The SIS Integration page is where administrators configure how enrollment form fields map to fields in your Student Information System (SIS). By connecting Enroll Path to Aeries SIS and mapping each enrollment field to its corresponding SIS field, you ensure that student data submitted through enrollment forms flows accurately into Aeries when a student is enrolled.

From this page, you can:

• Connect Enroll Path to your Aeries SIS using your API (Application Programming Interface) endpoint and credentials
• Select a district or individual school and choose an enrollment form to configure
• Map each enrollment form field to its corresponding Aeries SIS field
• Define code value mappings to translate form option values into SIS codes
• Use bulk actions to Auto-Map, mark, or clear multiple fields at once
• Add internal field values to write fixed data to Aeries columns that have no form field
• Filter and search field mappings to focus on specific sections or statuses
• Refresh SIS field options to pull the latest code values from Aeries
• Create school-level custom mappings or revert a school to district-level defaults
• Track mapping progress across sections with a live completion indicator

To access this page, navigate to Administration > SIS Integration in the left sidebar.

Table of Contents ↑

Prerequisites
Setting Up Your SIS Connection
Selecting a District or School
Selecting an Enrollment Form
The Field Mapping Table
Mapping Fields
Mapping Code Values
Row Actions
Filtering and Searching
Field Mapping Guidelines
Bulk Actions
Adding Internal Field Values
Standard Field Mappings for the Aeries Form Template
Refreshing SIS Fields
Tracking Mapping Progress
School-Level Customization
Tips for Efficiency

Prerequisites ↑

The following is required to access and configure SIS Integration:

Setting Up Your SIS Connection ↑

Before mapping fields, your district must have an active connection to Aeries SIS. Connection settings are configured district-wide through the API Settings dialog and apply to all schools in your district.

Obtaining Your Credentials

Before configuring the connection in Enroll Path, your Aeries SIS administrator must create an Enroll Path record on the API Security page in Aeries (Security > API Security). When adding the record, select Enroll Path as the product type. After saving, click Display Certificate Details to retrieve the two values you will need: the Aeries URL (your API Endpoint URL) and the API Certificate (your API Key / Secret). The Aeries administrator must also grant the appropriate Read and Update permissions for the tables Enroll Path accesses — see API Security for guidance.

Opening API Settings

To open the API Settings dialog:

1. Navigate to Administration > SIS Integration.
2. Click the API Settings button (key icon) in the upper-right corner of the toolbar.

API Settings dialog — district-wide SIS connection configuration

The dialog shows:

• The current connection status badge — Connected, Connection Failed, or Disconnected
• The last time a connection test was performed
• The API Endpoint URL field showing the Aeries SIS endpoint
• The API Key / Secret field (masked for security)

Entering or Updating Credentials

To enter or update your SIS credentials:

1. In the API Settings dialog, click Edit Credentials.
2. Enter or update the API Endpoint URL — the base URL of your Aeries SIS instance.
3. Enter or update the API Key / Secret provided by your Aeries SIS administrator.
4. Click Save. Enroll Path immediately tests the connection and updates the status badge.

To discard your changes, click Cancel.

Testing the Connection

To verify your connection at any time, click Test Connection in the API Settings dialog. Enroll Path contacts your Aeries SIS and displays the result:

• A Connected badge confirms the connection is active and the credentials are valid.
• A Connection Failed badge indicates a problem — check the API Endpoint URL and API Key / Secret and try again.

When you are finished, click Close.

Selecting a District or School ↑

The District / School selector at the top of the page determines whose field mappings you are viewing and editing. You can configure mappings at the district level (which all schools inherit by default) or create custom mappings for an individual school. Starting at the district level is the most efficient approach — all schools inherit district mappings automatically unless a school-level customization has been applied. See School-Level Customization for details.

To select a district or school, click the District / School dropdown and choose from the list:

• The district name appears at the top of the list.
• Individual schools are listed below under Schools.

Selecting an Enrollment Form ↑

Field mappings are configured per enrollment form. After selecting a district or school, choose the form you want to map from the Enrollment Form selector.

To select a form:

1. Click the Enrollment Form dropdown.
2. Type part of the form name to filter the list, or scroll to find it.
3. Click the form name to select it. The field mapping table loads automatically.

If your district has multiple active forms, each must be mapped separately — return to this selector and repeat the process for each form.

Each form in the list shows a small colored circle indicating its field mapping completion:

• Orange circle — the form has fields that are not yet mapped or code values that are incomplete.
• Green circle — all fields in the form are fully mapped.

