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SIS Account Balances Import Specification

(updated June 7, 2016)

The definition for the comma-delimited file format contains one account balance per record with one of the following header records when using the SIS student interface. See SIS system instructions for exporting files from SIS.

ID,Name,Grade,Balance
ID,Name,Balance
StudentID,StudentName,Balance
FacultyID,FacultyName,Balance
PatronID,PatronName,Balance
Phone,ID,Name,Balance
ID,Name,Grade,Balance,Status,Application,StartDate

The fields in the record are separated by commas and optionally enclosed in double-quotes (").  The filename has a suffix of ".csv".  The fields in the file are as follows:

Field Name
Format
Req
Comment
ID (StudentID, FacultyID, PatronID )
numeric
Y
1 to 7 digits, Student, Faculty, or Patron ID
Name (StudentName, FacultyName, PatronName)
37 char
Y
"Lastname, Firstname"
Balance
$######.##
-$######.##
($#####.##)
$######.##CR
Y
Dollars.cents, dollar sign ($) & commas (,) ignored
Negative number indicates credit due
Negative number indicates credit due
Inclusion of 'CR' indicate credit due
Phone string N Ignored
Grade string N Ignored
Status string N Ignored
Application string N Ignored
StartDate string N Ignored

Balances for the matching SIP accounts will be updated to the given amount with a date of the date the file is imported into SIP.

The accounts in SIP will be searched using only the ID then the Merchant Account Numbers (MANumber) will be updated to this standard form (Lastname,Firstname-S#######) or (Lastname,Firstname-F#######) depending on which SIS flag is set in the merchant profile so that the account balance can be reflected on each users' login home page. The Lastname and Firstnames combined, including the comma, are the Name field from the file and the ID number is prepended with the letter 'S' to signify this is a student or 'F' for faculty accounts.

It is also important to note that importing this file will update all accounts with a matching ID number in the merchant in which it is imported as well as all submerchants of that merchant. Therefore, each ID should be unique. Again, only the ID is used in finding matching accounts.

This format file is expected when the merchant action flags in SIP are configured to support the Merchant File Transfer, Merchant SIS Student Interface, Merchant SIS Faculty Interface, or Merchant SIS Patron Interface, and User Account Blance Display.

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