Import or Export Operational Data

This table contains operations that can be performed to import or export operational data across Anthology Student and CampusNexus CRM. These operations will ensure that identical data is available in both the systems.

Import or Export Operational Data
Step Object Details Additional Steps
Prerequisites

Set the value of the AllowCustomReadOnlyPropertyUdpdate parameter to 1 in the CampusNexus CRM Global Config Utility.

1

Lead/Contact

Export Student data from Anthology Student using the data conversion export scripts.

Before performing the export operation, you must:

Enable inheritance between Lead.ExternalSISID and Contact.ExternalSISID by removing the read-only constraints on Lead.ExternalSISID and Contact.ExternalSISID. Reset the read-only constraints after performing the export operation.

Create an additional column in the source file and name it Integration Flag. Add the value Integrated in all rows.

Create an additional column in source file and name it Name. Add the concatenated values of the FirstName and LastName in all rows.

2

Import Student data into CampusNexus CRM using the Import Utility.

 

3

Export Contact.ExternalSISID and Contact.ID from CampusNexus CRM by performing the Bulk Export operation.

 

4

Import Contact.ExternalSISID and Contact.ID into Anthology Student using the Conversion Utility.

In the source file, ensure that the first and second columns are SIS ID and CRM ID respectively.

5

Activity

Export Activity data from Anthology Student using the data conversion export scripts.

Before performing the export operation, you must:

Create an additional column in the source file and name it SourceSystem. Add the value External in all rows.

Create an additional column in the source file and name it Name. Specify the value in the corresponding Subject column in all rows.

Create an additional column in the source file and name it Integration Flag. Add the value Integrated in all rows.

6

Import the base data of the Activity Object into CampusNexus CRM using the Import Utility.

 

7

Export Activity.ExternalSISID and Activity.ID from CampusNexus CRM by performing a Bulk Export operation.

 

8

Import Activity.ExternalSIS and Activity.ID into Anthology Student using the Conversion Utility.

In the source file, ensure that the first and second columns are SIS ID and CRM ID respectively.

9

Import Relationship between the Contact and Activity Object into CampusNexus CRM using the Import Utility.

 

10

Address

Export Address data from Anthology Student using the data conversion export scripts.

Create an additional column in the source file and name it Integration Flag. Add the value Integrated in all rows.

11

Import the base data of the Address Object into CampusNexus CRM using the Import Utility.

 

12

Export Address.ExternalSIS and Address.ID from CampusNexus CRM by performing a Bulk Export operation.

 

13

Import Address.ExternalSIS and Address.ID into Anthology Student using the Conversion Utility.

In the source file, ensure that the first and second columns are SIS ID and CRM ID respectively.

14

Import Relationship between the Address and Address Type Object into CampusNexus CRM using the Import Utility.

 

15

Import Relationship between Address and Contact into CampusNexus CRM using the Import Utility.

 

16

Import Relationship between Address and Country into CampusNexus CRM using the Import Utility.

 

17

Import Relationship between Address and State into CampusNexus CRM using the Import Utility.

 

18

Enrollment

Export Enrollment data from Anthology Student using the data conversion export scripts.

 

19

Import the base data of the Enrollment Object into CampusNexus CRM using the Import Utility.

In the Import Configuration, ensure that you map the text Program Description to the Name column in the Enrollment Object.

20

Export Enrollment.ExternalSIS and Enrollment.ID from CampusNexus CRM by performing a Bulk Export operation.

 

21

Import Enrollment.ExternalSIS and Enrollment.ID into Anthology Student using the Conversion Utility.

In the source file, ensure that the first and second columns are SIS ID and CRM ID respectively.

22

Import Relationship between Contact and Enrollment into CampusNexus CRM using the Import Utility.

 

23

Import Relationship between Program and Enrollment into CampusNexus CRM using the Import Utility.

 

24

Import Relationship between Program Version and Enrollment into CampusNexus CRM using the Import Utility.

 

25

Import Relationship between Term and Enrollment into CampusNexus CRM using the Import Utility.

 

26

Import Relationship between Shift and Enrollment into CampusNexus CRM using the Import Utility.

