The QuestBridge National College Match delivery will occur on Wednesday, October 18th, 2023.
The QuestBridge National College Match helps outstanding low-income high school seniors gain admission and full four-year scholarships to some of the nation's top colleges. QuestBridge applicants who rank your institution will be sent as applications and imported into Slate via the QuestBridge CM Applications source format. Those who are non-participating finalists (qualified for QuestBridge, but did not rank schools) and non-finalists (not qualified for QuestBridge - academically, financially, or both) will be sent to your institution as person records and imported via the QuestBridge CM Prospects source format.
This document has been updated to reflect changes in the 2023 Delivery. Refer to the section Materials Source Formats below to view these changes and their impact.
QuestBridge National College Match Source Formats
The following source formats can be added from the Source Format Library to facilitate the import of National College Match data and documents:
|QuestBridge CM Applications (CSV)
|This source format is used to import the College Match finalists as applications.
|QuestBridge CM Prospects (CSV)
|This source format is used to import the College Match non-finalists and non-participating finalists as person records.
Note: If your institution does not want to import these records, this source format is unnecessary.
|QuestBridge CM App Materials
|This source format allows your institution to define the Slate material types that should be used to import the documents for the College Match finalists.
|QuestBridge CM Prospects Materials
|This source format allows your institution to define the Slate material types that should be used to import the documents for the College Match non-finalists and non-participating finalists.
Note: This source format is only necessary if your institution would like to import these documents to the Folio.
Explanation of QuestBridge ID Mappings
In addition to sending the data files, QuestBridge also sends documents. These documents are associated with specific material types within Slate using the mappings that your institution configures in the QuestBridge CM App Materials and QuestBridge CM Prospects Materials source formats. The documents are then matched with the proper record using the QuestBridge CM Application ID, which is why it is imperative that the mappings of these IDs not be altered from the standard source format.
The QuestBridge CM Applications and QuestBridge CM Prospects source formats each contain two IDs:
- QuestBridge ID Number: This is an ID that is unique to the person record.
- QuestBridge CM Application ID: This is an ID that is unique to the application. This ID is used solely for matching purposes. This number is not known to QuestBridge applicants.
For both source formats, the QuestBridge ID Number is mapped to a person-scoped custom field with the ID qb_prospect_id.
The QuestBridge CM Application ID in the QuestBridge CM Applications source format is mapped to an application-scoped custom field with the ID qb_id.
The QuestBridge CM Application ID in the QuestBridge CM Prospects source format is mapped to a person-scoped custom field with the ID qb_cm_id.
QuestBridge CM Applications Source Format
This source format will handle bringing in College Match finalists as applications.
Some important items to remember that are specific to this source format include:
- Map your rounds! An application will only be created if an application round has been mapped. Finalist status has been pre-mapped to round, so be sure to update this mapping on the Value Mappings page to map CM23 Finalist to the specific application round that should be created from this import.
- PINs are automatically generated for applications that are created in an active application period. Be sure to activate your application period prior to importing the data to ensure that PINs are generated for these accounts.
- The submitted flag is mapped as a static value. This will ensure that the application that is created will also be marked as submitted.
- Do not update the mapping for QuestBridge ID and QuestBridge CM Application ID, as this will prevent the materials from importing correctly.
QuestBridge CM Prospects Source Format
This source format will handle bringing in the College Match non-finalists and non-participating finalists as person records. If your institution does not want to import these records, you do not need to use this source format.
If your institution wishes to import only a subset of these records based on a data point in the file, you may choose to map that data point to the System - Custom: Skip Import destination, for example.
This destination requires value mappings. Map the values that determine if the record should be skipped to the Skip import value to prevent Slate from importing that row of data:
Materials Source Formats
Change for 2023 Delivery:
There is a new delivered document with the type:
- AppRaceEthnicity, available for both the QuestBridge CM App Materials and QuestBridge CM Prospects Materials source formats. See below for information about mapping document types to materials in Slate.
The source formats QuestBridge CM App Materials and QuestBridge CM Prospects Materials let you map the document types onto specific material types within Slate. Since the materials are associated with records and material types via a script, you will never see any data associated with this source format within Upload Dataset.
Documents for records imported with the QuestBridge CM Applications source format can receive documents using the document translations mapped in the QuestBridge CM App Materials source format.
Those imported with the QuestBridge CM Prospects source format can receive documents using the document translations mapped in the QuestBridge CM Prospects Materials source format.
QuestBridge CM Applications records receive documents on the application, while QuestBridge CM Prospects records associate documents with the folio (person record). Unlike the other two source formats, these source formats can be mapped ahead of the receipt of data. However, the documents themselves will not be imported until the associated record has been imported via the QuestBridge CM Applications or QuestBridge CM Prospects source formats.
Because the source format is used only for the translation of the document types from QuestBridge to your institution's material types within Slate, this source format will not display any data on the Fields page. Open the Value Mappings page to map your material types:
It is fine to keep document types unmapped if you do not need them to import to records in Slate. If you change your mind, you can map the unmapped material types later, and those documents will be imported at that time.
Some records that were sent in the QuestBridge CM Prospects files will later be delivered via a QuestBridge CM Applications file. Documents will not be re-sent for these records. If they were imported to the folio, then the documents will continue to be associated with the folio, and these documents can be accessed within the Reader just as if they were associated with the specific application. Any documents that were not previously imported for these records are eligible for import using document translations defined within the QuestBridge CM App Materials source format, and these documents will be associated with the specific application.
There is no retroactive refresh for the materials source formats, so be sure to check your material mappings prior to activating the QuestBridge CM Applications and QuestBridge CM Prospects source formats, because materials are imported for all mapped material types within an hour of the QuestBridge data file imports between the hours of 2:30am and 10:30am, Eastern Time.
Application Document Types
To provide flexibility to their partners, QuestBridge provides the application PDF document broken into four sections: as an AppAdmission PDF (containing admissions data); an AppTesting PDF (containing the testing data); an AppFinancial PDF (containing financial information); an AppRaceEthnicity PDF (containing race/ethnicity information). Depending on your processes, you may choose to leave one or more of these document types unmapped in the Materials source format to prevent those types of PDFs from importing into Slate at all. If you would like all of the PDFs to be imported, you may map them to different material types, which will allow you to display one or all of the necessary documents within the Reader, utilizing filters when configuring the Reader Tab Materials to conditionally display the appropriate documents to particular readers. Check out our article about creating Reader Tab Materials for more information.
Testing the Remap Settings
As with importing data from other sources, when you are satisfied with your mappings, launch (or refresh) your test instance and activate the data file source formats in that environment (by updating the Remap Active setting to Active in the Source Formats tool). If you need to tweak anything, make those changes in production, and then refresh your test environment and test again. If everything imported as expected, activate the source formats in production.
Documents will not be imported into your test environment.