	See Settings > List Inventory > Program & Degree Management > Academic Year Template > Name
5	TermStartDate	Yes	Date	N/A	2023-08-01	Format: yyyy-mm-dd
6	TermEndDate	Yes	Date	N/A	2023-08-01	Format: yyyy-mm-dd
7	ModuleCode	Yes	String	10
8	ModuleStartDate	Yes	Date	N/A	2023-08-01	Format: yyyy-mm-dd
9	ModuleEndDate	Yes	Date	N/A	2023-08-01	Format: yyyy-mm-dd
10	IsActive	Yes	String			If left blank, will default to "No" Must be from list: "Yes","No"

Notes

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes*	String		B12345	*If importing the note for a lead or student the LegacyId is required.
2	LegacyEmployerId	Yes*	String	50	E2116561	*If importing the note for an employer the LegacyEmployerId is required.
3	CreatedBy	Yes	String		Thomas Harris
4	CreatedDate	Yes	Datetime	N/A	2023-08-11 16:31:23	Format: yyyy-mm-dd hh:mm:ss (UTC time)
5	LegacyAppointmentId	No	String		49165	If the note is tied to an appointment, provide the legacy appointment number used in Appointments template, otherwise leave blank
6	Note	Yes	String

Placement Data

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyEnrollmentId	Yes	String		E2116561	A unique identifier for the learner's enrollment. Used during import only. Will not be visible in Verity after import. Provide the LegacyEnrollmentId as provided in the Enrollments data template. If not available, the Verity Enrollment Id may be provided.
2	PlacementStatus	Yes	String	75	Not placed	See Settings > List Inventory > Career Center Settings > Placement Statuses > Name
3	Waiver	No	String			Must be from list: "Continuing Education", "Death", "Health-Related Issues (including pregnancy)", "Incarceration", "Military"
4	WaiverDetails	No	String	150
5	Verified	No	String			Must be from list: "Not Verified", "Pending Verification", "Verified", "Reverified"
6	VerificationDate	No	Date	N/A		The date the employment with the company was verified. Format: yyyy-mm-dd
7	VerifiedBy	No	String	300		The person at the employment company that verified the learner's employment status.
8	VerificationNote	No	String	150
9	StillEmployed	Yes	String			If left blank, will default to "No" Must be from list: "Yes","No"
10	IsExternForHire	Yes	String			If left blank, will default to "No" Must be from list: "Yes","No"
11	CompanyName	No	String	300
12	JobTitle	No	String	300
13	HireDate	No	Date	N/A		The date the learner was hired for employment. Format: yyyy-mm-dd
14	StartDate	No	Date	N/A		The date the learner started employment. Format: yyyy-mm-dd
15	SalaryType	No	String			Must be from list: "Hourly", "Annually"
16	SalaryAmount	No	Numeric			Do not include currency symbols. Numbers and decimal only.
17	ReasonForLeaving	No	String	500
18	LastDay	No	Date	N/A		The last day the learner was employed. Format: yyyy-mm-dd
19	Supervisor	No	String	300		The learner's supervisor at the place of employment.
20	PhoneNumber	No	String	50		Must be at least 10 digits. Company/supervisor's contact information.
21	EmailAddress	No	String	100		Company/supervisor's contact information.
22	Fax	No	String	15		Company/supervisor's contact information.
23	Address	No	String	200		Company/supervisor's contact information.
24	City	No	String	100		Company/supervisor's contact information.
25	State	No	String			See Accepted Values list at the end of this article for a list of approved values.
26	Zip	No	String	50		Company/supervisor's contact information.

Previous Education

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	A unique identifier for the learner. Used during import only. Will not be visible in Verity after import.
2	CollegeCode	Yes	String	12		See Settings > List Inventory > Lead/Student Settings > Colleges > Code
3	CollegeName	Yes	String	500		See Settings > List Inventory > Lead/Student Settings > Colleges > Description
4	AttendedFrom	No	Date	N/A		When started attending Format: yyyy-mm-dd
5	AttendedTo	No	Date	N/A		When stopped attending Format: yyyy-mm-dd
6	GraduationDate	No	Date	N/A		Date graduated Format: yyyy-mm-dd
7	GraduationYear	No	Integer	4	2020	Year graduated Format: yyyy
8	Degree	No	String			Degree received from other college institution Must be from list: "Associates of Arts", "Associates of Science", "Bachelors of Arts", "Bachelors of Science", "Diploma", "Masters", "PhD"

