If students and parents do not seem to be synching via a Magnus Health integration, here are a few steps you can take to troubleshoot the issue.
Check that the Magnus Health Integration is turned on.
To do this:
- Navigate to Modules > Integrated Services Manager
Select "Magnus Health" from the list of integrations.
Ensure that there is a green checkmark located below "Enabled". If there is not, click on the black X icon to change it to the green checkmark and turn on the feed.
Check that the the data is correct in Constituent Manager
There are specific data requirements that must be met for the Magnus Health integration to work correctly.
Must have a Class of graduation year.
Must have a relationship with at least one parent.
Must have a username in Finalsite.
Must have a relationship with at least one student.
To check for these requirements you will want to navigate to Modules > Constituent Manager.
Relationships are displayed in the Profile tab.
Usernames are displayed in the Account tab.
Class year is also found in the profile tab, but will depend on the arrangement of your fields.
Check your Vendor Key
The main identifier in Magnus Health for a constituent is what they refer to as a “Vendor Key”. This is the personID (different from the constituent importID) in Finalsite. If you want to double check the the Person ID vs. the Vendor Key located in Magnus you can export this data.
To do this:
Navigate to Modules > Constituent Manager.
Select Settings in the upper-left corner.
Select Credential Report and then select a role. Do not select any filters. To obtain results click Apply Filters.
From here you can export your data using the Export Current Table button.
Once you have performed all of the following checks, the Magnus Health integration runs every hour (not necessarily on the hour), so please wait once the data has been entered into Magnus for the full integration to run.
If you are still having issues with your integration, feel free to reach out to Support.