Integrations Dashboard Manual Import

Last updated: August 28, 2026

As a permissioned Admin User, you are able to manually import many different data types into the system. Here is a quick tutorial on how to do so:

 

Supported Import Types:

  • Profile (SIS)
  • Charge Code
  • Meal Plans
  • Tags

Notes:

  • An import will overwrite any data that is currently in the system
  • At the moment, an import cannot be "undone"

Steps

2. Click "Integrations" to navigate to the Integrations Dashboard

3. Click "Manual Import

4. Select the Data Type you would like to import

5. Click the box, and select the CSV file that you would like to upload from your local computer

6. Once you have selected the file containing the data you would like to import, click "Upload"

7. Once the temporary upload has completed, review the data to ensure that the correct information was parsed (note: only the key pieces of information are shown in the preview- not all data will be shown). If the data is satisfactory, click "Approve"

8. Click "View Logs" to ensure the data import was successful.

Note: Depending on the quantity of data imported, if may take some time for all of the Integration Log Sections to appear