Probation

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyEnrollmentId	Yes	String		E2116561	Used during import only. Will not be visible in Verity after import.
2	ProbationStatus	Yes	String			Must be assigned "Probation" as Enrollment Section See Settings > List Inventory > Enrollment Management > Enrollment Level Statuses > Name
3	ProbationStartDate	Yes	Date	N/A	2023-08-30	Format: yyyy-mm-dd
4	OutOfProbationDate	Yes	Date	N/A	2023-08-30	Format: yyyy-mm-dd
5	Comment	No	String	500

Profiles/Inquiries

Special note: A phone number OR email address is required for each record. Fields identified with (!) are required for clients that also subscribe to Portico Financial Aid (formerly Campus Ivy Core).

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	A unique identifier for the learner. Used during import only. Will not be visible in Verity after import.
2	Salutation	No	String		Mrs	Must be from list: "Miss", "Ms", "Mrs", "Mr"
3	FirstName	Yes (!)	String	50	Alexandra
4	MiddleName	No	String	50	Lee
5	LastName	Yes (!)	String	50	Smith
6	FormerName	No	String	50	Alexandra Gibson	A former name or maiden name for the learner.
7	Nickname	No	String	25	Alex	An alternative name or alias for the learner.
8	ProfessionalTitle	No	String	100	Sales Manager
9	DateOfBirth	No (!)	Date	N/A	2001-10-14	Format: yyyy-mm-dd
10	SSN	No (!)	String	9	9995559999	Social security number If provided, do not email this file. Submission through SharePoint site required.
11	TimeZone	No	String		(UTC-05:00) Eastern Time (US & Canada)	See Accepted Values list at the end of this article for a list of approved values.
12	BestTimeToContact	No	String		Morning	Must be from list: "Anytime", "Morning", "Afternoon", "Evening", "Weekdays", "Weekends"
13	Phone1Type	Yes	String		Cell	The learner's primary phone number type. Will be set to "Home" if left blank. Must be from list: "Home", "Work", "Billing", "Emergency", "Cell"
14	Phone1	Yes (!)	String	30	5558675309	The learner's primary phone number. Must be at least 10 digits.
15	Phone2Type	No	String		Work	Must be from list: "Home", "Work", "Billing", "Emergency", "Cell"
16	Phone2	No	String	30	5559998888	Must be at least 10 digits.
17	Phone3Type	No	String			Must be from list: "Home", "Work", "Billing", "Emergency", "Cell"
18	Phone3	No	String	30		Must be at least 10 digits.
19	Email1Type	Yes	String		Home	The learner's primary email type. Will be set to "Home" if left blank. Must be from list: "Home", "Work", "Billing", "Emergency", "School"
20	Email1	Yes (!)	String	80	alex@gmail.com	The learner's primary email.
21	Email2Type	No	String		School	Must be from list: "Home", "Work", "Billing", "Emergency", "School"
22	Email2	No	String	80	B12345@mountainu.com
23	Address1Type	No	String		Home	Must be from list: "Home", "Work", "Billing", "Emergency"
24	Address1Line1	No (!)	String	100	1235 Blue Mountain Road
25	Address1Line2	No	String	50	Apt 32
26	Address1City	No (!)	String	50	Boca Raton
27	Address1State	No (!)	String	2	FL	See Accepted Values list at the end of this article for a list of approved values.
28	Address1Province	No	String	100
29	Address1Zip	No (!)	String	50	33427
30	Address1Country	No	String		United States of America	See Accepted Values list at the end of this article for a list of approved values.
31	Ethnicity	No	String	150	Two or more races	See Settings > List Inventory > Demographic Settings > Ethnicity Classifications > Name
32	Citizenship	No (!)	String	150	US Citizen	See Settings > List Inventory > Demographic Settings > Citizenships > Name
33	VeteranStatus	No	String	150		See Settings > List Inventory > Demographic Settings > Veteran Status > Name
34	Gender	No (!)	String		Unknown	See Settings > List Inventory > Demographic Settings > Genders > Lab
