Export Files
For the Enroll360 Export files, the process will be a repetitive task. After you create your initial segment, you will head to Data + Automations>Import/Export>Export and start creating tasks for the files listed below. Each file below details how the export should be set up and details on the columns in each file. Some files require additional building as each school varies on how they name values, like terms, and may use different fields, these are noted within the Additional Instructions columns below.
Financial Aid is one that will vary from school to school. Since Element451 does not have system fields for Financial Aid, schools may have these as custom fields and will need to be mapped in the export.
Create an EAB Enroll360 Segment
All exports will pull from the same group of students so creating a segment is the first step. Depending on the EAB contract, student data may need to go back X amount of years and only focus on specific student types, like first year or graduate. Element451’s recommendation on building a segment is using the filters “Active Term” and “Active Student Type” with operator “Not In” to remove the older terms or irrelevant student types. It is also recommended to remove test records, if they were labelled “Test Record”, adding a “Labels” filter with “Not In” operator will remove them.
Student File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Student Layout
Filename: student_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| sis_student_id | user-identities-schoolid | 2 | |
| crm_student_id | user-elementid | 3 | |
| other_student_id | 4 | ||
| fname | user-first-name | 5 | |
| mname | user-middle-name | 6 | |
| lname | user-last-name | 7 | |
| preferred_fname | user-preferred-name | 8 | |
| us_citizenship_status | Map user-citizenship-us-status, click the blue gear, set to name or label, and check enabled. | 9 | |
| international_ind | If a True/False field of international students exist, map it here. If the field is Yes/No, map the field, click the blue gear, and add replace transformations to replace with TRUE or FALSE. If the field is not a Yes/No, and is dependent on another field, a calculated field may need to be created and put in the place as the unmapped field. Make sure export header is the same. Example: International is dependent on a specific application getting filled out. IF([user-calculated-last_submitted_app_guid]="insert_international_app_guid","TRUE","") | 10 | |
| birth_dt | user-dob | 11 | |
| gender | 12 | ||
| pref_gender | Map user-gender, click blue gear, set to name or label, check enabled. | 13 | |
| religious_affiliation | Make sure blue gear settings is exporting the name if using this field. | user-religion-name | 14 |
| hs_grad_year | user-education-highschools-graduate-date | 15 | |
| origin_source | This field is already set up to pull the user’s first source. No additional steps required. | 16 | |
| origin_source_dt | user-sources-timestamp-* | 17 | |
| first_gen_ind | If a True/False field of first generation exists, map it here. If the field is Yes/No, map the field, click the blue gear, and add replace transformations to replace with TRUE or FALSE. If the field is not a Yes/No, and is dependent on another field, a calculated field may need to be created and put in the place as the unmapped field. Make sure export header is the same. | 18 | |
| military_service_status | If a field for military service status exists, map it here. | 19 | |
| alumni_relation_ind | If a field for alumni relationship exists, map it here. | 20 | |
| hispanic_ind | user-race-hispanic | 21 | |
| ethnicity | 22 | ||
| campus_visit_cnt | 23 | ||
| campus_visit_ind | 24 | ||
| first_campus_visit_dt | 25 | ||
| last_campus_visit_dt | 26 | ||
| mail_optout_ind | 27 | ||
| email_optout_ind | This field is already set up to pull from the email unsubscribe milestone. No additional steps required. | 28 | |
| phone_optout_ind | 29 | ||
| sms_optin_ind | 30 | ||
| sms_optout_ind | This field is already set up to pull from the SMS unsubscribe milestone. No additional steps required. | 31 | |
| opt_out_ind | 32 |
Mailing Address File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Mailing Address Layout
Filename: student_mailing_address_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_address/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| addr1 | user-addresses-mailing-street1 | 2 | |
| addr2 | user-addresses-mailing-street2 | 3 | |
| city | user-addresses-mailing-city | 4 | |
| state | This calculated field will send the US state if it exists or sends province if it exists. No additional actions are needed. | 5 | |
