Search and Sync GLM/SLM Organizations and Users in CommunitySuite

Within CommunitySuite, you can search and sync Grant Lifecycle Manager (GLM)/Scholarship Lifecycle Manager (SLM) organizations and users while creating a profile, or by using the Search GLM feature.

Search and Sync from Create Profile

1. In Profiles click Create Profile in the left-side menu.
2. Complete all known fields for the individual or organization and click Search GLM Prior to Save to tell CommunitySuite to search GLM/SLM for similar organizations/users before the profile is saved.
   • The default setting for this checkbox can be configured in Profiles Settings.
     
     
3. Check or uncheck the box next to Include Synced Records.
   • Checking this will include both unsynced and synced records in your search results.
     
     
4. Click Save at the bottom of the page.
5. In the Similar GLM Profiles window:
   • Review similar GLM/SLM profiles, and select the radio button for a desired profile.
   • Click Sync in the lower-right corner of the window.
     
     

Search and Sync Using Search GLM

1. In Profiles click Create in the left-side menu.
2. Click Search GLM in the left-side menu.
3. In the Search GLM window, three columns (GLM Sites, Organization, and Individual) will display. 
   • GLM Sites
     • Check the box next to each GLM/SLM site that you want to search.
   • Organization and Individual
     • Complete all known fields for the organization or individual that you want to search for.
       • Only complete fields for organization or individual. You cannot search for organizations and individuals at the same time.
     • Next to filters, listed at the bottom of organization and individual columns, check or uncheck the boxes to refine your search criteria:
       • Include Synced Record
       • Include Records with Sync Issues
       • Include Unsynced Records
         
         
   • Click Search Organizations or Search Individuals and the GLM Search Results table will display all GLM/SLM records that match your search criteria.
     
     
4. Within the GLM Search Results table, the Status column will display one of three states for each GLM/SLM record (see below):
   • GLM/SLM record is linked to a profile in CommunitySuite.
     
     
     
   • GLM/SLM record is not linked to a profile in CommunitySuite.
     
     
     
   • Error -  there is something wrong with the linkage in CSuite or GLM/SLM.
     
     
     
5. Click the Status icon for the GLM/SLM record that you'd like to sync with CSuite.
   • If there is only one similar record (Profile) in CommunitySuite, review the record and click Sync Profile.
   • If there are multiple similar profiles in CommunitySuite, click the drop-down arrow, select the correct record, and click Sync Profile.
   • If CommunitySuite is unable to find a similar profile, or if you would like to create a new profile, click Create Profile.
     • This will automatically create a new profile in CommunitySuite and sync it with the selected record in GLM/SLM.