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Work with the Outreach
Contact List Connector
Schoolwires® Centricity2™
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This guide covers all available Centricity2 features and functionality. Features included in your contract may vary.
Schoolwires Centricity2
Contact List Connector
Table of Contents
Introduction .................................................................................................................................................. 1
The Contact List Connector ........................................................................................................................... 2
Create a Contact List Connector ............................................................................................................... 2
Connector State ........................................................................................................................................ 7
Edit a Connector........................................................................................................................................ 8
Delete a Connector ................................................................................................................................... 9
Connector History ....................................................................................................................................... 10
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Introduction
The Schoolwires Universal Connector uses data provided by a source such as a Student Information
System (SIS) to populate Centricity2. You create CSV files containing the source data that you transfer to
Schoolwires servers using Secure File Transfer Protocol (SFTP). When you run the Universal Connector, it
uses the data contained in the files to update Centricity2.
If you use the Universal Connector and have an SIS in place, you can automate the process of populating
and updating master Content Lists using the Contact List Connector. You first need to access E-Alert
Assets to create your master Contact Lists. Once created, you can create a Contact List Connector for
each master Contact List. Contact Lists are updated based upon the connector run time and run order
you specify for the connector.
Before you can work with E-Alert Assets and the Universal Connector, your Passport must include the
Extended Privileges of Manage E-Alert Assets and Manage Universal Connectors.
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The Contact List Connector
Once you have created a master Contact List using E-Alert Assets on the Content Browser in Site
Manager, you are ready to create and configure a Universal Connector to populate and subsequently
update the list. Before you begin, upload the file that you will use for the connector to your FTP server.
Create a Contact List Connector
Here’s how you create a Contact List Connector.
1. In Site Manager, expand CONFIGURE in the Content Browser.
2. Click Universal Connector. The Connectors Workspace displays.
3. Click New Connector. The New Connector dialog displays.
4. Enter a Connector Name. We recommend that you choose a name that makes it easy to identify
the connector. For example, name the connector the same as the associated Contact List.
5. From the Connector Type drop-down list, select Contact List Connector.
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6. From the Contact List drop-down list, select the name of the master Contact List to which you
wish to associate with the connector.
7. Click Save. The Edit Connector dialog opens on the General tab.
8. Enter the name of the source file for the connector in File Name. Click the drop-down arrow and
select the file from the list. If you haven’t uploaded the CSV file to your FTP server, you will not
see it in the drop-down list—you can enter the file name in the field and continue to configure
the connector. Remember to upload the file to the FTP server at a later time.
9. Uncheck the Column header is in the first row check box if the file does not include column
names in the first row.
10. Select a File Type.
Choose Delimited, then specify a Delimiter using the drop-down list. Options include Comma,
Tab, Semicolon, Space and Other. If you select Other, a second Delimiter field displays that you
use to indicate the character separating data within the file.
11. Specify the Run Order for the connector. This tells the Universal Connector the order in which to
run the connectors if you have more than one running at the same time.
12. Specify in hours how often the connector should run and select a start time from the drop-down
list. If you have multiple connectors, you might want to schedule all of the connectors to run at
the same time and allow the connector run order that you specify control the sequence of
execution.
13. If you activate the Delete previously imported records if they are not included in the latest import
file check box, records in the Contact List not included in the current file being imported are
deleted.
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14. Click the Mappings tab. Use this tab to map fields to columns within the connector source file.
If you have uploaded the source file to the FTP server and you indicated that the first row of the
file is column headers, you can use drop-down lists to map the fields—column headers display
on the drop-down lists.
If you have not uploaded the source file to the FTP server or your source file does not include a
heading row, you map each field using the column number of the field within the source file.
The first column in your source file is 0 (zero); the second column is 1 (one), and so on.
Here is an example source CSV file.
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15. To map Phone Numbers, click +Add. Mapping fields display.
Enter the number of the column in the source file that corresponds to the phone number you
wish to map as well as the column number of the Description of the number, if you have one.
Remember to count the columns within the source file starting at 0 (zero).
By default, Phone Calls Enabled automatically set to enabled. SMS (text) Enabled is set to
disabled. You can change these default values by entering 1, true and yes for enable or 0, false
and no for disable.
Click the Minus icon to remove the Phone Number fields. Click +Add to map additional phone
numbers.
16. To map Email Addresses, click +Add. Mapping fields display.
Enter the number of the column in the source file that corresponds to the Email address you
wish to map as well as the column number of the Description of the address, if you have one.
Remember to count the columns within the source file starting at 0 (zero).
By default, Phone Calls Enabled automatically set to enabled. SMS (text) Enabled is set to
disabled. You can change these default values by entering 1, true and yes for enable or 0, false
and no for disable.
Click the Minus icon to remove the Phone Number fields. Click +Add to map additional phone
numbers.
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17. Click the Exceptions tab. Use this tab to identify records in the connector file that should be
ignored.
18. Click Add Exception. The Add Exception dialog displays.
19. Select a field from the drop-down list and enter an exception value.
20. Click Add. The exception is added and you are returned to the Exception tab.
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21. Click Add Exception to include more exceptions. Click Remove to delete an exception.
22. Click Save. You are returned to the Connectors tab.
23. Click INACTIVE to toggle the status of the connector to ACTIVE.
Connector State
When a connector is scheduled to run and its Status is set to ACTIVE, the State and Scheduled Run Time
for the connector display. States you may see include NO FILE, QUEUED, PROCESSING and READY. When
a connector is in the READY state, a Run Now button displays. Click Run Now to override the schedule
run time and process the connector immediately.
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Edit a Connector
Here’s how you edit a connector.
1. In Site Manager, expand CONFIGURE in the Content Browser.
2. Click Universal Connector. The Connectors Workspace displays.
3. Click on the name of a connector. The edit connector dialog displays with the General tab open.
4. Make changes as necessary on the General, Mappings and Exceptions tabs.
5. Click Save. You are returned to the Connectors tab.
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Delete a Connector
Here’s how you delete a connector.
1. In Site Manager, expand CONFIGURE in the Content Browser.
2. Click Universal Connector. The Connectors Workspace displays.
3. Click Delete to the right of the name of a connector. A confirmation dialog displays.
Click Yes to delete the connector and return to the Connector tab.
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Connector History
Use the Connector History tab to see information regarding the connectors you have run. If any errors
occur when running a connector, you see the number of errors.
Click Show Errors to display error details. This will help you understand what might be wrong with your
data or your connector configuration.
Click Close to exit Task Errors. You are returned to the Connector History tab.
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