How to mass import records into the Individualized Academic Plan from a spreadsheet or csv. The target tables are APL and APC. Because APL is the parent of APC, it is imported first. 

1. Format the source APL data

• Include Student ID, Grade, Term, and Course Number
  
• TIP: If your column headers match the table columns, they will auto-map when importing

2. Import APL 

• Open Mass Import Data to Aeries
• Select your source spreadsheet
• Select APL as the Destination Table
• Map Columns or verify auto-mappings
  
• Import Rows
  

Make note of the date/time imported and the total number of rows

3. Run query to download the inserted APL records to excel 

APL and APC are related by both PID and SQ, so the SQ from the newly inserted APL records is required

•  Run the query below, adjusting the DTS value based on your import date/time

  LIST STU APL STU.ID APL.SQ APL.GR APL.TM APL.CN IF APL.DTS >= "10/24/2024 3:50"

• Verify the number of results match your total rows
  
• Export to Excel - update column headings if desired for auto-mapping
  Query results:
  
  After changing column headings:

  

4. Import APC

• Open Mass Import Data to Aeries
• Select your query results Excel file as the source
• Select APC as the Destination Table
  
• Map Columns or verify auto-mappings
  
• Select Import Options and then Import Rows
  

The Academic Plan now displays the imported records