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Importing Legacy Data

This is a Quickstart guide to Legacy Data file types and formatting.

Updated over 10 months ago

During your August Onboarding we can import a variety of legacy data for your current students. This article covers the type of data we can import, how it should be formatted, and how to share it with us!

Legacy Data Types and File Type

Data

File Type

Conditions

CSV

Allergies

CSV

Immunizations

CSV

Treatment Notes/Visit Log

CSV

Provider Information

CSV

Insurance Information

CSV

Screenings

CSV

Consent to Treatment/for Counseling

PDF

Annual or Sports Physicals

PDF

Immunization Records

PDF

Medication Administration Forms

PDF

Action Plans

PDF

Learning Plans

PDF

Neuropsychological Assessments

PDF

Data Formatting

For CSV files, the student ID should be included in the row of data.

For PDF files, the student ID should be included in the name of the document. All PDF documents should be separated by student, not collated into one file.

How do I provide you with my data?

To ensure your data is secure, all files will be uploaded to your SFTP bucket via the server shared by the August Customer Success Team.


Questions or Concerns?

Please do not hesitate to reach out to the August Schools Support Team at via live chat with the "Help" icon or via email at [email protected].

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