Overview
To help you get started on building export tasks, we want to provide you with a good starting point. In this article we provide several scenarios of exports we see our partners building out and what fields to include.
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Examples
Example 1: Event Attendee List
Example 1: Event Attendee List
Scenario: An event has just completed and you want to share a list of attended students to another department with basic contact information.
Repeat fields based on: Events
Items To Export: All
Order By: Default
Order: Blank
Conditions: Events (All Properties) where record marked 'Attended' is true for a specific event name
Example of fields that can be mapped:
First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Events Date (user-events-date)
Events Registration Date (user-events-signup-status-created-date)
Events Guest Number (user-events-guests-number)
Example 2: Application Status Report
Example 2: Application Status Report
Scenario: You need to send out a weekly report around applications and their current status to track progression for the upcoming term.
Repeat fields based on: Applications
Items To Export: Last (most recent/latest)
Order By: Default
Order: Blank
Conditions: Application (All Properties) with application term and application type identified.
Example of fields that can be mapped:
First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Application Term (user-applications-term)
Application Major (user-applications-major)
Application Degree (user-applications-degree)
Application Student Type (user-applications-student-type)
Application Status (user-applications-status)
Application Board Stage (user-applications-board-stage)
Application Board Status (user-applications-board-status)
Application Last Updated Date (user-applications-updated-at)
Example 3: Funnel Report
Example 3: Funnel Report
Scenario: You need to send out a weekly report around the funnel stages to track progression for the upcoming term.
Repeat fields based on: User Profile
First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Active Term (user-calculated-active_term-new)
Active Major (user-calculated-active_major)
Active Student Type (user-calculated-active_student_type)
Created Date (user-milestones-created-date)
Date Of Inquiry (user-milestones-prospect-date)
Application Registered At (user-applications-registered-at-*)
Application Completed At (user-applications-completed-at-*)
Application Submitted At (user-applications-submitted-time-*)
Application Board Status (user-applications-board-status-*)
Application Released At (user-applications-decision-released-at-*)
Deposit Date (user-milestones-deposit-date)
Enroll Date (user-milestones-enroll-date)
Withdrawn Date (user-milestones-withdraw-date)
Example 4: Test Scores
Example 4: Test Scores
Scenario: For your student information system integration, you need to extract test scores of admitted students. You would like each row to represent a test.
Repeat fields based on: Evaluations
Items To Export: All
Order By: Default
Order: Blank
Conditions: Evaluations (All Properties) with specific test types selected. For example, ACT and SAT.
First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Test Date (user-evaluations-date)
Test Composite Score (user-evaluations-composite-score)
Test Math Score (user-evaluations-math-score)
Test Science Score (user-evaluations-science-score)
Test English Score (user-evaluations-english-score)
Test Evidence RW Score (user-evaluations-evidence_rw-score)
Test Reading Score (user-evaluations-reading-score)
Example 5: Sources
Example 5: Sources
Scenario: It is the end of a season and you are wanting to see where your enrolled students from the cycle came from using the sources object on their profiles.
Repeat fields based on: Sources
Items To Export: First
Order By: Sources Timestamp
Order: Ascending
Conditions: None
First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Sources Name (user-sources-name)
Sources Source Code Segment (user-sources-segment)
Sources Timestamp (user-sources-timestamp)
Example 6: Conversation History with Full Transcripts
Example 6: Conversation History with Full Transcripts
Scenario: You want each conversation, with the complete exchange, sent to another system such as your CRM or SIS, or kept as a documentation record.
Repeat fields based on: Conversation
Items To Export: All
Order By: Default
Order: Blank
Conditions: None
Example of fields that can be mapped:
First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
Conversation GUID (conversations-guid)
Conversation Status (conversations-status)
Conversation Created At (conversations-created-at)
Conversation Last Activity (conversations-last-activity)
Conversation Delivery Method (conversations-delivery-method)
Conversation AI Summary (conversations-ai-summary)
Full Conversation Transcript (conversations-full-transcript)
Transcripts are created when a conversation closes, so rows for conversations that are still open show an empty transcript, including in the Preview tab. Conversation GUID tells you which conversation a row belongs to, and Conversation Status shows whether it has closed.