Finalsite Enrollment integrates with both SKY and ON systems. Additionally, the On Suite/Finalsite Enrollment API works with all modules in the On Suite of products, including OnRecord, OnBoard, Core, and others.
What is the setup process like?
The initial setup and configuration of this integration will be done by the Finalsite Enrollment Client Services Team. The standard custom data export service level agreement from receipt of final requirements is 6-8 weeks. Once the initial data export is configured, it can be pushed over to Blackbaud by running the export as you would for any custom data export.
How does the integration work?
The integration pushes data from Finalsite Enrollment to Blackbaud, using a custom export template.
When the export is run, a button will appear at the top of the integration screen that says, 'Push To Blackbaud'. The user can also view and download the data that is being pushed, prior to or after pushing the data.
Once that button is clicked, the integration will push data to Blackbaud. Once the push is complete, the errors, if any, will be listed at the top of the integration screen. The data will then appear in Blackbaud.
About Users
The API can both create and update existing users in Blackbaud.
The API uses the UserID column to decide whether to perform an update or a create. Users who do not have a UserId in that column will be created. Users who do have that ID will be updated.
When users are initially pushed to Blackbaud and created, the Finalsite Enrollment system automatically records their ID in the field called ‘blackbaud_api_id’. Existing users in Blackbaud must have their IDs imported into that field for the system to correctly update them.
Users in Blackbaud can have various roles set by the integration. Student contacts within Finalsite Enrollment can have the role of a Candidate, Incoming Student or a Student. These roles are configured as part of the initial export setup process, based on the school's needs.
About Parents and Students
- Parents will automatically be assigned the role of Parent as part of the export process and linked to their students in Blackbaud.
- Siblings who are pushed together in a single export will automatically be linked to each other in Blackbaud with the role of Sibling.
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