The application allows you to run a real import file in a safe Test Mode that will not send out emails or text messages to real students. This is used to make sure any modifications to features or the import file will successfully process in your production environment.


  • As an Admin role, a user can click on Test Mode in the left hand navigation

  • Enter an Email Address you wish to receive all copies of emails sent out
  • Enter a Phone Number you wish to receive any SMS text messages sent out
  • Enter the Max Records to Process Per File(defaulting a 5)
    • This will limit to processing to just the first number of records in the file. If the number is changed to 10, only the first 10 students in the file will be processed
    • If the application is creating an award letter AND a shopping sheet using one student record, please note that both templates count as one record of each. If the number is changed to 10, only the first 5 students in the file will be processed
    • It is highly recommended that you keep the number lower as the email address will be receiving both student and school copies; also, this procedure takes longer than the normal process
  • Click on the Select files... button to open up a window explorer and select which file to import
  • The Results section will appear once the file has been uploaded.
    • NOTE: Test Mode process will take a few minutes to complete the procedure. You may click the Refresh button to refresh the Results section only. Clicking the Clear button or refreshing the page will clear out email address, the file, and the results - please do not use Clear unless you are sure your testing is finished.
  • Once the file has completed processing, a display grid similar to the File Details page will appear to determine the results of each record processed. If the grid does not appear and the status is updated to "Format Error" there is an issue with your file format - most likely that a required column is missing (or not named correctly).



  • You can continue to refresh the Results section until you see the final status of the records. If an error is found, the Error Code column will describe the issue. The most common errors found:
    • Template Type does not exist
    • FundCostCode is not mapped
    • "HTML rendering failed." means that a new/unknown conditional value has been found.
  • Once the file processing has been completed, emails for records without any errors will be delivered shortly.