Knowledge and data management are an important part of successfully growing your university advising program year over year. Keep your records updated in one place by importing your school's application and matriculation data into BridgeU.
You can use the data import template below to:
- Maintain in BridgeU any historical records for students who never had a BridgeU account
- Bulk update application and matriculation records for students with a BridgeU account
Please note: for students with BridgeU accounts, you may find it easier and faster to update records directly within BridgeU. Learn how students can update their applications, or how advisors can edit application outcomes for students.
Step 1: You can download the Excel file linked at the bottom of this page titled 'historical data template.xlsx' or click here to create your own copy in Google Spreadsheet format. Instructions on how to fill it out are available in the first tab of the spreadsheet.
Step 2: Navigate to the Students and Applications tab within the spreadsheet and include any relevant data you have. You may also include information in other tabs of the spreadsheet, but this is not required. Check for and correct any errors that are highlighted.
Step 3: Once complete, please email the document to email@example.com and copy your Customer Success Manager (CSM).
Note: Please be aware that the import does take some time to process. Once imported, your data will be visible within Analytics.
UCAS and Naviance application data import
- You can also import application data from UCAS (Instructions).
- If you are a school transitioning from Naviance, you can transfer your data to BridgeU (Instructions).
If you have any questions, need further assistance or have some general feedback for us - we’d love to hear from you! Contact our Support team via Live Chat and by emailing firstname.lastname@example.org.
You can also ask our BridgeU Community, a space exclusively for our BridgeU counsellors to ask questions, share insights, provide feedback and get help not just from BridgeU, but directly from other BridgeU counsellors.