Articles for Apricot Administrators
Tools for managing Sites, Programs, features, users, and data
88 articles
Apricot Administrator Overview
Understanding Data Management
How do I import Program Enrollment data with the Import tool?
How do I prepare my data for the Import tool?
Universal Address Lookup Subfields in ImportsThis article addresses the inconsistencies with the Universal Address Lookup subfield names and the field names displayed by the Import Too
FAQs: Apricot API IntegrationThis living document provides answers for common questions regarding Apricot's API integrations.
FAQs: SQL Database Exports
How do I restore archived records?This article outlines how to locate and restore records that have been archived in your database.
How do I use an Apricot Sandbox database?A Sandbox is a secondary database in which Administrators can conduct testing or training without making changes in their live site.
FAQs: SFTP for Automated Import
What backup, import, and export options are available for my Apricot data?This article reviews available features or services for backing up, importing and/or exporting data in Apricot.
How do I undo an import with the Import tool?After you have completed an import, you can "revert," or undo, it and remove the records or links you have imported.
How do I upload documents for my users to access in Apricot?
How do I view a record's audit history?
How do I update multiple Tier 1 records with the Import tool?
How do I export a form's data without building a report?The Data Archives allow an Administrator to export data out of Apricot (one form at a time) without building a report.
How do I update multiple Tier 2 records with the Import tool?
How do I import links between records?
How do I create multiple Tier 2 records with the Import tool?
How do I merge document folders for duplicate Tier 1 records?This tool allows duplicate Tier 1 records to have their document folders merged, combining them into one document folder
How do I create multiple Tier 1 records with the Import tool?
Understanding Apricot Import Tool
How do I report on Tier 2 data attached to Program Enrollments?
How do I exit multiple participants from a program at once?
How do I accept or reject an internal referral?
How do I export internal referral information?
How do I view program enrollment audit information?
How do I create an external referral?
How do I set up internal referrals in Apricot?
How do I attach program enrollments to a Tier 2 record?
How do I report on participants' Assigned Staff in Program Enrollments?
Understanding Rules and Alerts
Understanding Bulletins
Understanding Program Enrollments
Understanding Workflows
Understanding Referrals
Understanding Site and Program Management
FAQs: Bulletin Best Practices
How do I enroll participants in a program?
How do I add an image to a bulletin?
How do I create a report bulletin?
Video: Inventory Management Overview
Video: Configuring Time-Based Alerts
Video: Time-Based Alerts OverviewThis video provides an overview of Time-Based Alerts, available now for Apricot 360 Clients
How do I give users access to a workflow?This article goes over the Permissions needed for Apricot Users to have access to Workflows.
What are dashboards in Apricot?This article provides a general overview on the Dashboards feature in Apricot.
What are program enrollments in Apricot?
Video: Enabling Rules and AlertsThis video provides instruction on how to enable Rules and Alerts in Apricot.
How do I create a new rule for alerts?This article covers Rules & Alerts, a feature available for Core and 360 sites
Video: Census Data DashboardThis video provides an overview of the Census Data Dashboard in Apricot.
Video: Census Data In Document FoldersThis video shows Admin how to enable address fields for Census Data and how to view Census Data in the Document Folder.
How do I use the Attendance Dashboard?This document covers the Attendance Dashboard (formerly Apricot Insights Dashboard).
What is the School Performance tab?Apricot 360 organizations working in the youth development vertical now have visibility into student data with the School Performance Tab.
WorkflowsThis guide will walk you through how to use the Apricot Workflows module.
How do I create a new internal referral?
How do I create an HTML bulletin?
How do I record a Service Activity under a Program Enrollment? (Beta)
How do I configure Programs for Enrollments?
How do I archive a Participant Type in Connect?
Understanding Apricot Connect
Apricot Connect | CAN/ANZ Direct Message Email Service
How do I register participants in Connect?This article will cover how to register participants in Connect.
What can participants see in Apricot Connect?A brief overview of what Participants will see in their Connect Portal and how to change their password.
FAQs: Troubleshooting Connect for ParticipantsAdministrators can go through these steps with their Connect Participants directly to help troubleshoot basic errors
How do I disable or archive participants in Connect?
How do I assign standard users Connect access?
FAQs: Apricot ConnectWe hosted a webinar related to Connect and consolidated the most common questions asked during the presentation within this article
Which form fields are supported in Connect and Intake?This is a list of supported and unsupported fields in Connect and Intake with other limitations.
Video: Direct Messages in ConnectThis video reviews sending Direct Messages, both via email and text, in Connect.
Video: Apricot Connect Set-UpThis video reviews how to setup Connect for Apricot.
What is Apricot Connect?This document outlines the second release of Connect capabilities for Apricot Core and 360 customers.
How do I create a new intake form for Connect?Intake uses a Tier 1 Standard Form from your database to build an Intake Form. It's available to Apricot Core, Apricot 360, AFF, and AVS.
Understanding Apricot Schedule and Calendars
How do I configure Apricot Schedule?Introducing Apricot Schedule! Apricot Schedule is redefining how appointments are created and conducted in your day-to-day operations.
How do I use the Scheduler field in a record? (Legacy)The scheduler field, which can be added to a form for data entry, can be used with an integrated calendar to verify a user's availability.
How do I integrate Gmail with Apricot Calendars? (Legacy)This article outlines how to add and use a Gmail calendar within Apricot forms/record creation.
How do I integrate Outlook with Apricot Calendars? (Legacy)With the Calendar tool, you can view Outlook calendars' availability from Apricot and add Outlook appointments when filling out records.
How do I view what version of Apricot I'm running?
How do I upload my organization's logo to my Apricot database?
How do I manage general configuration settings in Apricot?
What a la carte features are available in Apricot?
How do I view how much data my Apricot database is using?
How do I manage password and login settings for users?
How do I configure a custom logout URL?
How do I change when a user's session times out due to inactivity?
How do I manage accessibility settings in Apricot?
Understanding Apricot Settings
How do I set up Multifactor Authentication (MFA)?