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Legacy API Reference

Notice

This is the reference documentation page for the old legacy Populi API.

This API is now deprecated and will receive no further development or improvements, except for security updates.

Please use our new improved API instead at https://populi.co/api.

Tasks

addActivityFeedNote

Adds a note and/or a file to a profile's activity feed.

Parameters

Parameter Description Required
person_id The numeric ID of the person whose profile the note/file will be attached to. No (but either person_id or organization_id must be set)
organization_id The numeric ID of the organization whose profile the note/file will be attached to. No (but either person_id or organization_id must be set)
note The note that will be attached to the profile's activity feed. No (but either note, file, or both must be set)
file The file that will be attached to the profile's activity feed. Uploaded the via the HTTP POST method. No (but either note, file, or both must be set)
is_private Boolean. Use when you want to mark the note/file as private. No
visibility_roles An array of role IDs that can view the note/file, in JSON format. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

The note/file visibility will default to your "Default activity feed visibility" setting.

When using visibility_roles, see getAvailableRoles to look up all possible roles and their numeric IDs.

The following roles are not allowed: Everyone, Student, and Library Patron.

You must have the Staff role to call this task.

addAddress

Adds an address to a person or organization.

Parameters

Parameter Description Required
person_id The numeric ID of the person to whose profile you are attaching this address. No (but either person_id or organization_id must be set)
organization_id The numeric ID of the organization to whose profile you are attaching this address. No (but either person_id or organization_id must be set)
street e.g. 777 Magnolia Ln Yes
city e.g. Moscow Yes
state e.g. ID No
postal e.g. 83843 No
country e.g. US No
type Person addresses: HOME, WORK, BILLING, SCHOOL, SHIPPING, OTHER
Organization addresses: MAIN, BILLING, SHIPPING, OTHER
No
primary Boolean. Use if you want to mark the address as primary or not primary. Defaults to false. No
public Boolean. Use if you want to mark the address as public or not public. Defaults to true. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>88888</id>
</response>

Comments

The current user must have the Staff role or else be adding this address to his/her own profile.

addAdvisorToStudent

Adds an advisor to a student.

Parameters

Parameter Description Required
advisor_person_id The numeric person ID of the advisor you're interested in. Yes
student_person_id The numeric person ID of the student you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

addAidApplication

Adds a new financial aid application to a particular student in a particular aid year.

Parameters

Parameter Description Required
student_id The numeric ID of the student. Yes
aid_year_id The numeric ID of the aid year. Yes
assigned_to_id The numeric ID of the person to whom this aid application is assigned. No
enrollment The student's enrollment status (for financial aid purposes): FULL_TIME, THREE_QUARTER_TIME, HALF_TIME, or LESS_THAN_HALF_TIME (defaults to FULL_TIME) No
dependency Whether this student is considered a dependent for aid purposes: can be blank, DEPENDENT, or INDEPENDENT No
student_aid_class_id The numeric aid class ID for this student (aid classes are how Populi groups similar types of students together). No
program_months The number of months this student is expected to be enrolled in your school's program. No
year_coa This student's Cost of Attendance if they were attending for the entire year (this should be extrapolated out from their program_coa for shorter programs, since Pell calculates based on COA for the entire year). No
program_coa This student's Cost of Attendance in this aid year. No
year_efc This student's Estimated Family Contribution in this aid year (extrapolated out to a full year for shorter programs, if necessary). No
program_efc This student's Estimated Family Contribution in this aid year. No
student_agi This student's Adjusted Gross Income in this aid year. No
parent_agi The parents' Adjusted Gross Income in this aid year. No
legal_residence_state The student's state of legal residence. No
verification Whether this student has been selected for verification. Must be either blank, SELECTED_BY_COLLEGE, or SELECTED_BY_GOVERNMENT. No
verification_status If this student was selected for verification (see above), what's their status? If set, must be one of: IN_PROGRESS, COMPLETED, REJECTED, or EXEMPTED. Cannot be set if `verification` is blank. No
verification_group If this student was selected for verification (see above), what verification group are they in? If set, must be one of: 'Standard, 'Child Support Paid', 'Custom', 'Aggregate', or 'Household Resources'. Cannot be set unless `verification` is set to SELECTED_BY_GOVERNMENT. No
auto_zero_efc Whether the student's EFC was calculated using the "automatic zero" EFC formula. If set, must be: 1 or 0 No
status The application status: SETUP, IN_PROGRESS, COMPLETED, NEEDS_ATTENTION, or CANCELED (defaults to SETUP) No
housing The student's housing situation: ON_CAMPUS, WITH_PARENT, or OFF_CAMPUS No
program_coa_categories Array. The array keys should be COA category IDs (see getCOACategories). The array values should be the category amounts. Example: array(coa_category_id => amount, ...). No
component_ids Array. The array values should be Aid Application Component IDs (see getAidApplicationComponents). If not specified, the default components for the aid classification will be used. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<result>
<id>123456</id>
</result>

Comments

You must have the Financial Aid role to call this task.

addApplication

Adds an admissions application.

Parameters

Parameter Description Required
application_template_id The numeric ID of the application template. Yes
person_id The numeric ID of the person who is the applicant. No (But either person_id OR first_name, last_name and email_address must be set)
lead_id The numeric ID of the lead record this application should be attached to. Defaults to the person's active lead record. If no active lead record exists a new one will be created. Requires person_id. No
first_name The first name of the applicant. No (But either person_id OR first_name, last_name and email_address must be set)
middle_name The middle name of the applicant. No
last_name The last name of the applicant. No (But either person_id OR first_name, last_name and email_address must be set)
fee_status UNPAID, PAID, or WAIVED. Defaults to UNPAID No
email_address The email address of the applicant. No (But either person_id OR first_name, last_name and email_address must be set)
start_date The date this application was started (e.g. 2014-01-15). Defaults to the current date. No
representative_id The numeric ID of the admissions representative who will be assigned to this application. No
program_id The numeric ID of the program the applicant is applying to. No
degree_id The numeric ID of the degree the applicant is applying to. No
specialization_id The numeric ID of the specialization the applicant is applying to. No
academic_term_id The numeric ID of the academic term the applicant wishes to enroll in. No
expected_enrollment FULL_TIME (default), HALF_TIME, LESS_THAN_HALF_TIME No
lead_source_id The numeric ID of the lead source to record for this application. No
email_link_to_applicant Boolean. A link to the application will be emailed to the applicant. Defaults to true. No
request_email_verification Boolean. An verification email will be sent to the applicant. Defaults to false. No
street The applicant's street address. No
city The applicant's city. No
state The applicant's state or province abbreviation. No
postal The applicant's postal code. No
country The person's country abbreviation. No
phone The person's phone number. No
skip_existing_application_check Boolean. Defaults to false. See comments below. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>6974</id>
</response>

Comments

By default, if an in progress application already exists for the email_address and application_template_id a new application will not be created and the existing ID will be returned. Pass along skip_existing_application_check = true to disable this feature.

addApplicationNote

Adds a note to an existing application.

Parameters

Parameter Description Required
application_id The numeric ID of the application. Yes
content The text content of the note. Yes
public Boolean. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>993375</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

If the note is public, a notification email will be sent to the applicant if they have an email address on record.

addAssignmentComment

Adds an assignment comment to a particular assignment and student.

Parameters

Parameter Description Required
assignment_id Numeric ID of the assignment. Yes
person_id Numeric ID of the student. Yes
comment The comment content. No (but either comment OR file MUST be set)
file File uploaded the via the HTTP POST method. No (but either comment OR file MUST be set)
internal Boolean. Use if you want the assignment comment to be an internal comment. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>39174392</id>
</response>

Comments

The author of the assignment comment will be the current user.

Returns the assignment comment ID on success.

addCampusToStudent

Adds a campus to a student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
campus_id The numeric ID of the campus you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

The current user must have the Academic Admin or Registrar role to call this task.

addCommunicationPlanToPerson

Adds a communication plans to a person.

Parameters

Parameter Description Required
communication_plan_id The numeric ID of the communication plan you're interested in. Yes
person_id The numeric ID of the person you're interested in. Yes
sender_id The numeric ID of the person who the email/letter will be sent from or who a to-do is assigned by. No
start_date The date communication events can start on (e.g. 2018-01-18). Defaults to the current date. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>99</id>
</response>

Comments

The current user must have the Staff role to call this task.

addCourseBulletinBoardPost

Adds a bulletin board post to a particular course offering.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
post The post content. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<post_id>1234578</post_id>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

addCourseInstanceAssignment

Creates an assignment in a particular course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes
name The name of the assignment. Yes
type GRADE_ONLY, FILE_UPLOAD, PEER_REVIEW_FILE_UPLOAD, TEST, ATTENDANCE, DISCUSSION, ESSAY, or PEER_REVIEW_ESSAY Yes
discussion_id Only used when the assignment type is DISCUSSION. The numeric ID of the discussion you want to use (the default is 0 which means a new discussion will be created). No
description A description of the assignment. No
catalog_course_ids Only used if the course is cross-listed. This would be an array of catalog course IDs that the assignment applies to. If you leave this parameter out of the request the assignment will apply to all cross-listed courses. No
points The number of points that the assignment is worth (the default is 0). No
extra_credit Boolean. Defaults to false. No
group_id The assignment group ID this assignment belongs to (the default is 0 which is the built-in "Other" group). No
published Boolean. Defaults to false. No
time_due When the assignment is due (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). No
visible_to_students_before_due When the passed in type is TEST this sets whether or not the test is visible before it's available (the default is 1). No
availability FROM, AFTER, BEFORE, or ALWAYS (the default is FROM). If the value is FROM and both start_window and end_window are empty then the test will not be available. No
start_window When the test availability starts (e.g. 2017-06-01 00:00:00 - must be in the course instance's timezone). Only used when the availability parameter is FROM or AFTER. No
end_window When the test availability ends (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). Only used when the availability parameter is FROM or BEFORE. No
     
  The following parameters are only used when the assignment type is TEST:  
time_limit The time limit in minutes (the default is 0 which is "No time limit"). No
retake_policy NO_RETAKES (no retakes - the default), KEEP_HIGHEST (keep highest score), KEEP_LAST (keep most recent score), AVERAGE (average all scores). No
retakes The number of retakes allowed (only used when the retake_policy is not NO_RETAKES - the default is 0). No
proctored NOT_PROCTORED (the default), EMAIL_OR_SMS, or SMS. No
test_submit_feedback SCORE (score when available), FEEDBACK (score and response feedback - the default), ANSWERS (score, response feedback, and correct answers). No
test_end_feedback SCORE (score when available), FEEDBACK (score and response feedback), ANSWERS (score, response feedback, and correct answers - the default). No
course_end_feedback SCORE (score when available), FEEDBACK (score and response feedback), ANSWERS (score, response feedback, and correct answers - the default). No
     
  The following parameters are only used when the assignment type is PEER_REVIEW_FILE_UPLOAD or PEER_REVIEW_ESSAY:  
peer_grade Boolean. Defaults to false. No
grade_submission_points The number of points that submissions are worth (the default is 0). No
grade_review_points The number of points that reviews are worth (the default is 0). No
anonymous_reviews Boolean. Defaults to false. No
review_visibility NEVER (not visible to other students - the default), AFTER_REVIEW (visible to other students after their review), ALWAYS (visible to other students). No
allow_review_comments Boolean. Only used when review_visibility is not NEVER. Defaults to false. No
reviews_time_due When reviews are due (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). No
reviews_closed_date_time When reviews are closed (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<assignment_id>456789</assignment_id>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

addCourseInstanceAssignmentGroup

Creates an assignment group in a particular course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes
name The name of the new assignment group. Yes
weight The assignment group's weight percent (the default is 0). No
extra_credit Boolean. Defaults to false. No
drop_lowest The number of lowest-graded assignments to drop from this group for each student (the default is 0). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<group_id>1234567</group_id>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

addCourseOfferingLink

Adds a link to a particular course offering.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
name The name of the link. Yes
url The URL for the link. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<link_id>2345</link_id>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task (and the course must not be finalized).

addDefaultTuitionScheduleToStudent

Adds a default tuition schedule to a student.

Parameters

Parameter Description Required
person_id The numeric person ID of the student you're interested in. Yes
tuition_schedule_id The numeric ID of the tuition schedule you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

addDonation

Adds a new donation.

Parameters

Parameter Description Required
amount The total amount of the donation. Yes
posted_date The date the donation transaction was posted. If this parameter is not supplied, then the donation will be considered posted today. No
fund_id The numeric ID of the fund the donation is applied to. Yes
funds An array of fund_ids and amounts, in JSON format, if the donation should be split between multiple funds. (e.g. [{"fund_id":522,"amount":150.00}, {"fund_id":526, "amount":50}]) No
payment_method CASH, CHECK, CREDIT_CARD, ACH, MONEY_ORDER, GIFT_IN_KIND, or OTHER Yes
deposit_into_account_id The numeric ID of the financial asset account where the donation money is deposited. Yes
first_name The first name of the donor. Yes
last_name The last name of the donor Yes
org_name If the donor is an organization, provide the name here. No
person_id To link this donation to an existing person as the donor, supply their numeric ID here. If this parameter is supplied, then first_name and last_name are not required. No
organization_id To link this donation to an existing organization as the donor, supply their numeric ID here. If this parameter is supplied, then first_name and last_name are not required. No
payment_reference Additional information about the payment, such as a check number. No
gift_in_kind_description if the payment_method is GIFT_IN_KIND, use this parameter to describe what was donated. No
staff_comment The comment about this donation only visible to staff. No
phone_number The phone number of the donor. Typically leave blank if person_id or organization_id is included. No
email_address The email address of the donor. Typically leave blank if person_id or organization_id is included. No
campaign_id The numeric ID of the campaign associated with this donation. No
appeal_id The numeric ID of the appeal associated with this donation. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>57002</result>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

Upon success, the numeric ID of the newly created donation is returned. Otherwise, an error message will be returned.

If recording a donation split between several funds, use the funds parameter. In this case, the single fund_id parameter is ignored.

addEmailAddress

Adds an email to a person or organization.

Parameters

Parameter Description Required
person_id The numeric ID of the person to whose profile you are attaching this email address. No (but either person_id or organization_id must be set)
organization_id The numeric ID of the organization to whose profile you are attaching this email address. No (but either person_id or organization_id must be set)
email_address e.g. bob@example.com Yes
type Person email addresses: HOME, WORK, SCHOOL, OTHER
Organization email addresses: WORK, OTHER
No
primary Boolean. Use if you want to mark the email address as primary or not primary. Defaults to false. No
public Boolean. Use if you want to mark the email address as public or not public. Defaults to true. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>333333</id>
</response>

Comments

The current user must have the Staff role or else be adding this email address to his/her own profile.

addEnrollment

Adds a student to a particular course offering.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
person_id The numeric ID of the student you're interested in. Yes
status ENROLLED, AUDITOR, or WAITING (if you have access to the waiting list). The default is ENROLLED. No
status_date What date Populi should recognize the student as added. This is used for financial, add/drop dates, etc. The default is the current date. No
catalog_course_id This is used for cross-listed courses. The default is the primary catalog course ID. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher that can override enrollment to call this task.

addFieldOfStudy

Adds a field of study to a person.

Parameters

Parameter Description Required
organization_id The numeric ID of the organization. Yes
person_id The numeric ID of the person. Yes
name The name of the field of study. No
start_date Format should be a date. e.g. "2020-09-05". No
end_date Format should be a date. e.g. "2024-05-07". No
is_private Boolean. Defaults to the "Make relationships between people and organizations private by default" security setting. No
can_show_on_transcript Boolean. Defaults to true. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

Private fields of study are only visible to Faculty/Staff/Advisors.

addFinancialAidAward

Adds a new financial aid award to a student in a given aid year, and optionally add disbursements.

Parameters

Parameter Description Required
person_id The numeric ID of a student. Yes
aid_year_id The numeric ID of an aid year (see getFinancialAidYears). Yes
award_type_id The numeric ID of an award type (see getFinancialAidAwardTypes). Yes
amount The total/gross amount of this award. Yes
net_amount The net amount of this award. Yes
status Possible values: SETUP, OFFERED, ACCEPTED, DECLINED, CANCELED. Yes
max_amount The maximum amount for this award. No
disbursements An array of json encoded objects, each with the following keys: date, net_amount, gross_amount, academic_term_id No
include_details Boolean. Defaults to false. If true, additional details about the newly added award and disbursements will be included in the response. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<result>
<id>123456</id>
</result>

Comments

You must have the Financial Aid role to call this task.

addFinancialAidDisbursement

Adds a new disbursement to an existing financial aid award and returns the ID of the new disbursement.

Parameters

Parameter Description Required
person_id The numeric ID of a student. Yes
award_id The numeric ID of an award. Yes
academic_term_id The numeric ID of an academic term. Yes
scheduled_date The anticipated disbursement date in the format '2012-10-10'. Yes
amount The net amount of this disbursement. Yes
gross_amount The gross net amount of this disbursement (defaults to the net amount). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<disbursement>123456</disbursement>
</response>

Comments

You must have the Financial Aid role to call this task.

addFinancialAidRefund

Adds a new refund (to source or to student) on an existing financial aid award.

Parameters

Parameter Description Required
person_id The numeric ID of a student. Yes
award_id The numeric ID of an award. Yes
scheduled_date The anticipated refund date in the format '2012-10-10'. Yes
amount The net amount of this disbursement. Yes
type REFUND_TO_STUDENT: The refund is being paid out to the student. This amount will remain on his or her 1098T. REFUND_TO_SOURCE: The refund is being returned to the aid source and will no longer affect the student's 1098T. Yes
asset_account_id The ID of the asset account the money's coming from. Only applies to REFUND_TO_STUDENT type refunds. Yes (for REFUND_TO_STUDENT)

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<result>
<refund>123456</refund>
</result>

Comments

You must have the Financial Aid role to call this task.

addInquiry

Adds a new admissions inquiry.

Parameters

Parameter Description Required
first_name The person's first name. Yes
middle_name The person's middle name. No
last_name The person's last name. Yes
phone The person's phone number. No
email The person's email address. Yes
lead_source_id The numeric ID of the lead source to record for this inquiry. No
program_id The numeric ID of the program the person is interested in. No
degree_id The numeric ID of the degree the person is interested in. No
specialization_id The numeric ID of the specialization the person is interested in. No
academic_term_id The numeric ID of the academic term the person is interested in attending. No
content The text content of the person's request No
added_on The date the inquiry was made in the format '2016-10-27' No
representative_id The numeric ID of the person to assign this inquiry to as a representative. No
create_response Boolean. Create a response thread and/or email a thank you message on create? Defaults to false. No
street The person's street address. No
city The person's city. No
state The person's state or province abbreviation. No
postal The person's postal code. No
country The person's country abbreviation. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>43551</id>
</response>

Comments

You must have the Admissions or Admissions Admin role to call this task.

addOrganization

Adds a new organization into Populi.

Parameters

Parameter Description Required
name The name of the organization. Yes
type_id The numeric ID of the type. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>457896354</id>
</response>

Comments

You must have the Staff role to call this task.

See getOrganizationTypes for "type_id" options.

See addPhoneNumber, addEmailAddress, addAddress if you'd like to add contact information to your new organization.

See addTag if you'd like to tag your new organization.

addOrganizationToPerson

Adds an organization to a person.

Parameters

Parameter Description Required
organization_id The numeric ID of the organization. Yes
person_id The numeric ID of the person. Yes
type MEMBER, EMPLOYMENT, or EDUCATION. Yes
title The person's title at the organization. No
start_date Format should be a date. e.g. "2020-09-05". No
end_date Format should be a date. e.g. "2024-05-07". No
is_primary Boolean. No
is_private Boolean. Defaults to the "Make relationships between people and organizations private by default" security setting. No
occupation_id The numeric ID of the occupation. See getOccupations. Only used when type = EMPLOYMENT. No
full_time Boolean. Only used when type = EMPLOYMENT. No
weekly_hours Only used when full_time = 0 and type = EMPLOYMENT. No
salary Only used when type = EMPLOYMENT. No
can_show_on_transcript Boolean. Defaults to true. Only used when type = EDUCATION. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>123456</result>
</response>

Comments

You must have the Staff role to call this task.

Private person organization records are only visible to Faculty/Staff/Advisors.

addPayment

Adds a payment to a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
amount The amount of the payment. Yes
asset_account_id The numeric ID of the asset account. Yes
posted_date The transaction's posted date. Defaults to the current date. No
automatically_apply_to_invoices Boolean. Pass in true if you want the payment to automatically apply to invoices. Defaults to false. No
pay_invoices Array. The array keys should be the invoice IDs that you want the payment to apply to. The array values should be the amount that you want to apply. e.g. array(invoice_id => amount_to_apply_to_invoice, ...). No
paid_by_type PERSON (default) or ORG. No
paid_by_id The numeric ID of the person or org who is making the payment. Defaults to the passed in person_id (the first parameter). No
source_type CASH, CHECK (default), CREDIT_CARD, ACH, MONEY_ORDER, or OTHER. No
reference_number The payment's internal reference number. No
currency USD, CAD, EGP, EUR, GBP, MXN, KYD, HTG, HKD, or ZAR. Defaults to your organization's main currency. No
exchange_rate Only used when the currency is not your organization's home currency. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<payment_id>1178</payment_id>
	<receipt_number>596fe256b9c4c</receipt_number>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

addPendingCharge

Adds a pending charge to a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
amount The amount of the pending charge. Yes
item_type TUITION, FEE, ROOM_PLAN, or MEAL_PLAN. Yes
item_id Depending on what item_type is passed in this would be a tution bracket ID, a fee ID, a room plan ID, or a meal plan ID. Yes
academic_term_id A pending charge with item_type FEE does not have to be attached to a particular academic term. All other item_types must be attached to a particular academic term. No
description A description for the pending charge. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<pending_charge_id>1111</pending_charge_id>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

addPerson

Adds a new person into Populi. To avoid duplicate records, we strongly recommend calling getPossibleDuplicatePeople before calling addPerson.

Parameters

Parameter Description Required
first_name The official/legal first name for this person (you can set preferred name later). Yes
last_name The last name for the person. Yes
gender MALE, FEMALE, or UNKNOWN (default). No
birth_date e.g. 1979-10-02 No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>333333</id>
</response>

Comments

You must have the Staff role to call this task.

See addPhoneNumber, addEmailAddress, addAddress if you'd like to add contact information to your new person.

See addRole if you'd like to add a role to your new person.

