FACTS Integration Testing – Finalsite Enrollment

The FACTS Integration page (Settings > Fields & Data > FACTS Integration) is where you can review your integration credentials and, for web-provided setups, run a test to confirm your Billing Categories are correctly mapped to FACTS account and adjustment codes.

💡Quick Answers

Where do I find my FACTS integration credentials? Navigate to Settings > Fields & Data > FACTS Integration; the page displays all credentials including Institution Key, API Key, RTAN URL, SFTP Login, and SFTP Public Key.
Who can run the FACTS integration test? The test configuration section is only visible for schools with the web-provided FACTS integration set up; it is not available for SSO-only schools.
What does the test configuration validate? It confirms that each Billing Category is correctly mapped to the corresponding FACTS account code and adjustment code (if applicable).
What should I do if the test returns errors? Work with your FACTS representative and Finalsite Enrollment Support to review and resolve the mapping issues before processing contracts.

FACTS Integration Configuration

Enable FACTS Integration: This will be checked if your integration has been set up either for SSO (single sign-on) or web-provided. It will be marked for either setup.
Enable FACTS Web-Provided Mode: This box will ONLY be checked if your school has the web-provided integration setup.
Institution Key (needed for SSO): Credential that comes from FACTS to enable the integration.
API Key (needed for SSO): Credential that comes from FACTS to enable the integration.
RTAN URL: Credential that comes from Finalsite Enrollment to enable the integration.
SFTP Login: Credential that comes from FACTS to enable the integration.
SFTP Public Key: Credential that comes from Finalsite Enrollment to enable the integration.

FACTS Testing

This section will ONLY be visible if you have the web-provided integration. It serves the purpose of testing the seamless transfer of tuition and fees from Finalsite Enrollment to FACTS, ensuring error-free synchronization.

By running the test configuration, the system validates that your Billing Categories are correctly matched with the corresponding account code and adjustment code (if applicable) in FACTS.

This confirmation indicates that the integration has been set up correctly and no further action is required.

Important:

In case any errors occur during testing, it is necessary to collaborate with your FACTS representative and our Finalsite Enrollment support team to review and resolve these issues.

Within this section, you will see the following columns:

Fee Name: Name of the contract fee.
Billing Category Name: Billing categories are used to classify groups of contract charges. You can manage them within Settings > Financial > Billing Categories.
Account Code: This code is provided by FACTS. It links the Finalsite Enrollment Billing category to the institution account in FACTS.
Important: If you change/add any accounts please contact both FACTS & Finalsite Enrollment.
Adjustment Code: This code is provided by FACTS. It's a code that indicates if an adjustment reason exists for that particular account code.
Important: If you change/add any adjustment reasons please contact both FACTS & Finalsite Enrollment.
Test FACTS Config Button: This button will run the test configuration to ensure the integration works without errors. If you receive any errors, refer to the troubleshooting section.
XML: Essentially, this is some special code that stores and transfers data.

Additional Resources

Click here to learn more about the FACTS Integration.
Click here to learn about Contract Fees.
Click here to learn about Contract Fee Rules