The Field Mapping Table ↑

After selecting a form, the field mapping table displays all fields from that form organized into sections. Each row represents one enrollment form field and its current mapping to an Aeries SIS field.

Table Columns

Field Status Badges

Each row in the table displays one of four status badges:

Section Groups

Fields are grouped into sections (for example, Student Information, Guardian Information, Emergency Contacts). Each section header shows the section name and a completion count — for example, 25/30 means 25 of 30 fields in that section are mapped.

Click a section header to expand or collapse its rows. Use the expand/collapse toggle at the top-left of the table to expand or collapse all sections at once.

Conditional Fields

Some form fields only appear to the parent or guardian when a specific condition is met on a preceding question. In the mapping table, these conditional fields are indented below their parent question row and display a small gray caption reading Shown when "[question]" is "[value]" — for example, Shown when "Is your student interested in playing sports?" is "Yes".

The parent question is a regular mapping row and may have its own SIS field assignment. Map each indented conditional field to the appropriate Aeries SIS field just as you would any other row.

Some rows also display an Aeries Locked badge (lock icon) — these fields are managed directly by Aeries, their SIS assignments are read-only, and cannot be changed or cleared.

Mapping Fields ↑

To assign a SIS field to an enrollment form field:

1. Expand the section containing the field you want to map.
2. In the SIS Field column for that row, click the dropdown and type to search for the Aeries SIS field name.
3. Select the matching SIS field from the list. The row status updates to Mapped immediately — changes save automatically.

To change an existing mapping:

1. Click the X on the current SIS field badge to deselect it. The row returns to Unmapped status.
2. Click the SIS Field dropdown and select the new SIS field.

To remove an assignment entirely, see Row Actions below.

Mapping Code Values ↑

The SIS code values available for selection in Enroll Path come directly from the Aeries Code Table. Aeries provides a set of fixed codes for certain fields that are read-only and cannot be modified. Districts can also define their own local codes for fields throughout Aeries to meet their specific data needs. Both are managed in Aeries under School Info > Configurations > Update Code Table. If a code you expect to see is missing, it will need to be added there first — then click Refresh SIS Fields in the Enroll Path toolbar to pull in the updated codes. For full instructions, see Code Table Management.

Code value mapping is not handled by Auto-Map, but each field's code value panel includes an Auto-fill SIS values from form values button that automatically matches codes where the form value text and SIS code label are identical. After using Auto-fill, review the results and manually complete any remaining values that were not matched.

When a mapped field has code values configured, the Code Values column shows a count link (for example, 9 values). Click the link to expand the code value panel for that row.

Assigning SIS Codes to Form Values

The code value panel displays two columns: Form Value (the option as it appears in the enrollment form) and SIS Value (the Aeries code to map it to).

To map a code value:

1. In the SIS Value column for a form value row, click Search code....
2. Type to search for the matching Aeries SIS code and select it.
3. Repeat for each form value in the list.

Two bulk actions are available at the top right of the code value panel:

• Auto-fill SIS values from form values — automatically matches SIS codes to form values where the text is identical. Useful as a starting point when your form values closely match Aeries code labels.
• Clear all code value mappings — removes all SIS code assignments for this field.

If the SIS Value dropdown shows no options for a field, click Refresh SIS fields in the toolbar — the SIS connection may be inactive or the field codes may not have been loaded yet. See Refreshing SIS Fields.

Row Actions ↑

Hover over any editable row to reveal two action buttons on the right side of the row.

Marking a Field as Not Applicable

If a field in the enrollment form does not correspond to any Aeries SIS field and should not be mapped, mark it as not applicable:

1. Hover over the row to reveal the action buttons.
2. Click Mark As Not Applicable. The row status changes to N/A and the SIS Field dropdown is hidden.

To revert an N/A row back to an unmapped state, hover over it and click Undo Not Applicable.

A common example is a question field in your enrollment form. The question text itself — such as "Does your child have any known allergies?" — is a label displayed to the parent and is not imported to Aeries. Only the parent's response to that question would be mapped to an Aeries SIS field. Mark the question field itself as N/A so it does not appear as an incomplete mapping in your progress count.

Clearing a Mapping

To remove the SIS field assignment from a mapped row:

1. Hover over the row to reveal the action buttons.
2. Click Clear Mapping. The SIS field assignment is removed and the row status returns to Unmapped.

Filtering and Searching ↑

The toolbar above the mapping table provides several ways to narrow down which rows are visible.

Searching Fields

Type in the Search fields... box to filter rows by field name. Only rows whose Enroll Path Field label matches your search term are shown. Clear the search box to restore the full list.

