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Data Integration

Integrate data from your student information system (SIS) or customer relationship management (CRM) system, including Slate, Salesforce, Ellucian, and more, using a CSV file. Then, use our Personalization form on your website to request information from your visitors that links them to your imported contacts.

Import your student dataLink to this section

Import any CSV containing an email address, at minimum, into Omni CMS. There are two ways to import your data, manual or automated upload.

For automated uploads, we have created a secure location (SFTP), hosted in AWS, to store your data. Use our SFTP details to connect to the system (CRM, SIS) that contains your CSV file. Connect once, then automatically export the latest data to Personalization.

When you import data, you see suggested data mapping, including the option to restrict data. If your CSV file contains critical personally identifiable information (PII) that we can identify programmatically, we will automatically restrict it and it will never be stored. You can also restrict data by removing it from your CSV file before import and/or by excluding it during the import process. 

Level 10 administrators, your privacy policy may need to be updated to reflect the choices you make about what data you import. You can use our details about data collection for Personalization to get started.

integration mapping

Import your data manually or automatically, as follows:

  1. Go to Content > Personalization > Integration.
  2. Click +New.
  3. Name your data.

Manual CSV Upload

  1. Select Manual to upload a CSV file directly to the CMS.
  2. Click the file chooser to select your CSV for upload.
  3. Click Upload.

Automated SFTP Upload

  1. Select Automated to set up an SFTP location using Omni CMS. 
  2. Enter the SFTP server name to establish a connection.
  3. Click Generate New SFTP User.
  4. To control access to your integrations, create an SFTP username.
    • SFTP username does not affect Omni CMS user settings.
    • Your account's unique tracking ID will be automatically appended to your input.
  5. For anyone who should have access to integrations, click +Create User.
    • Up to 25 users

You now have two keys, Public and Private, that you will need to use when configuring the SFTP connection from your system. These keys are not retrievable after navigating away from this page.

Click Copy to add the keys to your clipboard or Save to download the keys as an RSA file.

Save to return to all integrations or Map your data.

These instructions may help you export your CRM data from Slate, Salesforce (without third-party tools), or Ellucian (login required). You could also set up a scheduled task (chron job) to export your data.

Map your data

  1. Click Map.
  2. In the dropdown menu, map your data to or exclude it from segment properties.
    • Segment properties are smart; mapping data as a number prevents it from being edited later to a text value.
    • To exclude multiple columns select the checkbox for Don't Import Unmatched Columns.
  3. Click Save.

You can now request information from your website visitors and create segments using your data.

Edit your dataLink to this section

See the status of your data as Active, Pending Mapping, or Error Occurred. 

To make changes to your data after your first import,

  1. Go to Content > Personalization > Integration.
  2. Click the More Actions menu for your data.
  3. Click File > Edit Data Connection.
  4. Follow the Import Your Student Data steps.

Segment properties are smart. For example, if a segment property was first mapped as Numeric (integer), it can only be changed to a different Numeric (integer) property.

Delete your dataLink to this section

Deleting your data removes it permanently from the database, including segments and dynamic content using your data. Deleted data cannot be restored in Omni CMS. To delete your data,

  1. Go to Content > Personalization > Integration.
  2. Click the More Actions menu for your data.
  3. Click File > Delete Integration.

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