35	PreferredLanguage	No	String		English	Must be from list: "English", "Spanish", "Russian", "French", "Creole" (If language not on list, ask your Verity Implementation Consultant.)
36	MaritalStatus	No	String		Single	Must be from list: "Single","Married", "Divorced", "Widowed", "Separated", "Unmarried", "Unmarried & Living Together"
37	Nationality	No	String		American	See Accepted Values list at the end of this article for a list of approved values.
38	InquiryDate	Yes	Datetime	N/A	2023-08-11 16:31:23	The date/time of the lead's initial inquiry Format: yyyy-mm-dd hh:mm:ss (UTC time)
39	LeadSource	Yes	String	250	Instagram	How the learner learned of the institution See Settings > List Inventory > Lead/Student Settings > Sources > Name
40	LearnerStatus	Yes	String	50	Future Start	See Settings > List Inventory > Lead/Student Settings > Statuses > Name
41	ProgramOfInterest	No	String	250	Nursing ASN	See Settings > List Inventory > Program & Degree Management > Program Of Interest > Name
42	TermStart	Yes*	Date	N/A	2024-05-01	The start date for the learner. *Required for student records. Not required for lead records. Format: yyyy-mm-dd
43	CampusName	Yes	String	50	Boca Raton Campus	Main campus of the learner See Settings > List Inventory > Organization Settings > Campuses > Name
44	AdmissionsAdvisor	Yes	String		Helen Bishop	The admissions representative for the learner See Settings > List Inventory > User Management > Users > Display Name
45	FinancialServicesAdvisor	No	String		Dennis Taylor	See Settings > List Inventory > User Management > Users > Display Name
46	StudentAccountsAdvisor	No	String		Bitsey Martin	See Settings > List Inventory > User Management > Users > Display Name
47	CareerServicesAdvisor	No	String		Thomas Harris	See Settings > List Inventory > User Management > Users > Display Name
48	OriginalExpectedGradDate	Yes*	Date	N/A	2025-10-31	The expected graduation date at the time of enrollment. *Required for student records. Not required for lead records. Format: yyyy-mm-dd
49	LeadType	Yes	String	150	Nursing	See Settings > List Inventory > Lead/Student Settings > Classification > Name
50	ProgramCode	Yes*	String	10	ASN	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Code *Required for student records. Not required for lead records.
51	ProgramOfEnrollment	Yes*	String	300	ASN Nursing	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Name *Required for student records. Not required for lead records.
52	ProgramVersion	Yes*	String	10	2	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Version *Required for student records. Not required for lead records.
53	HigherEducationCredential	No	String	150	Associates Degree	See Settings > List Inventory > Demographic Settings > Higher Education Credentials > Name
54	SecondaryEducationCredential	Yes (!)	String	150	High School Diploma	Proof of Graduation for Portico FA (Campus Ivy) See Settings > List Inventory > Demographic Settings > Secondary Education Credentials > Name
55	HighSchoolCode	No	String	12	1214445	High School CEEB code or unique id assigned by school See Settings > List Inventory > Lead/Student Settings > High Schools > Code
56	HighSchoolName	No	String	500	Polytechnic High School	See Settings > List Inventory > Lead/Student Settings > High Schools > Description
57	GraduationDate	No	Date	N/A		Format: yyyy-mm-dd
58	GraduationYear	No	Integer	4		Four-digit year only
59	DidNotGraduate	No	String			Must be from list: "TRUE","FALSE"
60	GEDTestingSite	No	String	150
61	GEDIssuedState	No	String	2		See Accepted Values list at the end of this article for a list of approved values.
62	GEDIssuedDate	No	Date	N/A		Format: yyyy-mm-dd

