Sending Data to Wisr: Update File

An Update File is most commonly used to:

• Change a user's Member Type
  • Example: An Admitted First Year Student deposits and becomes a Deposited First Year Student. The Update Query tells Wisr to adjust the member type in the Wisr App. 
• Update Wisr Custom Fields 

The following data points must be included in an Update file

1. Unique ID
   1. Important: This ID will be used for matching when brought back into your CRM. 
2. Member Type 
   • Important: The updated Member Type must match the Member Type in the Wisr app
3. OPTIONAL: Custom Field to be Updated
   1. Note: Please reach-out to your Partner Success Manager for more information on Custom Fields. 

File Requirements: 

• Naming Convention:your_school_name- update-%FT%T.csv
• Encoding: UTF-8
• Delimited (tab-delimited, CSV, etc.) 
  • Comma Delimited
• Include Header Rows
• Text Qualifiers: Double Quotes (")

A sample update file can be downloaded here