Overview
The Genesis Sync task synchronizes staff data with a Genesis SIS Server.
How data is transferred
The data is transferred between SchoolFi and Genesis by using an intermediary SFTP Server. Both SchoolFi and Genesis will periodically connect to the SFTP server and drop off files for the other application. They will both also pick up files that are imported.
Configuring the connection to the shared SFTP Server
Misc Task Options
The task will not be able to run if there is a message in the Do not allow this task to be enabled field.
This is very useful if you are the person responsible for configuring this task and want to ensure that someone else in your organization does not enabled the task before you are able to finish testing the integration.
The Notes fields is a convenient place for the person responsible to share notes about the task with other administrators of the system.
Sending data to Genesis
Importing data from Genesis
No data will be imported from Genesis unless the Import data from Genesis option is checked.
Data Diagnostics Test
The Data Diagnostics Test is automatically run before any data is retrieved for import from the shared SFTP service. It analyzes the Staff data in SchoolFi to determine if it is same to merge with data from Genesis. Specifically it does the following checks:
- Ensure that a SMID (Staff Member Id assigned by the State) is not used by more than one Staff member.
- Ensure that a Staff Id is not used by more than one Staff member.
- Ensure that a SIS Id is not used by more than one Staff member.
Data from Genesis will be not be imported If any of the above 3 tests fail.
Matching Strategy
The id numbers assigned to the Staff members in Schoolfi and Genesis may not be the same. The purpose of this field is to determine how to match up a Staff coming in from Genesis to the staff in SchoolFi.
State Id Number
- This option uses the SMID / State Id Number to match staff members.
- A new staff can be created in SchoolFi if a record coming in from Genesis has a SMID that cannot be found in SchoolFi.
- An existing staff's data will be updated in SchoolFi if a record coming in from Genesis has the same SMID.
SchoolFi SISId = Genesis TeacherId
- This option uses the SIS Id field in SchoolFi to match to Genesis' Teacher Id field.
- A new staff can be created in SchoolFi if a record coming in from Genesis has a Teacher ID that cannot be found in SchoolFi with the same SIS Id.
- An existing staff's data will be updated in SchoolFi if a record coming in from Genesis has a Teacher ID that is the same as the SIS id in SchoolFi.
Photos
Photos are imported only from Staff in Genesis that have a SMID.
Demographics
The import process analyzes each DistrictTeacher record sent from Genesis and will attempt to locate the matching Staff member in SchoolFi by using the Matching Strategy defined above.
The Staff member will be created If the Staff member is not found in SchoolFI and the Create record for staff members option is checked.
The following fields are then copied over:
SchoolFi field on Staff object | Genesis field on DistrictTeacher object | Special Behavior |
|---|---|---|
| lastName | lastName | |
| firstName | firstName | |
| includeInNJSMART | includeInNJSMART | This field is only copied if the Include in NJSmart flag is set |
| See Store Genesis Staff/Teacher ID option | teacherID | |
| See Store Genesis Staff Other ID option | otherIDNumber | |
| employmentStatus | employmentStatus | |
| formerName | formerName | |
| middleName | middleName | |
| genderCode | genderCode | |
| stateIdNumber | stateIDNumber | Only copies when matching strategy is SchoolFi SISId = Genesis TeacherId. Will not clear out SMID fields in SchoolFi if an empty SMID came in from Genesis. |
| ssn | ssn | |
| prefix | prefix | |
| suffix | suffix | |
| salary | salary | (On Qualifications tab in SchoolFi which is used for NJSMART reportings. This does not impact the Salary in the Payroll System.) |
| languageSpokenByTeacher | languageSpokenByTeacher | |
| dateOfBirth | dateOfBirth | |
| raceAmericanIndian | raceAmericanIndian | |
| raceAsian | raceAsian | |
| raceBlack | raceBlack | |
| racePacific | racePacific | |
| raceWhite | raceWhite | |
| ethnicity | ethnicity | |
| caseManager | caseManager | |
| resourceTeacher | resourceTeacher | |
| vicePrincipal | vicePrincipal | |
| principal | principal | Only if Update Staff Flags is checked |
| disciplinarian | disciplinarian | Only if Update Staff Flags is checked |
| libraryAdministrator | libraryAdministrator | Only if Update Staff Flags is checked |
| nurse | nurse | Only if Update Staff Flags is checked |
| teacher | teacher | Only if Update Staff Flags is checked |
| relatedServiceProvider | relatedServiceProvider | Only if Update Staff Flags is checked |
| coordinator504 | coordinator504 | Only if Update Staff Flags is checked |
| otherStaffMember | otherStaffMember | Only if Update Staff Flags is checked |
Contacts
The import process analyzes each DistrictTeacher record sent from Genesis and will attempt to locate the matching Staff member in SchoolFi by using the Matching Strategy defined above.
