CALPADS Special Education Data Import: Accepted Headers, Field Types, and Constraints
This article describes how to prepare a CALPADS Special Education import file for use in Aeries. It covers the accepted column headers for each field, the expected data type, and any length or format constraints enforced by the import processor. Two files are supported: the Special Education Program File (Type A) and the Student Services File (Type B).
As part of the CASEMIS to CALPADS (C2C) transition, the CDE updated from the CASEMIS Table A and Table B formats to the CALPADS Special Education Program and Student Services formats beginning in the 2018-2019 school year. Most old codes will still display a description; however, some codes were reassigned new descriptions as part of the C2C transition. Aeries recommends updating student Special Education records to use the current code sets.
Step 1: Review Import Requirements Before Preparing Your File
Before formatting the import file, note the following rules that apply to both Type A and Type B files:
- Headers are case-insensitive. Column header matching is not case-sensitive. For example,
SSID,ssid, andSsidare all accepted. - Alternative headers are supported. Each field accepts multiple column header names. Unrecognized headers generate a warning but do not stop the import, unless a key matching field is missing (see below).
- Key matching fields (Type A). The import requires at least one of the following headers to be present:
SSID,LocStudID, orEIDtifier. If all three are missing and unrecognized headers are also found, the entire import is aborted with an error. - Student matching order. Aeries first attempts to match on
SSID→ STU.CID. If no match is found, it falls back toLocStudID→ STU.ID. Records that do not match either are skipped without error. - Transaction Type Code behavior. For Type A, only a value of
A(or a blank value) triggers an Add/Update. For Type B, bothAandRtrigger processing. Any other value is silently skipped. - NULL string values. If any field contains the literal text
NULL, it is treated as empty and skipped. - Date fields. All date fields accept any parseable date format. Invalid or unparseable date values are treated as null and stored as blank — no error is generated.
Step 2: Format the Special Education Program File (Type A) Columns
The table below lists every supported field in the Type A file. Use any of the listed accepted headers as the column name in the import file. Fields with no length constraint have no minimum or maximum character requirement enforced by the import.
| Field # | Public Name | Aeries Table/Field | Accepted Import Headers | Field Type | Length / Constraints | Notes |
|---|---|---|---|---|---|---|
| 14.01 | Record Type Code | N/A |
| String | No constraint | Not written to any Aeries field |
| 14.02 | Transaction Type Code | N/A |
| String | No constraint | Only A (or blank) triggers processing. All other values are silently skipped |
| 14.03 | Local Record ID | N/A |
| String | No constraint | Not written to any Aeries field |
| 14.04 | Reporting LEA | CSE.DS |
| String | Max 7 characters. Record is rejected with an error if exceeded | |
| 14.05 | School of Attendance | CSE.SS |
| String | No constraint | Overridden by School of Attendance NPS (14.06) if that field is populated |
| 14.06 | School of Attendance NPS | CSE.SS |
| String | No constraint | If populated, takes precedence over School of Attendance (14.05) for CSE.SS |
| 14.07 | Academic Year ID | N/A |
| String | No constraint | Not written to any Aeries field |
| 14.08 | SSID | STU.CID | SSID | String | No constraint | Key matching field. Used to match import row to STU record. Does not update STU |
| 14.09 | Local Student ID | STU.ID |
| String | No constraint | Key matching field (fallback). Used if SSID does not match. Does not update STU |
| 14.10 | Local Special Education Student ID | CSE.SEI |
| String | No constraint | |
| 14.11 | Student Legal First Name | STU.FN |
| String | No constraint | Not imported into Aeries |
| 14.12 | Student Legal Last Name | STU.LN |
| String | No constraint | Not imported into Aeries |
| 14.13 | Student Birth Date | STU.BD |
| Date | Any parseable date format. Invalid dates treated as null | Used to calculate student age for Program Setting routing (14.31). Does not update STU |
| 14.14 | Student Gender Code | STU.SX |
| String | No constraint | Not imported into Aeries |
| 14.15 | Reporting SELPA | CSE.SE |
| String | No constraint | |
| 14.16 | District of Special Education Accountability | CSE.DR |
| String | Max 7 characters. Record is rejected with an error if exceeded | |
| 14.17 | Special Education Referral Date | CSE.IRD or CSE.RD |
| Date | Any parseable date format. Invalid dates treated as null | Target field (IRD vs RD) depends on PLAN_TYPE |
| 14.18 | Referring Party Code | CSE.IRB or CSE.RB |
| String | No constraint | Target field (IRB vs RB) depends on PLAN_TYPE |
| 14.19 | Initial Evaluation Parental Consent Date | CSE.IPC or CSE.PC |
| Date | Any parseable date format. Invalid dates treated as null | Target field (IPC vs PC) depends on PLAN_TYPE |
| 14.20 | Special Education Meeting Type Code | N/A |
| String | No constraint | Drives routing logic for several other fields. Not directly written to a single CSE field |
| 14.21 | Special Education Meeting Date | CSE.LI, CSE.LIF, CSE.IIE, CSE.IE, or CSE.LA |
| Date | Any parseable date format. Invalid dates treated as null | Target field depends on MeetType and PLAN_TYPE |
| 14.22 | Student Special Education Meeting or Amendment Identifier | N/A |
| String | No constraint | Key matching field. Used as the unique record key within the import file. Duplicate values are flagged |
| 14.23 | Meeting Delay Code | CSE.EDL, CSE.IDL, CSE.BDL, or CSE.TDL |
| String | No constraint | Target field depends on MeetType and PLAN_TYPE |
| 14.24 | Education Plan Type Code | CSE.PT |
| String | No constraint | Stored as-is (trimmed). Also drives routing logic for several date and code fields |
