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Integration Saved States

Table of Contents

Overview
Version History
Editing Merge Settings
Executing a Manual Merge
Attaching Saved States to Phases
Related Articles

Overview

PATH: Admin > Merge Settings 

  • The Merge Settings dashboard in the Admin console has a "Saved States" tab, which allows you to save your merge settings and potentially align different merge settings to different scheduling phases.

  • Although you can have multiple saved states, only one can be enabled at any given time.

  • The enabled saved state will have its settings applied to both nightly and real-time merges.

  • Many schools with integrations enabled may automatically have a "default" saved state created (to learn more about your institution's saved state, review your Merge Settings in your Admin console or contact your Customer Success representative.

Version History

PATH: Admin > Merge Settings > Activity

  • Each saved state has its own version history.

  • To view the version history for a saved state, select it from the “Activity for Merge Settings Name” dropdown menu.

 

Editing Merge Settings

PATH: Admin > Merge Settings > Settings

  • When editing merge settings, make sure you are editing the intended saved state.

  • Select the intended state from the “Merge Settings Name” dropdown menu.

  • You can save changes to a saved state that is currently not enabled.

 

Executing a Manual Merge

PATH: Admin > Execute Merge

  • When executing a manual merge, you can have the settings default from one of the existing saved states.

  • Select the intended saved state from the “Perform integration using existing merge settings” dropdown menu.

Attaching Saved States to Phases

  • Saved states can be attached to specific Phases, which then change the integration settings used for specific terms. 

  • To attach a particular saved state to a phase, click “Add integration save state” and then select it from the “Merge Settings Configuration” dropdown menu.

  • As each phase is applied to a term, setting a saved state to a phase only changes the settings for the term-specific merge endpoints (i.e. sections, courses, relationships). This will not affect the merge endpoints that are term-agnostic (i.e. instructors, rooms, buildings, etc.).

  • To learn more about Scheduling Phases, please see our Configuring and Managing Scheduling Phases article

 

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