AS – ST – Custom Import – Intakes

In this lesson, you will learn how to correctly import intakes into TEAMS using the Custom Import tool.

Intakes form the foundation for enrolment timing, academic delivery, attendance tracking, and course progress monitoring, making accurate setup essential before students are enrolled.

This lesson covers:

• The role of intakes in enrolment management, academic planning, attendance calculations, and compliant reporting
• Key preparation steps required before importing intakes, including campus setup, public holidays, and term breaks
• How to prepare a compliant CSV file using the intake import template and guide
• Mandatory field requirements, including intake codes, intake names, campus assignment, and valid date ranges
• Best-practice rules for file preparation, such as avoiding merged cells, blank columns, and unsupported date formats
• How to upload the intake file and map CSV fields correctly to TEAMS database fields
• Options for handling new and existing intake records during the import process
• How to monitor import progress using the Custom Import Dashboard
• Understanding success records, warnings, and error files, and how to correct and re-import failed records
• Post-import validation steps, including reviewing a sample of imported intakes to confirm accuracy and compliance

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.