 

27

Import Relationship between Program Version Start Date and Enrollment into CampusNexus CRM using the Import Utility.

 

28

Import Relationship between Area of Study and Enrollment into CampusNexus CRM using the Import Utility.

 

29

Previous Education

Export Previous Education data from Anthology Student using the data conversion export scripts.

Before performing the export operation, you must:

Create an additional column in the source file with name as AccountType, and value as High School or College depending on whether the Previous Education is a High School or College instance.

Modify values in the Graduated column from 1 or 0 (bit values) to Yes or No (enumerated values) respectively.

30

Import Relationship between Account and Contact for High School instances into CampusNexus CRM using the Import Utility.

In the Import Configuration, set the duplicate criteria as External SIS ID and Account Type.

31

Import Relationship between Account and Contact for College instances into CampusNexus CRM using the Import Utility.

 

32

Run the POR script for Previous Education.

You must manually execute the sproc_UpdateAccountStudentPOR script to update values of POR (Graduation date, Graduated, Last attended date, GPA, Rank, Rank of) in the Student tab of the Account Object.

The name of the Import Configuration is passed to import Account-Student Relationship data. For example, if the name of the Import Configuration is ImportStudentdata, you must execute the following script in the main database:

exec sproc_UpdateAccountStudentPOR N‘ImportStudentdata’

33

Agency/3rd Party

Export Agency/3rd Party data from Anthology Student using the data conversion export scripts.

Create an additional column in the source file and name it AccountType. Add the value Agency Branch in all rows.

34

Import Relationship between Account and Contact for Agency Type instances into CampusNexus CRM using the Import Utility.

In the Import Configuration, set the duplication criteria as External SIS ID and Account Type.

35

Run the POR script for Agency Branch.

You must manually execute the sproc_UpdateAccountStudentAgencyPOR.sql script to update values of POR (Title, Location, Start Date, End Date, Function, Comments) in the Student Agency/3rd Party tab of Account Object.

The name of the Import Configuration is passed to import Account-StudentAgency/3rd party Relationship data. For example, if the name of the import configuration is ImportStudentAgencydata, you must execute the following script in the main database:

exec sproc_UpdateAccountStudentAgencyPOR N‘ImportStudentAgencydata’

Data Conversion Scripts

Note:

  • If the Enable CRM Integration option is selected, run all data conversion scripts without any modification.

  • If the Enable CRM Integration option is not selected, perform the following steps:

    1. In the dbo.fn_GetCustomCampusId.udf function, add the IDs of the Campuses that must be integrated.

    2. Run the *_byCampus script for Objects for which it is available.

      - OR -

      Run the base data conversion script for Objects for which the *_byCampus script is not available.

    3. Run the modified *_update scripts that are available.

  • You must map Campuses in CampusNexus CRM after running the cnv_syCampus.sql data conversion script.

  • You must map required Staffs in CampusNexus CRM after running the cnv_syStaff.sql data conversion script.

