1. Integrating CRM Recruit with Banner
Debbie Brosch
Indiana University of PA
Systems Analyst

2. Thank you for your cooperation
General Announcements:
Please turn off all cell phones/pagers
If you must leave the session early, please do so as discreetly as possible
Please avoid side conversations during the session
Questions encouraged at any time
Thank you for your cooperation

3. CPE Credits - We’ve gone electronic!
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
or via the PABUG conference app.
For additional questions please contact
Lora Harper CPE - Coordinator

4. Indiana University of PA
Graduate - live on CRM Recruit June 2016
Migrated approx. 600 existing incomplete apps and 2600 recruit records from Banner
Culinary Arts - August 2016
Migrated approx existing records
Undergraduate - tentatively planned April 2017
TBD who we migrate. 200,000+ records including apps/search in Banner for UG Fall 2017 and up. Spring 18 and up there are records.
Currently on Recruit version Plan to upgrade to 4.6 before UG go live (December release).

5. Overview of Recruit @ IUP
Push to Banner occurs at point of decision for Culinary and Graduate.
Culinary only uses Events in Recruiter
GRE/GMAT Test Scores – File Upload weekly
SAT/ACT currently manual entry only
Integration with Salesforce for and StrikeIron for address verification
Integration with Touchnet (application fee)
Integration with Banner Document Mgmt (BDM )

6. Push To Banner Process Graduate – Once Decision is entered
Push Application
Check for records in suspense/error
Push Decision (SGASTDN record gets created)
Push Opportunity
Only way to get HS GPA/Rank to Banner
Push Test Scores

7. Push To Banner Process Culinary – Once Decision is entered
Push Decision (pushes Application and Folder)
Culinary decisions do not create SGASTDN
Check for records in suspense/error
Push Opportunity
Only way to get HS GPA/Rank to Banner
Push Test Scores
Push to BDM (all uploaded documents)

8. Push To Banner Process Undergraduate (tentative plan)
We will likely push graduating senior freshman (Fall) at application complete
Robust Auto Admit Process in Banner
Decision will feed back to Recruiter
Transfers, International, Non-Traditional, Spring will push once decision is entered by Counselors
Push Opportunity
Push Test Scores
Push to BDM

9. Integrated Fields
There are about 250 delivered fields that map directly to Banner tables
Spreadsheet available upon request
GOBINTL,GOBUMAP, GOREMAL, GORPRAC, GORVISA, SABSUPL, SARADAP, SORDEGR, SORFOLK, SORDEGR, SORHSCH, SORINTS, SORLCUR, SORPCOL, SPRIDEN, SPBPERS, SPRADDR, SPRTELE, SRBRECR, SRRRSRC
SRBRCID – contains recruiter ID/ PIDM for any record linked to Banner (provisioned from or pushed to)
SRBRAID – contains PIDM and application linking fields (term/app no) and recruiter app id

10. Integrated Fields Test Scores is a separate push (SORTEST)
Checklist / Supplemental items is an optional push (SARCHKL)
One way mapping.. If address/ /program/ campus etc changes after push, the change is not reflected in the other system.
Anything on the Application Folder pushes at time of Decision/App Folder push. (SARAPPD)

11. What “talks”? Test Scores is a separate push (SORTEST)
Checklist / Supplemental items is an optional push (SARCHKL)
One way mapping.. If address/ /program/ campus etc changes after push, the change is not reflected in the other system.
Anything on the Application Folder pushes at time of Decision/App Folder push. (SARAPPD)

13. Custom Fields Custom fields are set in the Real Time Datasource
Can be manually manipulated in the custom database package
Only certain entities can have custom fields that integrate with Banner
Example: HS, College cannot have custom fields
College GPA is not integrating with Banner
Note: Keep field names consistent across multiple applications

14. Real Time Datasource

15. Custom Package - BRIM
Custom fields must be in the Real Time Datasource to populate SRTCSTM

16. Custom Package - BRIM
BRIM reads the JSON and inserts a record for each custom field into SRTCSTM table in Banner
Custom Package specified in BRIM console can then insert or update any table in Banner using the data in SRTCSTM.
Package is called once per each application pushed to Banner.

17. Custom Package - BRIM Registration Holds (1-5)
Adding Advisor/Registration Group for Grad (coming soon)

18. Custom Package - BRIM

19. Custom Package - BRIM
We used a loop and case statement to loop through the records and perform different inserts and updates based on the data.

20. Custom Package - BRIM

21. Application Folder Fields

22. Nightly Process for Academic standing

23. Nightly Process for Academic standing
Process must be a separate process due to timing.. At the exact moment of push, the sgastdn record has not been created so cannot be updated by the BRIM package

24. Future Integration Plans
AXIOM Elite for CRM Recruit (Beta)
Integrate “talking” of program/campus/bio info between opportunity /person record and Banner
No changes to application after push to Banner in Recruit
More robust file imports
Delivered there is no “suspense” concept for potential matches. Each record is either an exact match or new(creating duplicates).

25. Open to the Floor
Questions
Comments

26. Please take time to complete our Conference and Session evaluations
Please take time to complete our Conference and Session evaluations. YOUR INPUT MATTERS!!!