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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 Modern Campus 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 Modern Campus 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 Modern Campus 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

Mapping your data ensures that the information from your CSV file is accurately linked to the appropriate fields within the Known Contact Personalization system. Follow these instructions carefully to ensure proper setup and avoid common issues.

Prepare your CSV

  1. When setting up auto-upload for a CSV file, the format of the filepath must match the name of the integration created in the CMS.
    • When naming your integration. use single word filenames, as follows integrationname
      • You may use camelCase (e.g., /newIntegration ),or underscores (e.g., /new_integration) for multi-word integration names.
      • If the filename must contain spaces (e.g., "New Integration"), you should encode the space as %20, resulting in /New%20Integration.
    • The filepath in the CMS will match the name of the integration, and will exist off of the root of the site.
      • For instance, an integration named "integrationname" would have an upload filepath of /integrationame
        • Uploading the CSV file to the root folder of the SFTP server (i.e., /) will result in an error. Always specify the subdirectory as part of the path.
  2. Check the size of your CSV file. Exceeding the maximum file size limit of 4.9 MB can result in upload failures.
    • If your file exceeds this limit, you'll need to split the file.
  3. If your CSV file is larger than the 4.9 MB limit, you must split it into smaller files. The Known Contact Personalization service will process each file separately but will combine the data from all files for personalization purposes.
    • Break down the large file into smaller CSV files, each under 4.9 MB.
    • Upload all the smaller files to the same SFTP server location.
  4. Since matching relies on email addresses, each row in the CSV file must include an email address. If any row is missing this information, the entire dataset will be incompatible with Personalization.

Upload your CSV

  1. Select your integration and 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.

When mapping your data, ensure you choose the correct Type. If you're uncertain about the format, select "Text."

Verify your data

Once you've uploaded the file, you'll want to ensure it's been successfully processed.

  1. Go to Content > Personalization > Integration
  2. Check the Latest Uploaded File column for the row corresponding to your integration.
  3. If the file name displayed in this column matches the file you uploaded, it indicates a successful upload. If not, try your upload again.

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

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