Calculus offers a convenient way to bulk import current year visits for the foreign nationals. Current year visits are important for Residency Starting Date (RSD) calculation when the foreign national is non-exempt from the test and residency starting date is within the current year. The table is not mandatory to be completed in the foreign nationals' questionnaire, however, if blank RSD may not be accurately calculated.
Access Imports
1. Log in to your administrator account.
2. On the left side menu, Click on Imports Section and select New Import.
3. Select Current year visits.
Upon selecting Current year visits, a sample spreadsheet template link is provided. This template helps ensure your CSV file is formatted correctly for import and outlines the information for the import (column headers).
In your spreadsheet you must have:
- Email/student ID
- First and last name (optional)
- Entry and exit dates (current year only)
Note: You can have more than one entries for the same foreign national.
4. Once your file is ready, you can either browse for the file using the upload button or simply drag and drop the file into the designated area.
5. After uploading, the system will process the file, and you'll be taken to the Imports History page.
Mapping
Once your file has uploaded, you can find it under the Imports History tab.
The next step of the import process is to map the CSV file data to the Calculus Fields.
1. In the Actions column, you'll have the option to click Map and Map Columns.
2. You can give the Map a name for future use and start mapping your data to the corresponding fields in Calculus.
The drop-down options are the imported column headers from the CSV file.
3. Once you completed mapping the necessary columns, scroll to the bottom.
4. Click Apply or Save and Apply to save this map for future use.
Ready for Import
Once the mapping is complete, the Imports History page will load.
1. Under actions, the Import button will appear.
2. You'll have two import options to choose from:
- Overwrite: Overwrites the data in the records with the import data sheet
Important: Current year visits in foreign nationals' profiles will be replaced with the imported information, therefore please make sure you have all visits in your import file if using the Overwrite import function.
- Merge: Adds data only if it is missing from the records.
3. After selecting your import type, the system will ask you to confirm the import action and start processing the import based on your chosen settings.
4. The Status Column will change to Importing.
5. When the import is complete, you'll receive a notification via the bell icon.
6. Click on the results to receive a summary of the data import. You'll be notified of any errors or duplicate records.
7. The status column will update to Imported.