Program Courses

Order	Field	Required	Type	Max Length	Description
1	ProgramCode	Yes	String	10	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Code
2	ProgramName	Yes	String	300	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Name
3	ProgramVersion	Yes	String	10	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Version
4	CourseNo	Yes	String	8	See Settings > List Inventory > Program & Degree Management > Courses > CourseNo
5	CourseName	Yes	String	120	See Settings > List Inventory > Program & Degree Management > Courses > Name
6	CourseVersion	Yes	String	2	See Settings > List Inventory > Program & Degree Management > Courses > Version
7	CourseOrder	Yes	Integer
8	CourseRequirementType	Yes	String		Must be from list: "Core", "Elective"

Programs Of Enrollment

Order	Field	Required	Type	Max Length	Example	Description
1	ProgramGroup	Yes	String	50	Business	See Settings > List Inventory > Program & Degree Management > Program Group > Name
2	ProgramCode	Yes	String	20	BMG
3	ProgramName	Yes	String	300	Buisness Management
4	Description	No	String	250
5	ProgramVersion	Yes	String	10
6	EffectiveDate	No	Date	2025-01-15		Format: yyyy-mm-dd
7	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"
8	IsTitleIV	Yes	String		No	Is this program considered to be a Title IV? If left blank, will default to "No" Must be from list: "Yes","No"
9	Degree	Yes	String	150	Diploma	See Settings > List Inventory > Program & Degree Management > Degrees > Name
10	TuitionAmount	No	String		33,943.00	Format: 30000.00 (up to two decimal places)
11	RegistrationFee	No	String		300.00	Format: 100.00 (up to two decimal places)
12	CIPCode	No	String	8		If required, reference : https://nces.ed.gov/ipeds/cipcode/browse.aspx?y=55
13	CredentialLevel	No	String	2
14	SpecialProgram	No	String			If left blank, will default to "No" Must be from list: "Yes","No"
15	ProgramMaxLength	Yes	String	3	1.5	Format: 1.5 (up to one decimal place)
16	GradeScale	Yes	String	75	Grade Average Scale	See Settings > List Inventory > Scheduling> GradeScales > Name
17	AcademicYearTemplate	Yes	String	100	60 credits	See Settings > List Inventory > Program & Degree Management > Academic Year Template > Name
18	Modality	Yes	String	50	Hybrid	See Settings > List Inventory > Program & Degree Management > Modalities > Name

Projected Funding

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyEnrollmentId	Yes	String		E2116561	Used during import only. Will not be visible in Verity after import.
2	LegacyLedgerId	No	String			Used during import only. Will not be visible in Verity after import.
3	LedgerCode	Yes	String	25	Cash Payment	See Settings > List Inventory > Ledger Code Settings > Ledger Codes > Code
4	LedgerSource	No	String	150	Check	See Settings > List Inventory > Ledger Code Settings > Ledger Sources > Name
5	Comment	No	String	300
6	ProjectedDate	Yes	Date	N/A	2001-10-14	Future dates will be included in projected funding reports. Historic dates will be treated as past due. Format: yyyy-mm-dd
7	ProjectedAmount	Yes	Numeric		150.00	Money value to nearest cent
8	AwardYear	No	String	50	2023-2024	See Settings > List Inventory > Term Management > Award Years > Name
9	TermCode	No	String	10		See Settings > List Inventory > Term Management > Master Terms Table > Term Code
10	AcademicYear	No	Integer	2
11	PaymentPeriod	No	Integer	1

References

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	Used during import only. Will not be visible in Verity after import.
2	FirstName	No	String	100	Alexandra
3	LastName	No	String	100	Smith
4	MiddleName	No	String	100	Lee
5	EmailAddress	No	String	100	alex@gmail.com
6	PhoneNumber	No	String	30	5558675309	Must be at least 10 digits.
7	Address	No	String	100	1235 Blue Mountain Road
8	City	No	String	100	Boca Raton
9	State	No	String	2	FL	See Accepted Values list at the end of this article for a list of approved values.
10	ZipCode	No	String	50	33427
11	Province	No	String	200
12	Country	No	String	50	United States of America	See Accepted Values list at the end of this article for a list of approved values.
13	Relationship	No	String	100
14	ReferenceType	No	String	150	Emergency contact	See Settings > List Inventory > Demographic Settings > Reference Type > Name.

Secondary Education

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyId	Yes	String		B12345	Used during import only. Will not be visible in Verity after import.
2	HigherEducationCredential	No	String	150	Associates Degree	See Settings > List Inventory > Demographic Settings > Higher Education Credentials > Name
3	SecondaryEducationCredential	No	String	150	High School Diploma	Proof of Graduation for Portico FA (Campus Ivy) See Settings > List Inventory > Demographic Settings > Secondary Education Credentials > Name
4	HighSchoolCode	Yes	String	12	1214445	High School CEEB code or unique id assigned by school See Settings > List Inventory > Lead/Student Settings > High Schools > Code
5	HighSchoolName	Yes	String	500	Polytechnic High School	See Settings > List Inventory > Lead/Student Settings > High Schools > Description
6	GraduationDate	No	Date	N/A		Format: yyyy-mm-dd
7	GraduationYear	No	Integer	4	2020
8	DidNotGraduate	No	String		TRUE	Must be from list: "TRUE","FALSE"
9	GEDTestingSite	No	String	150
10	GEDIssuedState	No	String	2	FL	See Accepted Values list at the end of this article for a list of approved values.
11	GEDIssuedDate	No	Date	N/A		Format: yyyy-mm-dd

