Data integration with Alma

userXello Admin Xello productAccounts Time3 minutes

Xello securely exchanges data with Student Information Systems (SIS) through data integration. It's required to create student accounts in the program, and automatically takes care of tasks like deactivating, transferring, and updating student accounts, as long as the information in the SIS is kept up to date.

CSV export

To connect Alma to Xello:

  1. Log into your Alma Admin Portal.
  2. Navigate to the App Center.
  3. Click on the Apps tab.
  4. Find the Xello App.
  5. Click the +Add button.
  6. Enter a Label, then click Add App.
  7. You will be taken to the Xello App Configuration Screen. Click edit to:
    • Select the School Years you want to include in the transfer
    • Configure your transfer schedule
  8. Once you set both of these, make sure to Save.
  9. Configure the files by clicking Configure or View/Edit to adjust any file field names and which data is sent.
  10. Enter your File Transfer Credentials:
    • Click Edit to enter the credentials provided by your Xello contact
    • Once entered, click Test Credentials to see if the credentials are accurate. If you receive an error, reach out to your Success Manager at Xello to ensure all credentials are entered correctly.
  11. Once the details, files, and credentials are all complete, click Enable to enable the transfer.

OneRoster API integration

To roster Xello from Alma via OneRoster API v1.1, contact support@getalma.com with the following information. Support will create credentials that you can pass to Xello.

  • Which vendor(s) will you be using this for? (Xello)
  • account holder name: (district contact)
  • account holder title: (district contact)
  • account holder email: (district contact)
  • account holder phone: (district contact)
  • endpoints needed: (ALL)

Alma supports all the RosterCore Read Only endpoints + getTerms, getAllTerms, getDemographics, and get AllDemographics. You can refer to the OneRoster v1.1 API spec for a description of the endpoints.

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