Create Student Update for PowerFAIDS Cloud

This process exports candidates and students from Jenzabar One Desktop to create or update students in PowerFAIDS Cloud.

This process should be done as frequently as necessary to keep the information in your financial aid system up to date with the changes that occur in J1. For example, you may want to run it daily, twice daily, twice weekly, etc., depending on the time of year and the amount of registration changes and activity at your organization.

Fields

If PowerFAIDS Cloud is set as you Active and Default financial aid system in the Financial Aid Configuration window, you will already see PFC PowerFAIDS Cloud in this field.

If not, click the drop-down to select it.

This references the same queries used to integrate with PowerFAIDS Desktop. It will reference the most recently used query by PowerFAIDS Desktop.

When selecting the {Original Candidate Select} or any query based on it, only the Student section of data is included.

This allows you to select one or more ID numbers to transfer information, eliminating the need to create a query with just one or group of IDs.

Optionally, use this drop-down to set a priority order for what addresses to send as second and third for use in PowerFAIDS Cloud. Click the More button to open the Maintain Address Priority window to reference additional information about existing Address codes.

Select an available Academic Year from the drop-down. These are populated from the Year Definition table.

Select a Financial Aid Academic Year from the drop-down. These are defined in the Financial Aid Academic Year Definition window and mapped to the PowerFAIDS Cloud Academic Year token.

The file will include data for the Academic Year section, if the selected students have a registration for a term associated with the year.

In this section, Payment Periods (POEs) associated with the selected Financial Aid Academic Year appear. These are defined in the POE Definition and POE Cross Reference windows.

When at least one Payment Period is selected, then the file will include the Payment Period section data provided the student has registrations and a Financial Aid Master record that corresponds to the select Payment Period (POE).

Set a name for the CSV Student Information Import file.

The first time a user does this, they will need to navigate to a folder to save the file. This location preference is saved for each user and each subsequent run will just require a file name to be entered. Optionally, the user may choose a new location for the file.

The minimum data section that PowerFAIDS Cloud requires is the Student Entity Section.