| county | user-addresses-mailing-county | 6 | |
| zip | user-addresses-mailing-zip | 7 | |
| country | user-addresses-mailing-country | 8 | |
| address_type | This calculated field is to indicate this is a mailing address. No additional actions are needed. | 9 |
Home Address File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Home Address Layout
Filename: student_home_address_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_address/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| addr1 | user-addresses-home-street1 | 2 | |
| addr2 | user-addresses-home-street2 | 3 | |
| city | user-addresses-home-city | 4 | |
| state | This calculated field will send the US state if it exists or sends province if it exists. No additional actions are needed. | 5 | |
| county | user-addresses-home-county | 6 | |
| zip | user-addresses-home-zip | 7 | |
| country | user-addresses-home-country | 8 | |
| address_type | This calculated field is to indicate this is a home address. No additional actions are needed. | 9 |
Personal Email File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Personal Email Layout
Filename: student_personal_email_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_email/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| user-email-address | 2 | ||
| email_type | This calculated field is to indicate this is a personal email address. No additional actions are needed. | 3 |
School Email File (Student’s School Email)
If applicable, this is the STUDENT’s school email. EAB uses personal email for communications.
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 School Email Layout
Filename: student_school_email_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_email/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| user-identities-school-email | 2 | ||
| email_type | This calculated field is to indicate this is a school email address. No additional actions are needed. | 3 |
Events File
Segment: EAB Enroll360
Repeat Rows Based On: Events
Template: EAB Enroll360 Events Layout
Filename: student_events_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_events/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| event_type | user-events-event_type | 2 | |
| event_name | user-events-guid | 3 | |
| event_dt | user-events-date | 4 | |
| event_status | This is a calculated field to send the correct student status depending on if they attended or cancelled, and if neither are marked, it defaults to registered. No additional set up required. | 5 |
High School File
Segment: EAB Enroll360
Repeat Rows Based On: Education
Template: EAB Enroll360 High School Layout
Filename: student_high_school_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_high_school/[date:now,format=Y-m-d]
| Name | Element Slug | Row |
|---|---|---|
| primary_student_id | user-elementid | 1 |
| hs_class_size | 8 | |
| hs_state | user-education-highschools-state | 5 |
| hs_gpa_scale | user-education-highschools-gpa_scale | 11 |
| hs_gpa_nbr | user-education-highschools-gpa | 10 |
| hs_class_rank | 7 | |
| hs_city | user-education-highschools-city | 4 |
| hs_ceeb_cd | user-education-highschools-ceeb | 2 |
| hs_name | user-education-highschools-name | 3 |
| hs_class_rank_pct | 6 | |
| hs_cum_gpa_recalc | 9 |
Home Phone File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Home Number Layout
Filename: student_home_phone_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_phone/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| phone_number | user-phone-home-number | 2 | |
| phone_number_type | This calculated field is to indicate this is a home number. No additional actions are needed. | 3 |
Cell Phone File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Cell Number Layout
Filename: student_cell_phone_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_phone/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| phone_number_type | This calculated field is to indicate this is a cell number. No additional actions are needed. | 3 | |
| primary_student_id | user-elementid | 1 | |
| phone_number | user-phone-cell-number | 2 |
Prior College File
Segment: EAB Enroll360
Repeat Rows Based On: Education
Template: EAB Enroll360 Prior College Layout
Filename: student_prior_college_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_prior_college/[date:now,format=Y-m-d]
| Name | Element Slug | Row |
|---|---|---|
| primary_student_id | user-elementid | 1 |
| college_ceeb_cd | user-education-college-ceeb | 2 |
| college_name | user-education-college-name | 3 |
| college_city | user-education-college-city | 4 |
| college_state | user-education-college-state | 5 |