See addTag if you'd like to tag your new person.

addPersonEmergencyContact

Adds an emergenct contat to a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
emergency_contact_person_id The numeric ID of the emergency contact person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

A relationship between the two people must exist - see addPersonRelationship.

You must have the Staff role to call this task.

addPersonRelationship

Adds a relationship between two people.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
other_person_id The numeric ID of the other person. Yes
relationship_type_id The numeric ID of the relationship type. Yes
emergency_contact Boolean. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>123456</result>
</response>

Comments

See getRelationshipTypes.

You must have the Staff role to call this task.

addPhoneNumber

Adds a phone number to a person or organization.

Parameters

Parameter Description Required
person_id The numeric ID of the person to whose profile you are attaching this phone number. No (but either person_id or organization_id must be set)
organization_id The numeric ID of the organization to whose profile you are attaching this phone number. No (but either person_id or organization_id must be set)
phone_number e.g. 1-800-888-8888 Yes
type Person phone numbers: HOME, WORK, MOBILE, SCHOOL, FAX, OTHER
Organization phone numbers: WORK, FAX, OTHER
No
primary Boolean. Use if you want to mark the phone number as primary or not primary. Defaults to false. No
public Boolean. Use if you want to mark the phone number as public or not public. Defaults to true. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>777777</id>
</response>

Comments

The current user must have the Staff role or else be adding this phone number to his/her own profile.

addProfilePicture

Adds a profile picture to Populi. The ideal dimensions are 600 wide x 750 tall.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
image A base 64 encoded string of the image. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role to call addProfilePicture.

addRole

Adds a role to a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
role_id The numeric ID of the role you want to add. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>SUCCESS</response>

Comments

The current user must have the Staff role and permission to add the role (this varies by role... so Academic Admins can add the Registrar role, Admissions Admins can add the Admission role, etc).

See getAvailableRoles to look up all possible roles and their numeric IDs.

addStandardizedTestToStudent

Adds a standardized test to a student.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
standardized_test_id The numeric ID of the standardized test. Yes
taken_date The date the test was taken. Yes
received_date The date the test was received. Yes
score The test score. Yes
primary Boolean. Defaults to true. No
section_scores Array. The array keys should be the section IDs and the values should be the section scores. e.g. array(section_id => section_score, ...). No

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

addStudentDegree

Add a degree to a particular student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
degree_id The numeric ID of the degree you're interested in. Yes
active_date The active date in the format '2012-10-10'. Yes
catalog_year_id The numeric ID of the catalog year you're interested in. Yes
anticipated_completion_date The anticipated completion date in the format '2012-10-10'. No
show_on_transcript Boolean. Defaults to true. Whether the degree should show on the transcript. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>123456</id>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

addStudentDegreeSpecialization

Adds a specialization to student's existing degree.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
degree_student_id The numeric ID of the degree_student object in question. Yes
specialization_id The numeric ID of the specialization you wish to add. Yes
granted_date The granted date in the format '2012-10-10'. No
show_on_transcript Boolean. Defaults to true. Whether the specialization should show on the transcript. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Academic Admin or Registrar role to call this task.

addStudentProgram

Add a program to a particular student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
program_id The numeric ID of the program you're interested in. Yes
start_date The start date of the program in the format '2018-06-05'. Defaults to the current date. No
previous_education_level_id The numeric education level ID the person has completed (e.g. High School, Some College, etc). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

addTag

Adds a tag to a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person who should be tagged. No (but either person_id or organization_id must be set)
organization_id The numeric ID of the organization that should be tagged. No (but either person_id or organization_id must be set)
tag_id The numeric ID of the tag. No (but either tag_id or tag must be set)
tag The actual tag you want to be attached (e.g. "Do not call", or "Good reference"). No (but either tag_id or tag must be set)

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>SUCCESS</response>

Comments

You must have the Staff role to call this task.

If you pass "tag" and that tag doesn't exist, it will be created. If you pass in a tag_id that doesn't exists, a BAD_PARAMETER error will be thrown.

The same tag cannot be attached multiple times to the same person - if the person already has this tag, addTag will return SUCCESS and do nothing.

System tags cannot be assigned by anyone other than Populi... so certain tags like "Expelled" are off-limits. To add these tags, you'll need to take some action in Populi - the correct system tags will be added as a byproduct of that action.

addTermTuitionScheduleToStudent

Adds a term tuition schedule to a student.

Parameters

Parameter Description Required
person_id The numeric person ID of the student you're interested in. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes
tuition_schedule_id The numeric ID of the tuition schedule you're interested in. Yes
tuition_schedule_bracket_id The numeric ID of the tuition schedule bracket you're interested in, or "AUTOMATIC" (defaults to "AUTOMATIC"). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

addTodo

Adds a new todo (the Added By of this new todo will show the currently logged-in user).

Parameters

Parameter Description Required
content What the todo should say (e.g. "Remember the milk on the way home from work") Yes
due The due date for this todo (e.g. 2011-06-24) No
assigned_to The person responsible for completing this todo. Defaults to the currently logged-in user. No
attached_to_type If you'd like to attach this todo onto someone's profile, set this to PERSON. No
attached_to If you'd like to attach this todo onto someone's profile, put that person's numeric ID here (and you MUST have attached_to_type set to PERSON). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<result>
<id>123456</id>
</result>

Comments

Right now you can only attach todos to people, so the only legitimate value for attached_to_type is PERSON. If you attach a todo onto someone's profile (say a lead or student who needs to be called), it will be visible to everyone with the Staff role.

If you attach a todo to a person, there will be a handy link to jump to their profile when the todo is displayed on your dasboard.

addTransferCredit

Adds a transfer credit to a person.

Parameters

Parameter Description Required
organization_id The numeric ID of the organization. Transfer Instutitions are Organizations. Yes
person_id The numeric ID of the person. Yes
course_number   Yes
course_name   Yes
credits   No (but either credits, hours, clinical_hours, or attendance_hours must be set)
hours   No (but either credits, hours, clinical_hours, or attendance_hours must be set)
clinical_hours   No (but either credits, hours, clinical_hours, or attendance_hours must be set)
attendance_hours   No (but either credits, hours, clinical_hours, or attendance_hours must be set)
fulfills_program_requirements Boolean. Defaults to true. No
pass_affects_gpa Boolean. Defaults to true. No
fail_affects_gpa Boolean. Defaults to true. No
pass_fail_pass_affects_gpa Boolean. Defaults to false. No
pass_fail_fail_affects_gpa Boolean. Defaults to true. No
affects_standing Boolean. Defaults to true. No
catalog_course_id The numeric ID of the catalog course. No (but either catalog_course_id or course_group_id must be set)
course_group_id The numeric ID of the course group. No (but either catalog_course_id or course_group_id must be set)
description   No
status PENDING (default), APPROVED, or REJECTED No (you must have the Academic Admin or Registrar role to set a transfer credit to APPROVED or REJECTED)
effective_date Format should be a date. e.g. "2020-09-05". No (may only be set when status is APPROVED)
applies_to_all_programs Boolean. Defaults to true. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>789654423</id>
</response>

Comments

You must have the Admissions Admin, Admissions, Academic Admin, or Registrar role to call this task.

Transfer Institutions will automatically be created.

applies_to_all_programs = true will automatically apply the transfer credit to the student's program(s). To enter program grade information see addTransferCreditProgram or editTransferCreditProgram.

effective_date is the date after which the transfer credit may be counted as a retake. Defaults to the "Transfer Credit Default Effective Date" academic setting.

addTransferCreditProgram

Adds a program to a transfer credit.

Parameters

Parameter Description Required
transfer_credit_id The numeric ID of the transfer credit you're interested in. Yes
program_id The numeric ID of the program you're interested in. Yes
grade Mixed. See getTransferCreditProgramGradeOptions for a list of values. No
pass_fail Boolean. Whether or not this the grade is a pass/fail grade. Defaults to false. No (but must be passed in if the grade parameter is numeric)
show_on_transcript Boolean. Defaults to true. Whether or not the transfer credit should show up on the transcript. Only used when the transfer credit's status = APPROVED. No
is_transfer_student Boolean. Defaults to true. Whether or not the student is considered a transfer student in the particular program. Only used when the transfer credit's status = APPROVED. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions Admin, Admissions, Academic Admin, or Registrar role to call this task.

addUser

Grants user access to a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person whose user account will be created. Yes
username A username for the person. Allowed characters are letters, numbers, period and underscore. If no username is passed in Populi will autogenerate one. No
send_welcome_email Boolean. Send a welcome email to the person's primary email address. Defaults to true. No

Comments

You must have the Staff role to call this task.

applyDeposit

Applies a deposit to a student, from a liability account to their accounts receivable balance.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
liability_account_id The numeric ID of the liability account. Yes
amount The amount to apply. Yes
posted_date The transaction's posted date. Defaults to the current date. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<transaction_id>1178</transaction_id>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

blockUser

Used to block a particular user account.

Parameters

Parameter Description Required
person_id The numeric ID of the person whose user account will be blocked. Yes
reason The reason the user account is being blocked. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

Users with the Academic Admin role can block anyone.

Users with the Staff role can block anyone except for users with the Academic Admin role.

The user status of current Account Admins and Billing Contacts can't be edited.

You cannot block your user account.

createCourseInstanceMeeting

Creates a meeting for a particular course instance.

Parameters

Parameter Description Required
instanceID The numeric ID of the course instance you're interested in. Yes
startMonth e.g. 01 Yes
startDay e.g. 01 Yes
startYear e.g. 2016 Yes
startHour Hours should be 0 based. e.g. 0-23 Yes
startMinute Minutes should be 0 based. e.g. 0-59 Yes
endMonth e.g. 01 Yes
endDay e.g. 01 Yes
endYear e.g. 2016 Yes
endHour Hours should be 0 based. e.g. 0-23 Yes
endMinute Minutes should be 0 based. e.g. 0-59 Yes
roomID The numeric ID of the room where the meeting will take place. No
counts_toward_attendance_hours Boolean. Defaults to true. No
counts_toward_clinical_hours Boolean. Defaults to true. No
initial_student_attendance_status PRESENT (default), ABSENT, TARDY, EXCUSED, or NONE No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<meetingid>123456789</meetingid>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

If you pass in initial_student_attendance_status = NONE then students in the course will not get an attendance record for the new meeting by default. Otherwise, students in the course will get an attendance record (the default status is PRESENT).

createFinancialAidDisbursementBatch

Creates a new financial aid disbursement batch and returns the ID of the new batch.

Parameters

Parameter Description Required
batch_type Must be DISBURSEMENT, REFUND_TO_STUDENT, or REFUND_TO_SOURCE Yes
disbursement_ids An array of disbursement IDs - see addFinancialAidDisbursement Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<result>
	<id>123456</id>
</result>

Comments

You must have the Financial Aid role to call this task.

deleteAddress

Deletes an address.

Parameters

Parameter Description Required
addressid The numeric ID of the address. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role or else be deleting an address on his/her own profile.

deleteApplication

Deletes an application from an applicant.

Parameters

Parameter Description Required
application_id Numeric ID of the application. Yes

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

deleteCampusFromStudent

Deletes a campus from a student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
campus_id The numeric ID of the campus you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

The current user must have the Academic Admin or Registrar role to call this task.

deleteCommunicationPlanFromPerson

Deletes a communication plans from a person.

Parameters

Parameter Description Required
communication_plan_instance_id The numeric ID of the communication plan instance you're interested in. Yes
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role to call this task.

deleteCourseInstanceAssignment

Deletes an assignment in a particular course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes
assignment_id The numeric ID of the assignment you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

deleteCourseInstanceAssignmentGroup

Deletes an assignment group in a particular course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes
group_id The numeric ID of the assignment group you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

deleteCourseOfferingLink

Deletes a link attached to a particular course offering.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
link_id The numeric ID of the link you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task (and the course must not be finalized).

deleteCustomField

Deletes a custom field attached a particular person, organization, or donation.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
owner_id The numeric ID of the object you're interested in. No
custom_field_id The numeric ID of the custom field you're interested in. Yes
term_id The numeric ID of the term you're interested in. No (but must be set for TERM_STUDENT type fields)

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

When deleting a custom field on a Donation or Organization, use the owner_id parameter. Otherwise use person_id.

deleteEmailAddress

Deletes an email address.

Parameters

Parameter Description Required
emailid The numeric ID of the email address. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role or else be deleting an email address on his/her own profile.

deleteFinancialAidAward

Deletes an existing financial aid award (must not have any posted disbursements).

Parameters

Parameter Description Required
award_id The numeric ID of an award with no posted disbursements. Yes

Comments

You must have the Financial Aid role to call this task.

deleteFinancialAidDisbursement

Deletes an existing disbursement which has not yet been posted.

Parameters

Parameter Description Required
disbursement_id The numeric ID of a disbursement with a status of SETUP or SCHEDULED (but not POSTED, DELETED or VOID) Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Financial Aid role to call this task.

deleteFinancialAidRefund

Deletes an existing refund (REFUND_TO_STUDENT, REFUND_TO_SOURCE) which has not yet been posted.

Parameters

Parameter Description Required
refund_id The numeric ID of a refund with a status of SETUP or SCHEDULED (but not POSTED, DELETED or VOID) Yes

Comments

You must have the Financial Aid role to call this task.

deleteLicensePlate

Delete a person's license plate.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role to call deleteLicensePlate.

deletePerson

Deletes a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You cannot delete your own account.

You must have the Academic Admin role to delete an Academic Admin's account.

You cannot delete an Account Admin's account.

You cannot delete a Billing Contact's account.

You must have the Staff role to call this task.

deletePersonBirthDate

Deletes the birth date for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

deletePersonCitizenship

Deletes the citizenship for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

deletePersonEmergencyContact

Removes an emergency contact from a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
emergency_contact_person_id The numeric ID of the emergency contact person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

A relationship between the two people must exist.

You must have the Staff role to call this task.

deletePersonHometown

Deletes the hometown for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

deletePersonOrganization

Deletes a person organization record.

Parameters

Parameter Description Required
id The numeric ID of the person_organization record. See getPersonOrganization. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

deletePersonRaceEthnicity

Deletes the race/ethnicity for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

deletePersonRelationship

Deletes a specified relationship between two people.

Parameters

Parameter Description Required
id The numeric ID of the relationship you want to delete. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

deletePersonSIN

Deletes the social insurance number for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have SSN/SIN editing permissions to call this task.

deletePersonSSN

Deletes the social security number for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have SSN editing permissions to call this task.

deletePhoneNumber

Deletes a phone number.

Parameters

Parameter Description Required
phoneid The numeric ID of the phone number. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role or else be deleting a phone number on his/her own profile.

deleteStudentDegree

Deletes an existing student degree record.

Parameters

Parameter Description Required
degree_student_id The numeric ID of the degree_student record. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>123456</id>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

deleteStudentDegreeSpecialization

Deletes a specialization attached to a student's degree.

Parameters

Parameter Description Required
degree_student_id The numeric ID of the degree_student object in question. Yes
specialization_id The numeric ID of the specialization you wish to remove. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Academic Admin or Registrar role to call this task.

deleteStudentMealPlan

Removes a meal plan from a student.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Campus Life, Financial Admin, or Student Billing.

deleteStudentProgram

Deletes an existing student program record.

Parameters

Parameter Description Required
student_program_id The numeric ID of the student's program you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

deleteStudentRoomPlan

Removes a room plan from a student.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Campus Life, Financial Admin, or Student Billing.

deleteStudentStandardizedTest

Removes a standardized test record from a student.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
student_standardized_test_id The numeric ID of the student's standardized test record. Yes

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

deleteStudentStandardizedTestSectionScore

Removes a student's standardized test section score.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
student_standardized_test_id The numeric ID of the student's standardized test record. Yes
standardized_test_section_id The numeric ID of the standardized test section. Yes

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

deleteTodo

Deletes a todo.

Parameters

Parameter Description Required
todo_id The numeric ID of the todo you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

This function can only be used on todos 1) assigned to the currently logged-in user, 2) assigned by the currently logged-in user or 3) public todos attached to somone's profile if the currently logged-in user has the Staff role.

downloadBackup

Once a backup is ready for download, you can download it (as a ZIP file named backup_YEAR_MO_DY.zip) using this task.

Parameters

Parameter Description Required
backup_id The numeric ID of the backup you'd like to download. Yes

Example Response

Binary zip file data. The HTTP Content-disposition header will include the filename (e.g. backup_YYYY_MO_DY.zip).

Comments

Unlike most tasks in Populi's API, this function returns the actual binary data of a ZIP file rather than XML.

By specifying on_complete_url when calling requestBackup, you can have your own web application called as soon as the backup is ready for download. Your application can then call downloadBackup to get the ZIP file and encrypt and save it however you'd like.

You must be an Account Administrator to call this task.

downloadFile

Downloads the contents of a file.

Parameters

Parameter Description Required
file_id The numeric ID of the file you'd like to download. Yes

Example Response

The raw binary data for this file - the Content-Type HTTP header will indicate MIME type, and the Content-Disposition header will contain the file name.

Comments

Unlike most tasks, this one returns raw binary data rather than XML.

downloadStudentSchedule

Returns a PDF version of a student's schedule in a term.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
term_id The numeric ID of the academic term you're interested in. Yes

Comments

This task will return raw binary data rather than XML.

To call this task for anyone other than yourself, you must have the Registrar role, Academic Admin role, or be an advisor of the person.

editAidApplication

Edits an existing financial aid application.

Parameters

Parameter Description Required
aid_application_id The numeric ID of the aid application. Yes
assigned_to_id The numeric ID of the person to whom this aid application is assigned. No
enrollment The student's enrollment status (for financial aid purposes): FULL_TIME, THREE_QUARTER_TIME, HALF_TIME, or LESS_THAN_HALF_TIME No
dependency Whether this student is considered a dependent for aid purposes: can be blank, DEPENDENT, or INDEPENDENT No
student_aid_class_id The numeric aid class ID for this student (aid classes are how Populi groups similar types of students together). No
program_months The number of months this student is expected to be enrolled in your school's program. No
year_coa This student's Cost of Attendance if they were attending for the entire year (this should be extrapolated out from their program_coa for shorter programs, since Pell calculates based on COA for the entire year). No
program_coa This student's Cost of Attendance in this aid year. No
year_efc This student's Estimated Family Contribution in this aid year (extrapolated out to a full year for shorter programs, if necessary). No
program_efc This student's Estimated Family Contribution in this aid year. No
student_agi This student's Adjusted Gross Income in this aid year. No
parent_agi The parents' Adjusted Gross Income in this aid year. No
legal_residence_state The student's state of legal residence. No
verification Whether this student has been selected for verification. Must be either blank, SELECTED_BY_COLLEGE, or SELECTED_BY_GOVERNMENT. No
verification_status If this student was selected for verification (see above), what's their status? If set, must be one of: IN_PROGRESS, COMPLETED, REJECTED, or EXEMPTED. Cannot be set if `verification` is blank. No
verification_group If this student was selected for verification (see above), what verification group are they in? If set, must be one of: 'Standard, 'Child Support Paid', 'Custom', 'Aggregate', or 'Household Resources'. Cannot be set unless `verification` is set to SELECTED_BY_GOVERNMENT. No
auto_zero_efc Whether the student's EFC was calculated using the "automatic zero" EFC formula. If set, must be: 1 or 0 No
status The application status: SETUP, IN_PROGRESS, COMPLETED, NEEDS_ATTENTION, or CANCELED No
housing The student's housing situation: ON_CAMPUS, WITH_PARENT, or OFF_CAMPUS No
program_coa_categories Array. The array keys should be COA category IDs (see getCOACategories). The array values should be the category amounts. Example: array(coa_category_id => amount, ...). No
component_ids Array. The array values should be Aid Application Component IDs (see getAidApplicationComponents). If not specified, the existing components will remain as they are. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Financial Aid role to call this task.

If you don't set a field explicitly, its value will remain unchanged.

editAidApplicationComponent

Sets the status of a specific component of an aid application.

Parameters

Parameter Description Required
aid_application_id The numeric ID of the aid application. Yes
aid_application_component_id The numeric ID of the aid application component Yes
status The aid application component status: PENDING, ACCEPTED, REJECTED, DELETED Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Financial Aid role to call this task.

editDonation

Edits an existing donation.

Parameters

Parameter Description Required
donation_id The numeric ID of the donation Yes
staff_comment The comment about this donation only visible to staff. No
campaign_id The numeric ID of the campaign associated with this donation. No
appeal_id The numeric ID of the appeal associated with this donation. No
acknowledged_at The date and time the donation was acknowledged. (e.g. 2019-05-02 14:00:00). Set this to blank to mark a donation as unacknowledged. No
acknowledged_by The numeric ID of the person who acknowledged the donation. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

Use the linkDonation task to assign donor or soft credit relationships. Funds and amounts cannot be edited after a donation has been created; to change those, void the transaction and add a new donation in its place.

editFinancialAidAward

Edits an existing financial aid award.

Parameters

Parameter Description Required
award_id The numeric ID of an award. Yes
amount The total/gross amount of this award. Yes
net_amount The net amount of this award. Yes
status Possible values: SETUP, OFFERED, ACCEPTED, DECLINED, CANCELED. Yes
max_amount The maximum amount for this award. No

Comments

You must have the Financial Aid role to call this task.

editFinancialAidDisbursement

Edits an existing disbursement (only possible before it's posted).

Parameters

Parameter Description Required
disbursement_id The numeric ID of a disbursement. Yes
scheduled_date The anticipated disbursement date in the format '2012-10-10'. Yes
amount The net amount of this disbursement. Yes
gross_amount The gross net amount of this disbursement. No
academic_term_id The numeric ID of an academic term. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Financial Aid role to call this task.

editFinancialAidRefund

Edits an existing refund (only possible before it's posted).

Parameters

Parameter Description Required
refund_id The numeric ID of a refund. Yes
scheduled_date The anticipated disbursement date in the format '2012-10-10'. Yes
amount The net amount of this refund. Yes
type Possible options: REFUND_TO_STUDENT, REFUND_TO_SOURCE Yes
asset_account_id The ID of the asset account the money's coming from. Only applies to REFUND_TO_STUDENT type refunds. Yes (for REFUND_TO_STUDENT)

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Financial Aid role to call this task.

editStudentDegree

Edit an existing student degree record.

