To create the integration map:
•You will need a file layout, or description of the columns
•You will need to know your matching criteria.
Note: If you must open the file to obtain the file layout, DO NOT open a.csv file in Microsoft Excel. Any leading zero will be truncated from the data, creating duplicate records. If you must open the file in Excel, first open Excel and then import the file’s content as text data.
1. Go to Admin > Definitions/Setup > Integration Maps.
2. Select New Map.
3. On the New Map screen:
•Select Import for the Job Type.
•Select Direct Cert - ALL for the Map Type. This option should be used for all DC students, including SNAP, TANF, FDPIR, Medicaid Free, and Medicaid Reduced.
•Click Create.
4. In the left pane, enter information in the following fields:
•Map Name: Enter the map name. For example, name the integration map that identifies the matching criteria that is used, such as DC_SSN_State ID. If you have multiple integration maps, this will allow you to easily identify which integration map you are using.
Note: To eliminate confusion, delete any DC import integration maps that you are not currently using.
•File Type: Select the file type that matches the import file (Comma Separated, Tab Delimited, or User Defined).
•Begin on Line: You can optionally specify the line number on which to begin the import. If you do not specify the line number, the import will start on line 1. If your file has a header, select 2 to exclude the header data.
5. Click Select files to open your Windows browser. Browse to and open your import file.
6. For each field you need to add:
•Click Add Field to add a line item.
•Select the field you want to add.
IMPORTANT! Your integration map MUST have the same number of columns that are in your file. The columns must appear in the same order. Add the fields in the order they appear in your file.
7. Based on your matching criteria, check the Match and Secondary Match checkboxes for the line items. If necessary, select more than one field for each. The criteria are treated as equal and distinct matches.
EXAMPLE: If your DC file contains State ID, Date of Birth, and Student Name, you may want to match on the student's State ID and Date of Birth and then use the student name to verify that match. In this example, you would check State ID and Date of Birth as Match (first set); Student Last Name and Student First Name would then be checked as Secondary Match (second set).
If you want to match on more than two sets of criteria, you may create a second import integration map. Both import integration maps would be used to import the same DC file, using the different sets of matching criteria to potentially increase the number of matches found.
8. Click Save.
Balance Adjustment
A Balance Adjustment import will adjust the patron balance by adding or subtracting the imported value, as appropriate (importing 20.00 will add 20.00 to the current balance; importing -15.00 will subtract 15.00 from the current balance). You cannot add Balance and Balance Adjustment to the same map (they cannot be imported at the same time).