Advisor Batch Uploads

If you have a list of 25+ new freshmen or transfer students who need advisor assignments or need to replace a previous advisor’s assignments to a new advisor, the list can be put into an Excel file and sent to enrolltech@uncc.edu for upload into Banner.

Bear in mind, that unless otherwise stated, batch load requests will be applied to the current term. So if your data includes new students that are not currently enrolled, those students will not be processed in Banner. You may send a separate CSV file and specify the term for which those students should be assigned or re-assigned. Also there can only be one term specified for each file sent. So you can not mix more than one effective term in a file. To specify a term, simply state the term you would like to be applied to each file in the email you send.

Guidelines if you need to update new freshmen or transfer students

  1. Create a three-column Excel file
  2. Column A is headed INPUT_STUD_ID; Student ID number is listed in column A
  3. Column B is headed INPUT_ADVR_ID; Advisor ID number is listed in column B
  4. Column C is headed INPUT_ADVR_TYPE; Advisor Type is listed in column C. Values may include: MAJR, MINR, BEST, CNTR, FAC, MAS, MINR, OASE, or UNIV.
  5. Name the file advisorload.csv
  6. Save the file as CSV instead of XLSX
  7. Email CSV file to enrolltech@uncc.edu

New advisor example

Figure 1 - Note the field arrangement. This is the format that should be sent to be uploaded to Banner.

Guidelines if you need to replace a previous advisor’s assignments to a new advisor

  1. Create a four-column Excel file
  2. Column A is headed INPUT_STUD_ID; Student ID number is listed in column A
  3. Column B is headed INPUT_NEWADVR_ID; New Advisor ID number is listed in column B
  4. Column C is headed INPUT_NEWADVR_TYPE; Advisor Type is listed in column C (ex. MAJR, MINR, PRO, etc.)
  5. Column D is headed INPUT_ADVR_ID; The Advisor ID being replaced in column D
  6. Name the file advisorload.csv
  7. Save the file as CSV instead of XLS
  8. Email CSV file to enrolltech@uncc.edu

 Change advisor example

Figure 2 - Note the field arrangement. The "input_advr_id" column contains the UNC Charlotte ID of the advisor that is being replaced.