With a bulk uploader for applications and results, you will be able to get all the information related to your students’ applications sent via the UCAS portal easily imported into Cialfo. This will make application tracking and management on Cialfo a lot easier and more efficient.
Step 1: Download the UCAS Application Report
Information within this file will include the students' profile information, including first and last names, dates of birth, and email addresses, and also their application information, including provider codes, course codes, and the relevant choices, decisions, and responses. All these information can be mapped with your students' data in Cialfo.
Step 2: Navigate to Cialfo's Bulk Upload page
Upon logging in, click on your profile menu in the top right corner of the screen, then navigate to 'Bulk Upload'.
When prompted of your choice of uploader, navigate to Student Data and select 'Import student data'.
Step 3: Upload the UCAS Application Report
You may choose to drag and drop the file in directly, or alternatively, select anywhere within the uploading box to browse and select from your computer files.
Step 4: Configure your upload
At this stage, the bulk uploader will prompt you to provide details about your data to ensure accurate processing. Your configuration choices will determine how the uploaded data appears in Cialfo.
First, select the appropriate bulk uploader. Choose the 'Application History' option.
Next, decide how the data should be uploaded. Based on the application data available, the bulk uploader will try to detect if students already have similar applications that exist on Cialfo. This setting lets you control what happens based on that discovery.
Option 1: Add New Applications and Update Existing Applications (Recommended)
Any similar applications found will be categorized as 'Existing Applications', allowing you to either update them with the latest information from the uploaded file or leave them unchanged. If no similar applications are found, a new application will be created.
Option 2: Add New Applications Only
Regardless of whether similar applications are found, every application on the uploaded file will be created as new applications for students.
Note: This may cause duplicates, proceed with caution.
Option 3: Update Existing Applications Only
When similar applications are found, you may choose to update them with the latest information from the uploaded file or leave them unchanged. Any data without a matching application will be ignored.
Step 5: Review your upload
Depending on the configuration of your upload, you may see up to 3 sections to review the uploaded date.
Errors: Displays missing or invalid data that cannot be uploaded.
New: Lists all new applications that will be created for students.
Existing & Update: Shows existing applications that were found and can be updated.
❗️Within 'Existing & Update', ensure you turn on the toggle for 'Update the data for the existing entries' if you wish to update applications with information from the uploaded file.
Step 6: Finish Import
Last but not least, confirm by selecting 'Finish Import'.
If you have any questions, feel free to reach out to us via Chat with Cialfo and our team will be happy to assist you.