CRM Integration

You can use the CRM Integration tab from the Integrations page to configure Anthology Student to integrate with a Constituent Relationship Management (CRM) product. When CRM Integration is enabled, the outgoing queue is populated with Organizational level information such as list item elements and account elements.

Prerequisites

You must have System - Settings - Manage authorization.

Access Method

Select the Settings tile > expand System > select Integrations.

Procedure to Edit Items

  1. Review, specify, or change the following values.

    Enable CRMClosed Select this check box to enable Anthology Student for integration with a Customer Relationship Management (CRM) product. The check box is not selected by default. When CRM Integration is selected, the Target CRM Web Service URL and Source CampusLink Web Services URL fields become enabled. If selected, Anthology Student launches the triggers associated with the campus level CRM integration functionality. The outgoing transaction queue database tables are populated with outgoing transaction messages such as campus student records and enrollment records. If cleared, Anthology Student does not launch the triggers associated with the campus level CRM integration functionality. The outgoing transaction queue database tables are not populated with outgoing transaction messages.

    Source Campus Link Web Service URLClosed Specify this field to provide the source locations for outgoing transactions.

    Target CRM Web Service URLClosed Specify this field to provide the destination for outgoing transactions. The values are stored in the SyRegistry table.

  2. Select Save to save the changes.

Once you have enabled and configured CRM integration for Anthology Student, select the campuses you want to be integrated and their specific options. (Select the Settings tile > expand System > select Campuses.)

If the Enable CRM check box was previously selected and you have campuses configured for CRM integration, Anthology Student displays a message warning that CRM will also be disabled for the campuses.