Parameters

Parameter Description Required
degree_student_id The numeric ID of the degree_student record. Yes
status ACTIVE, INACTIVE, or GRANTED. No
active_date The active date in the format '2012-10-10'. No
inactive_date The inactive date in the format '2012-10-10'. No
graduation_date The graduation_date date in the format '2012-10-10'. No
catalog_year_id The numeric ID of the catalog year you're interested in. No
anticipated_completion_date The anticipated completion date in the format '2012-10-10'. No
show_on_transcript Boolean. Whether the degree should show on the transcript. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>123456</id>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

editStudentDegreeSpecialization

Edit a specialization attached to a student's degree.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
degree_student_id The numeric ID of the degree_student object in question. Yes
specialization_id The numeric ID of the specialization you wish to remove. Yes
granted_date The granted date in the format '2012-10-10'. No
show_on_transcript Boolean. Whether the specialization should show on the transcript. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Academic Admin or Registrar role to call this task.

editStudentProgram

Edit an existing student program record.

Parameters

Parameter Description Required
student_program_id The numeric ID of the student's program you're interested in. Yes
start_date The start date of the program in the format '2018-06-05'. No
previous_education_level_id The numeric education level ID the person has completed (e.g. High School, Some College, etc). No
is_transfer_student Boolean No
enrollment_status If you wish to force the student's enrollment status to be reported a certain way. Available options: AUTOMATIC, FULL_TIME, THREE_QUARTER_TIME, HALF_TIME, LESS_THAN_HALF_TIME. No
exit_date The exit date, or date the program became inactive in the format '2022-02-05'. Setting this to blank will make the program active if it was previously inactive. No
exit_reason_id Used to specify the exit reason. The program's exit_date must be set. Will default to 0 (Unknown). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

editTransferCreditProgram

Used to edit a transfer credit's program data.

Parameters

Parameter Description Required
transfer_credit_id The numeric ID of the transfer credit you're interested in. Yes
program_id The numeric ID of the program you're interested in. Yes
grade Mixed. See getTransferCreditProgramGradeOptions for a list of values. No
pass_fail Boolean. Whether or not this the grade is a pass/fail grade. Defaults to false. No (but must be passed in if the grade parameter is numeric)
show_on_transcript Boolean. Defaults to true. Whether or not the transfer credit should show up on the transcript. Only used when the transfer credit's status = APPROVED. No
is_transfer_student Boolean. Defaults to true. Whether or not the student is considered a transfer student in the particular program. Only used when the transfer credit's status = APPROVED. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions Admin, Admissions, Academic Admin, or Registrar role to call this task.

finalizeCourseInstance

Finalizes a course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course Faculty member to call this task.

finalizeStudentCourseEnrollment

Finalizes a student's course enrollment.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
person_id The numeric ID of the student you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course Faculty member to call this task.

getAcademicTerms

Returns all academic terms.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<academic_term>
		<termid>1111</termid>
		<name>Fall</name>
		<fullname>2010-2011: Fall</fullname>
		<start_date>2010-08-15</start_date>
		<end_date>2010-12-18</end_date>
		<type>STANDARD_TERM</type>
		<yearid>222</yearid>
		<start_year>2010</start_year>
		<end_year>2011</end_year>
		<nonstandard>0</nonstandard>
	</academic_term>
	<academic_term>
		<termid>4444</termid>
		<name>Spring</name>
		<fullname>2010-2011: Spring</fullname>
		<start_date>2011-01-15</start_date>
		<end_date>2011-05-18</end_date>
		<type>STANDARD_TERM</type>
		<yearid>222</yearid>
		<start_year>2010</start_year>
		<end_year>2011</end_year>
		<nonstandard>0</nonstandard>
  </academic_term>
	...
</response>

Comments

None.

getAcademicYears

Returns all academic years.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<academic_year>
		<yearid>111</yearid>
		<start_year>1901</start_year>
		<end_year>1902</end_year>
	</academic_year>
	<academic_year>
		<yearid>222</yearid>
		<start_year>1902</start_year>
		<end_year>1903</end_year>
	</academic_year>
	...
</response>

Comments

None.

getAidApplication

Returns a particular financial aid application (each student can have one per aid year).

Parameters

Parameter Description Required
aid_application_id The numeric ID of the aid application. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<aid_application>
		<id>65</id>
		<student_id>1000</student_id>
		<aid_year_id>6</aid_year_id>
		<aid_year_name>2009-2010</aid_year_name>
		<assigned_to_id>0</assigned_to_id>
		<assigned_to_name></assigned_to_name>
		<dependency></dependency>
		<student_aid_class_id></student_aid_class_id>
		<student_aid_class_name></student_aid_class_name>
		<program_months>9</program_months>
		<enrollment>FULL_TIME</enrollment>
		<year_coa>555.55</year_coa>
		<program_coa>0.00</program_coa>
		<year_efc>0.00</year_efc>
		<program_efc>0.00</program_efc>
		<student_agi>0.00</student_agi>
		<parents_agi>0.00</parents_agi>
		<auto_zero_efc>0</auto_zero_efc>
		<fisap_total_income>0.00</fisap_total_income>
		<legal_residence_state></legal_residence_state>
		<need>0</need>
		<housing></housing>
		<status>SETUP</status>
		<verification>SELECTED_BY_GOVERNMENT</verification>
		<verification_status>IN_PROGRESS</verification_status>
		<verification_group></verification_group>
		<verification_exempt_reason></verification_exempt_reason>
		<added_by_id>1257</added_by_id>
		<added_at>2014-12-17 10:47:56</added_at>
		<last_isir_id>1234</last_isir_id>
		<isir_veteran/>
		<components>
			<component>
				<id>1727937</id>
				<component_id>7704</component_id>
				<component_name>FAFSA</component_name>
				<status>ACCEPTED</status>
				<updated_by>86965</updated_by>
				<updated_at>2014-12-23 11:27:13</updated_at>
			</component>
			<component>
				<id>1727936</id>
				<component_id>7697</component_id>
				<component_name>Essays</component_name>
				<status>PENDING</status>
				<updated_by>86965</updated_by>
				<updated_at>2014-12-23 11:27:49</updated_at>
			</component>
		</components>
	</aid_application>
</response>

Comments

You must have one of these roles to call this task: Financial Aid, Student Billing, or Financial Admin.

getAidApplicationComponents

Returns all available aid application components configured for your institution.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<aid_application_component>
		<id>7697</id>
		<name>Essays</name>
		<instructions>Write a bunch of essays about why you deserve it!</instructions>
		<visible_to_student>1</visible_to_student>
	</aid_application_component>
	<aid_application_component>
		<id>7704</id>
		<name>FAFSA</name>
		<instructions/>
		<visible_to_student>1</visible_to_student>
	</aid_application_component>
	<aid_application_component>
		<id>7691</id>
		<name>TEACH Grant Agreement to Serve</name>
		<instructions/>
		<visible_to_student>0</visible_to_student>
	</aid_application_component>
</response>

Comments

You must have one of these roles to call this task: Financial Aid, Student Billing, or Financial Admin.

getAidApplicationForStudentAidYear

Returns a particular financial aid application (each student can have one per aid year).

Parameters

Parameter Description Required
student_id The numeric ID of the student. Yes
aid_year_id The numeric ID of the aid year. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<aid_application>
		<id>65</id>
		<student_id>1000</student_id>
		<aid_year_id>6</aid_year_id>
		<aid_year_name>2009-2010</aid_year_name>
		<assigned_to_id>0</assigned_to_id>
		<assigned_to_name></assigned_to_name>
		<dependency></dependency>
		<student_aid_class_id></student_aid_class_id>
		<student_aid_class_name></student_aid_class_name>
		<program_months>9</program_months>
		<enrollment>FULL_TIME</enrollment>
		<year_coa>555.55</year_coa>
		<program_coa>0.00</program_coa>
		<year_efc>0.00</year_efc>
		<program_efc>0.00</program_efc>
		<student_agi>0.00</student_agi>
		<parents_agi>0.00</parents_agi>
		<auto_zero_efc>0</auto_zero_efc>
		<fisap_total_income>0.00</fisap_total_income>
		<legal_residence_state></legal_residence_state>
		<need>0</need>
		<housing></housing>
		<status>SETUP</status>
		<verification>SELECTED_BY_GOVERNMENT</verification>
		<verification_status>IN_PROGRESS</verification_status>
		<verification_group></verification_group>
		<verification_exempt_reason></verification_exempt_reason>
		<added_by_id>1257</added_by_id>
		<added_at>2014-12-17 10:47:56</added_at>
		<last_isir_id>1234</last_isir_id>
		<isir_veteran/>
	</aid_application>
</response>

Comments

You must have one of these roles to call this task: Financial Aid, Student Billing, or Financial Admin.

getAidApplications

Returns financial aid applications for a particular aid year.

Parameters

Parameter Description Required
aid_year_id The numeric ID of the aid year. Yes
offset The numeric value you want to offset the results by. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="356">
	<aid_application>
		<id>65</id>
		<student_id>1000</student_id>
		<aid_year_id>6</aid_year_id>
		<aid_year_name>2009-2010</aid_year_name>
		<assigned_to_id>0</assigned_to_id>
		<assigned_to_name></assigned_to_name>
		<dependency></dependency>
		<student_aid_class_id></student_aid_class_id>
		<student_aid_class_name></student_aid_class_name>
		<program_months>9</program_months>
		<enrollment>FULL_TIME</enrollment>
		<year_coa>555.55</year_coa>
		<program_coa>0.00</program_coa>
		<year_efc>0.00</year_efc>
		<program_efc>0.00</program_efc>
		<student_agi>0.00</student_agi>
		<parents_agi>0.00</parents_agi>
		<auto_zero_efc>0</auto_zero_efc>
		<fisap_total_income>0.00</fisap_total_income>
		<legal_residence_state></legal_residence_state>
		<need>0</need>
		<housing></housing>
		<status>SETUP</status>
		<verification>SELECTED_BY_GOVERNMENT</verification>
		<verification_status>IN_PROGRESS</verification_status>
		<verification_group></verification_group>
		<verification_exempt_reason></verification_exempt_reason>
		<added_by_id>1257</added_by_id>
		<added_at>2014-12-17 10:47:56</added_at>
		<last_isir_id>1234</last_isir_id>
		<isir_veteran/>
		<components>
			<component>
				<id>1727937</id>
				<component_id>7704</component_id>
				<component_name>FAFSA</component_name>
				<status>ACCEPTED</status>
				<updated_by>86965</updated_by>
				<updated_at>2014-12-23 11:27:13</updated_at>
			</component>
			<component>
				<id>1727936</id>
				<component_id>7697</component_id>
				<component_name>Essays</component_name>
				<status>PENDING</status>
				<updated_by>86965</updated_by>
				<updated_at>2014-12-23 11:27:49</updated_at>
			</component>
		</components>
	</aid_application>
	...
</response>

Comments

You must have the Financial Aid, Student Billing, or Financial Admin role to call this task.

There is a limit of 200 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the offset parameter).

getAllCustomFields

Returns all custom fields your college has defined.

Parameters

Parameter Description Required
type ALL (default), PERSON, STUDENT, TERM_STUDENT, ADMISSIONS, CAMPUS_LIFE, FINANCIAL, or FINANCIAL_AID, DONATION, DONOR, ORGANIZATION No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<custom_field>
		<id>111</id>
		<name>Dorm Preference</name>
		<description>Quickly deliver enterprise-wide best practices rather than cross-media vortals. Enthusiastically predominate goal-oriented process improvements after fully tested niches. Globally fabricate ubiquitous content after synergistic web-readiness.</description>
		<type>STUDENT</type>
		<input_type>SELECT</input_type>
	</custom_field>
	<custom_field>
		<id>555</id>
		<name>Number of Previous Colleges Attended</name>
		<description>Collaboratively leverage other's mission-critical networks before accurate processes. Competently deliver multidisciplinary information before B2C intellectual capital.	Phosfluorescently embrace sticky outsourcing without cross-unit customer service.</description>
		<type>ADMISSIONS</type>
		<input_type>INTEGER</input_type>
	</custom_field>
	...
</response>

Comments

You must have the Staff role to call this task.

You must have the Staff role to access "PERSON" type custom fields.

You must have the Academic Admin role to access "STUDENT" type custom fields.

You must have the Academic Admin role to access "TERM_STUDENT" type custom fields.

You must have the Admissions Admin role to access "ADMISSIONS" type custom fields.

You must have the Academic Admin or Registrar role to access "CAMPUS_LIFE" type custom fields.

You must have the Financial Admin role to access "FINANCIAL" type custom fields.

You must have the Financial Aid role to access "FINANCIAL_AID" type custom fields.

You must have the Financial Admin or Donations role to access "DONATION" type custom fields.

You must have the Financial Admin or Donations role to access "DONOR" type custom fields.

You must have the Staff role to access "ORGANIZATION" type custom fields.

<input_type> can be:

  • DATE - e.g. 2010-09-09
  • DATE_TIME- e.g. 2010-09-09 19:00:45
  • DECIMAL - e.g. 10.88
  • CHECKBOX - Allows multiple values to be selected from a list
  • FILE - a numeric file_id (e.g. 11111)
  • INTEGER - e.g. 101
  • RADIO - Select one from a list of a few options
  • SELECT - Select one from a list of many options
  • TEXT_AREA - Lots of text
  • TEXT - Little bit of text

getAppeals

Returns all information related to donation appeals configured for your institution.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<appeal>
		<id>3009</id>
		<name>Email Blast #1</name>
		<campaign_id>53</campaign_id>
		<appeal_medium_id>7</appeal_medium_id>
		<appeal_medium_name>Email</appeal_medium_name>
		<made_on>Mar 1, 2018</made_on>
		<cost>100</cost>
		<status>INACTIVE</status>
	</appeal>
	<appeal>
		<id>3094</id>
		<name>Cold call push</name>
		<campaign_id>54</campaign_id>
		<appeal_medium_id>8</appeal_medium_id>
		<appeal_medium_name>Callcenter</appeal_medium_name>
		<made_on>Jan 1, 2019</made_on>
		<cost>600</cost>
		<status>ACTIVE</status>
	</appeal>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

getApplication

Returns an application.

Parameters

Parameter Description Required
application_id The numeric ID of the application you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<application>
		<id>54321</id>
		<lead_id>3214</lead_id>
		<lead_active>1</lead_active>
		<lead_status>ACCEPTED</lead_status>
		<person_id>1234</person_id>
		<first_name>Carl</first_name>
		<first_name></preferred_name>
		<middle_name>Allen</middle_name>
		<last_name>Michaelson</last_name>
		<gender>MALE</gender>
		<email>carl@email.org</email>
		<application_template_id>112</application_template_id>
		<application_template_name>Basic</application_template_name>
		<representative_id>2068</representative_id>
		<program_id>333</program_id>
		<program_name>Undergraduate</program_name>
		<degree_seeking>1</degree_seeking>
		<degree_id>444</degree_id>
		<degree_abbreviation>B.A.</degree_abbreviation>
		<degree_name>Bachelor of Arts</degree_name>
		<specialization_id>5555</specialization_id>
		<specialization_abbreviation>ENG</specialization_abbreviation>
		<specialization_name>English</specialization_name>
		<academic_term_id>7769</academic_term_id>
		<academic_term_name>2014-2015: Fall</academic_term_name>
		<expected_enrollment>FULL_TIME</expected_enrollment>
		<full_time>1</full_time>
		<started_on>2014-02-07</started_on>
		<submitted_at></submitted_at>
		<decision_on></decision_on>
		<withdrawn_on></withdrawn_on>
		<submitted_type>ONLINE</submitted_type>
		<provisional>0</provisional>
		<provisional_comment></provisional_comment>
		<fee_status>PAID</fee_status>
		<fee_id>8467</fee_id>
		<fee_amount>25.00</fee_amount>
		<fee_payment>BEFORE_START</fee_payment>
		<sales_receipt_id>12365789</sales_receipt_id>
		<transaction_id>549873215</transaction_id>
		<applicant_activity_at>2014-02-10 15:46:35</applicant_activity_at>
		<num_days_since_last_activity>3</num_days_since_last_activity>
		<staff_activity_at>2014-02-10 16:10:45</staff_activity_at>
		<percent_completed>95</percent_completed>
		<status>IN_PROGRESS</status>
		<sections>
			<heading>
				<content>Personal Information</content>
				<order_id>1</order_id>
			</heading>
			<text>
				<content>Tell us about yourself.</content>
				<order_id>2</order_id>
				<files>
					<file>
						<file_id>9355</file_id>
						<name>terms.pdf</name>
					</file>
				</files>
			</text>
			<field>
				<id>19</id>
				<application_template_field_id>4</application_template_field_id>
				<name>Home Address</name>
				<description></description>
				<is_required>1</is_required>
				<data_type>ADDRESS</data_type>
				<data_format></data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>3</order_id>
				<answer>
					<street>123 Any St</street>
					<city>Anytown</city>
					<state>ID</state>
					<state_name>Idaho</state_name>
					<zip>12345</zip>
					<country_abbreviation>US</country_abbreviation>
					<country_name>United States of America</country_name>
				</answer>
			</field>
			<field>
				<id>20</id>
				<application_template_field_id>5</application_template_field_id>
				<name>SSN</name>
				<description>Please enter your social security number.</description>
				<is_required>0</is_required>
				<data_type>NUMBER</data_type>
				<data_format>SOCIAL_SECURITY_NUMBER</data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>4</order_id>
				<answer>111-11-1111</answer>
			</field>
			<field>
				<id>21</id>
				<application_template_field_id>6</application_template_field_id>
				<name>Hobbies and Interests</name>
				<description>Choose any two of the following options.</description>
				<is_required>1</is_required>
				<data_type>MULTIPLE_ANSWER</data_type>
				<data_format></data_format>
				<max_multiple_answers>5</max_multiple_answers>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>5</order_id>
				<answer>
					<options>
						<option>
							<id>527</id>
							<name>Football</name>
						</option>
						<option>
							<id>528</id>
							<name>Baseball</name>
						</option>
						...
					</options>
				</answer>
			</field>
			<field>
				<id>22</id>
				<application_template_field_id>7</application_template_field_id>
				<name>Race and Ethnicity</name>
				<description></description>
				<is_required>0</is_required>
				<data_type>CHOICE</data_type>
				<data_format>RACE_ETHNICITY</data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>6</order_id>
				<answer>
					<hispanic_latino>0</hispanic_latino>
					<races>
						<race>
							<id>1</id>
							<name>American Indian or Alaska Native</name>
						</race>
						...
					</races>
				</answer>
			</field>
			<field>
				<id>23</id>
				<application_template_field_id>8</application_template_field_id>
				<name>Education Level</name>
				<description></description>
				<is_required>0</is_required>
				<data_type>CHOICE</data_type>
				<data_format>EDUCATION_LEVEL</data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>7</order_id>
				<answer>
					<education_level_id>3333</education_level_id>
					<education_level_name>High School Diploma</education_level_name>
				</answer>
			</field>
			<field>
				<id>24</id>
				<application_template_field_id>9</application_template_field_id>
				<name>Upload your admissions essay</name>
				<description></description>
				<is_required>0</is_required>
				<data_type>FILE</data_type>
				<data_format></data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>8</order_id>
				<answer>
					<file_id>456987456</file_id>
					<file_name>admissions_essay.pdf</file_name>
				</answer>
			</field>
			<field>
				<id>25</id>
				<application_template_field_id>10</application_template_field_id>
				<name>SAT score</name>
				<description></description>
				<is_required>0</is_required>
				<data_type>STANDARDIZED_TEST</data_type>
				<data_format></data_format>
				<status>IN_PROGRESS</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>9</order_id>
				<answer>
					<test_id>1</test_id>
					<test_name>SAT</test_name>
					<test_date>2014-01-07</test_date>
					<test_score>1400</test_score>
					<test_sections>
						<test_section>
							<id>1</id>
							<name>Math</name>
							<score>680</score>
						</test_section>
						<test_section>
							<id>2</id>
							<name>Evidence-Based Reading and Writing</name>
							<score>700</score>
						</test_section>
						...
					</test_sections>
				</answer>
			</field>
			<field>
				<id>26</id>
				<application_template_field_id>11</application_template_field_id>
				<name>Citizenship</name>
				<description></description>
				<is_required>0</is_required>
				<data_type>CHOICE</data_type>
				<data_format>COUNTRY</data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>10</order_id>
				<answer>
					<abbreviation>US</abbreviation>
					<name>United States of America</name>
				</answer>
			</field>
			<field>
				<id>27</id>
				<application_template_field_id>12</application_template_field_id>
				<name>State/Province</name>
				<description></description>
				<is_required>0</is_required>
				<data_type>CHOICE</data_type>
				<data_format>STATE_PROVINCE</data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>11</order_id>
				<answer>
					<state>AL</state>
					<state_name>Alabama</state_name>
					<country_abbreviation>US</country_abbreviation>
					<country_name>United States of America</country_name>
				</answer>
			</field>
			<field>
				<id>28</id>
				<application_template_field_id>13</application_template_field_id>
				<name>High School GPA</name>
				<description></description>
				<is_required>0</is_required>
				<data_type>CHOICE</data_type>
				<data_format></data_format>
				<status>IN_PROGRESS</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>12</order_id>
				<answer>
					<option_id>8976541</option_id>
					<option_name>3.0 - 3.5</option_name>
				</answer>
			</field>
			<field>
				<id>29</id>
				<application_template_field_id>14</application_template_field_id>
				<name>Degree</name>
				<description></description>
				<is_required>1</is_required>
				<data_type>CHOICE</data_type>
				<data_format>DEGREE</data_format>
				<status>SUBMITTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>13</order_id>
				<answer>
					<degree_id>444</degree_id>
					<degree_abbreviation>B.A.</degree_abbreviation>
					<degree_name>Bachelor of Arts</degree_name>
				</answer>
			</field>
			<field>
				<id>30</id>
				<application_template_field_id>15</application_template_field_id>
				<name>Specialization</name>
				<description></description>
				<is_required>1</is_required>
				<data_type>CHOICE</data_type>
				<data_format>SPECIALIZATION</data_format>
				<status>SUBMITTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>14</order_id>
				<answer>
					<specialization_id>5555</specialization_id>
					<specialization_abbreviation>ENG</specialization_abbreviation>
					<specialization_name>English</specialization_name>
				</answer>
			</field>
			<field>
				<id>31</id>
				<application_template_field_id>16</application_template_field_id>
				<name>Reference</name>
				<description></description>
				<is_required>1</is_required>
				<data_type>ONLINE_REFERENCE</data_type>
				<data_format>REFERENCE</data_format>
				<status>ACCEPTED</status>
				<submitted_at>2014-02-10 15:46:35</submitted_at>
				<decision_at>2014-02-10 16:10:45</decision_at>
				<order_id>15</order_id>
				<answer>
					<online_reference_status>RECEIVED</online_reference_status>
					<online_reference_id>549873541</online_reference_id>
					<online_reference_email>reference@email.org</online_reference_email>
					<online_reference_message>Personal note to referrer.</online_reference_message>
				</answer>
			</field>
			...
		</sections&gt
		<notes>
			<note>
				<id>5579</id>
				<content>The student is especially interested in classes from Dr. Thompson.</content>
				<public>0</public>
				<added_by>338590</added_by>
				<added_at>2014-01-15 14:42:25</added_at>
				<file_id>774481</file_id>
				<file_name>note.pdf</file_name>
			</note>
		</notes>
	</application>
</response>

Comments

You must have the Admissions role or be the owner of the application to call this task.

getApplicationFieldOptions

Returns the options for an application field.

