Data Management

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

25 articles in this collection
Written by Ardis Kadiu, Ana David, and Megan Butts

Integrate Your Tools with Zapier

Learn how to connect web applications to Element451 using Zapier

Written by Megan Butts
Updated over a week ago

Field Management

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

Written by Ana David
Updated over a week ago

Field Groupings

What are field groupings and how do I leverage them?

Written by Ardis Kadiu
Updated over a week ago

Intended vs Application Term and Major

What is the difference between Intended and Application fields

Written by Ardis Kadiu
Updated over a week ago

Securely Transferring Files (SFTP)

How to securely transfer files by connecting to SFTP via FileZilla

Written by Ana David
Updated over a week ago

Data Sources

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

Written by Ana David
Updated over a week ago

Adding Majors, Terms, or Campuses

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

Written by Ana David
Updated over a week ago

Source Codes

Learn how to access and edit your source codes.

Written by Ardis Kadiu
Updated over a week ago

Search Possible User Duplicates

Searching for duplicate users.

Written by Ana David
Updated over a week ago

Managing Document Types

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

Written by Ardis Kadiu
Updated over a week ago

Importing & Exporting

A Guide for Data Clean-up

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

Written by Ardis Kadiu
Updated over a week ago

Common Calculated Fields

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

Written by Megan Butts
Updated over a week ago

Data Quality Cheat Sheet

Tips and best practices for importing data

Written by Ardis Kadiu
Updated over a week ago

Exporting from Element451

How to export data and documents from Element451

Written by Ardis Kadiu
Updated over a week ago

Data Connectors

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

Written by Ardis Kadiu
Updated over a week ago

Test Run Data Import Tasks

Learn how to run data imports tests to ensure data sources and mapping are correct.

Written by Ardis Kadiu
Updated over a week ago

Importing Documents

How to bulk import documents in Element451.

Written by Ana David
Updated over a week ago

Import and Export Templates

Learn how to create standalone import and export templates. This article assumes you have already read the importing and exporting articles.

Written by Ardis Kadiu
Updated over a week ago

Exporting Documents

Exporting documents in bulk using Element451

Written by Ana David
Updated over a week ago

Date fields and Date formatting

How to import and export date fields with different formats

Written by Ardis Kadiu
Updated over a week ago

Importing Contacts into Element451

Map fields and import records into Element451.

Written by Ardis Kadiu
Updated over a week ago

Importing and Exporting Sources

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

Written by Ana David
Updated over a week ago

Exporting Users with Multiple Labels

How to create an export that includes all the labels for the student.

Written by Ana David
Updated over a week ago

Exporting Multiple Test Scores

Include multiple sets of test scores for each student in an export.

Written by Ana David
Updated over a week ago

Exporting Applications and Using Scopes

Learn how to export your applications and identify a scope for your export

Written by Ardis Kadiu
Updated over a week ago