Data & IT Onboarding – Finalsite Enrollment

Overview

As a Data Manager or IT staff member, the integrity of your school's data is crucial to all operations from admissions to matriculation and class management. Some key features to help you manage data within Finalsite Enrollment and between systems include:

Fields - Learn how to customize what fields display within different workflow contact records, how to customize the organization of your fields within groupings, how to build dynamic reports and saved searches, how to customize field properties, and how to manage fields within online forms.
Exports and Imports - Learn how to streamline your data between systems with validated imports and with exports run for customized data sets.
Standard and Custom Data Services - Learn how to import current students and historical data, update existing student data, manage custom data imports, learn what integrations we support and more.

Read on for more! We look forward to working with you.

Article Links

Data Management and Permissions

Data Management - Learn how to purge checklist item data, forms, uploads, and review data that needs to be cleared out each year.
Address and Name Scrubbing - Learn how different data settings can "scrub" your data for display consistency.
Admin Portal Accounts: Permission and Access Controls - Learn about the different permissions and access controls that your admins or users can have in the Finalsite Enrollment system.

Security

GDPR Overview - The GDPR seeks to strengthen the security and protection of personal data in the EU.

Field Management

Field Displays and Edits - Learn how fields are displayed for Admins and families and how to edit the properties of each.
Field Settings - Learn how to manage and organize how fields are displayed and reported on in the system.
Merge Fields - Learn how merge fields / tokens allow you to dynamically insert contact data into emails, letters, labels, and the parent portal.

Exports and Imports

Data Exports - Learn how to run a data export with new data or data since your last export so you can import from Finalsite Enrollment into your SIS or other database.
Scheduled Exports - Learn how to setup and create scheduled exports.
How to Save and Export a Search - Learn how to save a search, open a saved search and export your results to multiple formats!
Data Import Standards & Best Practices - Learn about some of the standards and best practices to keep in mind when running your create or update data imports in Finalsite Enrollment.
Standard and Custom Data Services - Learn what standard and custom data services are available such as current and historical student imports, FACTS Integration, SAO and Gateway-to-Prep integrations and more.
Duplicate Contact Matching - Learn how to merge potential duplicate contacts in the system, most often seen with inquiry families that submit an application to your school.
Duplicate Household Matching - Learn how to merge potential duplicate household matches in the system.

Integrations

Blackbaud API & Two Way Sync - Learn how to export data from Finalsite Enrollment to create or update data within the suite of Blackbaud On products or Blackbaud SKY.
SAO Integration - Learn how information is stored and managed within Finalsite Enrollment for SSATB applicants.
SSAT Test Score Integration - Learn how the SSAT Test Score Integration works to bring in test scores of SAO and non-SAO Applicants.
FACT's Integration - Learn about the SSO and Web-provided integrations with FACTS.

Additional Data Resources

Google SSO - Learn how to setup Google G-Suite Sign-On (SSO) for Admin log-ins!
ID Generation & Synching to Third Party Systems - Learn how ID's are generated in Finalsite Enrollment and how to synch these ids with other systems such as your SIS.
How to add tracking codes to Inquiry and Application forms - Learn how to add a Google or FB tracking code to your Admission forms to track your conversions.

We hope this information gives you a good place to get started with using Finalsite Enrollment. If you need extra help, contact our best-in-class Support Team!