Data Conversion Scripts
Data Conversion Table Data Conversion Group Object Type Data Conversion Script Name
amMarital A Enumeration cnv_amMarital.sql
amSex A Enumeration cnv_amSex.sql
amTitle A Enumeration cnv_amTitle.sql
sySchoolStatus A Enumeration cnv_sySchoolStatus.sql
sySchoolStatus A Enumeration cnv_SySchoolStatus_ByCampus.sql
amApplicantType A Enumeration cnv_amApplicantType.sql
adConcentrationType A Enumeration cnv_adConcentrationType.sql
AmExtaCurricular A Enumeration cnv_AmExtaCurricular.sql
AmCitizen A Enumeration cnv_AmCitzen.sql
AmExamLocation A Enumeration cnv_AmExamLocation.sql
AmExamLocation A Enumeration cnv_amExamLocation_ByCampus.sql
SyModule A Enumeration cnv_SyModule.sql
CmDocStatus A Enumeration cnv_CmDocStatus.sql
FaYear A Enumeration cnv_FaYear.sql
AmGradeLevel A Enumeration cnv_AmGradeLevel.sql
SyVisa A Enumeration cnv_SyVisa.sql
SySevisPosition A Enumeration cnv_SySevisPosition.sql
SySevisMajor A Enumeration cnv_SySevisMajor.sql
SySevisGovtOrganization A Enumeration cnv_SySevisGovtOrganization.sql
SySevisIntlOrganization A Enumeration cnv_SySevisIntlOrganization.sql
SySevisPortofEntry A Enumeration cnv_SySevisPortofEntry.sql
SySevisCountry A Enumeration cnv_SySevisCountry.sql
SySevisDosPost A Enumeration cnv_SySevisDosPost.sql
syCampus B Reference cnv_syCampus.sql
syStaff C Reference cnv_syStaff.sql
syStaff C Reference cnv_syStaff_ByCampus.sql
SyAddrType D Reference cnv_SyAddrType.sql
syCountry D Reference cnv_syCountry.sql
syState D Reference cnv_SyState.sql
adConcentration D Reference cnv_adConcentration.sql
adConcentration D Reference cnv_adConcentration_ByCampus.sql
adConcentration D Reference cnv_adConcentration_Update.sql
adDegree D Reference cnv_adDegree.sql
adDegree D Reference cnv_adDegree_ByCampus.sql
adDegree D Reference cnv_adDegree_Update.sql
adProgram D Reference cnv_adProgram.sql
adProgramGroup D Reference cnv_adProgramGroup.sql
adProgramVersion D Reference cnv_adProgramVersion.sql
adProgramVersion D Reference cnv_adProgramVersion_ByCampus.sql
adProgramVersion D Reference cnv_adProgramVersion_Update.sql
adShift D Reference cnv_adShift.sql
adShift D Reference cnv_adShift_ByCampus.sql
adStartDate D Reference cnv_adStartDate.sql
adStartDate D Reference cnv_adStartDate_ByCampus.sql
adStartDate D Reference cnv_adStartDate_Update.sql
adTerm D Reference cnv_adTerm.sql
adTerm D Reference cnv_adTerm_ByCampus.sql
adTerm D Reference cnv_adTerm_Update.sql
amLeadSrc D Reference cnv_amLeadSrc.sql
amLeadSrc D Reference cnv_amLeadSrc_ByCampus.sql
amLeadSrc D Reference cnv_amLeadSrc_Update.sql
amLeadType D Reference cnv_amLeadType.sql
AmPrevEduc D Reference cnv_AmPrevEduc.sql
AmPrevEduc D Reference cnv_amPrevEduc_ByCampus.sql
AmPrevEduc D Reference cnv_amPrevEduc_Update.sql
AmNationality D Reference cnv_AmNationality.sql
AmRace D Reference cnv_amRace.sql
adConcentrationByProgramVersion D Reference cnv_adConcentrationByProgramVersion.sql
adProgramVersionProgramGroup D Reference cnv_adProgramVersionProgramGroup.sql
CmDocType D Reference cnv_cmDocType.sql
CmDocType D Reference cnv_cmDocType_ByCampus.sql
CmDocType D Reference cnv_cmDocType_Update.sql
AmTest D Reference cnv_amTest.sql
AmTest D Reference cnv_amTest_ByCampus.sql
amAgency E Reference cnv_amAgency.sql
amAgency E Reference cnv_amAgency_ByCampus.sql
amAgencyBranch E Reference cnv_amAgencyBranch.sql
amAgencyBranch E Reference cnv_amAgencyBranch_ByCampus.sql
amCollege E Reference cnv_amCollege.sql
amCollege E Reference cnv_amHighSchool_ByCampus.sql
amHighSchool E Reference cnv_amHighSchool.sql
plEmployer E Reference cnv_plEmployer.sql
plEmployer E Reference cnv_plEmployer_ByCampus.sql
syOrganization E Reference cnv_syOrganization.sql
amLeadVendorRelationship E Reference cnv_amLeadVendorRelationship.sql
SyStudent F Operational cnv_SyStudent.sql
syStudentAmRace F Operational cnv_syStudentAmRace.sql
SyAddress F Operational cnv_SyAddress.sql
SyStudentNI F Operational cnv_syStudentNI.sql
SyStudentAgency F Operational cnv_SyStudentAgency.sql
AmProspectPrevEduc F Operational cnv_AmProspectPrevEduc.sql
adEnroll F Operational cnv_adEnroll.sql
cmEvent F Operational cnv_cmEvent.sql
SyAdvisorByEnroll F Operational cnv_SyAdvisorByEnroll.sql
AdConcentrationByEnrollment F Operational cnv_adConcentrationByEnrollment.sql
AmProspectTest F Operational cnv_amProspectTest.sql
CmDocument F Operational cnv_cmDocument.sql
SyUserValues F Operational cnv_SyUserValues.sql
AdConcentration
AdTerm
AdProgramVersion
AdDegree
AdShift
AdStartDate
AmLeadSrc
AmAgency
AmAgencyBranch
AmHighSchool
AmPrevEduc
PlEmployer
SyOrganization
SySchoolStatus
AmLocation
AmTest
CmDocType		 A, C, D, and E Enumeration, Reference dbo.sproc_CRM_ReferenceType_Insert.PRC
    dbo.fn_GetCustomCampusId.udf

