Session ID Presented by: Steve Mason & David Morelli Pacific University Oregon April 9, 2013 Session ID 2699 Recruiter Enrichment the New Age Enrich Prospects or Suspects and Eliminate Duplicates

Session ID About Pacific University Oregon Pacific University Oregon (Ory-gun) –Founded in 1849 for Oregon Trail Orphans –Small, private university with campuses in Forest Grove, Hillsboro and Eugene, Oregon –5 Colleges; Arts & Sciences, Optometry, Education, Health Professions and Business –3,700 FTE, Undergraduate & Professional, split 50/50 –Colleague since 1993, ODS 2008, Recruiter –Mascot is Boxer, a Chinese qilin 2

Session ID Pacific University is located in the Tualatin Wine Country 3

Session ID Pacific University Oregon – More Information for Pacific University Year in Review, Boxer Tales, and Campus Life s-forest-grove.cfm/ s-forest-grove.cfm/ for directions for Introduction to Pacific University a_Ahttp:// a_A for view of Forest Grove area

Session ID Session Rules of Etiquette Please turn off your cell phone/pager If you must leave the session early, please do so as discreetly as possible Please avoid side conversation during the session Thank you for your cooperation!

Session ID Introduction With the change from CRM 4 to CRM 2011 the enrichment process for Recruiter has become easier for the majority of applications. This presentation will provide an overview of the usual situation as an introduction to the Enrichment process. Then we will present the method used for a complex enrichment. In this example, we compare Suspect records to Prospect records to identify overlap, and then enrich the Suspect records with a flag that will allow their deletion. The complex example will presume a need to view the underlying SQL tables, to write SQL queries against that data, and to return the query data into Recruiter using the Enrichment process. These steps may be used for any Recruiter/CRM installation and do not rely upon Colleague.

Session ID Goal of Presentation & Prerequisites We will present the process in a step by step manner to facilitate duplicating the same process when you return to your institution. The process requires the Recruiter System Administrator role, DB Reader rights to the Recruiter database and an understanding of T-SQL.

Session ID Basic Enrichment Improvements in CRM 2011 has made data enrichment easier in Recruiter.

Session ID Basic Enrichment Example This example details how to add an extracurricular interest to a prospect. The source of the prospects can be a text file. Excel spreadsheet or any other format usable by Access. This technique can be used for any entity related to the prospect

Session ID Import a prospect, then enrich extracurricular activities using name and as the link 10

Session ID Start with Imports 11

Session ID Create a new Import 12

Session ID Browse for the first import file - Contacts 13

Session ID Select your CSV of Contacts 14

Session ID Confirm Selected CSV File 15

Session ID Select Automatic Mapping – CSV Headings from Recruiter 16

Session ID Automatic Mapping Will Find The Headings 17

Session ID It is OK if not all fields are mapped 18

Session ID Confirm Mapping 19

Session ID Do Not Allow Duplicates for Simple Enrichment 20

Session ID Take a Break While the Import Runs 21

Session ID Start a new Import as before – Extracurricular Activity 22

Session ID Select Extracurricular Activity CSV 23

Session ID Confirm Upload 24

Session ID Select Automatic Mapping – CSV Headings from Recruiter 25

Session ID Map to Prospect 26

Session ID Also Map Contact – First with Full Name Default 27

Session ID Add to Connect to Contact 28

Session ID Confirm Lookup Reference 29

Session ID Confirm Mapping 30

Session ID Do Not Allow Duplicates for Simple Enrichment 31

Session ID Take a Break While the Import Runs 32

Session ID Check your Imports 33

Session ID Make sure it was successful 34

Session ID Check The Results 35

Session ID And there it is 36

Session ID Basic Enrichment Summary You can start with new Contacts or enrich existing contacts Export your existing Contacts to a CSV or create a CSV with new contacts Use address and Full Name to attach interest to Contact

Session ID Complex Enrichment There are situations where data enrichment is more complex than can be handled with the General process. They can still be accomplished.

Session ID Complex Enrichment This example will identify duplicates by matching suspects to prospects Then the duplicate suspects will be flagged for deletion We use the SIC field since it is not used in Recruiter. Any unused field will work An Advanced Find selects the suspects with the SIC flag Then they are deleted

Session ID Start with and Advanced Find for Leads 40

Session ID Select Leads with no SIC and Related Contact (Origination Load) 41

Session ID Save Query for future use (Save As) 42

Session ID Edit Columns – Add and Remove 43

Session ID Initial Column Add/Remove Screen 44

Session ID Remove Name and Created On. Add First, Middle, Last, and SIC 45

Session ID Click ! For Results 46

Session ID Then Click Export Leads 47

Session ID Export The Leads – Check Re-Import Option 48

Session ID Open the Export File 49

Session ID Save your Advanced Find Query 50

Session ID Open the XML File in Excel 51

Session ID Notice first column is D. A-C are Hidden 52

Session ID Unhide A-C but Do Not Modify 53

Session ID Unprotect the Sheet 54

Session ID Remove All Data Rows – Keep Headings 55

Session ID Save the XML Master File of Headings (once) 56

Session ID Save it again to use for Import 57

Session ID Save it again for a working copy 58

Session ID In the CRM DB using T-SQL Create this View 59

Session ID T-SQL View Continued (Part 2) 60

Session ID Results of the View 61

Session ID Copy the view results into working copy of XML file, save and close it. 62

Session ID Start a new import 63

Session ID Browse for the working file 64

Session ID If you Do Not Allow Duplicates it Fails 65

Session ID Take a break while the import runs 66

Session ID Check the Import Status 67

Session ID Errors Caused by Not Allowing Duplicates 68

Session ID If you Do Not Allow Duplicates the Import Fails 69

Session ID Allow Duplicates will Permit Enrichment 70

Session ID Allow Duplicates and it Works 71

Session ID Final Process - Delete the Duplicate Suspects After enriching run an Advanced Find for Leads with SIC = 1 Select them all Click the Delete icon - X No more leads duplicating suspects

Session ID Questions & Answers Feel free to contact us Steve – David – We will post this on the Client Forums, wherever they are in the future.

Session ID Thank You! Presenter(s) Steve Mason & David Morelli (s): Please complete the online session evaluation form Session ID © 2013 Ellucian. All rights reserved.