Filtering by Status

Use the All Statuses dropdown to show only rows with a specific mapping status:

• All Statuses — show all rows (default)
• Mapped — show only fields with a SIS field assigned
• Unmapped — show only fields that still need a SIS assignment
• N/A — show only fields marked as not applicable
• System Managed — show only auto-linked fields

Advanced Filters

Click Filter to open the advanced filter panel, which provides three additional dropdown filters:

• Section — show only rows belonging to a specific section
• Enroll Path Field — filter to a specific enrollment form field
• SIS Field — filter to rows mapped to a specific Aeries SIS field

All filters work together. To clear all advanced filters, reselect All sections, All Enroll Path fields, and All SIS fields from each dropdown.

Field Mapping Guidelines ↑

Following these rules ensures enrollment data imports to Aeries correctly. Violations are caught by Enroll Path's validation layer and will prevent the mapping from saving.

Rule 1 — One SIS field per enrollment form field

Each enrollment form field should be mapped to exactly one Aeries SIS field. Mapping a single form field to multiple SIS columns is not supported and will cause incorrect data to be written to Aeries upon import.

Rule 2 — Each SIS field used only once per scope

The same Aeries SIS field cannot be assigned to more than one enrollment form field within the same scope. Enroll Path enforces two different rules depending on the type of data:

Bulk Actions ↑

When you need to apply the same action to multiple fields at once, use the checkboxes in the mapping table to select rows. The bulk action bar appears at the top of the table as soon as at least one row is selected.

To select rows, click the checkbox at the left of each row. To select all visible rows at once, click the checkbox in the table header. To deselect everything without taking any action, click Clear Selection on the right side of the bar.

Auto-Map

Click Auto-Map to have Enroll Path automatically assign SIS fields to the selected unmapped rows. Auto-Map uses a multi-pass matching strategy:

1. Dictionary lookup — checks a built-in key map to find the known Aeries SIS field for standard enrollment form fields.
2. Section-aware label match — narrows the search to the correct SIS table based on the field's section (for example, Student Information fields are matched within the STU table), then matches by label.
3. Broader label match — searches across all SIS fields using exact, starts-with, and word-boundary contains matching.
4. Leftover pass — re-runs on any remaining unmatched fields.

Auto-Map only processes fields that are currently Unmapped — it will not overwrite any SIS field you have already assigned. Any field it cannot confidently match stays Unmapped. Because Auto-Map uses label matching, always review every assignment it makes before relying on the results. Use the Unmapped filter to find any fields that still need manual attention. Auto-Map is a starting point, not a final step.

Mark as N/A

Click Mark as N/A to bulk-mark all selected rows as not applicable. This is useful when multiple fields in a section do not correspond to any Aeries SIS field and should be excluded from mapping progress. All selected rows change status to N/A at once.

Delete Mappings

Click Delete Mappings to remove the SIS field assignment from all selected mapped rows. A confirmation dialog appears before any changes are made. After confirming, the selected rows return to Unmapped status.

Adding Internal Field Values ↑

Some Aeries SIS fields need to receive a fixed value upon import — even though there is no corresponding field in the enrollment form that the parent or guardian fills in. The Add internal field value feature lets you configure exactly this: choose an Aeries SIS field and specify the value it should always receive, independent of form responses.

A common example is the Contact Code field (CON.CD). Many districts require all guardian records to have a Contact Code populated for state reporting purposes, but they do not want guardians to select or enter that value themselves. Using Add internal field value, an administrator can set a fixed Contact Code that is automatically written to every guardian record upon import — no parent-facing form field required.

Adding a Value

The Add internal field value link appears on the right side of each section header.

To add an internal field value:

1. Locate the section header for the section where the Aeries column lives (for example, Student Information).
2. Click Add internal field value on the right side of the section header. The dialog opens.
3. Under Aeries column, click Pick a column... and select the Aeries column from the list. Columns already used by other rows in this section are greyed out — this enforces the uniqueness rule described in Field Mapping Guidelines Rule 2, which prevents the same SIS field from being assigned more than once within the same scope.
4. Under Value(s), type or search for the value to assign in the Slot 1 field.
5. Click Save. The new internal field value row appears in the section.

Multi-Record Sections

For sections that can have multiple instances — such as Guardian contacts or Emergency Contacts — you can configure a separate value per slot. Each slot corresponds to one instance of the section at sync time: Slot 1 applies to the first guardian record, Slot 2 to the second, and so on. Click + Add another value to add additional slots. Blank slots are skipped upon import.

