Element451

Commonly asked questions about data-related topics, such as Import + Export, Data Sources, and Fields.

📌 Data: Frequently Asked Questions

Michael Stephenson

Megan Strauss

Timothy Davis

This section contains information on Field Management and Importing and Exporting data from Element451

Data Management

Import + Export

Getting Started with Imports

Navigating the Imports Overview Screen + Editing, Deleting, Searching, and Filtering Import Tasks.

Import Management

Creating Imports

Explore setting options for the columns in your imports.

Column Setting Options for Imports

Use this quick guide to ensure your Import brings in clean data.

Data Quality Guide

Creating Document Imports

Learn how to import your documents utilizing the index files vendors provide.

Creating Document Imports with Index Files

Sharing inspiration on what to map with common import examples.

Import Mapping Examples

Imports: Fundamentals

Getting Started with Exports

Creating Exports

Explore the setting options for the columns in your export.

Column Setting Options for Exports

Creating Document Exports

Navigating the Export Overview Screen + Editing, Deleting, Searching, and Filtering Exports.

Export Management

Sharing inspiration on what to map with common export examples.

Export Mapping Examples

Exports: Fundamentals

Check out this list for helpful formulas to help you with your imports and exports

Calculated Fields

Learn how to use Import + Export mappings that end in a asterisk.

Star (*) Mappings

Learn about regularly importing or exporting files.

Scheduling Import + Export

Use this guide to make sure you import applications seamlessly.

Importing Application Data

Step-by-step guide on how to conduct clean-up data in Element451

A Guide for Data Clean-Up

Imports + Exports: Advanced

Using Data Connectors is your way to manage how imports and exports are linked to external systems.

Data Connectors

Securely Transferring Files (SFTP)

Resolving "This app is blocked" Error for Google Drive Connectors

Introduction to the Mapping Templates Feature

Getting Starting with Mapping Templates

Learn about creating, managing, and applying Import Mapping Templates

Creating Import Mapping Templates

Learn how to create templates for your exports.

Creating Export Mapping Templates

Mapping Templates

Introduction to importing historic data whether you just started implementation or need to backfill.

Getting Started with Importing Historic Data

Learn how to import bio-demographic data of a record.

Importing Record Bio-Demographic Data

Use this guide for getting historic applications into your instance to make your reports come to life.

Importing Historic Application Data

Learn how to import family and/or emergency contact data onto a contact.

Importing Family/Emergency Contact Records

Learn how to import high school and college data onto a contact.

Importing School History

Importing Milestones/Funnel Stages

Learn how to import sources in bulk from another system as part of your historic imports.

Importing Historic Sources

Learn how to import test scores onto a contact record in bulk.

Importing Historic Test Scores

Use these articles to import historic data from a previous system.

Import Historic Data

Learn how to add, edit, and manage your school's Data Sources.

Data Sources

Learn how to individually add your majors, terms, and campuses.

Adding Majors, Terms, Degrees, Campuses & Schools

Use this guide to properly swap out a data source on a field that has been used across your instance.

Changing Data Sources on a Pre-Existing Field

Learn how to create tags on your Data Sources to better categorize Majors, Terms, Degrees, Campuses, Schools, and Courses.

Using Tags to Organize Majors, Terms, Degrees, Campuses, Schools, and Courses

A step-by-step guide on how to setup integration codes

Setting up Integration Codes

Learn about field types and how to use and create them.

Field Management

Unlock efficient form design in Element451 with dynamic fields, conditional logic, and validation for smarter data collection.

Fields, Validation, + Conditional Logic

What are field groupings and how do I use them?

Field Groupings

What is the difference between Intended and Application Fields

Intended vs Application Fields

Learn how to limit options on a field in applications, events, and forms based on responses to other fields.

Field Filtering

Troubleshooting Field Filtering

Learn what Sources are and how to create custom sources.

Sources

How to import and export Sources and make sure they appear as expected when creating Segments.

Importing and Exporting Sources

Use these step-by-step examples to enhance your lead and prospect source tracking in Element451.

3 Essential Source Tracking Tactics

Managing Document Types is a critical part of setting up your document tracking in Element451

Managing Document Types

Upload, organize, and manage media for Campaigns/Pages in Element451 with folders, tags, AI descriptions, alt text, and Imgix URLs.

All Media / Media Manager

Document + Media Management

Integration Log: Monitoring + Troubleshooting Integrations

Use pre-built import mapping templates to quickly integrate data.

Integration Mapping Templates

Integrations

Understand how Element451 structures data in its database.

The Element451 Data Model

Create and use custom types to define activities, tasks and notes.

Activity, Task, and Note Types

Data Model

SOC2 Certification

Eric Range

Security

Getting Started with My Dashboards (Legacy Feature)

Customizable Dashboards for internal users (legacy feature)

My Dashboards

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AI Learning Center

User Community

Blog

Ask Bolt Staff Agents for Help

Events

Status Page

Playbooks

Resources

Additional Help

Integration Guide

Find answers and get help from Intercom Support and Community Experts

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