Services

Order	Field	Required	Type	Max Length	Description
1	Code	Yes	String	5
2	Name	Yes	String	150
3	Description	Yes	String	255
4	IsActive	Yes	String		If left blank, will default to "No" Must be from list: "Yes","No"
5	ServiceCategoryName	Yes	String	150	See Settings > List Inventory > Scheduling > Service Categories > Name

Service Categories

Order	Field	Required	Type	Max Length	Description
1	Code	Yes	String	5
2	Name	Yes	String	150
3	RequirementType	Yes	String	255	Must be from list: "Count" or "Hours"
4	IsActive	Yes	String		If left blank, will default to "No" Must be from list: "Yes","No"

Services Templates

Order	Field	Required	Type	Max Length	Description
1	ServiceTemplateCode	Yes	String	5	See Settings > List Inventory > Scheduling > Services Templates > Code
2	ServiceTemplateName	Yes	String	150	See Settings > List Inventory > Scheduling > Services Templates > Name
3	ServiceTemplateDescription	Yes	String	255	See Settings > List Inventory > Scheduling > Services Templates > Description
4	IsActive	Yes	String		If left blank, will default to "No" Must be from list: "Yes","No"
5	ProgramCode	Yes	String	10	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Code
6	ProgramName	Yes	String	300	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Name
7	ProgramVersion	Yes	String	10	See Settings > List Inventory > Program & Degree Management > Program Of Enrollment > Version
8	ServiceCode	Yes	String	5	See Settings > List Inventory > Scheduling > Services > Code
9	ServiceName	Yes	String	150	See Settings > List Inventory > Scheduling > Services > Name
10	RequiredServices	Yes	Integer
11	CampusName	Yes	String	50	See Settings > List Inventory > Organization Settings > Campuses > Name
12	CourseCode	Yes	String	15	See Settings > List Inventory > Program & Degree Management > Courses > Code
13	CourseName	No	String	120	See Settings > List Inventory > Program & Degree Management > Courses > Name
14	CourseVersion	No	String	2	See Settings > List Inventory > Program & Degree Management > Courses > Version
15	ServiceCategoryName	Yes	String	150	See Settings > List Inventory > Scheduling > Service Categories > Name
16	EffectiveStartDate	Yes	Date		Format: yyyy-mm-dd
17	EffectiveEndDate	No	Date		Format: yyyy-mm-dd

Status Categories

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	5	APP	Specify a short notation for this status category.
2	Name	Yes	String	50	Applicant	Specify the name of the status category. The name is the typical identifier on screens in labels or drop down menus.
3	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes","No"

Statuses

Order	Field	Required	Type	Max Length	Example	Description
1	StatusCategory	Yes	String			See Settings > List Inventory > Lead/Student Settings > Status Categories > Name
2	Name	Yes	String	50
3	Stage	Yes	String	50		Specify a designated milestone in the lifecycle where this status belongs. Multiple statuses can be assigned the same stage. Users may group contacts by stage while organizing work items at their taskboard.
4	IsActive	Yes	String		Yes	If left blank, will default to "No" Must be from list: "Yes", "No"

Term Starts

Order	Field	Required	Type	Max Length	Example	Description
1	Code	Yes	String	8
2	TermStartDate	Yes	Date	N/A		Format: yyyy-mm-dd

Transcripts

Order	Field	Required	Type	Max Length	Example	Description
1	LegacyEnrollmentId	Yes	String		E2116561	Used during import only. Will not be visible in Verity after import.
2	CourseCode	Yes	String	15	ENG101	See Settings > List Inventory > Program & Degree Management > Courses > Course No
3	CourseName	Yes	String	120	English Composition	See Settings > List Inventory > Program & Degree Management > Courses > Name
4	CourseVersion	Yes	String	2	2b	See Settings > List Inventory > Program & Degree Management > Courses > Version
5	CourseStartDate	Yes	Date	N/A	2023-08-01	Must align with Academic Calendar schedule. Format: yyyy-mm-dd
6	CourseEndDate	Yes	Date	N/A	2023-08-30	Must align with Academic Calendar schedule. Format: yyyy-mm-dd
7	LetterGrade	Yes	String	5	A+	See Settings > List Inventory > Grade Scale Settings > Grades > Letter Grade
8	NumericGrade	No	Numeric
9	Hours	No	Numeric		6	Number of hours student attended course. If left blank, will default to total course hours in List Inventory > Program & Degree Management > Courses

