Your first step is to submit a support ticket here and select SIS Integration Set-Up from the ticket topic drop-down list. The uConnect Support team will then enable your free access to the SIS configuration area of the dashboard.

Once our team confirms your access, navigate to Engage > Subscribers > Automate Subscriber Uploads. Here, select the 'Begin Automatic Subscriber Uploads Process' button. Selection of this button will send an instructional email to you that can be forwarded to your IT team. Please note, automating subscriber uploads does not prevent you from continuing to use our manual subscriber upload tool.

In the email that you receive, there will be a link to secure credentials to access your IT team's access to your unique S3 bucket. Your IT can then automate a CSV file upload to the S3 bucket following the process outlined in this article.

After a file has been uploaded by your IT team, you will be able to edit the 'Set Up Automation' tab. In this tab, you can select the file that you would like to configure SIS with. After a file has been selected, follow the prompts to map your subscribers to the required user type, email, first name and last name fields. You will also have access to complete any additional mappings to pre-subscribe the users in your subscriber list to any relevant platform Communities.

Your SIS file needs to be in CSV format, and must include the following headers:

Below is a sample file format you can use to get started in formatting your own SIS file.

(Please see the charts below for more information on optional and required fields)

Our team will need to use a unique identifier for any subscriber. This unique identifier should be an exact match for your SSO ID, if SSO is configured. This ensures that when someone authenticates via SSO we can match it with subscribers uploaded to uConnect and we can avoid duplicate users. Ideally the unique identifier will not be attached to the student’s identity and will be a unique string.

If needed, the unique identifier can be the EMAIL field. In some cases, EMAIL is not provided in the attributes we receive via SSO, but only the SSO login name/username, or another unique identifier. When this occurs, we'll need that attribute also available in the SIS sync, under USER_LOGIN or USER_ID. Subsequent uploads of the .csv file must overwrite the existing file. uConnect can only process a single file, and if your platform serves different populations (e.g. undergrads, grads, and alumni) and you'd like to upload them into your platform, each should be combined into a single list and a USER_TYPE field should be added, identifying the user type.

A user (with a unique email address, user ID, or login name) can only have one record in the file. (e.g. you cannot have a user with the same ID or email address listed both as a current student and an alumni).

Note that if you plan on including multiple types of data, for example graduate and undergraduate data, this will need to be added into a single list, with a column added (e.g. study_level) that includes fields indicating Graduate or Undergraduate for each user. The uConnect team will then map it to those user types in your uConnect platform. All additional information you wish to provide should be included in one additional column, with multiple values separated with a ';' (for information like affinity grouping, majors, etc.) for us to map upon import.

With the SIS integration, if a student has opted out of receiving emails previously, or has customized their email preferences, they will remain unchanged.

Additionally, the .csv file must have a header record, and at least 1 data record- otherwise it will be ignored and not processed. (this protects users from getting deleted).

You can use any tool of your preference to upload the file to your assigned Amazon S3 Bucket and automate it, but here is an example of how to do it in a Linux environment.

Please note that the sync is weekly (currently every Saturday night).

Below is a list of all standard fields uConnect can utilize as part of an SIS integration. Please review the linked notes for each field to determine whether or not the are pertinent to your integration.

Records with an invalid or blank value for EMAIL are ignored.

If EMAIL cannot be used as a persistent unique identifier, or if the one provided in the list upload does not match the one passed via SSO, then one of the USER_ID or USER_LOGIN is required and they serve two purposes:

Therefore only if EMAIL can be used as a persistent unique identifier AND it matches the email passed via SSO attributes, USER_ID and USER_LOGIN can be ignored.

The PROGRAM field is expected to be the primary community mapping field for used by uConnect to associate programs of study with Career Communities.

The values of this field are typically fed from each client's list of unique program codes and will require additional coordination between the client and uConnect to ensure the correct associations are mapped to the appropriate Career Community.

For more guidance on how community mapping works, please read the following section on community fields.

AFFINITY is an example of a community field. This type of community would exist to allow subscribers to be associated with any additional designation that's useful to the uConnect platform owner. The column header name is arbitrary for these columns but should be descriptive of the intended community group.

Because community groups are unique to each client, there is not a strict field naming convention for these within the SIS import process, however SIS integration for mapping these communities is available using the following rules however.

For example, if your uConnect platform included 3 additional community groups named Industry, Affinity, and Academic College, it would be appropriate to include 3 additional columns in the SIS file named INDUSTRY, AFFINITY, and ACADEMIC_COLLEGE. Each row would then contain the appropriate mapping values for each user. Example:

Required only if a Class Year tags is used, and you'd like to send messages to users based on their class year.

This should be provided as a 4-digit value, e.g. 2025, and that is how the graduation value is stored in uConnect. If provided as a full date, uConnect uses 8/31 as the cutoff date to map them to a graduation year.

If you have separate uConnect communities for different study levels and user types under the People/Audience community group (e.g. Undergraduate Students, Graduate Students, and Alumni), then providing a USER_TYPE field is required to have users assigned to the right communities. You may only provide one user type/study level for a user.

An option flag to opt out a user from all email communications. Can be set to 1, YES, or TRUE, any other values are interpreted as NO (case-insensitive)

An option flag to delete an existing user. Can be set to 1, YES, or TRUE, any other values are interpreted as NO (case-insensitive)

If you have questions about any of this documentation, please reach out to us.