Integrating CRM Recruit with Banner Debbie Brosch Indiana University of PA Systems Analyst

Thank you for your cooperation General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions encouraged at any time Thank you for your cooperation

CPE Credits - We’ve gone electronic! To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website http://pabug.org/pennsylvania-banner-users-group-annual-conference/cpe-credits/ or via the PABUG conference app. For additional questions please contact Lora Harper CPE - Coordinator http://pabug.org/contact-us/

Indiana University of PA Graduate - live on CRM Recruit June 2016 Migrated approx. 600 existing incomplete apps and 2600 recruit records from Banner Culinary Arts - August 2016 Migrated approx. 2500 existing records Undergraduate - tentatively planned April 2017 TBD who we migrate. 200,000+ records including apps/search in Banner for UG Fall 2017 and up. Spring 18 and up there are 5000+ records. Currently on Recruit version 4.2.1. Plan to upgrade to 4.6 before UG go live (December release).

Overview of Recruit @ IUP Push to Banner occurs at point of decision for Culinary and Graduate. Culinary only uses Events in Recruiter GRE/GMAT Test Scores – File Upload weekly SAT/ACT currently manual entry only Integration with Salesforce for email and StrikeIron for address verification Integration with Touchnet (application fee) Integration with Banner Document Mgmt (BDM )

Push To Banner Process Graduate – Once Decision is entered Push Application Check for records in suspense/error Push Decision (SGASTDN record gets created) Push Opportunity Only way to get HS GPA/Rank to Banner Push Test Scores

Push To Banner Process Culinary – Once Decision is entered Push Decision (pushes Application and Folder) Culinary decisions do not create SGASTDN Check for records in suspense/error Push Opportunity Only way to get HS GPA/Rank to Banner Push Test Scores Push to BDM (all uploaded documents)

Push To Banner Process Undergraduate (tentative plan) We will likely push graduating senior freshman (Fall) at application complete Robust Auto Admit Process in Banner Decision will feed back to Recruiter Transfers, International, Non-Traditional, Spring will push once decision is entered by Counselors Push Opportunity Push Test Scores Push to BDM

Integrated Fields There are about 250 delivered fields that map directly to Banner tables Spreadsheet available upon request GOBINTL,GOBUMAP, GOREMAL, GORPRAC, GORVISA, SABSUPL, SARADAP, SORDEGR, SORFOLK, SORDEGR, SORHSCH, SORINTS, SORLCUR, SORPCOL, SPRIDEN, SPBPERS, SPRADDR, SPRTELE, SRBRECR, SRRRSRC SRBRCID – contains recruiter ID/ PIDM for any record linked to Banner (provisioned from or pushed to) SRBRAID – contains PIDM and application linking fields (term/app no) and recruiter app id

Integrated Fields Test Scores is a separate push (SORTEST) Checklist / Supplemental items is an optional push (SARCHKL) One way mapping.. If address/email/program/ campus etc changes after push, the change is not reflected in the other system. Anything on the Application Folder pushes at time of Decision/App Folder push. (SARAPPD)

What “talks”? Test Scores is a separate push (SORTEST) Checklist / Supplemental items is an optional push (SARCHKL) One way mapping.. If address/email/program/ campus etc changes after push, the change is not reflected in the other system. Anything on the Application Folder pushes at time of Decision/App Folder push. (SARAPPD)

Custom Fields Custom fields are set in the Real Time Datasource Can be manually manipulated in the custom database package Only certain entities can have custom fields that integrate with Banner Example: HS, College cannot have custom fields College GPA is not integrating with Banner Note: Keep field names consistent across multiple applications

Real Time Datasource

Custom Package - BRIM Custom fields must be in the Real Time Datasource to populate SRTCSTM

Custom Package - BRIM BRIM reads the JSON and inserts a record for each custom field into SRTCSTM table in Banner Custom Package specified in BRIM console can then insert or update any table in Banner using the data in SRTCSTM. Package is called once per each application pushed to Banner.

Custom Package - BRIM Registration Holds (1-5) Adding Advisor/Registration Group for Grad (coming soon)

Custom Package - BRIM

Custom Package - BRIM We used a loop and case statement to loop through the records and perform different inserts and updates based on the data.

Custom Package - BRIM

Application Folder Fields

Nightly Process for Academic standing

Nightly Process for Academic standing Process must be a separate process due to timing.. At the exact moment of push, the sgastdn record has not been created so cannot be updated by the BRIM package

Future Integration Plans AXIOM Elite for CRM Recruit (Beta) Integrate “talking” of program/campus/bio info between opportunity /person record and Banner No changes to application after push to Banner in Recruit More robust file imports Delivered there is no “suspense” concept for potential matches. Each record is either an exact match or new(creating duplicates).

Open to the Floor Questions Comments

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