Jenzabar to PowerFAIDS data exchange

Here are the components of integrating data between Jenzabar EX and PowerFAIDS.

Configuration still needed

1. Majors are now synched with degrees in JBar, so we should be able to test. 
2. We have already done a bit of this, but we need to run some test exchanges to see what data is missing and then adjust the settings on both sides.
3. Jenzabar has the Configure Optional Student Data Elements to Transfer function that will allow us to customize the data that flows a little bit. 
4. We can try different setting options in PFAIDS import to see if we get desired results.
5. Then we can work on scheduling each piece in a manner that will allow the process to handle itself most days. 

Jenzabar

1. Login to JBar
2. Run Match Records function to connect as many JBar and PFAIDS records as possible for a given term (POE).
3. Run Credit Hours Update/Report function (I think this can be scheduled)
   1. We will start with the Use EX Logic option (this is why we now map degrees to majors in JBar)
   2. If we are not getting all the students we need, we may need to adjust some other data points.
   3. Choose POEs for which to update hours
   4. Students must be registered for classes in the POE in order to be included in the update.
   5. Include the Add/Drop report if desired
   6. Will put rows in temp table in PFAIDS that can then be imported using PFAIDS data exchange process
4. Run Create Student Update for Financial Aid function (I think this can be scheduled to run on its own)
   1. this will update data in PFAIDS based on data in JBar
   2. It looks like we can include prospective students here to get them into PFAIDS once they are in JBar
   3. will put data in a temp table in PFAIDS to be imported using the data exchange tools in PFAIDS

PowerFAIDS

1. Login to PFAIDS
2. Open the Data Integration Tools
3. Choose External Update from the Import Data menu
4. Choose Table as Filetype to import
5. Configure the table settings ... [NEED to TEST more here].
6. Check error reports and then update.