CL Connect - (SF) Bulk Action Import

Process for importing a file of tasks or transactions to be created in StudentForms

Bulk Action Import Overview (Read First)
Introduction Institutions can choose to import a file through CL Connect to StudentForms to generate a bulk action as an alternative to Creating a Bulk Act...
Mon, 23 May, 2022 at 11:27 AM
CL Connect - SMTP Setup
Email Alerts are an option to configure so if any of the other integration options fail at any point an email is sent to recipients of the client's c...
Wed, 16 Nov, 2022 at 2:20 PM
Bulk Action CL Connect Configuration
Introduction To enable bulk-action integration in CL Connect, there are two areas in the Setup Wizard that require configuration: SMTP and Bulk Action.   ...
Thu, 30 Nov, 2017 at 9:24 AM
Bulk Action File Layout
The bulk import process uses a csv file with the following fields and requirements:  Please Note: This file layout is for bulk actions completed through...
Tue, 24 May, 2022 at 2:45 PM
How to Monitor Status of a CL Connect Bulk Action
Email Notification To receive an email whenever a bulk action completes: Configure CL Connect with a valid SMTP server that CL connect will use to genera...
Thu, 10 Sep, 2020 at 11:32 AM