Push Records to SIS

Overview:

One of our most powerful new features is the ability to push records to your SIS! This feature allows for selected coursework data from a lead to be pushed in a .csv file to an SFTP server location of your choice.

What you might want to use this:

• When your students provide an Official transcript, and you do not want to re-enter the data from DegreeSight by hand into your SIS, you can use this feature to directly extract the data.

Considerations:

• Our default feature today does not include native data ingestion into your specific SIS. We will work with your IT team to ensure all of the data is mapped accordingly.

• The filename sent downstream will contain the student ID you enter from your SIS. This will help your team reconcile this with the appropriate student record during ingestion.

• You can resend the same data downstream multiple times. We will annotate each record with DegreeSight's internal match_id so you can update previous decisions with new data.

• You do not have to email the student a notification that this has happened! Simply do not turn on the toggle to determine if you will email the student when it is presented.

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Detailed walkthrough

Configuration:

To configure the SFTP server, browse to the Integration Settings👍

Pushing your records:

Once your SFTP server connection is configured and tested, browse to any lead to push the coursework by clicking "Push Records (beta)":

Next, enter the student's ID and click "Next". You'll want to find this ID from your SIS and double-check to ensure it matches. This ID will be added to the filename when we extract the records downstream.

Next, either select all or only the coursework you'd like to push to your SFTP server and then click "Next":

Next, you'll have the option to email the student about the updated coursework. Here's an example of that email notification:

Next, check the "Acknowledgement and Permission to Email Student" checkbox and click "Submit Coursework":

Lastly, when ready, click "Yes, Push Coursework". If changes are required, click "No, Go Back":

A sample file can be viewed here.