| college_gpa_nbr | user-education-college-gpa | 6 |
| college_transfer_credits | user-education-college-total-credits-earned | 7 |
Race File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Race Layout
Filename: student_race_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_race/[date:now,format=Y-m-d]
| Name | Element Slug | Row |
|---|---|---|
| primary_student_id | user-elementid | 1 |
| race | user-race-categories | 2 |
Relationship 1 File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Relationship 1 Layout
Filename: student_relationship_1_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_relationship/[date:now,format=Y-m-d]
| Name | Element Slug | Row |
|---|---|---|
| primary_student_id | user-elementid | 1 |
| relationship_id | user-family-user_id-* | 2 |
| relationship_email | user-family-email-* | 3 |
| relationship_to_student | user-family-relationship-* | 4 |
| relationship_fname | user-family-first-name-* | 5 |
| relationship_lname | user-family-last-name-* | 6 |
| relationship_email_optout_ind | 7 | |
| relationship_mail_optout_ind | 8 | |
| relationship_sms_optin_ind | 9 | |
| relationship_sms_optout_ind | 10 | |
| relationship_optout_ind | 11 |
Relationship 2 File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Relationship 2 Layout
Filename: student_relationship_2_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_relationship/[date:now,format=Y-m-d]
| Name | Element Slug | Row |
|---|---|---|
| primary_student_id | user-elementid | 1 |
| relationship_id | user-family-user_id-* | 2 |
| relationship_email | user-family-email-* | 3 |
| relationship_to_student | user-family-relationship-* | 4 |
| relationship_fname | user-family-first-name-* | 5 |
| relationship_lname | user-family-last-name-* | 6 |
| relationship_email_optout_ind | 7 | |
| relationship_mail_optout_ind | 8 | |
| relationship_sms_optin_ind | 9 | |
| relationship_sms_optout_ind | 10 | |
| relationship_optout_ind | 11 |
Term File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Term Layout
Filename: student_term_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_term/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| student_type | This calculated field will take the students active term code and display it as the full name so EAB can easily interpret. The function DS_MAP and the school’s student type data source guid will be two major components to building the formula. Below is an example where the training data source has codes in column 2 and the labels in column 1: DS_MAP([user-calculated-active_student_type],"training.data_source.123456","column_2","column_1","") Where can you find the data source GUID? Navigate to the data source and look in the URL. | 2 | |
| curr_entry_term | EAB is expecting this field to be Fall, Spring, Summer, or Winter. Depending on the naming convention of the terms will determine this formula. Example when terms are named like Fall XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name","")," ",1) Example when terms are named like Fall/August XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name",""),"/",1) | 3 | |
| curr_entry_year_academic | EAB is expecting this field to be year portion of the term. Depending on the naming convention of the terms will determine this formula. Example when terms are named like Fall XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name","")," ",2) | 4 | |
| inquiry_ind | This field will return TRUE/FALSE depending on the presence of a prospect milestone date, term, or major. No additional set up required. | 5 | |
| recruitment_status | This formula will return their furtherest milestone status. No additional set up required. | 6 | |
| state_resident | If a True/False field of state resident exists, map it here. If the field is Yes/No, map the field, click the blue gear, and add replace transformations to replace with TRUE or FALSE. If the field is not a Yes/No, and is dependent on another field, a calculated field may need to be created and put in the place as the unmapped field. Make sure export header is the same. | 7 | |
| first_source | This field is already set up to pull the user’s first source. No additional steps required. | 8 | |
| first_source_dt | user-sources-timestamp-* | 9 | |
| athletic_recruit_ind | If a True/False field of athletic recruit exist, map it here. If the field is Yes/No, map the field, click the blue gear, and add replace transformations to replace with TRUE or FALSE. If the field is not a Yes/No, and is dependent on another field, a calculated field may need to be created and put in the place as the unmapped field. Make sure export header is the same. | 10 | |