Users

Order	Field	Required	Type	Max Length	Example	Description
1	CampusName	Yes	String	50	Boca Raton Campus	Main campus of the user. See Settings > List Inventory > Organization Settings > Campuses > Name
2	LegacyUserId	Yes	String		B12345	Used during import only. Will not be visible in Verity after import.
3	FirstName	Yes	String	50	Alexandra
4	LastName	Yes	String	50	Smith
5	UserRole	Yes	String	100	Admissions Advisor	See System > System Access > Roles > Name
6	DisplayName	Yes	String	200	Alexandra Smith
7	Login	Yes	String	50	admissions@myschoolemail.com	Must be unique. Login email cannot be duplicated between users.
8	OfficePhone	Yes	String	15	555-555-1234	Internal phone number
9	OfficeEmail	Yes	String	80	admissions@myschoolemail.com
10	TimeZone	Yes	String		(UTC-05:00) Eastern Time (US & Canada)	See Accepted Values list at the end of this article for a list of approved values.
11	JobTitle	Yes	String	150	Director of Admissions	If exact match is not found, the title will be created during import. See Settings > List Inventory > User Management > Job titles > Title
12	Department	Yes	String	150	Admissions	See Settings > List Inventory > User Management > Departments > Department Name
13	IsFaculty	Yes	String		No	Does this user teach classes? If left blank, will default to "No". Must be from list: "Yes","No"

Accepted Values

The values below are standard for all Portico CRM/SIS instances. These lists are not customizable. If you require a value that is not listed, please submit a ticket to Portico Support.

Countries

A list of countries available in the CRM/SIS system.

Name
Unknown
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Virgin Islands
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Hong Kong, SAR China
Macao, SAR China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo (Brazzaville)
Congo, (Kinshasa)
Cook Islands
Costa Rica
Côte d'Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard and McDonald Islands
Holy See (Vatican City State)
Honduras
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea (North)
Korea (South)
Kuwait
Kyrgyzstan
Lao PDR
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macedonia, Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint-Barthélemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint-Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen Islands
Swaziland
Sweden
Switzerland
Syrian Arab Republic (Syria)
Taiwan, Republic of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States of America
US Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela (Bolivarian Republic)
Vietnam
Virgin Islands, US
Wallis and Futuna Islands
Western Sahara
Yemen
Zambia
Zimbabwe

Nationalities

A list of nationalities available in the CRM/SIS system.

Name
Unknown
Afghan
Albanian
Algerian
American
Andorran
Angolan
Antiguan
Argentine
Armenian
Australian
Austrian
Azerbaijani
Bahamian
Bahraini
Barbadian
Basotho
Belarusian
Belgian
Belizean
Bengali
Beninese
Bhutanese
Bissau-Guinean
Bolivian
Bosnian or Herzegovinian
Botswanan
Brazilian
Bruneian
Bulgarian
Burkinabe
Burmese
Burundian
Cabo Verdean
Cambodian
Cameroonian
Canadian
Central African
Chadian
Chilean
Chinese
Colombian
Comoran
Congolese
Costa Rican
Croatian
Cuban
Cypriot
Czech
Danish
Djiboutian
Dominican
Dutch
Ecuadorian
Egyptian
Emirati, Emirian, Emiri
Equatorial Guinean
Eritrean
Estonian
Ethiopian
Fijian
Filipino, Philippine
Finnish
French
Gabonese
Gambian
Georgian
German
Ghanaian
Gibraltar
Greek
Grenadian
Guatemalan
Guinean
Guyanese
Haitian
Honduran
Hungarian
Icelandic
I-Kiribati
Indian
Indonesian
Iranian
Iraqi
Irish
Israeli
Italian
Ivorian
Jamaican
Japanese
Jordanian
Kazakh
Kenyan
Kittitian or Nevisian
Kuwaiti
Kyrgyzstani
Laotian
Latvian
Lebanese
Liberian
Libyan
Liechtensteiner
Lithuanian
Luxembourgish
Macedonian
Malagasy
Malawian
Malaysian
Maldivian
Malian
Maltese
Marshallese
Martinican
Mauritian
Mexican
Micronesian
Moldovan
Monegasque
Mongolian
Montenegrin
Moroccan
Mozambican
Namibian
Nauruan
Nepalese
New Zealand
Nicaraguan
Nigerian
Ni-Vanuatu, Vanuatuan
Northern Marianan
Norwegian
Omani
Pakistani
Palauan
Palestinian
Panamanian
Papuan
Paraguayan
Peruvian
Polish
Portuguese
Puerto Rican
Qatari
Romanian
Russian
Rwandan
Saint Vincentian
Salvadoran
Sammarinese
Samoan
Sao Tomean
Saudi Arabian
Senegalese
Serbian
Seychellois
Sierra Leonean
Singaporean
Slovak
Slovenian
Solomon Island
Somali
South Sudanese
Spanish
Sri Lankan
Sudanese
Surinamese
Swazi
Swedish
Swiss
Syrian
Tajikistani
Tanzanian
Thai
Timorese
Togolese
Tokelauan
Tongan
Trinidadian or Tobagonian
Tunisian
Turkish
Turkmen
Tuvaluan
Ugandan
UK, British
Ukrainian
Uruguayan
Uzbekistani, Uzbek
Vatican
Venezuelan
Vietnamese
Yemeni
Zambian
Zimbabwean