Parameters

Parameter Description Required
application_id The numeric ID of the application you're interested in. Yes
application_field_id The numeric ID of the application field you're interested in. Yes
country US, CA No, but if you're requesting options for a field with the data_format STATE_PROVINCE you must include this.
degree_id Numeric ID of a degree. No, but if you're requesting options for a field with the data_format SPECIALIZATION you must include this.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<application_field_options>
<option>
<id>528</id>
<name>Baseball</name>
</option>
<option>
<id>537</id>
<name>Softball</name>
</option>
<option>
<id>527</id>
<name>Football</name>
</option>
<option>
<id>529</id>
<name>Soccer</name>
</option>
<option>
<id>536</id>
<name>Tennis</name>
</option>
...
</application_field_options>
</response>

Comments

Only application fields with a data_type of CHOICE or MULTIPLE_ANSWER will return options.

getApplicationFields

Returns all application fields for a particular application.

Parameters

Parameter Description Required
application_id The numeric ID of the application you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<field>
		<id>1111</id>
		<application_template_field_id>20</application_template_field_id>
		<name>Educational History</name>
		<description></description>
		<received_date>2008-04-15</received_date>
		<status>ACCEPTED</status>
	</field>
	<field>
		<id>1112</id>
		<application_template_field_id>21</application_template_field_id>
		<name>Please write us a 5-10 page essay on the topic of your choice.</name>
		<description></description>
		<received_date>2008-04-15</received_date>
		<status>ACCEPTED</status>
	</field>
	<field>
		<id>1113</id>
		<application_template_field_id>22</application_template_field_id>
		<name>Letter of Recommendation</name>
		<description></description>
		<received_date>2008-04-15</received_date>
		<status>ACCEPTED</status>
	</field>
	...
</response>

Comments

You must have the Admissions or Admissions Admin role to call this task.

getApplicationTemplates

Returns all application templates.

Parameters

Parameter Description Required
show_online_only Boolean. If true only application templates that are set to show online will be returned. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<application_template>
<id>112</id>
<name>Basic</name>
<show_online>0</show_online>
<fee_amount></fee_amount>
<fee_payment>BEFORE_START</fee_payment>
<allow_undecided>1</allow_undecided>
</application_template>
<application_template>
<id>114</id>
<name>Standard</name>
<show_online>1</show_online>
<fee_amount>50</fee_amount>
<fee_payment>BEFORE_START</fee_payment>
<allow_undecided>1</allow_undecided>
<programs>
<program>
<id>26</id>
<name>Undergraduate</name>
</program>
<program>
<id>27</id>
<name>Graduate</name>
</program>
</programs>
<academic_terms>
<academic_term>
<id>194</id>
<name>2015-2016: Spring</name>
</academic_term>
<academic_term>
<id>189</id>
<name>2015-2016: Winter</name>
</academic_term>
<academic_term>
<id>190</id>
<name>2015-2016: Fall</name>
</academic_term>
</academic_terms>
<enrollment_options>
<enrollment_option>FULL_TIME</enrollment_option>
<enrollment_option>HALF_TIME</enrollment_option>
<enrollment_option>LESS_THAN_HALF_TIME</enrollment_option>
</enrollment_options>
</application_template>
...
</response>

Comments

You must have the Admissions role to call this task.

If the application template is set up with programs, academic terms, or enrollment the available options will be returned in <programs>, <academic_terms> and <enrollment_options> elements.

getApplications

Returns applications based on the filter conditions.

Parameters

Parameter Description Required
status Possible values: IN_PROGRESS, SUBMITTED, PENDING_DECISION, ACCEPTED, DECLINED, WITHDRAWN, DEFERRED, or WAITLISTED. No
date_field The name of the date field you want to filter by (e.g. APPLIED, DECISION, SUBMITTED, or WITHDRAWN). No
start_date The start date used to filter the "date_field" parameter. No
end_date The end date used to filter the "date_field" parameter. No
application_template_id The numeric ID of the application template you're interested in. Yes
term_id The numeric ID of the academic term you're interested in. No
program_id The numeric ID of the program you're interested in. No
degree_id The numeric ID of the degree you're interested in. No
specialization_id The numeric ID of the specialization you're interested in. No
lead_active Boolean. 1 or 0. No
offset The numeric value you want to offset the results by. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="356">
	<application>
		<id>54321</id>
		<lead_id>3214</lead_id>
		<lead_active>1</lead_active>
		<lead_status>ACCEPTED</lead_status>
		<person_id>1234</person_id>
		<first_name>Carl</first_name>
		<first_name></preferred_name>
		<middle_name>Allen</middle_name>
		<last_name>Michaelson</last_name>
		<gender>MALE</gender>
		<email>carl@email.org</email>
		<application_template_id>112</application_template_id>
		<application_template_name>Basic</application_template_name>
		<representative_id>2068</representative_id>
		<program_id>333</program_id>
		<program_name>Undergraduate</program_name>
		<degree_seeking>1</degree_seeking>
		<degree_id>444</degree_id>
		<degree_abbreviation>B.A.</degree_abbreviation>
		<degree_name>Bachelor of Arts</degree_name>
		<specialization_id>5555</specialization_id>
		<specialization_abbreviation>ENG</specialization_abbreviation>
		<specialization_name>English</specialization_name>
		<academic_term_id>7769</academic_term_id>
		<academic_term_name>2014-2015: Fall</academic_term_name>
		<expected_enrollment>FULL_TIME</expected_enrollment>
		<full_time>1</full_time>
		<started_on>2014-02-07</started_on>
		<submitted_at></submitted_at>
		<decision_on></decision_on>
		<withdrawn_on></withdrawn_on>
		<submitted_type>ONLINE</submitted_type>
		<provisional>0</provisional>
		<provisional_comment></provisional_comment>
		<fee_status>PAID</fee_status>
		<fee_id>8467</fee_id>
		<fee_amount>25.00</fee_amount>
		<fee_payment>BEFORE_START</fee_payment>
		<sales_receipt_id>12365789</sales_receipt_id>
		<transaction_id>549873215</transaction_id>
		<applicant_activity_at>2014-02-10 15:46:35</applicant_activity_at>
		<num_days_since_last_activity>3</num_days_since_last_activity>
		<staff_activity_at>2014-02-10 16:10:45</staff_activity_at>
		<percent_completed>95</percent_completed>
		<status>IN_PROGRESS</status>
	</application>
	...
</response>

Comments

You must have the Admissions role to call this task.

The "start_date" and "end_date" parameters are required when filtering by the "date_field" parameter.

There is a limit of 200 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the offset parameter).

getAssignmentComments

Returns assignment comments for a particular assignment and person.

Parameters

Parameter Description Required
assignment_id Numeric ID of the assignment. Yes
person_id Numeric ID of the person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<comment>
		<id>39174392</id>
		<comment></comment>
		<file_id>63372577</file_id>
		<file_name>final_draft_v2.pages</file_name>
		<internal>0</internal>
		<added_at>2020-04-02 15:56:29</added_at>
		<added_by_id>168742</added_by_id>
		<added_by_name>Simon Student</added_by_name>
	</comment>
	<comment>
		<id>39174399</id>
		<comment>Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.</comment>
		<file_id></file_id>
		<file_name></file_name>
		<internal>1</internal>
		<added_at>2020-04-02 13:30:03</added_at>
		<added_by_id>17628</added_by_id>
		<added_by_name>Robert McProfessor</added_by_name>
	</comment>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course Faculty member to call this task.

getAvailableRoles

Returns all the roles in Populi (Student, Staff, Admissions, etc).

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<role>
<id>1234</id>
<name>Academic Admin</name>
</role>
<role>
<id>12345</id>
<name>Admissions</name>
</role>
<role>
<id>123456</id>
<name>Advisor</name>
</role>
...
</response>

Comments

Useful if you'd like to give someone a role but need to know its numeric role_id.

getCOACategories

Returns all financial aid COA categories.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<coa_category>
		<id>18794687</id>
		<name>Books and Supplies</name>
		<type>BOOKS_AND_SUPPLIES</type>
	</coa_category>
	<coa_category>
		<id>15975463</id>
		<name>Tuition</name>
		<type>TUITION</type>
	</coa_category>
	...
</response>

Comments

You must have the Financial Aid or Financial Admin role to call this task.

getCampaigns

Returns all information related to donation campaigns configured for your institution.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<campaign>
		<id>2277</id>
		<name>Annual Giving</name>
		<goal></goal>
		<deadline>0</deadline>
		<status>ACTIVE</status>
	</campaign>
	<campaign>
		<id>2289</id>
		<name>Homecoming Weekend Events</name>
		<goal>150000</goal>
		<deadline>Oct 30, 2020 12:00am</deadline>
		<status>INACTIVE</status>
	</campaign>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

getCampusLifeRooms

Returns campus life rooms.

Parameters

Parameter Description Required
academic_term_id The numeric ID of the academic term you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<room>
		<room_plan_id>52</room_plan_id>
		<room_plan_name>Dorm</room_plan_name>
		<building_id>26</building_id>
		<building_name>Complex A</building_name>
		<room_id>256</room_id>
		<room_name>Room 204</room_name>
		<capacity_used>2</capacity_used>
		<capacity>2</capacity>
		<available>0</available>
		<occupant>
			<person_id>21435</person_id>
			<person_name>Ben Smith</person_name>
		</occupant>
		<occupant>
			<person_id>54987</person_id>
			<person_name>Robert Jones</person_name>
		</occupant>
	</room>
	<room>
		<room_plan_id>52</room_plan_id>
		<room_plan_name>Dorm</room_plan_name>
		<building_id>87468</building_id>
		<building_name>Complex E</building_name>
		<room_id>54687</room_id>
		<room_name>Room 134</room_name>
		<capacity_used>1</capacity_used>
		<capacity>2</capacity>
		<available>1</available>
		<occupant>
			<person_id>9216473</person_id>
			<person_name>Sally Smith</person_name>
		</occupant>
	</room>
	...
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Campus Life, Financial Admin, or Student Billing.

getCampuses

Returns all campuses.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<campus>
		<id>146873</id>
		<name>Main Campus</name>
		<status>ACTIVE</status>
		<city>Moscow</city>
		<state>AZ</state>
		<zip>12345</zip>
		<country>US</country>
		<is_primary>1</is_primary>
	</campus>
	...
</response>

Comments

The current user must have the Academic Admin, Registrar, or Financial Admin role to call this task.

getCatalogCourse

Returns a catalog course and all of its equivalencies, prerequisites, corequisites, etc.

Parameters

Parameter Description Required
catalog_course_id The numeric ID of the catalog course you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>11111</id>
	<name>Advanced Writing: The Novel</name>
	<abbrv>ENG400</abbrv>
	<description>You'd want to take ENG400 because...</description>
	<credits>3.00</credits>
	<hours>0.00</hours>
	<status>ACTIVE</status>
	<department_id>1</department_id>
	<department_name>Humanities</department_name>
	<programs>
		<program>
			<id>2222</id>
			<name>Undergraduate</name>
		</program>
		<program>
			<id>3333</id>
			<name>Registered Nursing</name>
		</program>
		...
	</programs>
	<course_equivalencies>
		<course_equivalency>
			<catalog_course_id>159878</catalog_course_id>
			<abbreviation>LIT400</abbreviation>
			<name>Senior Literature</name>
		<course_equivalency>
		...
	</course_equivalencies>
	<course_prerequisites>
		<course_prerequisite>
			<catalog_course_id>179423</catalog_course_id>
			<abbreviation>ENG300</abbreviation>
			<name>Intermediate Writing</name>
			<may_be_taken_concurrently>0</may_be_taken_concurrently>
			<minimum_course_grade_points>3.00</minimum_course_grade_points>
		</course_prerequisite>
		...
	</course_prerequisites>
	<course_group_prerequisites>
		<course_group_prerequisite>
			<course_group_id>187480</course_group_id>
			<name>English</name>
			<courses_required>English</courses_required>
			<may_be_taken_concurrently>1</may_be_taken_concurrently>
			<minimum_course_grade_points>3.00</minimum_course_grade_points>
		</course_group_prerequisite>
		...
	</course_group_prerequisites>
	<program_prerequisites>
		<program_prerequisite>
			<program_id>2222</program_id>
			<name>Undergraduate</name>
		</program_prerequisite>
		...
	</program_prerequisites>
	<degree_prerequisites>
		<degree_prerequisite>
			<degree_id>444</degree_id>
			<abbreviation>B.A.</abbreviation>
			<name>Bachelor of Arts</name>
			<program_id>333</program_id>
			<program_name>Undergraduate</program_name>
		</degree_prerequisite>
		...
	</degree_prerequisites>
	<specialization_prerequisites>
		<specialization_prerequisite>
			<specialization_id>5555</specialization_id>
			<abbreviation>ENG</abbreviation>
			<name>English</name>
			<degree_id>444</degree_id>
			<degree_abbreviation>B.A.</degree_abbreviation>
			<degree_name>Bachelor of Arts</degree_name>
			<program_id>333</program_id>
			<program_name>Undergraduate</program_name>
		</specialization_prerequisite>
		...
	</specialization_prerequisites>
	<unit_prerequisite>90.00</unit_prerequisite>
	<other_prerequisite>Other requirements include...</other_prerequisite>
	<corequisites>
		<corequisite>
			<catalog_course_id>1597456</catalog_course_id>
			<abbreviation>ENG401</abbreviation>
			<name>Advanced Writing: Composition</name>
		</corequisite>
		...
	</corequisites>
</response>

Comments

You must have the Academic Admin or the Registrar role to call this task.

getCommunicationPlans

Returns all available communication plans.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<communication_plan>
		<id>13</id>
		<name>Leads Communication Plan</name>
		<added_by>3093</added_by>
		<added_at>2017-02-08 22:09:27</added_at>
	</communication_plan>
	...
</response>

Comments

The current user must have the Staff role to call this task.

getCountries

Returns a list of countries and their respective abbreviations.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<countries>
		<country>
			<abbreviation>US</abbreviation>
			<name>United States of America</name>
		</country>
		<country>
			<abbreviation>CA</abbreviation>
			<name>Canada</name>
		</country>
		...
	</countries>
</response>

Comments

You must have the Staff role to call this task.

getCourseCatalog

Returns courses from your catalog (only active courses are returned by default).

Parameters

Parameter Description Required
include_retired If set to 1, retired courses will be returned as well. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<course>
		<courseid>11111</courseid>
		<name>Advanced Writing: The Novel</name>
		<abbrv>ENG400</abbrv>
		<description>You'd want to take ENG400 because...</description>
		<credits>3.00</credits>
		<hours>0.00</hours>
		<status>ACTIVE</status>
		<department_id>1</department_id>
		<department_name>Humanities</department_name>
		<programs>
			<program>
				<id>2222</id>
				<name>Undergraduate</name>
			</program>
			<program>
				<id>3333</id>
				<name>Registered Nursing</name>
			</program>
			...
		</programs>
	</course>
	<course>
		<courseid>22222</courseid>
		<name>Calculus I</name>
		<abbrv>MAT201</abbrv>
		<description>You'd want to take Calculus because...</description>
		<credits>0.00</credits>
		<hours>20.00</hours>
		<status>ACTIVE</status>
		<department_id>2</department_id>
		<department_name>Sciences</department_name>
		<programs>
			<program>
				<id>2222</id>
				<name>Undergraduate</name>
			</program>
			<program>
				<id>3333</id>
				<name>Registered Nursing</name>
			</program>
			...
		</programs>
	</course>
	...
</response>

Comments

Useful for automatically syncing your course catalog to your website.

getCourseGroupInfo

Returns information about a course group.

Parameters

Parameter Description Required
course_group_id The numeric ID of the course group you're interested in. Yes
academic_year_id The numeric ID of the academic year you're interested in. Defaults to the current academic year ID. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<catalog_courses>
		<catalog_course>
			<id>98434</id>
			<abbreviation>ENG101</abbreviation>
			<name>English 101</name>
			<credits>2.00</credits>
			<hours>3.00</hours>
			<department_id>2986</department_id>
			<department_name>English</department_name>
		</catalog_course>
		<catalog_course>
			<id>98435</id>
			<abbreviation>ENG102</abbreviation>
			<name>English 102</name>
			<credits>2.00</credits>
			<hours>3.00</hours>
			<department_id>2986</department_id>
			<department_name>English</department_name>
		</catalog_course>
		...
	</catalog_courses>
	<degrees_requiring_course_group>
		<degree>
			<id>1</id>
			<abbreviation>A.A.</abbreviation>
			<name>Bachelor of Arts</name>
		</degree>
		<degree>
			<id>2</id>
			<abbreviation>A.A.</abbreviation>
			<name>Associate of Arts</name>
		</degree>
		...
	</degrees_requiring_course_group>
	<specializations_requiring_course_group>
		<specialization>
			<id>513</id>
			<abbreviation>ENG</abbreviation>
			<name>English</name>
		</specialization>
		<specialization>
			<id>436</id>
			<abbreviation>MUS</abbreviation>
			<name>Music</name>
		</specialization>
		...
	</specializations_requiring_course_group>
</response>

Comments

You must have the Academic Admin, Registrar, or Academic Auditor role to call this task.

getCourseGroups

Returns a list of course groups.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<course_groups>
		<course_group>
			<id>1</id>
			<abbreviation>CORE</abbreviation>
			<name>Core Curriculum</name>
		</course_group>
		<course_group>
			<id>2</id>
			<abbreviation>ENG</abbreviation>
			<name>English</name>
		</course_group>
		...
	</course_groups>
</response>

Comments

You must have the Academic Admin, Registrar, or Academic Auditor role to call this task.

getCourseInstance

A course instance is created each time a course from the catalog is offered in a particular term. If the same catalog course is offered multiple times in the same term, each instance will have a unique section number.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<instanceid>44444</instanceid>
	<name>Calculus I</name>
	<abbrv>MAT201</abbrv>
	<section>3</section>
	<credits>3.00</credits>
	<hours>9.00</hours>
	<affects_earned_credits>1</affects_earned_credits>
	<delivery_method_id>777</delivery_method_id>
	<delivery_method_name>On Campus</delivery_method_name>
	<description>Calculus I is the stepping stone into the world of higher mathematics...</description>
	<pass_fail>0</pass_fail>
	<finalized>0</finalized>
	<termid>777</termid>
	<term_name>Spring Term 2009-2010</term_name>
	<allow_auditor_assignments>0</allow_auditor_assignments>
	<allow_auditor_attendance>0</allow_auditor_attendance>
	<start_date>2004-10-18</start_date>
	<end_date>2004-12-18</end_date>
	<open_to_students_date>2004-10-18</open_to_students_date>
	<closed_to_students_date>2004-12-18</closed_to_students_date>
	<max_enrolled>25</max_enrolled>
	<max_auditors>5</max_auditors>
	<synced>0</synced>
	<published>1</published>
	<campus_id>146873</campus_id>
	<campus_name>Main Campus</campus_name>
	<schedule>
		<meeting_time>
			<start_time>8:00am</start_time>
			<end_time>9:00am</end_time>
			<room>Room TBA</room>
			<building></building>
			<weekdays>
				<day>MO</day>
				<day>TU</day>
				<day>WE</day>
				<day>TH</day>
				<day>FR</day>
			</weekdays>
		</meeting_time>
		...
	</schedule>
	<faculty>
		<person>
			<primary>1</primary>
			<personid>1001</personid>
			<first>Robert</first>
			<last>McProfessor</last>
			<preferred>Bob</preferred>
			<displayname>Bob McProfessor</displayname>
			<is_teaching_assistant>0</is_teaching_assistant>
		</person>
		<person>
			<primary>0</primary>
			<personid>554</personid>
			<first>Jimmy</first>
			<last>McTeachingAssistant</last>
			<preferred></preferred>
			<displayname>Jimmy McTeachingAssistant</displayname>
			<is_teaching_assistant>1</is_teaching_assistant>
		</person>
		...
	</faculty>
		<supplies>
		<supply>
			<id>227835</id>
			<name>Computer with Internet Access</name>
			<required>1</required>
		</supply>
		...
	</supplies>
	<books>
		<book>
			<id>227835</id>
			<title>The Old Man and The Sea</title>
			<required>1</required>
			<isbn>0684801221</isbn>
			<ean>9780684801223</ean>
			<publisher>Scribner</publisher>
			<publish_date>1995-05-05</publish_date>
			<edition></edition>
			<binding>Paperback</binding>
			<description>The Old Man and the Sea is one of Hemingway's most enduring works. Told in language of great simplicity and power, it is the story of an old Cuban fisherman, down on his luck, and his supreme ordeal -- a relentless, agonizing battle with a giant marlin far out in the Gulf Stream. Here Hemingway recasts, in strikingly contemporary style, the classic theme of courage in the face of defeat, of personal triumph won from loss. Written in 1952, this hugely successful novella confirmed his power and presence in the literary world and played a large part in his winning the 1954 Nobel Prize for Literature.</description>
			<amazon_url>https://www.amazon.com/Old-Man-Sea-Ernest-Hemingway/dp/0684801221?SubscriptionId=AKIAJGVEOZ7CAMYX2QDQ&tag=populi-20&linkCode=xm2&camp=2025&creative=165953&creativeASIN=0684801221</amazon_url>
			<image_url_large>https://images-na.ssl-images-amazon.com/images/I/411pakPjvdL.jpg</image_url_large>
			<image_height_large>500</image_height_large>
			<image_width_large>328</image_width_large>
			<image_url_medium>https://images-na.ssl-images-amazon.com/images/I/411pakPjvdL._SL160_.jpg</image_url_medium>
			<image_height_medium>160<image_height_medium>
			<image_width_medium>105</image_width_medium>
			<image_url_small>https://images-na.ssl-images-amazon.com/images/I/411pakPjvdL._SL75_.jpg</image_url_small>
			<image_height_small>75</image_height_small>
			<image_width_small>49</image_width_small>
			<authors>
				<author>
					<id>325</id>
					<name>Ernest Hemingway</name>
				</author>
				...
			</authors>
		</book>
		...
	</books>
</response>