| athletic_recruit_sport | 11 | ||
| years_employed | 12 | ||
| academic_rating | 13 | ||
| interest_rating | 14 | ||
| student_level | 15 | ||
| curr_entry_year_calendar | EAB is expecting this field to be year portion of the term. Depending on the naming convention of the terms will determine this formula. Example when terms are named like Fall XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name","")," ",2) | 16 |
Term Application File
Segment: EAB Enroll360
Repeat Rows Based On: Applications, Export Last Application
Template: EAB Enroll360 Term Application Layout
Filename: student_term_application_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_term_application/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| student_type | user-applications-student-type | 2 | |
| curr_entry_term | EAB is expecting this field to be Fall, Spring, Summer, or Winter. Depending on the naming convention of the terms will determine this formula. Example when terms are named like Fall XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name","")," ",1) Example when terms are named like Fall/August XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name",""),"/",1) | 3 | |
| curr_entry_year_academic | EAB is expecting this field to be year portion of the term. Depending on the naming convention of the terms will determine this formula. Example when terms are named like Fall XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name","")," ",2) | 4 | |
| application_id | 5 | ||
| app_start_ind | This field will return TRUE/FALSE depending on the presence of a application start milestone with a term that matches their current active term. No additional set up required. | 6 | |
| app_start_dt | This field will return a date depending on the presence of a application start milestone with a term that matches their current active term. No additional set up required. | 7 | |
| app_submit_ind | This field will return TRUE/FALSE depending on the presence of a application submit milestone with a term that matches their current active term. No additional set up required. | 8 | |
| app_submit_dt | This field will return a date depending on the presence of a application submit milestone with a term that matches their current active term. No additional set up required. | 9 | |
| app_complete_ind | This field will return TRUE/FALSE depending on the presence of a application complete milestone with a term that matches their current active term. No additional set up required. | 10 | |
| app_completion_dt | This field will return a date depending on the presence of a application complete milestone with a term that matches their current active term. No additional set up required. | 11 | |
| app_withdrawal_ind | This field will return TRUE/FALSE depending on the presence of a withdrawn milestone with a term that matches their current active term. No additional set up required. | 12 | |
| app_withdrawal_dt | This field will return a date depending on the presence of a withdraw milestone with a term that matches their current active term. No additional set up required. | 13 | |
| app_type | Add Replace transformations to transform the app guid to the application name. Application GUID can be found on the application module in the URL of the applications. | user-applications-guid | 14 |
| app_decision | 15 | ||
| admit_ind | This field will return TRUE/FALSE depending on the presence of an admit milestone with a term that matches their current active term. No additional set up required. | 16 | |
| admit_dt | This field will return a date depending on the presence of an admit milestone with a term that matches their current active term. No additional set up required. | 17 | |
| cond_admit_ind | This field will return TRUE/FALSE depending on the presence of a conditional admit milestone with a term that matches their current active term. No additional set up required. | 18 | |
| cond_admit_dt | This field will return a date depending on the presence of a conditional admit milestone with a term that matches their current active term. No additional set up required. | 19 | |
| cond_admit_reason | 20 | ||
| admit_notify_dt | 21 | ||
| deny_ind | This field will return TRUE/FALSE depending on the presence of a deny milestone with a term that matches their current active term. No additional set up required. | 22 | |
| deny_dt | This field will return a date depending on the presence of a deny milestone with a term that matches their current active term. No additional set up required. | 23 | |
