Overview
FACTS is a software that offers tuition management through different platforms. The Finalsite Enrollment platform has a partnership with FACTS to offer an integration for Tuition Management.
Please note: Finalsite Enrollment only integrates with FACTS Tuition Management. There is currently no integration option between Finalsite Enrollment and FACTS's other platforms.
We offer two options for integrating with FACTS: Single Sign-on (SSO) and Web-provided. For most schools who would like to integrate Finalsite Enrollment and FACTS, we recommend using the Web-provided option. However, schools that utilize continuous enrollment should only use the SSO integration. Below, you can read more about the differences between these two options, and, at the bottom of this article, you will find links to our collection of FACTS integration articles that cover each option in more detail along with unique workflow best practices.
In this Article
Single Sign-On (SSO):
Recommended for schools with continuous enrollment. To learn more details about the Single Sign-On integration, click here.
- The enrollment checklist will have a FACTS button which the parents will use to navigate to FACTS.
- The FACTS checklist item button is available as soon as the student enters enrollment (the contract does not need to be submitted first)
- Fees are NOT passed over to FACTS. The school will be manually adding tuition/fees/scholarships into FACTS.
- Once in FACTS, the parent will set up their payment plan.
- Please note: They are setting up their payment plan without seeing their schedule, they will see that once the agreement is finalized by the school.
- Once the parent has completed setting up their payment plan, the school will see them in FACTS as “pending” and the FACTS checklist item will be checked off in Finalsite Enrollment.
- The school will then upload all tuition/fees/scholarships into FACTS for their pending students.
Web-Provided (recommended):
Recommended for schools that are NOT using continuous enrollment. To learn more details about the Web-Provided integration, click here.
- The enrollment checklist will have a FACTS button which will only become clickable once all students within a family that are active in Finalsite Enrollment have submitted a contract.
- Tuition/Fees/Scholarships will automatically be transferred over to FACTS when the parent accesses FACTS through the checklist item.
- Once the parent completes the agreement in FACTS, the checklist item will be automatically marked as complete.
Troubleshooting Parent Issues
When a parent runs into an error message on the FACTS end, you may not be able to see the error by using the Impersonate feature in Finalsite Enrollment. There's a possibility you'll be blocked by an authentication requirement.
Here's what we recommend:
- First, try to see the FACTS error by impersonating the parent. If you are not blocked by multi-factor authentication, you should be able to see an error message toward the top of the screen. Take a screenshot or write down the exact error message and send it to our team so that investigate further.
If you are blocked by a requirement to authenticate, we recommend the following:
- Ask the parent exactly what the error message says and have them send you a screenshot of the error if possible.
- Send the error message language and (when applicable) a screenshot of the error to our Support team.
- We'll work with FACTS and your school to help ensure that the error is clear!
Keeping an eye on errors on your end
We recommend that you create a test student in Finalsite Enrollment and set yourself up as their parent with a test account on the FACTS side. You can use this to make sure your FACTS account is set up correctly. Ideally, you should make sure to use this test student to check your integration before sending out contracts to ensure that your families won't run into any preventable issues.
Some common issues and what they mean:
Term Code Error: This means FACTS has not enabled the term or the active terms do not match in Finalsite Enrollment and FACTS. Contact our team for support.
Account Code Error: This means there is a code or codes that do not match in Finalsite Enrollment and FACTS. Contact our team for support.
Grade Error: This means that the grade doesn't match in FACTS with the way that it's written in Finalsite Enrollment. For example, we may list a grade as "K" in Finalsite Enrollment, which is listed as "Kindergarten" in FACTS. Contact our team for support.
The FACTS button is hidden on the checklist: This one can be managed on your end! The FACTS link will be hidden if any siblings are still in an active admissions status (regardless of their term). Manage this by moving all kids in the family to either an Enrollment status with a completed contract or an 'inactive' Admissions status.
Comments
0 comments
Please sign in to leave a comment.