To enable the integrated school and student ID fields, please reach out to Support.
If you utilize the integration between CommunitySuite and SLM, you can add payee (school) and student ID fields to a follow up form in SLM and that information syncs between the systems. This allows you to collect information from scholarship recipients about the school they'll be attending and their student ID, and automatically integrate that information to the scholarship record in CommunitySuite.
The steps involved in using this feature are listed below:
- Tag profiles as Schools in CommunitySuite, which adds them as options in the payee drop-down field in SLM. Refer to this article for more details: Set Grantees as Schools
- Add payee (school) fields and student ID field to at least one follow up form in SLM. Refer to this article for more details: Add School and Student ID Fields
- As scholarships are approved, sync them from SLM to CommunitySuite, or CommunitySuite to SLM. Assign the follow up containing the payee and student ID fields to each scholarship recipient. The follow up must be related to a specific installment when assigning it. More details are available in the "Collect Information in Follow Up Forms" section below.
- Information entered in the payee and student ID fields syncs automatically to the scholarship record in CommunitySuite. Changes can be made to the fields in either system. More details are available in the "Integration of Data" section below.
Collect Information in Follow Up Forms
In order for the payee and student ID information to sync between systems, the awarded scholarships must be synced. This can be done by syncing a scholarship from SLM to CommunitySuite, or syncing a scholarship from CommunitySuite to SLM. More details are available in these articles: Sync CommunitySuite Scholarships to SLM or Sync SLM Requests to CommunitySuite
When assigning a follow up form with the payee and student ID fields to a scholarship recipient, it must be related to a specific installment (not to the overall award) for the information to sync.
The scholarship recipient will then complete the payee and student ID fields as they would any other questions.
Integration of Data
Once a scholarship recipient completes the payee and student ID fields, that information automatically syncs to their scholarship record in CommunitySuite for that specific installment (payment line).
If the payee or student ID are changed in either system, the information will automatically update in the other system.
The following resource provides additional training on this topic.