Comments

To get more detail about a course instance see: getCourseInstanceStudents, getCourseInstanceAssignmentGroups, getCourseInstanceFiles, getCourseInstanceLessons, and getCourseInstanceMeetings

<max_enrolled> & <max_auditors> can return an empty string meaning "Unlimited" (as opposed to an integer value which would mean there is a limit).

getCourseInstanceAssignmentGroups

Assignment groups are worth a fixed percentage of the course (e.g. Quizzes are worth 10% of each student's final grade), and you can then add as many assignments within the Quizzes group as you like, or even add new assignments to the group part-way through the term, and be guaranteed that the value of all those assignments together will still equal 10% of the course.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<assignment_group>
		<groupid>7777</groupid>
		<name>Quizzes</name>
		<weight_percent>10</weight_percent>
		<extra_credit>0</extra_credit>
		<drop_lowest>0</drop_lowest>
	</assignment_group>
	<assignment_group>
		<groupid>4444</groupid>
		<name>Tests</name>
		<weight_percent>60</weight_percent>
		<extra_credit>0</extra_credit>
		<drop_lowest>0</drop_lowest>
	</assignment_group>
	<assignment_group>
		<groupid>3333</groupid>
		<name>Participation</name>
		<weight_percent>30</weight_percent>
		<extra_credit>0</extra_credit>
		<drop_lowest>0</drop_lowest>
	</assignment_group>
	<assignment_group>
		<groupid>0</groupid>
		<name>Other</name>
		<weight_percent>0</weight_percent>
		<extra_credit>0</extra_credit>
		<drop_lowest>0</drop_lowest>
	</assignment_group>
</response>

Comments

Even if no assignment groups are set up, a default assignment group of "Other" with a <groupid> of 0 will always be returned (and worth 100% of the course).

getCourseInstanceAssignments

Returns information about each assignment in a course - including which Assignment Group it belongs to.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<assignment>
		<assignmentid>111</assignmentid>
		<name>Quiz #1</name>
		<points>10</points>
		<type>TEST</type>
		<percent_of_course>5.00000000</percent_of_course>
		<groupid>7777</groupid>
		<group_name>Quizzes</group_name>
		<extra_credit>0</extra_credit>
		<description></description>
		<discussion_id></discussion_id>
		<visible_to_students_before_due>1</visible_to_students_before_due>
		<time_due>2017-07-22T00:00:00-07:00</time_due>
		<start_window>2017-07-19T00:00:00-07:00</start_window>
		<end_window>2017-07-21T00:00:00-07:00</end_window>
		<time_limit>60</time_limit>
		<retake_policy>KEEP_HIGHEST</retake_policy>
		<retakes>1</retakes>
		<proctored>EMAIL_OR_SMS</proctored>
		<test_submit_feedback>FEEDBACK</test_submit_feedback>
		<test_end_feedback>ANSWERS</test_end_feedback>
		<course_end_feedback>ANSWERS</course_end_feedback>
		<student_info>
			<person_id>3093</person_id>
			<student_id>2010000043</student_id>
			<first_name>James</first_name>
			<last_name>McMcintosh</last_name>
			<preferred_name>Jimmy</preferred_name>
			<submitted_assignment_data>1</submitted_assignment_data>
			<grade>95</grade>
			<letter_grade>A</letter_grade>
			<grade_added_at>2017-07-22T13:35:49</grade_added_at>
			<grade_added_by_id>468721</grade_added_by_id>
			<grade_updated_at>2017-07-22T13:35:49</grade_updated_at>
			<grade_updated_by_id>468721</grade_updated_by_id>
		</student_info>
		...
	</assignment>
	<assignment>
		<assignmentid>222</assignmentid>
		<name>Peer Review</name>
		<points>10</points>
		<type>PEER_REVIEW_FILE_UPLOAD</type>
		<percent_of_course>5.00000000</percent_of_course>
		<groupid>7777</groupid>
		<group_name>Quizzes</group_name>
		<extra_credit>0</extra_credit>
		<description></description>
		<discussion_id></discussion_id>
		<visible_to_students_before_due>1</visible_to_students_before_due>
		<time_due>2017-07-20T00:00:00-07:00</time_due>
		<start_window>2017-07-19T00:00:00-07:00</start_window>
		<end_window>2017-07-21T00:00:00-07:00</end_window>
		<peer_grade>1</peer_grade>
		<grade_submissions>100</grade_submissions>
		<grade_reviews>100</grade_reviews>
		<anonymous_reviews>0</anonymous_reviews>
		<review_visibility>NEVER</review_visibility>
		<allow_review_comments>allow_review_comments</allow_review_comments>
		<reviews_due_time>2017-07-20T00:00:00-07:00</reviews_due_time>
		<reviews_closed_time>2017-07-20T00:00:00-07:00</reviews_closed_time>
		<student_info>
			<person_id>3093</person_id>
			<student_id>2010000043</student_id>
			<first_name>James</first_name>
			<last_name>McMcintosh</last_name>
			<preferred_name>Jimmy</preferred_name>
			<submitted_assignment_data>1</submitted_assignment_data>
			<grade>95</grade>
			<letter_grade>A</letter_grade>
			<grade_added_at>2017-07-22T13:35:49</grade_added_at>
			<grade_added_by_id>468721</grade_added_by_id>
			<grade_updated_at>2017-07-22T13:35:49</grade_updated_at>
			<grade_updated_by_id>468721</grade_updated_by_id>
		</student_info>
		...
	</assignment>
	<assignment>
		<assignmentid>21498</assignmentid>
		<name>Big Bad Exam</name>
		<points>100</points>
		<type>GRADE_ONLY</type>
		<percent_of_course>90.00000000</percent_of_course>
		<groupid>0</groupid>
		<group_name>Other</group_name>
		<extra_credit>0</extra_credit>
		<description></description>
		<discussion_id></discussion_id>
		<visible_to_students_before_due>1</visible_to_students_before_due>
		<time_due>2017-07-20T00:00:00-07:00</time_due>
		<start_window>2017-07-19T00:00:00-07:00</start_window>
		<end_window>2017-07-21T00:00:00-07:00</end_window>
		<student_info>
			<person_id>3093</person_id>
			<student_id>2010000043</student_id>
			<first_name>James</first_name>
			<last_name>McMcintosh</last_name>
			<preferred_name>Jimmy</preferred_name>
			<submitted_assignment_data>0</submitted_assignment_data>
			<grade_added_at>2017-07-22T13:35:49</grade_added_at>
			<grade_added_by_id>468721</grade_added_by_id>
			<grade_updated_at>2017-07-22T13:35:49</grade_updated_at>
			<grade_updated_by_id>468721</grade_updated_by_id>
		</student_info>
		...
	</assignment>
</response>

Comments

Every assignment is attached to an Assignment Group - even if it's only the default "Other" group (which has a groupid of 0).

The "student_info" data will only be returned if you have the Academic Admin role, the Registrar role, or you are a course Faculty member.

getCourseInstanceFiles

Returns the files attached to a course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<file>
<file_id>55555</file_id>
<name>ChemicalBonds.jpg</name>
<content_type>image/jpeg</content_type>
</file>
</response>

Comments

See downloadFile.

getCourseInstanceLessons

Returns the lessons attached to a course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<lesson>
<lessonid>1111</lessonid>
<name>Lesson #1</name>
<available_at>2010-09-30 00:00:00</available_at>
<is_available>1</is_available>
<num_discussions>2</num_discussions>
<num_new_posts>0</num_new_posts>
</lesson>
<lesson>
<lessonid>1112</lessonid>
<name>Lesson #2</name>
<available_at>2010-10-07 00:00:00</available_at>
<is_available>1</is_available>
<num_discussions>3</num_discussions>
<num_new_posts>2</num_new_posts>
</lesson>
...
</response>

getCourseInstanceMeetingAttendance

Gets attendance for a course instance meeting.

Parameters

Parameter Description Required
instanceID The numeric ID of the course instance you're interested in. Yes
meetingID The numeric ID of the meeting. Yes
return_students_with_no_attendance_taken Boolean. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<attendee>
<personid>1234</personid>
<status>TARDY</status>
<note>15 minutes after cutoff time</note>
</attendee>
<attendee>
<personid>1235</personid>
<status>PRESENT</status>
<note></note>
</attendee>
</response>

getCourseInstanceMeetings

Returns the meetings attached to a course instance.

Parameters

Parameter Description Required
instanceID The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<meeting>
		<meetingid>667</meetingid>
		<roomid>15687</roomid>
		<room_name>School Building: 101</room_name>
		<start>2016-03-21T08:00:00-07:00</start>
		<end>2016-03-21T09:00:00-07:00</end>
		<counts_toward_attendance_hours>0</counts_toward_attendance_hours>
		<counts_toward_clinical_hours>0</counts_toward_clinical_hours>
	</meeting>
	<meeting>
		<meetingid>668</meetingid>
		<roomid>0</roomid>
		<room_name>TBA</room_name>
		<start>2016-04-23T08:00:00-07:00</start>
		<end>2016-04-23T09:00:00-07:00</end>
		<counts_toward_attendance_hours>0</counts_toward_attendance_hours>
		<counts_toward_clinical_hours>0</counts_toward_clinical_hours>
	</meeting>
	<meeting>
		<roomid>0</roomid>
		<room_name>TBA</room_name>
		<start>2016-05-23T08:00:00-07:00</start>
		<end>2016-05-23T09:00:00-07:00</end>
		<counts_toward_attendance_hours>0</counts_toward_attendance_hours>
		<counts_toward_clinical_hours>0</counts_toward_clinical_hours>
	</meeting>
</response>

Comments

If meetingid is 0 then no attendance has been taken for that meeting time.

getCourseInstanceStudent

Returns a single student from a course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes
person_id The numeric ID of the student you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>15987654</id>
	<status>ENROLLED</status>
	<first>Christopher</first>
	<last>Anderson</last>
	<preferred/>
	<start_date>2010-05-05</start_date>
	<grade>92</grade>
	<letter_grade>A-</letter_grade>
	<attendance>94</attendance>
</response>

Comments

Possible values for the status element are: ENROLLED, AUDITOR, WITHDRAWN, or INCOMPLETE. Note that there are some additional elements returned if the student is ENROLLED: grade, letter_grade, and attendance (both grade and attendance are percentages: so 97 mean 97%).

The <start_date> element represents the day the student started his or her current status... so if Jerry enrolled in the course on April 1 but then switched to auditing on May 16, his <status> would be AUDITOR and his <start_date> would be May 16.

getCourseInstanceStudentAttendance

Gets attendance for all course instance meetings for a particular student.

Parameters

Parameter Description Required
instanceID The numeric ID of the course instance you're interested in. Yes
person_id The numeric ID of the person whose attendance you wish to look up. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<attendee>
		<meetingid>42696</meetingid>
		<start>2017-08-02 08:00:00</start>
		<end>2017-08-02 10:00:00</end>
		<summary>BIO-101</summary>
		<status>PRESENT</status>
		<note></note>
	</attendee>
	<attendee>
		<meetingid>42699</meetingid>
		<start>2017-08-06 08:00:00</start>
		<end>2017-08-06 10:00:00</end>
		<summary>BIO-101</summary>
		<status>EXCUSED</status>
		<note>Doctor's note</note>
	</attendee>
</response>

Comments

You must have edit access to the specified course instance to call this task.

getCourseInstanceStudents

Returns all students enrolled, auditing, incomoplete, or withdrawn in a course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<courseinstance_student>
		<id>15987654</id>
		<status>ENROLLED</status>
		<personid>4004</personid>
		<first>Christopher</first>
		<last>Anderson</last>
		<preferred/>
		<start_date>2010-05-05</start_date>
		<grade>92</grade>
		<letter_grade>A-</letter_grade>
		<attendance>94</attendance>
	</courseinstance_student>
	<courseinstance_student>
		<id>15987824</id>
		<status>AUDITOR</status>
		<personid>8000</personid>
		<first>George</first>
		<last>Washington</last>
		<preferred>Jerry</preferred>
		<start_date>2010-05-16</start_date>
	</courseinstance_student>
	...
</response>

Comments

Possible values for the status element are: ENROLLED, AUDITOR, WITHDRAWN, or INCOMPLETE. Note that there are some additional elements returned if the student is ENROLLED: grade, letter_grade, and attendance (both grade and attendance are percentages: so 97 mean 97%).

The <start_date> element represents the day the student started his or her current status... so if Jerry enrolled in the course on April 1 but then switched to auditing on May 16, his <status> would be AUDITOR and his <start_date> would be May 16.

getCourseOfferingLinks

Returns links attached to a particular course offering.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<links>
		<link>
			<id>1<id>
			<name>Library of Congress<name>
			<url>https://www.loc.gov/<url>
		</link>
		...
	</links>
</response>

getCourseOfferingSyllabus

Returns syllabus data attached to a particular course offering.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
catalog_course_id This is used for cross-listed courses. The default is the primary catalog course ID. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<syllabus>
		<id>15798435</id>
		<file_id>5798465</file_id>
		<content/>
		<is_draft/>
	</syllabus>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

See the downloadFile or getFileDownloadURL API tasks to download the syllabus file.

getCurrentAcademicTerm

Returns the current academic term.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<termid>1111</termid>
	<name>Fall</name>
	<fullname>2010-2011: Fall</fullname>
	<start_date>2010-08-15</start_date>
	<end_date>2010-12-18</end_date>
	<type>STANDARD_TERM</type>
	<yearid>222</yearid>
	<start_year>2010</start_year>
	<end_year>2011</end_year>
	<nonstandard>0</nonstandard>
</response>

Comments

None.

getCurrentAcademicYear

Returns the current academic year.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<academic_year>
		<yearid>5498735</yearid>
		<start_year>2019</start_year>
		<end_year>2020</end_year>
	</academic_year>
</response>

Comments

None.

getCustomFieldOptions

Returns available options for RADIO, CHECKBOX, and SELECT input type custom fields.

Parameters

Parameter Description Required
custom_field_id The numeric ID of the custom field you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<option>
<index>1</index>
<name>Hadley Hall</name>
</option>
<option>
<index>2</index>
<name>Williams Dorm</name>
</option>
<option>
<index>4</index>
<name>McIntyre Commons</name>
</option>
...
</response>

Comments

You must have the Staff role to call this task.

The <index> of an option is not a unique ID - two different custom fields might each have an option with an index of 4.

getCustomFields

Returns custom fields attached to a particular person or organization.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. No (but either person_id, organization_id, donation_id, or donor_id must be set)
organization_id The numeric ID of the organization you're interested in. No (but either person_id, organization_id, donation_id, or donor_id must be set)
donation_id The numeric ID of the donation you're interested in. No (but either person_id, organization_id, donation_id, or donor_id must be set)
donor_id The numeric ID of the donation you're interested in. No (but either person_id, organization_id, donation_id, or donor_id must be set)
type ALL (default), PERSON, STUDENT, TERM_STUDENT, ADMISSIONS, CAMPUS_LIFE, FINANCIAL, or FINANCIAL_AID, DONATION, DONOR, ORGANIZATION No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<custom_field>
		<id>3333333</id>
		<name>Dorm Preference</name>
		<type>PERSON</type>
		<input_type>SELECT</input_type>
		<value>Robinson Hall</value>
		<option_index>2</option_index>
	</custom_field>
	<custom_field>
		<id>22222</id>
		<name>Joe Brown Scholarship Application Essay</name>
		<type>ADMISSIONS</type>
		<input_type>TEXT_AREA</input_type>
		<value>Interactively deliver superior intellectual capital...</value>
	</custom_field>
	...
</response>

Comments

You must have the Staff role to call this task.

You must have the Staff role to access a person's "PERSON" type custom data.

You must have the Academic Admin or Registrar role to access a person's "STUDENT" type custom data.

You must have the Academic Admin role, Registrar role, Academic Auditor role, or be an advisor of the person to access their "TERM_STUDENT" type custom data.

You must have the Admissions Admin role, Admissions role, Academic Admin role, or Registrar role to access a person's "ADMISSIONS" type custom data.

You must have the Campus Life role, Academic Admin role, Registrar role, or Financial Admin role to access a person's "CAMPUS_LIFE" type custom data.

You must have the Financial Admin role, Student Billing role, or Financial Aid role to access a person's "FINANCIAL" or "FINANCIAL_AID" type custom data.

You must have the Staff role to access an organization's "ORGANIZATION" type custom data.

For more information about <input_type> see getAllCustomFields

For RADIO, CHECKBOX, and SELECT input types, notice that a numeric <option_index> is returned in addition to the <value> (this corresponds to the <index> returned by getCustomFieldOptions).

getDataSlicerReport

Produces and returns a data slicer report in CSV or XLS format.

Parameters

Parameter Description Required
report_id The numeric ID of the data slicer report. Yes
export_format The file format of the report to be produced, either XLS or CSV. Yes

Comments

You must have the Academic Admin, Academic Auditor, or Registrar role to call this task.

A successful invocation of this task will produce a CSV or XLS file download, not an XML response.

Complex reports may take an extended period of time to produce and download. Reports which take over 60 seconds to produce will be cancelled and an error will be returned. Frequent calls to getDataSlicerReport in quick succession may result in your API access being suspended for a period of time due to heavy usage.

getDataSlicerReports

Returns a list of data slicer reports available for use.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="4">
	<report>
		<id>9214</id>
		<name>Degrees</name>
		<added_by>39280</added_by>
		<added_by_name>Jacob Anderson</added_by_name>
		<added_at>2009-11-17 15:37:00</added_at>
	</report>
	...
</response>

Comments

You must have the Academic Admin, Academic Auditor, or Registrar role to call this task.

The "id" of a data slicer report may be used to download it via the API using the getDataSlicerReport task.

getDegreeAudit

Returns the degree audit for a particular student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
degree_id The numeric ID of the degree you're interested in. Yes
academic_year_id The numeric ID of the academic year you're interested in. Yes
specialization_id The numeric ID of the specialization you're interested in. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<degree>
		<all_requirements_completed>1</all_requirements_completed>
		<cumulative_gpa_required>3.00</cumulative_gpa_required>
		<cumulative_gpa>3.40</cumulative_gpa>
		<cumulative_gpa_requirement_completed>1</cumulative_gpa_requirement_completed>
		<overall_gpa_required>3.00</overall_gpa_required>
		<overall_gpa>3.40</overall_gpa>
		<overall_gpa_requirement_completed>1</overall_gpa_requirement_completed>
		<cumulative_units_required>120.00</cumulative_units_required>
		<cumulative_units>120.00</cumulative_units>
		<cumulative_units_requirement_completed>1</cumulative_units_requirement_completed>
		<resident_units_required>120.00</resident_units_required>
		<resident_units>120.00</resident_units>
		<resident_units_requirement_completed>1</resident_units_requirement_completed>
		<cumulative_clinical_hours_required>0.00</cumulative_clinical_hours_required>
		<cumulative_clinical_hours>0.00</cumulative_clinical_hours>
		<cumulative_clinical_hours_requirement_completed>
			1
		</cumulative_clinical_hours_requirement_completed>
		<resident_clinical_hours_required>0.00</resident_clinical_hours_required>
		<resident_clinical_hours>0.00</resident_clinical_hours>
		<resident_clinical_hours_requirement_completed>
			1
		</resident_clinical_hours_requirement_completed>
		<cumulative_attendance_hours_required>0.00</cumulative_attendance_hours_required>
		<cumulative_attendance_hours>0.00</cumulative_attendance_hours>
		<cumulative_attendance_hours_requirement_completed>
			1
		</cumulative_attendance_hours_requirement_completed>
		<resident_attendance_hours_required>0.00</resident_attendance_hours_required>
		<resident_attendance_hours>0.00</resident_attendance_hours>
		<resident_attendance_hours_requirement_completed>
			1
		</resident_attendance_hours_requirement_completed>
		<in_progress_units>0.00</in_progress_units>
		<in_progress_clinical_hours>0.00</in_progress_clinical_hours>
		<in_progress_attendance_hours>0.00</in_progress_attendance_hours>
		<course_groups>
			<course_group>
				<id>846</id>
				<name>English</name>
				<all_requirements_completed>1</all_requirements_completed>
				<requirement_type>UNITS</requirement_type>
				<requirement_value>12.00</requirement_value>
				<earned_requirements>12.00</earned_requirements>
				<transferred_requirements>0.00</transferred_requirements>
				<general_requirements_completed>1</general_requirements_completed>
				<required_gpa>3.00</required_gpa>
				<gpa>3.40</gpa>
				<gpa_requirements_completed>1</gpa_requirements_completed>
				<waived_requirements>0.00</waived_requirements>
				<exceptions_applied>0</exceptions_applied>
				<completed_courses>
					<completed_course>
						<catalog_course_id>98434</catalog_course_id>
						<abbreviation>ENG101</abbreviation>
						<name>English 101</name>
						<grade>A</grade>
						<status>2 credits completed</status>
						<course_offering_id>4681354</course_offering_id>
						<transfer_credit_id></transfer_credit_id>
						<fulfilled_by_abbreviation></fulfilled_by_abbreviation>
						<fulfilled_by_name></fulfilled_by_name>
					</completed_course>
					...
				</completed_courses>
				<incomplete_courses>
					<incomplete_course>
						<catalog_course_id>98435</catalog_course_id>
						<abbreviation>ENG102</abbreviation>
						<name>English 102</name>
					</incomplete_course>
					...
				</incomplete_courses>
			</course_group>
			...
		</course_groups>
	</degree>
	<specialization>
		<all_requirements_completed>1</all_requirements_completed>
		<cumulative_gpa_required>3.00</cumulative_gpa_required>
		<cumulative_gpa>3.40</cumulative_gpa>
		<cumulative_gpa_requirement_completed>1</cumulative_gpa_requirement_completed>
		<overall_gpa_required>3.00</overall_gpa_required>
		<overall_gpa>3.40</overall_gpa>
		<overall_gpa_requirement_completed>1</overall_gpa_requirement_completed>
		<cumulative_units_required>120.00</cumulative_units_required>
		<cumulative_units>120.00</cumulative_units>
		<cumulative_units_requirement_completed>1</cumulative_units_requirement_completed>
		<resident_units_required>120.00</resident_units_required>
		<resident_units>120.00</resident_units>
		<resident_units_requirement_completed>1</resident_units_requirement_completed>
		<cumulative_clinical_hours_required>0.00</cumulative_clinical_hours_required>
		<cumulative_clinical_hours>0.00</cumulative_clinical_hours>
		<cumulative_clinical_hours_requirement_completed>
			1
		</cumulative_clinical_hours_requirement_completed>
		<resident_clinical_hours_required>0.00</resident_clinical_hours_required>
		<resident_clinical_hours>0.00</resident_clinical_hours>
		<resident_clinical_hours_requirement_completed>
			1
		</resident_clinical_hours_requirement_completed>
		<cumulative_attendance_hours_required>0.00</cumulative_attendance_hours_required>
		<cumulative_attendance_hours>0.00</cumulative_attendance_hours>
		<cumulative_attendance_hours_requirement_completed>
			1
		</cumulative_attendance_hours_requirement_completed>
		<resident_attendance_hours_required>0.00</resident_attendance_hours_required>
		<resident_attendance_hours>0.00</resident_attendance_hours>
		<resident_attendance_hours_requirement_completed>
			1
		</resident_attendance_hours_requirement_completed>
		<in_progress_units>0.00</in_progress_units>
		<in_progress_clinical_hours>0.00</in_progress_clinical_hours>
		<in_progress_attendance_hours>0.00</in_progress_attendance_hours>
		<course_groups>
			<course_group>
				<id>846</id>
				<name>English</name>
				<all_requirements_completed>1</all_requirements_completed>
				<requirement_type>UNITS</requirement_type>
				<requirement_value>12.00</requirement_value>
				<earned_requirements>12.00</earned_requirements>
				<transferred_requirements>0.00</transferred_requirements>
				<all_requirements_completed>1</all_requirements_completed>
				<required_gpa>3.00</required_gpa>
				<gpa>3.40</gpa>
				<gpa_requirements_completed>1</gpa_requirements_completed>
				<waived_requirements>0.00</waived_requirements>
				<exceptions_applied>0</exceptions_applied>
				<completed_courses>
					<completed_course>
						<catalog_course_id>98434</catalog_course_id>
						<abbreviation>ENG101</abbreviation>
						<name>English 101</name>
						<grade>A</grade>
						<status>2 credits completed</status>
						<course_offering_id>4681354</course_offering_id>
						<transfer_credit_id></transfer_credit_id>
						<fulfilled_by_abbreviation></fulfilled_by_abbreviation>
						<fulfilled_by_name></fulfilled_by_name>
					</completed_course>
					...
				</completed_courses>
				<incomplete_courses>
					<incomplete_course>
						<catalog_course_id>98435</catalog_course_id>
						<abbreviation>ENG102</abbreviation>
						<name>English 102</name>
					</incomplete_course>
					...
				</incomplete_courses>
			</course_group>
			...
		</course_groups>
	</specialization>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