Internal field values appear as rows in the section table alongside the form field rows. To edit an existing internal field value, hover over its row and click the edit icon. To remove it, hover over the row and click the delete icon.

Refreshing SIS Fields ↑

The SIS field options available in the SIS Field dropdowns and code value panels are loaded from your Aeries SIS. If your SIS administrator has recently added or changed field codes in Aeries — for example, updated the available suffix codes or added new race/ethnicity options — those changes will not appear in Enroll Path automatically.

To pull the latest field options from Aeries:

1. Click the Refresh SIS fields button (circular arrow icon) in the toolbar.
2. Enroll Path contacts your Aeries SIS, retrieves the updated field codes, and refreshes the available options in all dropdowns. An active connection is required — if your connection status shows Disconnected or Connection Failed, verify your API Settings first.

Tracking Mapping Progress ↑

The toolbar displays a live progress indicator showing how many fields in the selected form have been mapped. For example, 59% means 59% of the form's mappable fields currently have a SIS field assigned.

Progress is also tracked per section. Each section header shows a completion count — for example, Student Information 26/27 means 26 of 27 fields in that section are mapped. A green checkmark next to the count means the section is complete. An orange warning triangle means the section needs attention — this appears in either of two cases:

• One or more fields in the section are still Unmapped — no SIS field has been assigned yet.
• One or more mapped fields have incomplete code value mappings — the SIS field is assigned, but some code values still need to be matched.

Fields marked N/A and System Managed fields are excluded from the progress count — only Mapped and Unmapped fields count toward the total.

School-Level Customization ↑

By default, all schools in your district use the district-level field mappings. When you select a school in the District / School selector, Enroll Path indicates whether that school is using inherited district mappings or its own custom mappings.

Inherited District Mappings

When a school uses district mappings, a blue banner appears above the mapping table:

When inherited mappings are active:

• The mapping table rows are read-only — individual fields cannot be changed at the school level.
• A View District Mappings button appears in the page header to switch quickly to the district view.
• A Customize for this school link in the banner lets you create school-specific mappings.

Customizing Mappings for a School

To create school-specific field mappings that differ from the district defaults:

1. Select the school from the District / School selector.
2. Select the enrollment form you want to customize.
3. Click the Customize for this school link in the blue inheritance banner.
4. In the confirmation dialog, review the message and click Customize.

Enroll Path creates a copy of the district's current field mappings for this school. You can then edit those mappings independently — changes apply only to this school and do not affect the district or any other schools.

Reverting to District Mappings

To discard a school's custom mappings and return it to district-level inheritance:

1. Select the school from the District / School selector.
2. Click the Revert button in the page header.
3. Confirm the action in the dialog. The school's custom mappings are deleted and it resumes inheriting from the district.

Standard Field Mappings for the Aeries Form Template ↑

The tables below list the standard Enroll Path form fields, their corresponding Aeries SIS fields, data type, and whether code value mappings are required. These are the mappings Enroll Path's Auto-Map feature uses when it can confidently match a field. Use this reference when configuring or auditing your form mappings. Custom form fields added by your district are not included in this table and will need to be mapped manually.

Enrollment Information

This section contains the grade level the student is enrolling into. Other fields in this section are form labels or question fields that do not correspond to an Aeries SIS field and should be marked N/A.

Student Information

Guardian Information

The following fields belong to the CON (Contacts) table. The same field codes also apply to Emergency Contacts, Restrained Individual, and Local Physician sections — each section creates a separate Aeries contact record.

Language Assessment

Insurance

Other District Enrollments

Health and Immunizations

Program Surveys

The following fields from survey sections (Residency, Foster, Family Military) all map to the same PRS.CD SIS field. Each survey section creates a separate program survey record in Aeries, distinguished by survey type. Program survey fields display a Survey pre-configured badge and are locked — the SIS field assignment is pre-set and cannot be changed.

Authorizations

Each authorization in your enrollment form maps to AUT.CD@{Code}, where {Code} is the authorization code configured in Aeries. After mapping the authorization response, you can also map AUT.TY to capture the authorization category. Verify Authorization codes exist in Aeries before mapping — if codes are missing, add them and click Refresh SIS Fields. See Code Table Management.

Documents

Each document in your enrollment form maps to DOC.CT@{Code}, where {Code} is the document category code configured in Aeries. After mapping the document, you can also map DOC.SCT to capture the document sub-category. Verify Document Category codes exist in Aeries before mapping — if codes are missing, add them and click Refresh SIS Fields. See Code Table Management.

Document Acknowledgements

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