All Contacts information from Genesis is synchronized to the Staff contact on a staff member in SchoolFi.
SchoolFi Object and/or Field | Genesis Field | Notes |
|---|---|---|
| Phone Number with type LAND | homePhone | |
| Phone Number with type MOBILE | cellPhone | |
| Email.emailAddress | emailAddress | First Email Address record |
| Address.mailingLine1 | address1 | First Address Record. If it is created from Genesis it will be created as a Legal Address with type Home. |
| Address.mailingLine2 | address2 | |
| Address.city | city | |
| Address.state | state | |
| Address.zipCode | zipcode |
Overview
The Genesis Sync task synchronizes staff data with a Genesis SIS Server.
How data is transferred
The data is transferred between SchoolFi and Genesis by using an intermediary SFTP Server. Both SchoolFi and Genesis will periodically connect to the SFTP server and drop off files for the other application. They will both also pick up files that are imported.
Configuring the connection to the shared SFTP Server
A connection will only be attempted if all of the fields are supplied (host, username etc...).
The transfer sub directory is hard coded and cannot be changed. This directory must already exist on the SFTP server.
The following image shows a sample of a typical setup to an SFTP Server.
Misc Task Options
The task will not be able to run if there is a message in the Do not allow this task to be enabled field.
This is very useful if you are the person responsible for configuring this task and want to ensure that someone else in your organization does not enabled the task before you are able to finish testing the integration.
The Notes fields is a convenient place for the person responsible to share notes about the task with other administrators of the system.
Sending data to Genesis
No data will be sent to the shared SFT server unless the Export data to Genesis option is checked.
Genesis has one field for an Email address per staff member (Staff → Staff → Modify → Demographics screen in Genesis)
The export will export the first email address in SchoolFi with the lowest seq. The option Send first email... will instead export the first email address with type Work in SchoolFi with the lowest seq.
Importing data from Genesis
No data will be imported from Genesis unless the Import data from Genesis option is checked.
Data Diagnostics Test
The Data Diagnostics Test is automatically run before any data is retrieved for import from the shared SFTP service. It analyzes the Staff data in SchoolFi to determine if it is same to merge with data from Genesis. Specifically it does the following checks:
- Ensure that a SMID (Staff Member Id assigned by the State) is not used by more than one Staff member.
- Ensure that a Staff Id is not used by more than one Staff member.
- Ensure that a SIS Id is not used by more than one Staff member.
Data from Genesis will be not be imported If any of the above 3 tests fail.
Matching Strategy
The id numbers assigned to the Staff members in Schoolfi and Genesis may not be the same. The purpose of this field is to determine how to match up a Staff coming in from Genesis to the staff in SchoolFi.
State Id Number
- This option uses the SMID / State Id Number to match staff members.
- A new staff can be created in SchoolFi if a record coming in from Genesis has a SMID that cannot be found in SchoolFi.
- An existing staff's data will be updated in SchoolFi if a record coming in from Genesis has the same SMID.
SchoolFi SISId = Genesis TeacherId
- This option uses the SIS Id field in SchoolFi to match to Genesis' Teacher Id field.
- A new staff can be created in SchoolFi if a record coming in from Genesis has a Teacher ID that cannot be found in SchoolFi with the same SIS Id.
