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.

If you are seeing inconsistencies with the data syncing over from Veracross, please use this template to report the issues:

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

Overview

Audience

This guide is for schools who are NAIS members, and use Veracross 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 Veracross into Market View.

1. Applicants. If it exists, we will sync names, grades, addresses, and student IDs for students who applied to your school. Note: applicants need to have an "application date" to be considered applicants for this process.

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

Instructions

Step 1: Add Market View to Veracross

• Log in to Veracross.

• Click this link: https://axiom.veracross.com/#/homepage/iam.

• You should see something like this:

• Select the card titled “NAIS Market View”.

• Click "Start Integration".

• Click the green button at the top "Add application".

• Keep your Veracross tab open for the next step.

Step 2: Add Scopes

• Select the following scopes:

  1. admission.applicants:list

  2. admission.applications:list

  3. admission.households:list

  4. alumni.demographics:list

  5. students:list

• Click the green "Update" button at the top

• Keep your Veracross tab open, you'll need to copy and paste from this page into Market View.

Step 3: Add Veracross details to Market View

• Visit the Veracross connection page in Market View: https://marketview.nais.org/your-data/veracross/connect

• Click on "Connect to Veracross"

• Copy and paste your Client ID, Client Secret, and School Route from Veracross.

Step 4: Connect

• Click "Connect".

• Congratulations! Your data is now in Market View.

Next steps

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

How it works

1. Fetch all historical students, applicants, applications, and applicant households

2. Discard students marked as "applicants" who haven't yet applied (these are usually just prospects)

3. Match each applicant to an application and household

   1. If a matching application or household can't be found, an import failure is created

4. Assign a grade level to each applicant

   1. If a grade level doesn't match our list of accepted grades, an import failure is created

5. Match each student to an applicant

   1. If a matching applicant isn't found (e.g. if the applicant became an import failure), an import failure is created

6. For each applicant, look up or geocode their address

   1. An applicant's corresponding student is also assigned this address

   2. If an address can't be geocoded, the student and the applicant become import failures

7. Applicants are separated by year and saved into corresponding "applications" admissions lists

8. A student can be saved in several "enrollments" admissions lists

   1. A student is saved in the enrollment list for the year of their "entry date", at the grade level from their application ("grade level applied for")

   2. Each year after that, until their "exit date", a student is saved in that year with the next grade level

   3. We assume students are promoted each year, since we don't have grade level information for a student for each year

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.

Importing DASL data

Market View offers the ability to sync selected admission data from DASL.

In order to begin the sync, visit the DASL Data page under Your Data. You'll see a button that says "Refresh" or "Sync". Once you click the button, Market View will begin importing selected admission data.

You'll see a notification at the bottom of your screen when the import is complete. Visit the DASL data page in Market View to see what was synced.

Editing DASL data

If there is a conflict between the data you uploaded to Market View and the data you input into DASL, you'll see an icon with red crossed arrows. When you click that symbol, it will tell you which numbers are a mismatch. In the example below, you uploaded 232 for that variable, but you entered 89 into DASL. You cannot edit DASL data in Market View, but there is a handy link for you to edit each variable in DASL. "Edit on DASL" is the hyperlink you can click to fix DASL numbers. It will bring you directly to the exact cell you can edit.

If the numbers are black and not red, that means there is no conflict between Market View and DASL.

If the Market View numbers are wrong, head to the Admission Data page to adjust the counts for each bucket by deleting or adding spreadsheets, or importing from your admissions tool.

Viewing DASL data in Market View

Once you've imported your DASL data and everything looks good, you can head to Trends > Enrollment Trends to see your DASL data in action. All four of the charts on this tab include DASL data.

The national averages included in these charts are the national average for schools entering data into DASL.

Full table of DASL data available to import

Finalsite's API is in beta, and Market View does not currently have an integration. To request that NAIS build a data integration for your Finalsite data to Market View, email us at marketview@nais.org and let us know you would like to sync your data from the platform into Market View. We will continue to monitor the progress of the Finalsite API.

• 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.