Rules that Enable Integration

This table contains important Rules that must be configured in CampusNexus CRM Business Administrator to ensure the synchronization of data across Anthology Student and CampusNexus CRM.

Rules in CampusNexus CRM Business Administrator
Rule # Rule Name CRM Object Rule Details
1 Promote Student to Anthology Student Lead On event: When Object is updated

IF: Lead.Integration flag = Not Integrated And Lead.Stage = PreLead And Lead.Link to Contact.Integration flag = Not Integrated And Lead.Link to Contact.ContactType = Student

Then:
Set <Contact> < School Status> to < School Status>
Send <Create Contact> Information to Outgoing Queue
Set <Contact> < Integration Flag> to <Integrated>
2 Create Applicant in Anthology Student based on the Lead Stage Lead On event: When Object is updated

IF: Lead.Integration flag = Not Integrated And Lead.Stage = Apply And Lead.Link to Contact.Integration flag = Not Integrated And Lead.Link to Contact.ContactType = Student

Then:
Set <Contact> < School Status> to < School Status>
Send <Create Contact> Information to Outgoing Queue
Set <Contact> < Integration flag> to <Integrated>
Send <Create Lead> Information to Outgoing Queue
Set < Integration flag> to <Applicant Integrated>
Stop processing this Rule (quit)

IF: Lead.Integration flag <> Integrated And Lead.Integration flag <> Applicant Integrated And Lead.Stage = Apply And Lead.Link to Contact.Integration flag = Integrated

Then:
Send <Create Lead> Information to Outgoing Queue
Set < Integration flag> to <Applicant Integrated>
Stop processing this Rule (quit)

IF: Lead.Integration flag = Applicant Integrated And Lead.Stage = Apply Lead.Link to Contact.Integration flag = Integrated And Lead.Link to Enrollment.EnrollmentID is Null

Then: Send <Update> Information to Outgoing Queue
3 Create Inquiry in Anthology Student based on the Lead Stage Lead On event: When Object is updated

IF: Lead.Link to Contact.Integration flag = Not Integrated And Lead.Integration flag = Not Integrated And Lead.Stage = Interview And Lead.Link to Contact.ContactType = Student

Then:
Set <Contact> < School Status> to < School Status>
Send <Create Contact> Information to Outgoing Queue
Set <Contact> < Integration flag> to <Integrated>
Send <Create Lead> Information to Outgoing Queue
Set < Integration flag> to <Inquiry Integrated>
Stop processing this Rule (quit)

IF: Lead.Link to Contact.Integration flag = Integrated And Lead.Integration flag <> Inquiry Integrated And Lead.Stage = Interview

Then:
Send <Create Lead> Information to Outgoing Queue
Set < Integration flag> to <Inquiry Integrated>
Stop processing this Rule (quit)
4 Update Student to Anthology Student Contact On event: When Object is updated

IF: Contact.Integration Flag = Integrated And Contact.ContactType = Student

Then: Send <Update> Information to Outgoing Queue
5 Update Activity to Anthology Student Activity On event: When Object is updated

