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How to Configure SIS Field Mappings and Community Filters in uConnect

This article explains how to customize field mappings and set filters for SIS automated uploads in uConnect, and how to map SIS values (for example, majors) to uConnect Communities.

Summary

  • You can map CSV columns from your SIS file to uConnect fields, configure Community assignments (for example, by major), and adjust mappings and sync settings from the Automated Subscriber Uploads tool.

Before you begin

  • Prepare a recurring SIS CSV file with the required headers. Using the uConnect SIS file template is recommended to ensure headers align correctly.
  • Required fields you must include and map:
    • First Name
    • Last Name
    • Email
    • If SSO is enabled: USER ID / SSO ID (USER_ID/USER_LOGIN)
    • Graduation/Class Year (4-digit year) for student records
    • Stakeholder Groups to identify subscriber populations (e.g., undergraduate)
    • Community Groups are optional but required if you want to assign users to specific career communities automatically

Where to manage mappings

  • Open the Automated Subscriber Uploads (SIS) setup in the uConnect dashboard.
  • After selecting your SIS file from the dropdown, you will be prompted to map the columns in your SIS file to uConnect fields.
  • Only the mapping tabs relevant to your selected file will appear.

How to customize field mappings (step-by-step)

  1. Start the Automated Subscriber Uploads process in your dashboard and select the SIS file that your IT team uploads to the secure S3 bucket.
  2. When prompted, map each CSV column to the corresponding uConnect field (First Name, Last Name, Email, etc.).
  3. Map USER_ID/SSO_ID if SSO is enabled so accounts can be matched to SSO identities.
  4. Map Graduation/Class Year for students (4-digit year).
  5. Map Stakeholder Groups (required) to identify subscriber populations.
  6. Optionally map Community Groups or map a major/department column to specific Communities to auto-assign users into career Communities (for example, map a MAJOR column to the Accounting Community).
  7. Complete all required mappings. If any required fields are missing or unmapped, the platform will display warnings or error messages.
  8. Once mappings are complete, set the Status toggle to Active to enable automated syncs.

Mapping majors and assigning Community filters

  • You can map a major or other grouping field from your SIS file to uConnect Communities so subscribers are automatically placed into the correct Community filters.
  • If your current integration doesn’t include a mapping for majors, subscribers may arrive in the system but will not be automatically assigned to Communities until you configure the major-to-Community mapping.
  • The Automated Subscriber Uploads tool allows you to map fields from your SIS file to specific uConnect Communities and manage those mappings going forward.

Managing and adjusting mappings

  • You can update mappings at any time through the Automated Subscriber Uploads interface.
  • The mapping experience mirrors the manual subscriber upload workflow, and mappings can be adjusted without assistance from the uConnect team after the automated tool is enabled.
  • If migrating from an older integration, uConnect can migrate your existing field mappings so you do not need to recreate mappings from scratch; you then complete remaining setup such as major/Community mappings.

Sync behavior and tools related to uploads

  • Sync frequency options available: Weekly (recommended) or Daily.
  • Optional tools available in the dashboard:
    • Import Users: run an immediate sync outside the scheduled cadence.
    • Download List: download a report of subscribers currently included in your SIS file.
    • View Log: view details of recent imports, including counts of added and skipped records.
  • If Auto Deprovision is enabled, any user not included in the latest SIS file will be removed from the platform; users re-added in a later file will be recreated and their previously customized email preferences will be preserved when the user record matches.

Tips and common checks

  • Use the uConnect SIS file template to ensure headers align and reduce mapping errors.
  • Verify required fields are present in your CSV before uploading to avoid warnings or errors.
  • After initial upload, confirm Community mappings (especially major mappings) so users populate the intended Community filters.
  • Use View Log after an import to confirm counts of added, skipped, or updated records.
  • If SSO will be used, ensure USER_ID/SSO_ID is present and correctly mapped so accounts match properly.

Conclusion

  • The Automated Subscriber Uploads tool gives you control to map SIS CSV columns to uConnect fields, map majors or other values to Communities (Community filters), adjust mappings at any time, and manage sync frequency and import tools. Using the SIS file template and verifying required fields before upload will streamline the mapping process and ensure accurate Community assignment.