States & U.S. Territories

A list of United States states and territories available in the CRM/SIS system.

Name	Abbreviation
Unknown	UNK
Alabama	AL
Alaska	AK
Arizona	AZ
Arkansas	AR
California	CA
Colorado	CO
Connecticut	CT
Delaware	DE
District of Columbia	DC
Florida	FL
Georgia	GA
Guam	GU
Hawaii	HI
Idaho	ID
Illinois	IL
Indiana	IN
Iowa	IA
Kansas	KS
Kentucky	KY
Louisiana	LA
Maine	ME
Maryland	MD
Massachusetts	MA
Michigan	MI
Minnesota	MN
Mississippi	MS
Missouri	MO
Montana	MT
Nebraska	NE
Nevada	NV
New Hampshire	NH
New Jersey	NJ
New Mexico	NM
New York	NY
North Carolina	NC
North Dakota	ND
Ohio	OH
Oklahoma	OK
Oregon	OR
Pennsylvania	PA
Puerto Rico	PR
Rhode Island	RI
South Carolina	SC
South Dakota	SD
Tennessee	TN
Texas	TX
Utah	UT
Vermont	VT
Virgin Islands	VI
Virginia	VA
Washington	WA
West Virginia	WV
Wisconsin	WI
Wyoming	WY

Time Zones

A list of time zones available in the CRM/SIS system.