IF: Activity.Integration flag = Not Integrated And Activity.Contacts.Integration flag = Integrated

Then:
Send <Create> Information to Outgoing Queue
Set <Integration flag> to <Integrated>

IF: Activity.Integration flag = Integrated And Activity.Contacts.Integration flag = Integrated

Then: Send <Update> Information to Outgoing Queue
6 Delete Activity to Anthology Student Activity On event: When Activity is deleted

IF: Activity.Contact.Integration Flag = Integrated And Activity.Integration Flag = Integrated

Then: Send <Delete> Information to Outgoing Queue
7 Update Account to Anthology Student Account On event: When Object is updated

IF: Account.Integration flag = Integrated

Then:
Send <Update> Information to Outgoing Queue
8 Update Account to Anthology Student Account On event: When the value of a Property on <Account - StudentsMANY - MANYContact - Previous Education> is changed

IF: Account.Integration flag = Integrated

Then: Send <Associate> Information to Outgoing Queue
9 Create Address to Anthology Student Address On event: When a new Address is created

IF: Address.Contact.Integration flag = Integrated And Address.Contact.Contact type = Student

Then:
Send <Create> Information to Outgoing Queue
Set < Integration flag> to <Integrated>
10 Update Address to Anthology Student Address On event: When Object is updated

IF: Address.Contact.Integration flag = Integrated And Address.Contact.Contact type = Student And Address.Integration flag = Not Integrated

Then: Send <Create> Information to Outgoing Queue

IF: Address.Contact.Integration flag = Integrated And Address.Contact.Contact type = Student And Address.Integration flag = Integrated

Then: Send <Update> Information to Outgoing Queue
11 Delete Address to Anthology Student Address On event: When Address is deleted

IF: Address.Contact.Integration Flag = Integrated And Address.Contact.ContactType = Student

Then: Send <Delete> Information to Outgoing Queue
12 Create/Update Agency Affiliation to Anthology Student Contact On event: When the value of a Property on <Contact - Agency/3rd Party MANY - MANY Account - Student Agency/3rd Party> is changed

IF: Contact.Integration Flag = Integrated And Contact.ContactType = Student

Then: Send <Associate> Information to Outgoing Queue
13 Delete Agency Affiliation to Anthology Student Contact On event: When a row is removed from <Agency/3rd Party>

IF: Contact.Integration Flag = Integrated And Contact.ContactType = Student

Then: Send <DisAssociate> Information to Outgoing Queue
14 Create/Update Previous Education to Anthology Student Contact On event: When the value of a Property on <Contact - Previous EducationMANY - MANYAccount - Student> is changed

IF: Contact.Integration Flag = Integrated And Contact.ContactType = Student

Then: Send <Associate> Information to Outgoing Queue
15 Delete Previous Education to Anthology Student Contact On event: When a row is removed from <Previous Education>

IF: Contact.Integration Flag = Integrated And Contact.ContactType = Student

Then: Send <DisAssociate> Information to Outgoing Queue
16 Update Properties Enrollment to Lead Enrollment On event: When the value of <[Any Property]> is changed

IF: Enrollment.Link to Lead.Lead ID is not Null

Then: Set <Lead> < School Status> to < School Status>
17 Lead Stage Progression Lead Rules for Lead Stage progression are configured based on specific requirements from the customer.
We recommend that you create the Checklist Tab on Lead Object, and trigger Stage progression of Lead to the point of Anthology Studentintegration based on the completion of items in the check list.
18 Lead Routing Rule Lead Rules for Lead Routing are configured based on specific requirements from the customer. A sample Lead Routing Rule is as follows:

On event: When a new Lead is created

IF: Lead.Program.Code = CONSTMGT And Lead.Team = "Home" And Lead.Invalid = No And Lead.Duplicate = No

Then:
Transfer to <Construction Mgmt Admissions>
Assign to <SIS - trini>
Set < Pipeline> to <Online Admissions>
Set < Stage> to <New Lead>

IF: Lead.Program.Code = HIT And Lead.Team = "Home" And Lead.Invalid = No And Lead.Duplicate = No