getDegrees

Returns information about each degree configured at the school.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<degree>
		<id>5322</id>
		<name>A.A. in Music</name>
		<abbrv>UG</abbrv>
		<program_id>27</program_id>
		<program_name>Undergraduate</program_name>
		<department_id>12</department_id>
		<department_name>Music</department_name>
		<status>ACTIVE</status>
		<graduate>0</graduate>
		<length>2</length>
		<length_unit>YEARS</length_unit>
		<specializations></specializations>
	</degree>
	<degree>
		<id>9223</id>
		<name>B.A. in History</name>
		<abbrv>G.</abbrv>
		<program_id>27</program_id>
		<program_name>Graduate</program_name>
		<department_id>45</department_id>
		<department_name>Humanities</department_name>
		<status>RETIRED</status>
		<graduate>1</graduate>
		<length>4</length>
		<length_unit>YEARS</length_unit>
		<specializations>
			<specialization>
				 <id>15</id>
				 <type>CONCENTRATION</type>
				 <name>American History</name>
				 <description>1900-2000</description>
				 <abbrv>AH</abbrv>
				 <status>ACTIVE</status>
				 <cip_code>10.0398</cip_code>
			</specialization>
		</specializations>
	</degree>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Academic Auditor, Admissions, or Admissions Admin.

getDonation

Returns information about a specific donation.

Parameters

Parameter Description Required
donation_id The numeric ID of the donation Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<donation>
		<id>412773</id>
		<amount>500.00</amount>
		<posted_date>Sep 25, 2019</posted_date>
		<number>377</number>
		<transaction_id>3755223</transaction_id>
		<payment_method>CHECK</payment_method>
		<payment_reference>Check number 4455</payment_reference>
		<is_online_donation>0</is_online_donation>
		<is_recurring_donation>0</is_recurring_donation>
		<donor_id>64012</donor_id>
		<donor_person_id>1374012</donor_person_id>
		<donor_organization_id></donor_organization_id>
		<first_name>Dotty</first_name>
		<last_name>Anderson</last_name>
		<org_name></org_name>
		<donor_comment></donor_comment>
		<staff_comment></staff_comment>
		<gift_in_kind_description></gift_in_kind_description>
		<acknowledged_at></acknowledged_at>
		<acknowledged_by></acknowledged_by>
		<currency>USD</currency>
		<exchange_rate></exchange_rate>
		<home_currency_amount>500.00</home_currency_amount>
		<donate_page_id></donate_page_id>
		<campaign_id>22</campaign_id>
		<appeal_id></appeal_id>
		<donation_funds>
			<donation_fund>
				<fund_id>1345</fund_id>
				<amount>400.00</amount>
				<home_currency_amount>400.00</home_currency_amount>
			</donation_fund>
			<donation_fund>
				<fund_id>1233</fund_id>
				<amount>100.00</amount>
				<home_currency_amount>100.00</home_currency_amount>
			</donation_fund>
		</donation_funds>
		<donation_soft_credits>
			<soft_credit>
				<donor_id>203394</donor_id>
				<added_at>Nov 4, 2019 10:32pm</added_at>
				<added_by>1257112</added_by>
			</donation_soft_credit>
			<soft_credit>
				<donor_id>69903</donor_id>
				<added_at>Nov 4, 2019 10:32pm</added_at>
				<added_by>1257112</added_by>
			</donation_soft_credit>
		</donation_soft_credits>
	</donation>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

getDonations

Returns the most recent donations, 100 per page.

Parameters

Parameter Description Required
page We limit the number of results returned, so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<donations>
		<donation>
			<id>412773</id>
			<amount>500.00</amount>
			<posted_date>Sep 25, 2019</posted_date>
			<number>377</number>
			<transaction_id>3755223</transaction_id>
			<payment_method>CHECK</payment_method>
			<payment_reference>Check number 4455</payment_reference>
			<is_online_donation>0</is_online_donation>
			<is_recurring_donation>0</is_recurring_donation>
			<donor_id>64012</donor_id>
			<donor_person_id>1374012</donor_person_id>
			<donor_organization_id></donor_organization_id>
			<first_name>Dotty</first_name>
			<last_name>Anderson</last_name>
			<org_name></org_name>
			<donor_comment></donor_comment>
			<staff_comment></staff_comment>
			<gift_in_kind_description></gift_in_kind_description>
			<acknowledged_at></acknowledged_at>
			<acknowledged_by></acknowledged_by>
			<currency>USD</currency>
			<exchange_rate></exchange_rate>
			<home_currency_amount>500.00</home_currency_amount>
			<donate_page_id></donate_page_id>
			<campaign_id>22</campaign_id>
			<appeal_id></appeal_id>
			<donation_funds>
				<donation_fund>
					<fund_id>1345</fund_id>
					<amount>400.00</amount>
					<home_currency_amount>400.00</home_currency_amount>
				</donation_fund>
				<donation_fund>
					<fund_id>1233</fund_id>
					<amount>100.00</amount>
					<home_currency_amount>100.00</home_currency_amount>
				</donation_fund>
			</donation_funds>
			<donation_soft_credits>
				<soft_credit>
					<donor_id>203394</donor_id>
					<added_at>Nov 4, 2019 10:32pm</added_at>
					<added_by>1257112</added_by>
				</donation_soft_credit>
				<soft_credit>
					<donor_id>69903</donor_id>
					<added_at>Nov 4, 2019 10:32pm</added_at>
					<added_by>1257112</added_by>
				</donation_soft_credit>
			</donation_soft_credits>
		</donation>
	</donations>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

getDonor

Returns information about a donor, including a history of their donations.

Parameters

Parameter Description Required
donor_id The numeric ID of the donor. No
person_id Numeric ID of a person who is a donor. No
organization_id Numeric ID of an organization that is a donor. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<donor>
		<id>52283</id>
		<display_name>William Swanson</display_name>
		<model_type>PERSON</model_type>
		<model_id>520522</model_id>
		<assigned_to_id></assigned_to_id>
		<status>ACTIVE</status>
		<added_at>Mar 14, 2018 8:48pm</added_at>
		<added_by>1257</added_by>
		<donations></donations>
	</donor>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

This task can look up a donor by donor_id, person_id, or organization_id. One of these parameters is required.

See documentation on the getDonation task to see an example of the donation format.

getEducationLevels

Returns all education levels (e.g. High School Diploma, Some College, etc).

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<education_level>
<id>1111</id>
<name>Less Than 9th Grade</name>
</education_level>
<education_level>
<id>2222</id>
<name>9th Grade to 12th Grade</name>
</education_level>
<education_level>
<id>3333</id>
<name>High School Diploma</name>
</education_level>
...
</response>

Comments

You must have the Academics Admin, Registrar, Admissions Admin, or Admissions role to call this task.

Useful for looking up numeric IDs for passing into setLeadInfo, addStudentProgram, etc.

getEntriesForAccount

Returns ledger transactions for a particular account.

Parameters

Parameter Description Required
account_id The numeric ID of the account. Yes
start_date The start date of the posted date filter (e.g. 2010-01-15). Yes
end_date The end date of the posted date filter (e.g. 2012-12-30). Yes
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="2528">
	<ledger_entry>
		<transaction_id>184381</transaction_id>
		<posted_date>2012-04-26</posted_date>
		<account_id>107</account_id>
		<debit>200.00</debit>
		<credit>0.00</credit>
		<actor_id>135497</actor_id>
		<actor_type>PERSON</actor_type>
		<actor_name>Bob, Joe</actor_name>
	</ledger_entry>
	...
</response>

Comments

You must have the Financial Admin role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getEvent

Returns data for a particular event.

Parameters

Parameter Description Required
eventID The numeric ID of the event you're interested in. Yes
recurrence If you want a particular occurrence of a reoccurring event. By default the first occurrence will be returned. Example: 2017-01-26. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<event>
		<eventid>1111</eventid>
		<ownertype>PERSON</ownertype>
		<ownerid>1234</ownerid>
		<calname>My Calendar</calname>
		<summary>Lunch</summary>
		<description></description>
		<allday>0</allday>
		<start>2017-01-26T13:00:00-06:00</start>
		<end>2017-01-26T14:00:00-06:00</end>
	</event>
</response>

Comments

Optional attendees, location, and resources data can be returned if present.

getEvents

Returns calendar events.

Parameters

Parameter Description Required
startDate Format like MM/DD/YYYY or YYYY-MM-DD. Defaults to the current date. No
endDate Format like MM/DD/YYYY or YYYY-MM-DD. Defaults to 1 month in the future. No
calendars An array of specific calendars to return events from. Defaults to returning events from the current user's calendars. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<event>
		<eventid>1111</eventid>
		<ownertype>PERSON</ownertype>
		<ownerid>1234</ownerid>
		<calname>My Calendar</calname>
		<summary>Lunch</summary>
		<description></description>
		<allday>0</allday>
		<recurrence>2017-01-26</recurrence>
		<color>
			<red>79</red>
			<green>140</green>
			<blue>255</blue>
		</color>
		<start>2017-01-26T13:00:00-06:00</start>
		<end>2017-01-26T14:00:00-06:00</end>
	</event>
	<event>
		<eventid>2222</eventid>
		<ownertype>INSTANCE</ownertype>
		<ownerid>5678</ownerid>
		<calname>ENG101: English 101</calname>
		<summary>Lecture</summary>
		<description></description>
		<allday>0</allday>
		<recurrence>2017-01-26</recurrence>
		<color>
			<red>107</red>
			<green>134</green>
			<blue>35</blue>
		</color>
		<start>2017-01-26T15:00:00-06:00</start>
		<end>2017-01-26T16:00:00-06:00</end>
	</event>
	...
</response>

Comments

The "calendars" optional parameter requires multiple parameters with brackets denoting the parts of the array. Here is an example:
calendars[0][ownertype] = PERSON
calendars[0][ownerid] = 1234
calendars[1][ownertype] = INSTANCE
calendars[1][ownerid] = 5678

calendars[0][ownertype] = PERSON, calendars[0][ownerid] = 1234 referes to a particular person and their ID
calendars[1][ownertype] = INSTANCE, calendars[1][ownerid] = 5678 referes to a particular course instance and it's ID

Possible 'ownertype' values include: 'PERSON', 'INSTANCE' (a course instance), 'ORG', 'ROOM', 'RESOURCE', 'CAMPUS', 'LIBRARY', 'LIBRARY_HOURS'

The "recurrence" attribute will only be present in the response if it's a recurring event

The "color" attribute is the particular calendar's color. So all of it's events and it's label will be presented in that color for distinguishing purposes

getExitReasons

Returns all exit reasons.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<exit_reason>
		<id>1130</id>
		<name>Graduated</name>
		<report_as_id/>
		<report_as_name/>
	</exit_reason>
	<exit_reason>
		<id>1149</id>
		<name>Failure To Enroll</name>
		<report_as_id>1144</report_as_id>
		<report_as_name>Other</report_as_name>
	</exit_reason>
	<exit_reason>
		<id>1137</id>
		<name>Withdrawn</name>
		<report_as_id/>
		<report_as_name/>
	</exit_reason>
	<exit_reason>
		<id>1144</id>
		<name>Other</name>
		<report_as_id/>
		<report_as_name/>
	</exit_reason>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

getFees

Returns all information related to fees configured for the institution.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<fee>
		<id>1093</id>
		<name>Full Time Tuition</name>
		<type>FLAT</type>
		<status>ACTIVE</status>
		<description>Tuition for Full Time Students</description>
		<amount>2000.00</amount>
		<max_amount>3000.00</max_amount>
		<report_on_1098t>1</report_on_1098t>
		<report_on_t2202>0</report_on_t2202>
		<refundable>1</refundable>
		<condition>OR</condition>
		<finaid_applies>1</finaid_applies>
		<fee_class>TUITION</fee_class>
		<campus_life>0</campus_life>
		<account_name>Tuition</account_name>
		<account_number>X1</account_number>
		<account_type>INCOME</account_type>
	</fee>
	<fee>
		<id>1094</id>
		<name>Lab Fee</name>
		<type>FLAT</type>
		<status>ACTIVE</status>
		<description>Science lab fee</description>
		<amount>50.00</amount>
		<max_amount>50.00</max_amount>
		<report_on_1098t>0</report_on_1098t>
		<report_on_t2202>0</report_on_t2202>
		<refundable>0</refundable>
		<condition>AND</condition>
		<finaid_applies>0</finaid_applies>
		<fee_class>FEE</fee_class>
		<campus_life>0</campus_life>
		<account_name>Special Fees</account_name>
		<account_number>X22</account_number>
		<account_type>INCOME</account_type>
	</fee>
</response>

Comments

You must have the Financial Admin, Student Billing, or Financial Aid role to call this task.

getFileDownloadURL

Returns a URL that can be used to download a file (valid for 10 minutes).

Parameters

Parameter Description Required
file_id The numeric ID of the file you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<url>
https://s3.amazonaws.com/files.populi.co/c000ad3cb61672bf32F10aec4d03Dd7f7.doc?AWSAccessKeyId=BKIAI0OM45DGDLXQFYDA&Expires=1308869410&Signature=IQdxEfIE4tYh6lxpimvKo8W16tM%3D
</url>
</response>

Comments

For security reasons, this link will only work for 10 minutes - if you need to get the actual contents of the file, see downloadFile.

getFinancialAidAwardTypes

Returns all available financial aid award types (both active and retired)

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<award_type>
		<id>1</id>
		<name>Pell Grant</name>
		<abbrv>PELL</abbrv>
		<type>GRANT</type>
		<status>ACTIVE</status>
		<source>FEDERAL</source>
		<need_based>1</need_based>
		<report_on_1098t>1</report_on_1098t>
		<count_against_need>1</count_against_need>
		<only_allow_whole_dollar_amounts>0</only_allow_whole_dollar_amounts>
		<liability_account>
			<id>147</id>
			<name>Pell Grant</name>
			<number>PELL</number>
		</liability_account>
	</award_type>
	<award_type>
		<id>2</id>
		<name>Supplemental Educational Opportunity Grant</name>
		<abbrv>FSEOG</abbrv>
		<type>GRANT</type>
		<status>ACTIVE</status>
		<source>FEDERAL</source>
		<need_based>1</need_based>
		<report_on_1098t>1</report_on_1098t>
		<count_against_need>1</count_against_need>
		<only_allow_whole_dollar_amounts>0</only_allow_whole_dollar_amounts>
		<liability_account>
			<id>195</id>
			<name>Supplemental Educational Opportunity Grant</name>
			<number>FSEOG</number>
		</liability_account>
	</award_type>
	...
</response>

Comments

You must have the Financial Aid, Financial Admin or Student Billing role to call this task.

getFinancialAidAwards

Returns all aid awards for a particular aid year (see getFinancialAidYears).

Parameters

Parameter Description Required
aid_year_id The numeric ID of an aid year. Yes
award_type_id The numeric ID of an award type (see getFinancialAidAwardTypes). No
person_id The numeric ID of a student. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<award>
		<id>357</id>
		<student>
			<id>3093</id>
			<last_name>McMcintosh</last_name>
			<first_name>James</first_name>
			<student_id>2010000043</student_id>
		</student>
		<award_type>
			<id>1</id>
			<name>Pell Grant</name>
			<abbreviation>PELL</abbreviation>
			<type>GRANT</type>
			<source>FEDERAL</source>
		</award_type>
		<status>ACCEPTED</status>
		<scheduled_amount>0.00</scheduled_amount>
		<disbursed_amount>0.00</disbursed_amount>
		<net_amount>1000.00</net_amount>
		<amount>1000.00</amount>
	</award>
	<award>
		<id>359</id>
		<student><
			id>3093</id>
			<last_name>McMcintosh</last_name>
			<first_name>James</first_name>
			<student_id>2010000043</student_id>
		</student>
		<award_type>
			<id>2</id>
			<name>Supplemental Educational Opportunity Grant</name>
			<abbreviation>FSEOG</abbreviation>
			<type>GRANT</type>
			<source>FEDERAL</source>
		</award_type>
		<status>SETUP</status>
		<scheduled_amount>0.00</scheduled_amount>
		<disbursed_amount>0.00</disbursed_amount>
		<net_amount>1000.00</net_amount>
		<amount>1000.00</amount>
	</award>
	...
</response>

Comments

You must have the Financial Aid, Financial Admin or Student Billing role to call this task.

getFinancialAidDisbursement

Returns information about a specific disbursement.

Parameters

Parameter Description Required
disbursement_id The numeric ID of an disbursement Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<disbursement>
		<id>70</id>
		<award_id>357</award_id>
		<type>DISBURSEMENT</type>
		<amount>1000.00</amount>
		<scheduled_date>2009-05-26</scheduled_date>
		<status_date>2009-05-26</status_date>
		<posted_date/>
		<status>POSTED</status>
		<aid_application_id/>
		<aid_application_status/>
		<student>
			<id>111</id>
			<last_name>Smith</last_name>
			<first_name>Laura</first_name>
			<preferred_name/>
			<student_id>1998000006</student_id>
		</student>
		<award_type>
			<id>999</id>
			<name>Student Achievement Scholarship</name>
			<abbreviation>SASS</abbreviation>
		</award_type>
		<academic_term>
			<id>1111</id>
			<name>Fall 2010-2011</name>
		</academic_term>
	</disbursement>
</response>

Comments

You must have the Financial Aid, Financial Admin or Student Billing role to call this task.

getFinancialAidDisbursements

Returns all disbursements (whether original, to source, or to student) for a particular aid year (see getFinancialAidYears).

Parameters

Parameter Description Required
aid_year_id The numeric ID of an aid year Yes
type Possible values: DISBURSEMENT, REFUND_TO_SOURCE, REFUND_TO_STUDENT Yes
award_type_id The numeric ID of an award type (see getFinancialAidAwardTypes). No
academic_term_id The numeric ID of an academic term. No
person_id The numeric ID of a student. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<disbursement>
		<id>70</id>
		<award_id>357</award_id>
		<type>DISBURSEMENT</type>
		<amount>1000.00</amount>
		<scheduled_date>2009-05-26</scheduled_date>
		<status_date>2009-05-26</status_date>
		<posted_date/>
		<status>POSTED</status>
		<aid_application_id/>
		<aid_application_status/>
		<student>
			<id>111</id>
			<last_name>Smith</last_name>
			<first_name>Laura</first_name>
			<preferred_name/>
			<student_id>1998000006</student_id>
		</student>
		<award_type>
			<id>999</id>
			<name>Student Achievement Scholarship</name>
			<abbreviation>SASS</abbreviation>
		</award_type>
		<academic_term>
			<id>1111</id>
			<name>Fall 2010-2011</name>
		</academic_term>
	</disbursement>
	<disbursement>
		<id>471</id>
		<award_id>359</award_id>
		<type>DISBURSEMENT</type>
		<amount>1000.00</amount>
		<scheduled_date>2011-04-14</scheduled_date>
		<status_date>2011-04-14</status_date>
		<posted_date/>
		<status>SCHEDULED</status>
		<aid_application_id>20000</aid_application_id>
		<aid_application_status>COMPLETED</aid_application_status>
		<student>
			<id>99999</id>
			<last_name>O'Sentz</last_name>
			<first_name>Adam</first_name>
			<preferred_name/>
			<student_id>2007000060</student_id>
		</student>
		<award_type>
			<id>14</id>
			<name>Advanced Math Loan</name>
			<abbreviation>AABL</abbreviation>
		</award_type>
		<academic_term>
			<id>4444</id>
			<name>Spring 2010-2011</name>
		</academic_term>
	</disbursement>
	...
</response>

Comments

You must have the Financial Aid, Financial Admin or Student Billing role to call this task.

getFinancialAidYears

Returns all financial aid years - note that these are different than calendar years, and each award must be attached to a financial aid year.