| 14.25 | Education Plan Amendment Date | N/A |
| Date | Any parseable date format. Invalid dates treated as null | Not currently written to a CSE field |
| 14.26 | Primary Residence Code | CSE.RS |
| String | No constraint | Stored trimmed |
| 14.27 | Special Education Initial Entry Start Date | CSE.ED |
| Date | Any parseable date format. Invalid dates treated as null | Cleared for non-service PLAN_TYPE values |
| 14.28 | Disability 1 Code | CSE.DI |
| String | No constraint | |
| 14.29 | Disability 2 Code | CSE.DI2 |
| String | No constraint | |
| 14.30 | Infant Regional Center Services Eligibility Indicator | CSE.SL |
| String | No constraint | |
| 14.31 | Special Education Program Setting Code | CSE.FI, CSE.FP, or CSE.FS |
| String | No constraint | Age is calculated from Birthdate (14.13) and Meeting Date (14.21). Age < 3 → CSE.FI (Infant); Age 3–5 → CSE.FP (Preschool); Age 6–22 → CSE.FS (School-Age). All three fields are cleared before the appropriate one is populated |
| 14.32 | Preschool Program Setting Service Location Code | N/A |
| String | No constraint | Not currently written to a CSE field |
| 14.33 | Ten or More Weekly Hours in Setting Indicator | N/A |
| String | No constraint | Not currently written to a CSE field |
| 14.34 | General Education Participation Percentage Range Code | CSE.IRC |
| String | No constraint | |
| 14.35 | Special Education Program Type Code | CSE.IS |
| String | No constraint | |
| 14.36 | IEP Includes Postsecondary Goals Indicator | CSE.TR1 |
| String | No constraint | |
| 14.37 | Postsecondary Goals Updated Annually Indicator | CSE.TR2 |
| String | No constraint | |
| 14.38 | Postsecondary Goals Age Appropriate Transition Assessment Indicator | CSE.TR3 |
| String | No constraint | |
| 14.39 | Transition Services in IEP Indicator | CSE.TR4 |
| String | No constraint | |
| 14.40 | Supportive Services Indicator | CSE.TR5 |
| String | No constraint | |
| 14.41 | Transition Services Goals in IEP Indicator | CSE.TR6 |
| String | No constraint | |
| 14.42 | Student IEP Participation Indicator | CSE.TR7 |
| String | No constraint | |
| 14.43 | Agency Representative IEP Participation Code | CSE.TR8 |
| String | No constraint | |
| 14.44 | Special Transportation Indicator | CSE.ST |
| String | Silently truncated to 1 character. No error is generated | Only the first character of the value is stored |
| 14.45 | Parental Involvement Facilitation Code | CSE.PI |
| String | No constraint | |
| 14.46 | Filler | CSE.GP |
| String | No constraint | Graduation Plan Code is no longer collected; this field is now filler. The header Filler is accepted. Value is only written if non-blank — will not overwrite an existing value |
| 14.47 | Special Education Program Exit Date | CSE.XD |
| Date | Any parseable date format. Invalid dates treated as null | Will not overwrite a date already set by another record with the same Meeting Date when a Triennial is also present |
| 14.49 | Special Education Program Exit Reason Code | CSE.XR |
| String | No constraint | Will not overwrite a value already set by another record with the same Meeting Date when a Triennial is also present |
| 14.51 | Student Ethnicity Missing Indicator | N/A |
| String | No constraint | Not imported. Column is accepted without error but data is discarded |
| 14.52 | Student Race 1 Code | N/A |
| String | No constraint | Not imported. Column is accepted without error but data is discarded |
| 14.53 | Student Race 2 Code | N/A |
| String | No constraint | Not imported. Column is accepted without error but data is discarded |
| 14.54 | Student Race 3 Code | N/A |
| String | No constraint | Not imported. Column is accepted without error but data is discarded |
Step 3: Format the Student Services File (Type B) Columns
The table below lists every supported field in the Type B file. Note that existing service records for a student are deleted before new records are inserted, once per student per import run.
| Field # | Public Name | Aeries Table/Field | Accepted Import Headers | Field Type | Length / Constraints | Notes |
|---|---|---|---|---|---|---|
| 15.01 | Record Type Code | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.02 | Transaction Type Code | N/A |
| String | No constraint | A or R triggers processing. All other values are silently skipped |
| 15.03 | Local Record ID | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.04 | Reporting LEA | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.05 | School of Attendance | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.06 | School of Attendance NPS | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.07 | Nonpublic Agency Identifier (NPA) | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.08 | Academic Year ID | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.09 | SSID | STU.CID | SSID | String | No constraint | Used to link Services records to Student records. Does not update STU |
| 15.10 | Reporting SELPA | N/A |
| String | No constraint | Note: the registered alternate header uses mixed case (Reporting Selpa, not Reporting SELPA). Both are accepted due to case-insensitive matching. Not written to any Aeries field |
| 15.11 | District of Special Education Accountability | N/A |
| String | No constraint | Not written to any Aeries field |
| 15.12 | Student Special Education Meeting or Amendment Identifier | N/A |
| String | No constraint | Used to link Services records to the matched student record from the Type A file |
| 15.13 | Special Education Service Code | CSV.CD |
| String | No constraint | |
| 15.14 | Special Education Service Provider Code | CSV.PR |
| String | No constraint | |
| 15.15 | Special Education Service Location Code | CSV.LO |
| String | No constraint | |
| 15.16 | Service Frequency Code | CSV.FR |
| String | No constraint | |
| 15.17 | Service Duration | CSV.DU |
| String | No constraint | |
| 15.18 | Local Special Education Student ID | N/A |
| String | No constraint | LocStudID is accepted for Synergy compatibility. Not written to any Aeries field |