| deferral_ind | This field will return TRUE/FALSE depending on the presence of a deferral milestone with a term that matches their current active term. No additional set up required. | 24 | |
| deferral_dt | This field will return a date depending on the presence of a deferral milestone with a term that matches their current active term. No additional set up required. | 25 | |
| deferral_from_term | 26 | ||
| deferral_to_term | 27 | ||
| waitlist_ind | This field will return TRUE/FALSE depending on the presence of a waitlist milestone with a term that matches their current active term. No additional set up required. | 28 | |
| waitlist_admit_ind | 29 | ||
| waitlist_dt | This field will return a date depending on the presence of a waitlist milestone with a term that matches their current active term. No additional set up required. | 30 | |
| deposit_ind | This field will return TRUE/FALSE depending on the presence of a deposit milestone with a term that matches their current active term. No additional set up required. | 31 | |
| deposit_dt | This field will return a date depending on the presence of a deposit milestone with a term that matches their current active term. No additional set up required. | 32 | |
| housing_deposit_ind | 33 | ||
| housing_deposit_dt | 34 | ||
| enroll_ind | This field will return TRUE/FALSE depending on the presence of an enroll milestone with a term that matches their current active term. No additional set up required. | 35 | |
| enroll_dt | This field will return a date depending on the presence of a enroll milestone with a term that matches their current active term. No additional set up required. | 36 | |
| withdrawal_ind | 37 | ||
| withdrawal_dt | 38 | ||
| test_optional_ind | 39 | ||
| full_part_time | user-education-academic-load | 40 | |
| school_applied | 41 | ||
| program | user-applications-major | 42 | |
| commuter_type | user-applications-housing | 43 | |
| campus_location | user-applications-campus | 44 | |
| cancel_dt | 45 | ||
| major | user-applications-major | 46 |
Financial Aid File
Segment: EAB Enroll360
Repeat Rows Based On: User Profiles
Template: EAB Enroll360 Financial Aid Layout
Filename: student_year_financial_aid_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_year_financial_aid/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| primary_student_id | user-elementid | 1 | |
| student_type | Make sure the field is exporting as name | user-applications-student-type | 2 |
| curr_entry_year_academic | EAB is expecting this field to be year portion of the term. Depending on the naming convention of the terms will determine this formula. Example when terms are named like Fall XXXX: SPLIT_INDEX(DB_MAP("term",[user-calculated-active_term-new],"guid","name","")," ",2) | 3 | |
| fin_aid_student_id | 4 | ||
| fin_aid_intent_ind | 5 | ||
| FAFSA_submitted_ind | 6 | ||
| FAFSA_submitted_dt | 7 | ||
| first_FAFSA_submitted_dt | 8 | ||
| current_FAFSA_submitted_dt | 9 | ||
| fin_aid_award_sent_ind | 10 | ||
| fin_aid_award_sent_dt | 11 | ||
| css_profile_submitted_ind | 12 | ||
| css_profile_submitted_dt | 13 | ||
| merit_awards | 14 | ||
| need_awards | 15 | ||
| total_award_amt | 16 | ||
| total_attend_cost | 17 | ||
| unmet_need_amt | 18 | ||
| work_study_amt | 19 |
Test Score File
Segment: EAB Enroll360
Repeat Rows Based On: Evaluations, Filter on Types that are collected by the school (like ACT and SAT)
Template: EAB Enroll360 Test Score Layout
Filename: student_test_scores_[date:now,format=Ymd]
Settings: Comma (,), .csv
Destination: Create a new folder on selected path and paste: Enroll360/student_test_scores/[date:now,format=Y-m-d]
| Name | Additional Instructions | Element Slug | Row |
|---|---|---|---|
| exam_dt | user-evaluations-date | 4 | |
| primary_student_id | user-elementid | 1 | |
| exam_code | This formula will glue the exam type and exam name together. If only sending composite scores, this can be replaced with just the exam type. | 2 | |
| exam_score | Insert evaluation score here depending on the exam types being used. Example: IF(CONTAINS([user-evaluations-type],"Math")="TRUE",[user-evaluations-math-score], IF(CONTAINS([user-evaluations-type],"English")="TRUE",[user-evaluations-english-score], IF(CONTAINS([user-evaluations-type],"Evidence")="TRUE",[user-evaluations-evidence_rw-score], IF(CONTAINS([user-evaluations-type],"Science")="TRUE",[user-evaluations-science-score], IF(CONTAINS([user-evaluations-type],"Reading")="TRUE",[user-evaluations-reading-score], IF(CONTAINS([user-evaluations-type],"Writing")="TRUE",[user-evaluations-writing-score], IF(CONTAINS([user-evaluations-type],"Composite")="TRUE",[user-evaluations-composite-score],""))))))) | 3 |