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Steps below are dependent on whether all campuses use the same file format for importing data to PeopleSoft SFS accounts.

Alma Integration Profile Setup and Procedures

Create/Configure a bursar type of integration profile
Location in Alma menuAdministration > General Configuration > Configuration Menu > External Systems > Integration Profiles
Ex Libris documentation

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Integrations_with_External_Systems/050User_Management/020Bursar_Systems

https://developers.exlibrisgroup.com/alma/integrations/bursar

https://developers.exlibrisgroup.com/alma/integrations/bursar/export

notes about configuring integration profile

• scheduling options are preconfigured by Ex Libris staff.  Choices: "Every Sunday at 18:00", "Every day at 18:00" and "Not scheduled". 
• You can specify how old a fine is before it is exported.
• The minimum amount of fine needs to be. 
• Select specific User Groups. 
• Select specific Fine/Fee types. 
• Whether to include fines/fee from the institution level.
• Select which libraries to include.

Run the Integration Profile
Name of xml file generated

• The "code" you specify in the Integration Profile with be prepended to the name of the xml file generated.

• Do not use "/" or other non-alphanumeric characters.

What happens to the fine/fee in Alma
  • Status of Fine or Fee in Alma will be changed to "Closed" and Remaining Balance will show "0.00 USD".
  • Record will be created in "Fee/Fine Transaction List".
  • Transaction Type will be "Exported and Paid". • Amount will be the amount that was owed.
  • Reason will be "Bursar External system".
  • Comment will be the code you specified when creating the Integration Profile.
  • To see the "Fee/Fine Transaction List" click on the "Remaining Balance" value for the Fine or Fee.


Formatting Alma Output for PeopleSoft

  1. Contact your PeopleSoft administrator and share documentation regarding this integration.  You will need to define an S/FTP server location for Alma to export the fines/fees file to for PeopleSoft to pick up.
  2. Configure and place Alma-to-SFS data conversion script on same server as destination directory for exported bursar data file. 
  3. Utilize automated process to periodically run Alma-to-SFS data conversion script to convert data into appropriate format for file upload to PeopleSoft SFS.
  4. Place conversion output in directory accessible to PeopleSoft.
  5. Implemented automated process for PeopleSoft SFS system to upload and process bursar data file.

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