- An existing staff's data will be updated in SchoolFi if a record coming in from Genesis has a Teacher ID that is the same as the SIS id in SchoolFi.
Photos
Photos are imported only from Staff in Genesis that have a SMID.
Demographics
The import process analyzes each DistrictTeacher record sent from Genesis and will attempt to locate the matching Staff member in SchoolFi by using the Matching Strategy defined above.
The Staff member will be created If the Staff member is not found in SchoolFI and the Create record for staff members option is checked.
The following fields are then copied over:
SchoolFi field on Staff object | Genesis field on DistrictTeacher object | Special Behavior |
|---|---|---|
| lastName | lastName | |
| firstName | firstName | |
| includeInNJSMART | includeInNJSMART | This field is only copied if the Include in NJSmart flag is set |
| See Store Genesis Staff/Teacher ID option | teacherID | |
| See Store Genesis Staff Other ID option | otherIDNumber | |
| employmentStatus | employmentStatus | |
| formerName | formerName | |
| middleName | middleName | |
| genderCode | genderCode | |
| stateIdNumber | stateIDNumber | Only copies when matching strategy is SchoolFi SISId = Genesis TeacherId. Will not clear out SMID fields in SchoolFi if an empty SMID came in from Genesis. |
| ssn | ssn | |
| prefix | prefix | |
| suffix | suffix | |
| salary | salary | (On Qualifications tab in SchoolFi which is used for NJSMART reportings. This does not impact the Salary in the Payroll System.) |
| languageSpokenByTeacher | languageSpokenByTeacher | |
| dateOfBirth | dateOfBirth | |
| raceAmericanIndian | raceAmericanIndian | |
| raceAsian | raceAsian | |
| raceBlack | raceBlack | |
| racePacific | racePacific | |
| raceWhite | raceWhite | |
| ethnicity | ethnicity | |
| caseManager | caseManager | |
| resourceTeacher | resourceTeacher | |
| vicePrincipal | vicePrincipal | |
| principal | principal | Only if Update Staff Flags is checked |
| disciplinarian | disciplinarian | Only if Update Staff Flags is checked |
| libraryAdministrator | libraryAdministrator | Only if Update Staff Flags is checked |
| nurse | nurse | Only if Update Staff Flags is checked |
| teacher | teacher | Only if Update Staff Flags is checked |
| relatedServiceProvider | relatedServiceProvider | Only if Update Staff Flags is checked |
| coordinator504 | coordinator504 | Only if Update Staff Flags is checked |
| otherStaffMember | otherStaffMember | Only if Update Staff Flags is checked |
Contacts
The import process analyzes each DistrictTeacher record sent from Genesis and will attempt to locate the matching Staff member in SchoolFi by using the Matching Strategy defined above.
All Contacts information from Genesis is synchronized to the Staff contact on a staff member in SchoolFi.
SchoolFi Object and/or Field | Genesis Field | Notes |
|---|---|---|
SchoolFi Object and/or Field | Genesis Field | Notes |
| Phone Number with type LAND | homePhone | |
| Phone Number with type MOBILE | cellPhone | |
| Email.emailAddress | emailAddress | First Email Address record |
| Address.mailingLine1 | address1 | First Address Record. If it is created from Genesis it will be created as a Legal Address with type Home. |
| Address.mailingLine2 | address2 | |
| Address.city | city | |
| Address.state | state | |
| Address.zipCode | zipcode |
Evaluations
The import process analyzes each NJSmartEval record sent from Genesis and will attempt to locate the matching Staff member in SchoolFi by using the Matching Strategy defined above.
SchoolFi Field on NJSmartEval Record | Genesis Field | Notes |
|---|---|---|
| administratorEvaluationLeadershipScore | administratorEvaluationLeadershipScore | |
| administratorGoalScore | administratorGoalScore | |
| administratorPracticeScore | administratorPracticeScore | |
| administratorSGOAverageScore | administratorSGOAverageScore | |
| summativeRating | summativeRating | |
| teacherPracticeScore | teacherPracticeScore | |
| teacherSGOScore | teacherSGOScore |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article