In Blackbaud, each student has a status. Blackbaud data doesn't have a definitive marker for "applicant", applicants fall under "inquiries" in the system.

In order to sync your applicants from Blackbaud, Market View looks for statuses that have “applicant” in the name, plus any statuses that could have an applicant status as a parent status.

This usually excludes the inquiry statuses, since students usually can’t progress from “applicant” status to “inquiry”, but it depends on how a school sets up their statuses.

If you are missing students from your "applicants" list in Market View, change their status or parent status to include the word "applicant". Then refresh your data and you should see them included.

If you have questions about your applicant data, please get in touch.

Overview

Audience

This guide is for schools who are NAIS members, and use Blackbaud for admissions or application data.

After one person at your school completes this process, the integration will work for everyone at your school. Each user should use their own login. Any NAIS member school can have unlimited staff accounts. Add and manage your school's roster at my.nais.org.

Goal

This integration syncs two types of data from Blackbaud into Market View.

1. Applicants. If it exists, we will sync names, grades, addresses, and student IDs for students who applied to your school.

2. Enrollments. If it exists, we will sync names, grades, addresses, and student IDs for students who enrolled in your school.

Step 1: Give yourself permissions in Blackbaud

You'll need to go to Core > Security > Roles. (Do not try to manage roles for this from the security/control panel area).

Find the role in the list and choose Manage Roles from the menu.

Go to Members, Add member and search for yourself to add.

You'll need these roles:

1. Platform Manager or Environment Admin

2. Academic Group Manager, Schedule Manager, or Platform Manager

3. SKY API Data Sync

4. Admissions Manager

Step 1: Add Market View to Blackbaud

• Log into Blackbaud.

• Click this link: https://app.blackbaud.com/marketplace/applications/442d9d54-20c1-4d72-9f82-be631861a49d?envid=t-f-g5WCInc0Gkwv_5fvgxjA

• You should see something like this

• Click "Connect"/ "Get Started"

• Follow the steps to finishing adding Market View as an integration partner

Step 2: Authorize Market View

• Log into Market View: https://marketview.nais.org

• Click on "Connect to Blackbaud"

• Click "Log in with your Blackbaud Account"

• A window should pop open where you can log in with your Blackbaud credentials

• You should be routed back to Market View. Congratulations!

Next steps

• Now that your integration is complete, you can sync fresh data from Blackbaud anytime by clicking the "Sync" button.

• You have Platform Manager or Environment Admin permissions

• You have one of the following permissions: Academic Group Manager, Schedule Manager, or Platform Manager

• You have the SKY API Data Sync permission

• You have completed both steps on this page: https://marketview.nais.org/your-data/blackbaud/connect

If all of the above are true, and you're still having issues, please get in touch! Here is the template for reporting data discrepancies.

In addition, please let us know if there are any particular student record types that are missing from the data being synced over.