Parameters

None.

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<aid_year>
		<id>12</id>
		<name>2018-2019</name>
		<start_date>2018-07-01</start_date>
		<end_date>2019-06-30</end_date>
	</aid_year>
	<aid_year>
		<id>11</id>
		<name>2017-2018</name>
		<start_date>2017-07-01</start_date>
		<end_date>2018-06-30</end_date>
	</aid_year>
	...
</response>

Comments

You must have the Financial Aid, Financial Admin or Student Billing role to call this task.

getFunds

Returns all information related to donation funds configured for your institution.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<fund>
		<id>518</id>
		<name>General</name>
		<show_online>1</show_online>
		<is_taxable>0</is_taxable>
		<income_account_id>880</income_account_id>
		<income_account_name>General Giving</income_account_name>
	</fund>
	<fund>
		<id>319</id>
		<name>Music Scholarships</name>
		<show_online>0</show_online>
		<is_taxable>1</is_taxable>
		<income_account_id>709</income_account_id>
		<income_account_name>Scholarship Foundation</income_account_name>
	</fund>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

getGradeReport

Returns the grade report for a particular student and term.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
term_id The numeric ID of the term you're interested in. Yes
program_id The numeric ID of the program you're interested in. Default to all programs (program_id 0). No
include_locked_grades Boolean. Defaults to true. No

Comments

You must have the Academic Admin or Registrar role to call this task.

This task will return raw binary data rather than XML. The Content-Type HTTP header will indicate MIME type, and the Content-Disposition header will contain the file name.

getInquiries

Returns all admissions inquiries matching the specified criteria.

Parameters

Parameter Description Required
start_date The start date after which inquiries were received. No
end_date The end date before which inquiries were received. No
status The current status of the inquiries (e.g. WAITING_ON_US, WAITING_ON_THEM, CLOSED). No
program_id The numeric ID of the academic program associated with the inquiries. No
representative_id The numeric ID of the representative associated with the inquiries. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="73">
	<inquiry>
		<id>13</id>
		<person_id>9216473</person_id>
		<lead_id>46</lead_id>
		<first_name`>Sally</first_name`>
		<middle_name>T</middle_name>
		<last_name>Smith</last_name>
		<email>sally@university.edu</email>
		<phone>(123) 123-1234</phone>
		<address_id>40798</address_id>
		<subject>I am interested in your school.</subject>
		<content>I am interested in your school. Can you give me a call?</content>
		<program_id>26</program_id>
		<degree_id></degree_id>
		<specialization_id></specialization_id>
		<academic_term_id>190</academic_term_id>
		<representative_id>2921</representative_id>
		<auto_assigned_to></auto_assigned_to>
		<status>WAITING_ON_US</status>
		<lead_source_id>5</lead_source_id>
		<localization_id></localization_id>
		<added_on>Sep 25, 2014</added_on>
		<added_by>12574</added_by>
		<added_at>Sep 29, 2014 4:19pm</added_at>
		<deleted_by></deleted_by>
		<deleted_at></deleted_at>
	</inquiry>
	...
</response>

Comments

You must have one of these roles to call this task: Admissions, Admissions Admin.

getInquiry

Returns a particular admissions inquiry.

Parameters

Parameter Description Required
inquiry_id The numeric ID of the inquiry. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<inquiry>
		<id>13</id>
		<person_id>9216473</person_id>
		<lead_id>46</lead_id>
		<first_name`>Sally</first_name`>
		<middle_name>T</middle_name>
		<last_name>Smith</last_name>
		<email>sally@university.edu</email>
		<phone>(123) 123-1234</phone>
		<address_id>40798</address_id>
		<subject>I am interested in your school.</subject>
		<content>I am interested in your school. Can you give me a call?</content>
		<program_id>26</program_id>
		<degree_id></degree_id>
		<specialization_id></specialization_id>
		<academic_term_id>190</academic_term_id>
		<representative_id>2921</representative_id>
		<auto_assigned_to></auto_assigned_to>
		<status>WAITING_ON_US</status>
		<lead_source_id>5</lead_source_id>
		<localization_id></localization_id>
		<added_on>Sep 25, 2014</added_on>
		<added_by>12574</added_by>
		<added_at>Sep 29, 2014 4:19pm</added_at>
		<deleted_by></deleted_by>
		<deleted_at></deleted_at>
	</inquiry>
</response>

Comments

You must have one of these roles to call this task: Admissions, Admissions Admin.

getInvoice

Returns all basic and associated information about an invoice. This could includes charges, payments, credits, financial aid payments, deadlines, credited invoices, and credit refunds.

Parameters

Parameter Description Required
invoice_id The numeric ID of the invoice you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<invoice>
		<id>895008</id>
		<type>INVOICE</type>
		<status>UNPAID</status>
		<invoice_number>643</invoice_number>
		<description>CS532-2</description>
		<person_id></person_id>
		<firstname>Grant</firstname>
		<lastname>Smith</lastname>
		<preferred_name></preferred_name>
		<middlename>Charles</middlename>
		<amount>9174.00</amount>
		<due_date>2016-08-01</due_date>
		<term_id>77</term_id>
		<term_name>Winter Term 2015-2016</term_name>
		<student_id>2000030001</student_id>
		<transaction_id>14253</transaction_id>
		<transaction_number>1165</transaction_number>
		<posted_date>2016-02-04</posted_date>
		<added_by>29212</added_by>
		<added_time>2016-02-04 11:43:18</added_time>
		<transaction_status>POSTED</transaction_status>
		<payment_plan_id>20</payment_plan_id>
		<payment_plan_applied_at>2016-07-02 15:31:26</payment_plan_applied_at>
		<payment_plan_name>Monthly Type 2</payment_plan_name>
		<total_fin_aid_charges>9174.00</total_fin_aid_charges>
		<total_non_fin_aid_charges>0</total_non_fin_aid_charges>
		<amount_paid>1397.78</amount_paid>
		<aid_paid>100.00</aid_paid>
		<amount_credited>222.00</amount_credited>
		<balance>7554.22</balance>
		<aid_expected>200.00</aid_expected>
		<charges>
			<charge>
				<item_type>TUITION</item_type>
				<invoice_item_id>28856</invoice_item_id>
				<description>CS532-2</description>
				<amount>8000.00</amount>
				<item_name>Undergrad 0.00-8.00</item_name>
				<finaid_applies>1</finaid_applies>
			</charge>
			<charge>
				<item_type>FEE</item_type>
				<invoice_item_id>60095</invoice_item_id>
				<description></description>
				<amount>1174.00</amount>
				<item_name>Lab Fee</item_name>
				<finaid_applies>1</finaid_applies>
			</charge>
		</charges>
		<payments>
			<payment>
				<payment_id>495</payment_id>
				<transaction_id>1399</transaction_id>
				<transaction_number>1059</transaction_number>
				<owner_type>PERSON</owner_type>
				<owner_id>13</owner_id>
				<payment_number>154345</payment_number>
				<amount>100.00</amount>
				<applied_by>1257</applied_by>
				<posted_date>2016-02-02</posted_date>
				<payment_type>CUSTOMER_PAYMENT</payment_type>
				<applied_by_name>Mountain, Jonathan</applied_by_name>
				<applied_time>2016-02-12 15:28:03</applied_time>
				<is_finaid>0</is_finaid>
				<is_online>0</is_online>
			</payment>
		</payments>
		<credits>
			<credit>
				<invoice_id>1504</invoice_id>
				<invoice_number>145463</invoice_number>
				<amount>222.00</amount>
				<posted_date>2016-08-24</posted_date>
				<applied_by>1257</applied_by>
				<applied_by_name>Mountain, Jonathan</applied_by_name>
				<applied_time>2016-08-24 14:33:52</applied_time>
			</credit>
		</credits>
		<expected_awards>
			<deadlines>
				<expected_award>
					<invoice_scheduled_award_id>104</invoice_scheduled_award_id>
					<pending_award_id>618</pending_award_id>
					<added_by>1257</added_by>
					<added_by_name>Mountain, Jonathan</added_by_name>
					<added_time>2015-09-22 12:24:24</added_time>
					<amount>200.00</amount>
					<aid_name>Pell Grant</aid_name>
					<term_name>Summer Term 2011-2012</term_name>
					<added_at>2015-09-22 19:24:24</added_at>
					<aid_abbrv>PELL</aid_abbrv>
				</expected_award>
			</expected_awards>
		</deadlines>
		<deadline>
			<deadline_id>646</deadline_id>
			<due_date>2016-08-01</due_date>
			<amount>500.00</amount>
			<max_balance>0.00</max_balance>
			<due_to_date>500.00</due_to_date>
			<prior_payments_credits>10.25</prior_payments_credits>
			<paid_to_date>178.00</paid_to_date>
			<still_due>0</still_due>
			<status>LATE</status>
			<late_fee_added>2016-09-02</late_fee_added>
		</deadline>
	</invoice>
</response>

Comments

You must have the Financial Admin or Student Billing role to call this task.

getInvoices

Returns invoices and associated information. This could includes charges, payments, credits, financial aid payments, deadlines, credited invoices, and credit refunds.

Parameters

Parameter Description Required
academic_term_id The numeric ID of the academic term you're interested in. No (but either academic_term_id, student_id, or status must be set)
student_id The numeric ID of the person you're interested in. No (but either academic_term_id, student_id, or status must be set)
type ALL (default), INVOICE, or CREDIT. No
status ALL (default), UNPAID, PAID, or UNCOLLECTIBLE. No (but either academic_term_id, student_id, or status must be set)
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<invoices>
		<invoice>
			<id>895008</id>
			<type>INVOICE</type>
			<status>UNPAID</status>
			<invoice_number>643</invoice_number>
			<description>CS532-2</description>
			<person_id></person_id>
			<firstname>Grant</firstname>
			<lastname>Smith</lastname>
			<preferred_name></preferred_name>
			<middlename>Charles</middlename>
			<amount>9174.00</amount>
			<due_date>2016-08-01</due_date>
			<term_id>77</term_id>
			<term_name>Winter Term 2015-2016</term_name>
			<student_id>2000030001</student_id>
			<transaction_id>14253</transaction_id>
			<transaction_number>1165</transaction_number>
			<posted_date>2016-02-04</posted_date>
			<added_by>29212</added_by>
			<added_time>2016-02-04 11:43:18</added_time>
			<transaction_status>POSTED</transaction_status>
			<payment_plan_id>20</payment_plan_id>
			<payment_plan_applied_at>2016-07-02 15:31:26</payment_plan_applied_at>
			<payment_plan_name>Monthly Type 2</payment_plan_name>
			<total_fin_aid_charges>9174.00</total_fin_aid_charges>
			<total_non_fin_aid_charges>0</total_non_fin_aid_charges>
			<amount_paid>1397.78</amount_paid>
			<aid_paid>100.00</aid_paid>
			<amount_credited>222.00</amount_credited>
			<balance>7554.22</balance>
			<aid_expected>200.00</aid_expected>
			<charges>
				<charge>
					<item_type>TUITION</item_type>
					<invoice_item_id>28856</invoice_item_id>
					<description>CS532-2</description>
					<amount>8000.00</amount>
					<item_name>Undergrad 0.00-8.00</item_name>
					<finaid_applies>1</finaid_applies>
				</charge>
				<charge>
					<item_type>FEE</item_type>
					<invoice_item_id>60095</invoice_item_id>
					<description></description>
					<amount>1174.00</amount>
					<item_name>Lab Fee</item_name>
					<finaid_applies>1</finaid_applies>
				</charge>
			</charges>
			<payments>
				<payment>
					<payment_id>495</payment_id>
					<transaction_id>1399</transaction_id>
					<transaction_number>1059</transaction_number>
					<owner_type>PERSON</owner_type>
					<owner_id>13</owner_id>
					<payment_number>154345</payment_number>
					<amount>100.00</amount>
					<applied_by>1257</applied_by>
					<posted_date>2016-02-02</posted_date>
					<payment_type>CUSTOMER_PAYMENT</payment_type>
					<applied_by_name>Mountain, Jonathan</applied_by_name>
					<applied_time>2016-02-12 15:28:03</applied_time>
					<is_finaid>0</is_finaid>
					<is_online>0</is_online>
				</payment>
			</payments>
			<credits>
				<credit>
					<invoice_id>1504</invoice_id>
					<invoice_number>145463</invoice_number>
					<amount>222.00</amount>
					<posted_date>2016-08-24</posted_date>
					<applied_by>1257</applied_by>
					<applied_by_name>Mountain, Jonathan</applied_by_name>
					<applied_time>2016-08-24 14:33:52</applied_time>
				</credit>
			</credits>
			<expected_awards>
				<deadlines>
					<expected_award>
						<invoice_scheduled_award_id>104</invoice_scheduled_award_id>
						<pending_award_id>618</pending_award_id>
						<added_by>1257</added_by>
						<added_by_name>Mountain, Jonathan</added_by_name>
						<added_time>2015-09-22 12:24:24</added_time>
						<amount>200.00</amount>
						<aid_name>Pell Grant</aid_name>
						<term_name>Summer Term 2011-2012</term_name>
						<added_at>2015-09-22 19:24:24</added_at>
						<aid_abbrv>PELL</aid_abbrv>
					</expected_award>
				</expected_awards>
			</deadlines>
			<deadline>
				<deadline_id>646</deadline_id>
				<due_date>2016-08-01</due_date>
				<amount>500.00</amount>
				<due_to_date>500.00</due_to_date>
				<prior_payments_credits>10.25</prior_payments_credits>
				<still_due>0</still_due>
				<status>LATE</status>
				<late_fee_added>2016-09-02</late_fee_added>
			</deadline>
		</invoice>
		...
	</invoices>
</response>

Comments

You can pass in 0 for the academic_term_id to get invoices that are not attached to an academic term.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

You must have the Financial Admin or Student Billing role to call this task.

getLeadSources

Returns all the lead sources you've set up in the Admissions settings.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<lead_source>
		<id>1111</id>
		<name>Advertisement</name>
		<type></type>
	</lead_source>
	<lead_source>
		<id>2222</id>
		<name>Admissions Poster at Conference</name>
		<type>Advertisement</type>
		<parent_id>1111</parent_id>
	</lead_source>
	...
</response>

Comments

You must have the Admissions role to call this task.

Useful for looking up numeric IDs for passing into setLeadInfo.

getLeads

Returns all admissions leads matching the specified criteria.

Parameters

Parameter Description Required
status PROSPECT, INQUIRY, APPLICATION_STARTED, APPLICATION_COMPLETED, ACCEPTED, CONFIRMED, or ENROLLED. No
program_id The numeric ID of the program associated with the leads. No
academic_term_id The numeric ID of the academic term associated with the leads. No
representative_id The numeric ID of the representative associated with the leads. No
lead_source_id The numeric ID of the lead source associated with the leads. No
added_on_start_date YYYY-MM-DD format. No
added_on_end_date YYYY-MM-DD format. No
active Boolean. No
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="12356">
	<lead>
		<id>1</id>
		<person_id>3093</person_id>
		<first_name>James</first_name>
		<preferred_name>Jimmy</preferred_name>
		<middle_name>Rodrick</middle_name>
		<last_name>McMcintosh</last_name>
		<active>1</active>
		<inactive_on/>
		<most_recent>1</most_recent>
		<added_on>2016-07-27</added_on>
		<representative_id>2</representative_id>
		<representative_first_name>George</representative_first_name>
		<representative_preferred_name></representative_preferred_name>
		<representative_middle_name></representative_middle_name>
		<representative_last_name>Washington</representative_last_name>
		<status>ENROLLED</status>
		<program_id>1</program_id>
		<program_name>Undergraduate</program_name>
		<degree_id>1</degree_id>
		<degree_name>Bachelor of Arts</degree_name>
		<specialization_id>1</specialization_id>
		<specialization_name>Psychology</specialization_name>
		<academic_term_id>1</academic_term_id>
		<academic_term_name>2016-2017: Fall</academic_term_name>
		<source_id>1</source_id>
		<source_name>Advertisement (Billboard)</source_name>
		<source_comment>The billboard paid off</source_comment>
		<education_level_id>4</education_level_id>
		<education_level_name>Some College</education_level_name>
		<declined_reason_id>1</declined_reason_id>
		<declined_reason_name>Program/Curriculum</declined_reason_name>
		<declined_reason_comment></declined_reason_comment>
		<high_school_grad_date>2012-05-01</high_school_grad_date>
		<inquiries>
			<inquiry>
				<id>1</id>
			</inquiry>
			...
		</inquiries>
		<applications>
			<application>
				<id>1</id>
			</application>
			...
		</applications>
	</lead>
	...
</response>

Comments

There is a limit of 200 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

You must have the Admissions, Admissions Admin, Registrar, or Academic Admin role to call this task.

getLedgerAccounts

Returns all ledger accounts.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<ledger_account>
		<id>107</id>
		<name>Tuition</name>
		<account_number>5180</account_number>
		<description>Aliquam et nisl vel ligula consectetuer suscipit...</description>
		<account_type>INCOME</account_type>
	</ledger_account>
	...
</response>

Comments

You must have the Financial Admin role to call this task.

getMealPlans

Returns all information related to meal plans configured for the institution.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<meal_plan>
		<id>9</id>
		<name>Standard</name>
		<amount>1444.00</amount>
		<status>ACTIVE</status>
		<account_name>Board</account_name>
		<account_number>5183</account_number>
	</meal_plan>
	<meal_plan>
		<id>3</id>
		<name>Deluxe</name>
		<amount>3100.00</amount>
		<status>ACTIVE</status>
		<account_name>Board</account_name>
		<account_number>5183</account_number>
	</meal_plan>
</response>

Comments

You must have the Financial Admin or Student Billing role to call this task.

getMostRecentCompletedBackup

Returns most recent completed backup.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>11111</id>
	<requested_at>2022-03-23 20:51:52</requested_at>
	<requested_by>56898976</requested_by>
	<requested_by_name>William Smith</requested_by_name>
</response>

Comments

See downloadBackup to download the backup after it's completed.

You must be an Account Administrator to call this task.

getMyCourses

Returns all courses taken or taught for the current user for a particular term (or all terms currently in progress).

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in.  To call this task for anyone other than yourself, you must have the Registrar or Academic Admin role.  If not set, uses the person_id of the currently logged-in user. No
term_id The numeric ID of the term you're interested in.  If not specified, all terms currently in progress will be checked. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<my_course>
<instanceid>1111</instanceid>
<name>Intro to Classical &amp; Modern Geometry</name>
<abbrv>EDU321</abbrv>
<section>2</section>
<credits>2.00</credits>
<hours>14.00</hours>
<role>FACULTY</role>
</my_course>
<my_course>
<instanceid>2222</instanceid>
<name>Calculus discussion group</name>
<abbrv>CAL201</abbrv>
<section>1</section>
<credits>0.25</credits>
<hours>2.00</hours>
<role>STUDENT</role>
<enrollment_status>ENROLLED</enrollment_status>
<grade>97.00</grade>
<letter_grade>A+</letter_grade>
</my_course>
...
</response>

Comments

The <enrollment_status> element is only returned if the course is being taken by the user as a student - possible values are ENROLLED, AUDITOR, WITHDRAWN, or INCOMPLETE.

Two additional elemments (<grade> and <letter_grade>) are returned within each <my_course> element if all the following conditions are met:

  • <role>=STUDENT
  • <enrollment_status>=ENROLLED
  • the student has been assigned at least one grade in the course
  • the student is allowed to see his or her progress (the setting on the course instance must allow this, and there must be no locks applied on the student's profile)

getNews

Returns the Populi news feed, ordered most recent to least recent (with pinned articles at the top).

Parameters

Parameter Description Required
offset The numeric value you want to offset the results by. No
limit The maximum number of matches you'd like returned - defaults to 200, maximum is 200. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="356">
  <article>
	<article_id>56</article_id>
	<title>Snow Day!</title>
	<content><
	  ![CDATA[<p>HTML content (with <tags> and embedded media and stuff) goes here.</p>]]>
	</content>
	<pinned></pinned>
	<pinned_until>2011-04-30</pinned_until>
	<added_at>2011-04-29 14:44:31</added_at>
	<added_by>2920</added_by>
	<added_by_name>Bob McStaff</added_by_name>
	<updated_at></updated_at>
	<updated_by></updated_by>
	<updated_by_name></updated_by_name>
	<roles>
	  <role>
		<id>5</id>
		<name>Student</name>
	  </role>
	  <role>
		<id>3</id>
		<name>Faculty</name>
	  </role>
	</roles>
  </article>
  ...
</response>

Comments

The content element contains HTML, with embedded media links resolved absolutely (so no additional parsing should be necessary).

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the offset parameter).

getOccupations

Returns a list of occupations and their respective SOC codes.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<occupation>
		<id>52</id>
		<name>Accountants and Auditors</name>
		<soc_code>13-2011</soc_code>
	</occupation>
	<occupation>
		<id>260</id>
		<name>Actors</name>
		<soc_code>27-2011</soc_code>
	</occupation>
	...
</response>

Comments

You must have the Staff role to call this task.

getOnlinePaymentUrl

Gets a special url for students to pay online. This link is good for 30 days.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<online_payment_url>http://myschool.populiweb.com/router/studentcharges/show/g105f6678ed471870864d1b02d987ff3a51e0ff246a3a7581a0f08cc6894e9ff227b4fedd5bd4da6626f38e7e68230f41119989b27409750d3cc123789c8b9e542800adbfa0ece57b4d69</online_payment_url>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

getOrganization

Returns basic profile data about an organization: name, type, tags, and contact information (address, phone, email).

