Sync SLM Requests to CommunitySuite – Foundant Technologies

Sync requests from Scholarship Lifecycle Manager (SLM) to CommunitySuite to process scholarship awards and payments. A scholarship request must have an approved status in SLM before it can be synced and cannot have any payments recorded in SLM.

User Role: Administrator

Sync SLM Requests to CommunitySuite When:

A scholarship has been approved in SLM and is ready for payment processing in CommunitySuite.
Multiple scholarships have been approved and need to be sent to CommunitySuite at the same time.

Each scholarship being awarded to a student must be recorded as a separate request in SLM before syncing to CommunitySuite. If you have any questions about this, contact Support before syncing requests.

Users with access to both CommunitySuite and SLM are automatically authenticated into the other product when selecting the respective product icon on a linked scholarship or profile.

The table below outlines which SLM fields map to their corresponding CommunitySuite fields once a scholarship is synced.

SLM Field	CommunitySuite Field
Decision Date	Decision Date
Award Date	Award Date
Applicant	Student
Amount Awarded	Scholarship Award Amount
Installment Date	Payment Date
Installment Amount	Payment Amount
Payment Date	Check Date

Decision Date — Typically used as the date the scholarship was approved after evaluation, but any date that is helpful for the organization can be used. This field can be edited in SLM and CommunitySuite.

Award Date — The date of the General Ledger transaction or posting date. The award date has to be in an open financial period in CommunitySuite, meaning the books cannot be closed. This field cannot be edited in SLM once the request is synced, but it can be updated in CommunitySuite.

Decision Date and Award Date Integration Video

This video covers how to sync grant and scholarship requests from GLM/SLM to CommunitySuite, including an overview of the decision date and grant/award date fields and how to configure the Show Decision Status setting.

This video is recorded in a GLM site and refers to the field as Grant Date. In SLM, the same field is referred to as the Award Date. The process is the same in both GLM and SLM.

Sync a Single Request From SLM to CommunitySuite

To sync a single request from SLM to CommunitySuite, navigate to the request using one of the two methods below.

Request Summary Page

To sync a request from the Request Summary page:

Navigate to the Request Summary Page for the request.
Click the CSuite tab.
Click Sync Request to sync the request to CommunitySuite.

All Open Approvals Workload Page

To sync a request from the All Open Approvals workload page:

From the Dashboard, click the All Open Approvals workload page.
Click the toggle on the request to be synced to CommunitySuite.
- The toggle will then turn green, indicating that the request is synced.

Sync Requests From SLM to CommunitySuite in Batch

To sync multiple requests to CommunitySuite at once using the All Open Approvals workload page:

From the Dashboard, click the All Open Approvals workload page.
Check the box for each request to be synced.
Click Batch Actions, and then click Send to CommunitySuite.

Additional Information

Once a scholarship request is synced from SLM to CommunitySuite, note the conditions below.

Other than the date field, installments can only be edited in CommunitySuite unless the Post by Payment option is selected in CommunitySuite for the scholarship.
Unsyncing can be done in SLM until the scholarship has been processed in CommunitySuite. After that point, the scholarship must be deleted in CommunitySuite if needed.
The approved filter in CommunitySuite filters scholarships that were approved in CommunitySuite, not scholarships approved in SLM and then synced to CommunitySuite.

The next step is to process the scholarship in CommunitySuite. Details are available in Process Synced Scholarships.