Skip to main content

Export Mapping Examples

Sharing inspiration on what to map with common export examples.

Megan Strauss avatar
Written by Megan Strauss
Updated over 10 months ago

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.


Helpful Articles


Examples

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

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

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

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

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)

Did this answer your question?