Import an Eligibility List to Fee Management

An eligibility list is a file that contains the students you are assigning a specific fee. Fees are assigned to an eligibility list and then the students in the list are assigned the fee. Multiple fees to can be assigned to a single eligibility list.

1. Refer to the Eligibility file format section.
2. In Portal, click Fee Management then Eligibility Lists.
3. Click +New Eligibility List.
4. Give your list a name and click Update. The name shows up in the eligibility listings; now you import your eligibility list.
5. Next to the file name you just created, click . 
6. Drag your file to the selected area or click Choose a file and navigate to your file.
7. Select your import option. See Eligibility list import options for more details.)
8. Review the Commit Import information and acknowledge the information by clicking Save Changes.
9. Review the Import History details.
   1. To view the file's import history, click Back.
   2. To download the file, click Download File.
   3. When finished, click X to close the screen.

Eligibility file format

• Must be a CSV file - In Microsoft Excel, you save your file type as CSV (Comma delimited)
• No header row
• One column:
  • Student ID - This must be a unique ID and can contain alphanumeric characters.

Eligibility list import options

For every import, RevTrak compares the information in the import file to the Fee Management information already in RevTrak. You have three options for handling the import file information: Add/Update, Replace, and Delete.

• Add/update - All students in the eligibility list are assigned to the fee(s) associated with that list.
• Replace -This option overwrites existing RevTrak records with the information in the eligibility list. Which means, all students in the eligibility list are assigned to any fee(s) associated with that list, and any students not in the eligibility list, who were previously assigned the fee(s) via the eligibility list, will have those fee(s) removed.
• Delete - The fee(s) associated to the eligibility list are removed from all the students included in that list.