Then:
Transfer to <Health Information Technology Admissions>
Weighted Round Robin in <current team>
Set < Pipeline> to <Online Admissions>
Set < Stage> to <New Lead>

IF: Lead.Team = "Home" And Lead.Invalid = No And Lead.Duplicate = No

Then:
Transfer to <Online Admissions>
Weighted Round Robin in <current team>
Set < Pipeline> to <Online Admissions>
Set < Stage> to <New Lead>
19 Update Ethnic Group Contact On event: When a row is added to <Ethnic Groups>

IF: Contact.Integration flag = Integrated And Contact.Contact type = Student

Then: Send <Associate> Information to Outgoing Queue
20 Delete Ethnic Group Contact On event: When a row is removed from <Ethnic Groups>

IF: Contact.Integration flag = Integrated And Contact.Contact type = Student

Then: Send <Disassociate> Information to Outgoing Queue
21 Update Pronoun Contact On event: When a row is added to <Pronouns>

IF: Contact.Integration flag = Integrated And Contact.Contact type = Student

Then: Send <Associate> Information to Outgoing Queue
22 Delete Pronoun Contact On event: When a row is removed from <Pronouns>

IF: Contact.Integration flag = Integrated And Contact.Contact type = Student

Then: Send <Disassociate> Information to Outgoing Queue

Configuration Mappings

This table describes the mappings that must be set in the FieldMapConfig.TalismaAgent.xml and FieldMapConfig.CampusVueAgent.xml files. For more information about these files, see Modify Objects and Property Mappings.

Configuration Mappings
Activity Status/Suffix Mapping Attribute Detail Notes
Activity Status Mapping
FieldMapConfig.
TalismaAgent.xml		 ResultStatus ResultStatusPhoneCall The value of the Tgt tag must be an Anthology Student value.
ResultStatusMeeting The value of the Tgt tag must be an Anthology Student value.
ResultStatusFax The value of the Tgt tag must be an Anthology Student value.
ResultStatusTask The value of the Tgt tag must be an Anthology Student value.
ResultStatusLetter The value of the Tgt tag must be an Anthology Student value.
ResultStatusEmail The value of the Tgt tag must be an Anthology Student value.
 

Note: The above values will be modified based on the ResultStatus attribute of the Anthology Student implementation.
EventStatusType Open The value of the Tgt tag must be an Anthology Student value.
Resolved The value of the Tgt tag must be an Anthology Student value.
Close The value of the Tgt tag must be an Anthology Student value.
Canceled The value of the Tgt tag must be an Anthology Student value.
Pending The value of the Tgt tag must be an Anthology Student value.
 

Note: The above values will be modified based on the EventStatusType attribute of the Anthology Student implementation.
FieldMapConfig.
CampusVueAgent.xml 		EnumActivityStatus Pending The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
Closed The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
Canceled The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
Queued The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
Fail The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
Reassign The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
 

Note: The above values will be modified based on the EnumActivityStatus attribute of the Anthology Student implementation.
EnumActivityResult

 

 Closed The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
Pending The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
Given The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
LetterSent The value of the SrcLabel tag must be an Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
CallDone The value of the SrcLabel tag must be a Anthology Studentvalue. The value of the TgtLabel tag must be a CampusNexus CRM value.
TaskDone The value of the SrcLabel tag must be a Anthology Student value. The value of the TgtLabel tag must be a CampusNexus CRM value.
 

Note: The above values will be modified based on the EnumActivityResult attribute of the Anthology Student implementation.
Suffix Mapping
FieldMapConfig.
TalismaAgent.xml		 SuffixType First The value of the Tgt tag must be an Anthology Student value.
Second The value of the Tgt tag must be an Anthology Student value.
Third The value of the Tgt tag must be an Anthology Student value.
Fourth The value of the Tgt tag must be an Anthology Student value.
Jr The value of the Tgt tag must be an Anthology Student value.
Sr The value of the Tgt tag must be an Anthology Student value.
 

Note: The above values will be modified based on the SuffixType attribute of the Anthology Student implementation.