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Adding and mapping fields for an SFTP sync integration

Updated yesterday

When your SFTP sync is active, you can extend the data CollegeVine receives by creating additional constituent properties and mapping them to columns in your CRM export. The process involves a few coordinated steps across CollegeVine and your CRM, including an expected import failure that signals the mapping step is ready to complete.

Step 1: Create a constituent property in CollegeVine

  1. In the left-hand navigation panel, go to Constituents, then select Properties from the top of the page.

  2. Click + New in the upper right corner.

  3. Give the property a name, a short description, and select the appropriate Property type.

  4. Configure the following options as needed:

    • Contains sensitive data: Check this box if the property is highly sensitive and you do not want the agent referencing it. Leave it unchecked otherwise.

    • Responsibility Permissions: Set to Read if you want the agent to be able to reference the property when engaging with constituents.

  5. Click Save in the bottom right corner.

Step 2: Update your CRM export

On your CRM side, update your export to include the field that corresponds to the property you just created. The column must be present in the file your CRM delivers to the SFTP server before the next scheduled import runs.

Step 3: Expect the next import to fail

The first time an import runs after the property has been added, the import will fail. This is expected behavior — CollegeVine detects the unmapped field in the incoming file and pauses the import until the field has been mapped.

Note: No action is needed before this failure occurs. The failure is the signal that the field is ready to be mapped.

Step 4: Map the field in your integration settings

  1. In the left-hand navigation panel, go to Integrations.

  2. Click Settings for your active SFTP integration.

  3. Close the side panel that opens automatically.

  4. Under Imports, click the gear icon.

  5. Locate the unmapped field and complete the mapping to the appropriate constituent property.

Once the mapping is saved, the next scheduled import will process normally and begin syncing data for the field.

Related articles

CRM integration guide [SFTP]

Mapping fields in CollegeVine

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