Name
(UTC+00:00) Dublin, Edinburgh, Lisbon, London
(UTC+00:00) Monrovia, Reykjavik
(UTC+00:00) Sao Tome
(UTC+01:00) Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna
(UTC+01:00) Belgrade, Bratislava, Budapest, Ljubljana, Prague
(UTC+01:00) Brussels, Copenhagen, Madrid, Paris
(UTC+01:00) Casablanca
(UTC+01:00) Sarajevo, Skopje, Warsaw, Zagreb
(UTC+01:00) West Central Africa
(UTC+02:00) Athens, Bucharest
(UTC+02:00) Beirut
(UTC+02:00) Cairo
(UTC+02:00) Chisinau
(UTC+02:00) Damascus
(UTC+02:00) Gaza, Hebron
(UTC+02:00) Harare, Pretoria
(UTC+02:00) Helsinki, Kyiv, Riga, Sofia, Tallinn, Vilnius
(UTC+02:00) Jerusalem
(UTC+02:00) Juba
(UTC+02:00) Kaliningrad
(UTC+02:00) Khartoum
(UTC+02:00) Tripoli
(UTC+02:00) Windhoek
(UTC+03:00) Amman
(UTC+03:00) Baghdad
(UTC+03:00) Istanbul
(UTC+03:00) Kuwait, Riyadh
(UTC+03:00) Minsk
(UTC+03:00) Moscow, St. Petersburg
(UTC+03:00) Nairobi
(UTC+03:00) Volgograd
(UTC+03:30) Tehran
(UTC+04:00) Abu Dhabi, Muscat
(UTC+04:00) Astrakhan, Ulyanovsk
(UTC+04:00) Baku
(UTC+04:00) Izhevsk, Samara
(UTC+04:00) Port Louis
(UTC+04:00) Saratov
(UTC+04:00) Tbilisi
(UTC+04:00) Yerevan
(UTC+04:30) Kabul
(UTC+05:00) Ashgabat, Tashkent
(UTC+05:00) Ekaterinburg
(UTC+05:00) Islamabad, Karachi
(UTC+05:00) Qyzylorda
(UTC+05:30) Chennai, Kolkata, Mumbai, New Delhi
(UTC+05:30) Sri Jayawardenepura
(UTC+05:45) Kathmandu
(UTC+06:00) Astana
(UTC+06:00) Dhaka
(UTC+06:00) Omsk
(UTC+06:30) Yangon (Rangoon)
(UTC+07:00) Bangkok, Hanoi, Jakarta
(UTC+07:00) Barnaul, Gorno-Altaysk
(UTC+07:00) Hovd
(UTC+07:00) Krasnoyarsk
(UTC+07:00) Novosibirsk
(UTC+07:00) Tomsk
(UTC+08:00) Beijing, Chongqing, Hong Kong, Urumqi
(UTC+08:00) Irkutsk
(UTC+08:00) Kuala Lumpur, Singapore
(UTC+08:00) Perth
(UTC+08:00) Taipei
(UTC+08:00) Ulaanbaatar
(UTC+08:45) Eucla
(UTC+09:00) Chita
(UTC+09:00) Osaka, Sapporo, Tokyo
(UTC+09:00) Pyongyang
(UTC+09:00) Seoul
(UTC+09:00) Yakutsk
(UTC+09:30) Adelaide
(UTC+09:30) Darwin
(UTC+10:00) Brisbane
(UTC+10:00) Canberra, Melbourne, Sydney
(UTC+10:00) Guam, Port Moresby
(UTC+10:00) Hobart
(UTC+10:00) Vladivostok
(UTC+10:30) Lord Howe Island
(UTC+11:00) Bougainville Island
(UTC+11:00) Chokurdakh
(UTC+11:00) Magadan
(UTC+11:00) Norfolk Island
(UTC+11:00) Sakhalin
(UTC+11:00) Solomon Is., New Caledonia
(UTC+12:00) Anadyr, Petropavlovsk-Kamchatsky
(UTC+12:00) Auckland, Wellington
(UTC+12:00) Coordinated Universal Time+12
(UTC+12:00) Fiji
(UTC+12:00) Petropavlovsk-Kamchatsky - Old
(UTC+12:45) Chatham Islands
(UTC+13:00) Coordinated Universal Time+13
(UTC+13:00) Nuku'alofa
(UTC+13:00) Samoa
(UTC+14:00) Kiritimati Island
(UTC-01:00) Azores
(UTC-01:00) Cabo Verde Is.
(UTC-02:00) Coordinated Universal Time-02
(UTC-02:00) Mid-Atlantic - Old
(UTC-03:00) Araguaina
(UTC-03:00) Brasilia
(UTC-03:00) Cayenne, Fortaleza
(UTC-03:00) City of Buenos Aires
(UTC-03:00) Greenland
(UTC-03:00) Montevideo
(UTC-03:00) Punta Arenas
(UTC-03:00) Saint Pierre and Miquelon
(UTC-03:00) Salvador
(UTC-03:30) Newfoundland
(UTC-04:00) Asuncion
(UTC-04:00) Atlantic Time (Canada)
(UTC-04:00) Caracas
(UTC-04:00) Cuiaba
(UTC-04:00) Georgetown, La Paz, Manaus, San Juan
(UTC-04:00) Santiago
(UTC-05:00) Bogota, Lima, Quito, Rio Branco
(UTC-05:00) Chetumal
(UTC-05:00) Eastern Time (US & Canada)
(UTC-05:00) Haiti
(UTC-05:00) Havana
(UTC-05:00) Indiana (East)
(UTC-05:00) Turks and Caicos
(UTC-06:00) Central America
(UTC-06:00) Central Time (US & Canada)
(UTC-06:00) Easter Island
(UTC-06:00) Guadalajara, Mexico City, Monterrey
(UTC-06:00) Saskatchewan
(UTC-07:00) Arizona
(UTC-07:00) Chihuahua, La Paz, Mazatlan
(UTC-07:00) Mountain Time (US & Canada)
(UTC-07:00) Yukon
(UTC-08:00) Baja California
(UTC-08:00) Coordinated Universal Time-08
(UTC-08:00) Pacific Time (US & Canada)
(UTC-09:00) Alaska
(UTC-09:00) Coordinated Universal Time-09
(UTC-09:30) Marquesas Islands
(UTC-10:00) Aleutian Islands
(UTC-10:00) Hawaii
(UTC-11:00) Coordinated Universal Time-11
(UTC-12:00) International Date Line West