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)
Institutions can choose to import a file through CL Connect to StudentForms to generate a bulk action as an alternative to Creating a Bulk Action Manually. ...
Mon, 30 Jan, 2023 at 3:00 PM
Bulk Action CL Connect Configuration
To enable bulk-action integration in CL Connect, there are two areas in the Setup Wizard that can be configured:  SMTP - See SMTP article for a detailed e...
Tue, 7 Mar, 2023 at 2:30 PM
Bulk Action File Layout
The bulk import process uses a csv file with the following fields and requirements:    NOTE: This file layout is for bulk actions completed through CL Con...
Mon, 30 Jan, 2023 at 3:01 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