The CFNC integration is uni-directional, meaning data is only synced from CFNC → Element. There is no data that flow back from Element into CFNC. The syncing process from CFNC will create or update an existing Element contact record based on the application data from CFNC. This includes the following:
Additionally, there are several other syncing jobs that run to pull additional data out of CFNC. This includes:
Element can be setup to sync all types of CFNC applications:
During implementation, let the Integration Specialist assigned to your project know which application types you want to sync directly from CFNC into Element.
By default, Element will also sync both started and submitted applications in CFNC. This allows for partners to use Element’s communications tools to encourage started applicants to submit their applications and have metrics for application data all in one place. Once an application is submitted in CFNC, it will update the started application that was loaded in Element. If a partner only wishes to sync submitted applications from CFNC, they can let their Integration Specialist know during implementations.
Also by default, all syncing with CFNC occurs on a schedule with several different jobs for different types of processing. For a single application type, the these are the default schedules/jobs: