The bulk import process uses a csv file with the following fields and requirements: 


NOTE: This file layout is for bulk actions completed through CL Connect. For bulk action file layout through Admin-Bulk Action please click here.


Field Descriptions:

  • ID- Used to identify students by Social Security Number or school Student ID
    • If Social Security Number is used as the identifier the Use SSN flag must be set in the CL Connect configuration. 

  • ACTION- Used to identify which action to take. Acceptable values in this field are 
    • VERIFICATION - select students for verification
    • SAP - request SAP Appeal
    • ADDITIONAL - request an additional information document
    • CUSTOM TRANSACTION - request an existing custom appeal transaction 
    • COA - request a Cost of Attendance appeal
    • EFA - request an Emergency Fund Application appeal

  • AWARDYEAR- identify awards years
    • Acceptable formats include 2017-2018, 2018, 17-18, 8 (i.e. for award year 2017-2018) 

  • REASON- required reason for action
    • 250 character limit

  • VGROUP- request Verification Tracking Group. Used on if the Action = Verification
    • Acceptable formats include V1, V4, and V5

  • TRACK- Tracking Group assigned to SAP Appeals, Cost of Attendance appeals, and Emergency Fund Application appeals. 
    • Used to tag students by a term, period, cohort or other group identifier. This is required for actions "SAP", "COA", or "EFA". Also required for action "ADDITIONAL" if the transaction is SAP Appeal, Emergency Fund Application, or Cost of Attendance Appeal.

  • TRANSTYPE- identifies which transaction to assign an additional information document to
    • If ACTION = ADDITIONAL, acceptable formats include "Verification", "Other Documents", "SAP Appeal", "Emergency Fund Application", and "Cost of Attendance Appeal"
      • Other Documents is the Transtype for non-verification custom forms
    • if ACTION = COA, acceptable format is Cost of Attendance Appeal
    • if ACTION = EFA, acceptable format is Emergency Fund Application
    • Else if ACTION = CUSTOM TRANSACTION then acceptable formats include any existing custom appeal transactions for your school
      • Please note that the name needs to match exactly how it is displayed in the UI of the application

  • CREATETRANS- Determines if the selected transaction should be opened by the application if not already created by a school user/student
    • Acceptable formats include Y or N

  • DOCUMENT- Identify which document is being requested for Verification or Other Documents transactions. Please note that if the import is selecting for Verification the V Group will automatically drive the create of standard tasks.  
    • Name of document must match to the document name used in StudentForms. Document Names can be found under Settings > Documents > Document Mapping
    • If your SIS uses a different name, please refer to your mapping found under Settings > Documents > Document Mapping

Required Fields Based on Action Type:


NOTE: All fields are required in the file as their own column header, even if the file is built for a specific action that does not require all fields.


ID, ACTION, AWARDYEAR, and REASON are all required fields for each record. The following fields are required depending on ACTION selected:

  • ACTION: SAP requires field TRACK
  • ACTION: ADDITIONAL requires fields TRANSTYPE, CREATETRANS, DOCUMENT (and TRACK if used for the SAP Appeal, Emergency Fund Application, or Cost of Attendance Appeal)