Parameters

Parameter Description Required
organization_id The numeric ID of the organization. Yes

Example Response

<?xml version="1.0" encoding="ISO-8859-1"?>
<response>
	<id>3744</id>
	<name>IPA Scholastic Organization</name>
	<type_id>25</type_id>
	<type_name>Not for profit</type_name>
	<address>
		<type>OTHER</type>
		<addressid>40829</addressid>
		<street>Flare St.</street>
		<city>Chicago</city>
		<state>IL</state>
		<zip>12345</zip>
		<country>USA</country>
		<is_primary>1</is_primary>
	</address>
	<phone>
		<phoneid>28716</phoneid>
		<type>WORK</type>
		<number>(123) 123-1239</number>
		<is_primary>1</is_primary>
	</phone>
	<phone>
		<phoneid>28682</phoneid>
		<type>OTHER</type>
		<number>(555) 123-1235</number>
		<is_primary>0</is_primary>
	</phone>
	<email>
		<emailid>16175</emailid>
		<type>OTHER</type>
		<address>ipa@populi.co</address>
		<is_primary>1</is_primary>
	</email>
	<tag>
		<id>259</id>
		<name>Special Donor</name>
		<system>0</system>
	</tag>
</response>

Comments

You must have the Staff role to call this task.

getOrganizationTypes

Returns organization types.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<type>
		<id>13</id>
		<name>Business</name>
	</type>
	<type>
		<id>1</id>
		<name>Church</name>
	</type>
	<type>
		<id>7</id>
		<name>College</name>
	</type>
	<type>
		<id>31</id>
		<name>Government</name>
	</type>
	<type>
		<id>19</id>
		<name>High School</name>
	</type>
	<type>
		<id>25</id>
		<name>Not for profit</name>
	</type>
	...
</response>

Comments

You must have the Staff role to call this task.

getOrganizations

Returns all organizations.

Parameters

Parameter Description Required
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="2356">
	<organization>
		<id>3744</id>
		<name>IPA Scholastic Organization</name>
		<type_id>25</type_id>
		<type_name>Not for profit</type_name>
		<address>
			<type>OTHER</type>
			<addressid>40829</addressid>
			<street>Flare St.</street>
			<city>Chicago</city>
			<state>IL</state>
			<zip>12345</zip>
			<country>USA</country>
			<is_primary>1</is_primary>
		</address>
	</organization>
	...
</response>

Comments

You must have the Staff role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getPayment

Returns all basic and associated information about a payment. This could include credit card information, electronic check information, invoice payments, and payment refunds.

Parameters

Parameter Description Required
payment_id The numeric ID of the payment you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>768054</id>
	<number>13687</number>
	<transaction_id>9874568</transaction_id>
	<transaction_number>15876</transaction_number>
	<posted_date>2019-02-04</posted_date>
	<primary_actor_type>PERSON</primary_actor_type>
	<primary_actorid>21435</primary_actorid>
	<primary_actor_name>Ben Smith</primary_actor_name>
	<owner_type>PERSON</owner_type>
	<owner_id>21435</owner_id>
	<owner_name>Ben Smith</owner_name>
	<counts_as_aid_payment>0</counts_as_aid_payment>
	<academic_term_id>9345</academic_term_id>
	<academic_term_name>2018-2019: Fall</academic_term_name>
	<source_type>CASH</source_type>
	<is_recurring_payment>0</is_recurring_payment>
	<check_number></check_number>
	<reference_number></reference_number>
	<amount>200.00</amount>
	<amount_available>50.00</amount_available>
	<total_amount_applied_to_invoices>200.00</total_amount_applied_to_invoices>
	<added_time>2019-02-04 12:30:15</added_time>
	<receipt_number>3e879g87954</receipt_number>
	<receipt_url>https://example.populiweb.com/router/payments/3e879g87954/receipt</receipt_url>
	<applied_to_invoices>
		<invoice>
			<id>8438750</id>
			<number>gt154984</number>
			<amount_applied>100.00</amount_applied>
		</invoice>
		...
	</applied_to_invoices>
	<refunds>
		<refund>
			<id>768055</id>
			<number>13688</number>
			<amount_refunded>50.00</amount_refunded>
		</refund>
		...
	</refunds>
</response>

NOTE: the following segment may be returned in the <response> if the <source_type> = CREDIT/DEBIT (we do not store full credit card numbers)
<credit_card>
	<name_on_card>Ben Smith</name_on_card>
	<card_number_last_digits>1234</card_number_last_digits>
	<expiration_month&gt1</expiration_month>
	<expiration_year>2010</expiration_year>
	<authorization_transaction_number>11111111111</authorization_transaction_number>
	<capture_transaction_number>11111111111</capture_transaction_number>
	<approval_code>58795F</approval_code>
	<convenience_fee_amount>5.50</convenience_fee_amount>
	<total_amount_charged>205.50</total_amount_charged>
	<payment_gateway_processing_fee>0.00</payment_gateway_processing_fee>
</credit_card>

NOTE: the following segment may be returned in the <response> if the <source_type> = ACH (we do not store full bank account numbers)
<electronic_check>
	<settlement_status>SETTLED</name_on_card>
	<bank_name&gtChase</bank_name>
	<expiration_month&gt1</expiration_month>
	<name_on_bank_account>Ben Smith</name_on_bank_account>
	<bank_account_last_four>1234</bank_account_last_four>
	<payment_gateway_transaction_id>11111111111</payment_gateway_transaction_id>
	<payment_gateway_processing_fee>0.00</payment_gateway_processing_fee>
</electronic_check>

Comments

You must have the Financial Admin or Student Billing role to call this task.

getPaymentPlans

Returns all financial payment plans.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<payment_plan>
		<id>4</id>
		<name>Undergraduate Plan</name>
		<fee_id>64</fee_id>
		<amount>100.00</amount>
		<amount_type>FLAT</amount_type>
		<late_fee>5.00</late_fee>
		<late_fee_type>PERCENT</late_fee_type>
		<min_invoice_amount>1000.00</min_invoice_amount>
		<exclude_scheduled_aid>0</exclude_scheduled_aid>
		<schedule_type>DAYS_FROM_INVOICE</schedule_type>
		<account_id>107</account_id>
		<account_number>5180</account_number>
		<account_name>Tuition</account_name>
		<break_out_by_charge_type>0</break_out_by_charge_type>
		<balance_month>0</balance_month>
		<balance_day>0</balance_day>
		<balance_num_days>90</balance_num_days>
	</payment_plan>
	...
</response>

Comments

You must have the Student Billing, Financial Admin, or Financial Aid role to call this task.

getPendingCharges

Returns all financial pending charges.

Parameters

Parameter Description Required
term_id Possible values: ALL (default), 0 (None), or any numeric term_id. No
person_id Numeric ID of the person you're interested in. No
campus_id Possible values: ALL (default), 0 (None), or any numeric campus_id. No
type Possible values: ALL (default), TUITION, FEE, ROOM_PLAN, MEAL_PLAN, or BOOKSTORE. No
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="215">
	<pending_charge>
		<id>9344</id>
		<person_id>3093</person_id>
		<student_id>2010000043</student_id>
		<first>James</first>
		<last>McMcintosh</last>
		<middle_name/>
		<preferred_name/>
		<term_id>204</term_id>
		<term_name>Spring 2010-2011</term_name>
		<charge_id>158</charge_id>
		<type>TUITION</type>
		<charge>Undergraduate Tuition 12.00-24.00 credits</charge>
		<description>Aliquam et nisl vel ligula consectetuer suscipit...</description>
		<amount>10000.00</amount>
	</pending_charge>
	...
</response>

Comments

You must have the Student Billing, Financial Admin, or Financial Aid role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getPerson

Returns basic profile data about a person: name, age, gender, tags, and contact information (address, phone, email).

Parameters

Parameter Description Required
person_id The numeric ID of the person. No
student_id The student ID of the person. No
return_image_data Boolean. Returning binary image data will result in slower response times. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<first>James</first>
	<last>McMcintosh</last>
	<middle_name>Rodrick</middle_name>
	<preferred_name>Jimmy</preferred_name>
	<prefix>Mr.</prefix>
	<suffix>III</suffix>
	<former_name/>
	<is_private>0</is_private>
	<timezone>America/New_York</timezone>
	<timezone_name>(GMT-05:00) Eastern Time (US & Canada)</timezone_name>
	<localization_id>1</localization_id>
	<localization_name>English</localization_name>
	<image>_BASE_64_ENCODED_BINARY_IMAGE_DATA_RETURNED_HERE_</image>
	<address>
		<type>HOME</type>
		<addressid>1111</addressid>
		<street>P.O. Box 1994</street>
		<city>Moscow</city>
		<state>AR</state>
		<zip>88887</zip>
		<primary>1</primary>
	</address>
	<address>
		<type>WORK</type>
		<addressid>22222</addressid>
		<street>1000 1st Av</street>
		<city>Moscow</city>
		<state></state>
		<zip>123456</zip>
		<country>RU</country>
		<is_primary>0</is_primary>
		<is_public>1</is_public>
	</address>
	<phone>
		<phoneid>44444</phoneid>
		<type>MOBILE</type>
		<number>111-222-3333</number>
		<is_primary>1</is_primary>
		<is_public>1</is_public>
	</phone>
	<phone>
		<phoneid>55555</phoneid>
		<type>HOME</type>
		<number>222-222-2222</number>
		<is_primary>0</is_primary>
		<is_public>1</is_public>
	</phone>
	<email>
		<emailid>55556</emailid>
		<type>WORK</type>
		<address>james@populi.co</address>
		<is_primary>1</is_primary>
		<is_public>0</is_public>
		<no_mailings>0</no_mailings>
	</email>
	<email>
		<emailid>7777</emailid>
		<type>HOME</type>
		<address>mypersonaladdress@gmail.com</address>
		<is_primary>0</is_primary>
		<is_public>1</is_public>
		<no_mailings>0</no_mailings>
	</email>
	<status>ACTIVE</status>
	<gender>MALE</gender>
	<birth_date>1990-01-01</birth_date>
	<citizenship>US</citizenship>
	<citizenships>
		<citizenship>
			<id>1341</id>
			<abbr>US</abbr>
		</citizenship>
		<citizenship>
			<id>219</id>
			<abbr>CA</abbr>
		</citizenship>
	</citizenships>
	<resident_alien>0</resident_alien>
	<home_city>Moscow</home_city>
	<home_state>ID</home_state>
	<home_country>US</home_country>
	<license_plate>Z 29765</license_plate>
	<is_active_user>1</is_active_user>
	<username>jamesm17</username>
	<races>
		<race>
			<id>7</id>
			<name>Asian</name>
		</race>
	</races>
	<hispanic_latino>No</hispanic_latino>
	<tags>
		<tag>
			<id>1</id>
			<name>Alumni</name>
			<system>1</system>
		</tag>
		<tag>
			<id>2</id>
			<name>Local Student</name>
			<system>0</system>
		</tag>
		...
	</tags>
</response>

Comments

Either person_id or student_id is required.

If the person has a profile picture, the <image> element will contain base64 encoded binary data. The <image> element won't be returned unless the person has a profile picture set.

getPersonApplications

Returns all applications for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<application>
		<id>54321</id>
		<lead_id>3214</lead_id>
		<lead_active>1</lead_active>
		<lead_status>ACCEPTED</lead_status>
		<person_id>1234</person_id>
		<first_name>Carl</first_name>
		<first_name></preferred_name>
		<middle_name>Allen</middle_name>
		<last_name>Michaelson</last_name>
		<gender>MALE</gender>
		<email>carl@email.org</email>
		<application_template_id>112</application_template_id>
		<application_template_name>Basic</application_template_name>
		<representative_id>2068</representative_id>
		<program_id>333</program_id>
		<program_name>Undergraduate</program_name>
		<degree_seeking>1</degree_seeking>
		<degree_id>444</degree_id>
		<degree_abbreviation>B.A.</degree_abbreviation>
		<degree_name>Bachelor of Arts</degree_name>
		<specialization_id>5555</specialization_id>
		<specialization_abbreviation>ENG</specialization_abbreviation>
		<specialization_name>English</specialization_name>
		<academic_term_id>7769</academic_term_id>
		<academic_term_name>2014-2015: Fall</academic_term_name>
		<expected_enrollment>FULL_TIME</expected_enrollment>
		<full_time>1</full_time>
		<started_on>2014-02-07</started_on>
		<submitted_at></submitted_at>
		<decision_on></decision_on>
		<withdrawn_on></withdrawn_on>
		<submitted_type>ONLINE</submitted_type>
		<provisional>0</provisional>
		<provisional_comment></provisional_comment>
		<fee_status>PAID</fee_status>
		<fee_id>8467</fee_id>
		<fee_amount>25.00</fee_amount>
		<fee_payment>BEFORE_START</fee_payment>
		<sales_receipt_id>12365789</sales_receipt_id>
		<transaction_id>549873215</transaction_id>
		<applicant_activity_at>2014-02-10 15:46:35</applicant_activity_at>
		<num_days_since_last_activity>3</num_days_since_last_activity>
		<staff_activity_at>2014-02-10 16:10:45</staff_activity_at>
		<percent_completed>95</percent_completed>
		<status>IN_PROGRESS</status>
	</application>
	...
</response>

Comments

You must have the Admissions role to call this task.

getPersonCommunicationPlans

Returns all active communication plans attached to a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<communication_plan_instance>
		<id>98</id>
		<communication_plan_id>13</communication_plan_id>
		<communication_plan_name>Leads Communication Plan</communication_plan_name>
		<sender_id>3093</sender_id>
		<added_by>3093</added_by>
		<added_at>2017-02-09 23:45:27</added_at>
	</communication_plan_instance>
	...
</response>

Comments

The current user must have the Staff role to call this task.

The <sender_id> element dictates who the email/letter will be sent from or who a to-do is assigned by.

getPersonLeads

Returns all leads attached to a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<leads>
		<lead>
			<id>1</id>
			<first_name>James</first_name>
			<preferred_name>Jimmy</preferred_name>
			<middle_name>Rodrick</middle_name>
			<last_name>McMcintosh</last_name>
			<active>1</active>
			<inactive_on/>
			<most_recent>1</most_recent>
			<added_on>2016-07-27</added_on>
			<representative_id>2</representative_id>
			<representative_first_name>George</representative_first_name>
			<representative_preferred_name></representative_preferred_name>
			<representative_middle_name></representative_middle_name>
			<representative_last_name>Washington</representative_last_name>
			<status>ENROLLED</status>
			<program_id>1</program_id>
			<program_name>Undergraduate</program_name>
			<degree_id>1</degree_id>
			<degree_name>Bachelor of Arts</degree_name>
			<specialization_id>1</specialization_id>
			<specialization_name>Psychology</specialization_name>
			<academic_term_id>1</academic_term_id>
			<academic_term_name>2016-2017: Fall</academic_term_name>
			<source_id>1</source_id>
			<source_name>Advertisement (Billboard)</source_name>
			<source_comment>The billboard paid off</source_comment>
			<education_level_id>4</education_level_id>
			<education_level_name>Some College</education_level_name>
			<declined_reason_id>1</declined_reason_id>
			<declined_reason_name>Program/Curriculum</declined_reason_name>
			<declined_reason_comment></declined_reason_comment>
			<high_school_grad_date>2012-05-01</high_school_grad_date>
			<inquiries>
				<inquiry>
					<id>1</id>
				</inquiry>
				...
			</inquiries>
			<applications>
				<application>
					<id>1</id>
				</application>
				...
			</applications>
		</lead>
		...
	</leads>
</response>

Comments

You must have the Admissions, Admissions Admin, Registrar, or Academic Admin role to call this task.

getPersonLocks

Returns locks for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<lock_type>
		<id>13875</id>
		<name>Courses</name>
		<lock>
			<id>165220</id>
			<reason>Unpaid bookstore fees</reason>
			<internal_note>Robert Jones has unpaid bookstore fees</internal_note>
		</lock>
		<lock>
			<id>1652431</id>
			<reason>Unpaid balance</reason>
			<internal_note>Robert Jones has an unpaid balance</internal_note>
		</lock>
		...
	</lock_type>
	<lock_type>
		<id>13876</id>
		<name>Financial</name>
		<lock>
			<id>165257</id>
			<reason>Unpaid balance</reason>
			<internal_note>Robert Jones has an unpaid balance</internal_note>
		</lock>
		...
	</lock_type>
	<lock_type>
		<id>13877</id>
		<name>Grades/Transcript</name>
		<lock>
			<id>165284</id>
			<reason>Unpaid balance</reason>
			<internal_note>Robert Jones has an unpaid balance</internal_note>
		</lock>
		...
	</lock_type>
	<lock_type>
		<id>13878</id>
		<name>Registration</name>
		<lock>
			<id>165288</id>
			<reason>Unpaid balance</reason>
			<internal_note>Robert Jones has an unpaid balance</internal_note>
		</lock>
		<lock>
			<id>165291</id>
			<reason>Graduated</reason>
			<internal_note>Robert Jones has graduated</internal_note>
		</lock>
		...
	</lock_type>
	...
</response>

Comments

You must have the Staff role to call this task.

getPersonOrganizations

Returns organization records associated with a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<person_organization>
		<id>123456</id>
		<organization_id>5498765</organization_id>
		<organization_name>MIT - Massachusetts Institute of Technology</organization_name>
		<type>EDUCATION</type>
		<title>Computer Science, Economics, and Data Science</title>
		<start_date>2020-09-01</start_date>
		<end_date>2024-04-28</end_date>
		<is_primary>0</is_primary>
		<is_private>0</is_private>
		<occupation_id/>
		<occupation_name/>
		<full_time/>
		<hours_worked/>
		<salary/>
		<show_on_transcript>1</show_on_transcript>
	</person_organization>
	<person_organization>
		<id>123457</id>
		<organization_id>1164987</organization_id>
		<organization_name>Microsoft</organization_name>
		<type>EMPLOYMENT</type>
		<title>Web Developer</title>
		<start_date>2024-05-01</start_date>
		<end_date/>
		<is_primary>1</is_primary>
		<is_private>0</is_private>
		<occupation_id>66</occupation_id>
		<occupation_name>Computer Programmers</occupation_name>
		<full_time>1</full_time>
		<hours_worked/>
		<salary>100000</salary>
		<show_on_transcript/>
	</person_organization>
	<person_organization>
		<id>123458</id>
		<organization_id>68795432</organization_id>
		<organization_name>CARE</organization_name>
		<type>MEMBER</type>
		<title>Emergency Response Organizer</title>
		<start_date>2024-07-05</start_date>
		<end_date/>
		<is_primary>0</is_primary>
		<is_private>0</is_private>
		<occupation_id/>
		<occupation_name/>
		<full_time/>
		<hours_worked/>
		<salary/>
		<show_on_transcript/>
	</person_organization>
	...
</response>

Comments

You must have the Staff role to call this task.

getPersonRelationships

Returns relationships for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<person>
		<id>54987</id>
		<name>Robert Jones</name>
		<generic_relationship_name>Sibling</generic_relationship_name>
		<gender_relationship_name>Brother</gender_relationship_name>
	</person>
	<person>
		<id>9216473</id>
		<name>Sally Smith</name>
		<generic_relationship_name>Spouse</generic_relationship_name>
		<gender_relationship_name>Wife</gender_relationship_name>
	</person>
	...
</response>

Comments

You must have the Staff role to call this task.

getPersonSIN

Gets the social insurance number for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>555-11-1111</result>
</response>

Comments

You must have SSN/SIN access permissions to call this task.

getPersonSSN

Gets the social security number for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>111-11-1111</result>
</response>

Comments

You must have SSN access permissions to call this task.

getPossibleDuplicatePeople

Called before you add a new person into Populi, this task returns similar people already in the system. You can then present the results to the user of your application and confirm they're not about to add a duplicate person.

Parameters

Parameter Description Required
first_name e.g. Bob Yes
last_name e.g. McProspect Yes
gender MALE or FEMALE No
birth_date e.g. 1979-10-02 No
email_address e.g. bob@gmail.com No
phone_number e.g. 777-888-9999 No
loose_name_match Boolean. If true, first_name and last_name will be ignored in favor of matching on other properties (e.g. email_address) No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<possible_duplicate>
<id>99998</id>
<first_name>George</first_name>
<last_name>Washington</last_name>
<preferred_name>Jerry</preferred_name>
<birthdate>1732-02-22</birthdate>
<primary_email>george@gmail.com</primary_email>
<primary_phone>555-222-1111</primary_phone>
<primary_address>
<street>P.O. Box 1994</street>
<city>Moscow</city>
<state>ID</state>
<postal>88887</postal>
<country/>
</primary_address>
</possible_duplicate>
<possible_duplicate>
<id>99999</id>
<first_name>Larry</first_name>
<last_name>Washington</last_name>
<preferred_name/>
<birthdate/>
<primary_email>larry_w@gmail.com</primary_email>
<primary_phone/>
<primary_address>
<street>15555 Napa Valley Rd</street>
<city>Napa Valley</city>
<state>CA</state>
<postal>91210</postal>
<country>US</country>
</primary_address>
</possible_duplicate>
...
</response>

Comments

You must have the Staff role to call this task.

You should always call this task before calling addPerson, and present the results to your end user to make sure they're not adding duplicate people.

Pass as much information as you can to this task - this will help us find better matches.

getPrintLayouts

Returns all information related to built-in and custom Open Office ODT print layout templates.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<print_layout>
		<id>1598</id>
		<name>Custom Transcript V.2</name>
		<type>TRANSCRIPT</type>
		<added_at>2018-01-22 19:20:24</added_at>
	</print_layout>
	<print_layout>
		<id>DS1</id>
		<name>Annual Donation Summary - Basic</name>
		<type>DONATION_SUMMARY</type>
		<added_at>2017-05-10 13:22:14</added_at>
	</print_layout>
</response>

Comments

You must have the Staff role to call this task.

getPrograms

Returns information about each program configured at the school.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<program>
		<id>26</id>
		<name>Undergraduate</name>
		<units>CREDITS</units>
		<graduate_level>0</graduate_level>
		<status>ACTIVE</status>
		<default>1</default>
	</program>
	<program>
		<id>27</id>
		<name>Graduate</name>
		<units>CREDITS</units>
		<graduate_level>1</graduate_level>
		<status>ACTIVE</status>
		<default>0</default>
	</program>
	<program>
		<id>40</id>
		<name>Hourly Program</name>
		<units>HOURS</units>
		<graduate_level>0</graduate_level>
		<status>RETIRED</status>
		<default>0</default>
	</program>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Academic Auditor, Admissions, Admissions Admin.

getProvinces

Returns a list of provinces and their respective abbreviations.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<provinces>
		<province>
			<abbreviation>AB</abbreviation>
			<name>Alberta</name>
		</province>
		<province>
			<abbreviation>BC</abbreviation>
			<name>British Columbia</name>
		</province>
		...
	</provinces>
</response>

Comments

You must have the Staff role to call this task.

getRaces

Returns a list of race ids and their respective names.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<races>
		<race>
			<id>1</id>
			<name>American Indian or Alaska Native</name>
		</race>
		<race>
			<id>2</id>
			<name>Asian</name>
		</race>
		...
	</races>
</response>

Comments

You must have the Staff role to call this task.

getRefund

Returns all basic and associated information about a refund. This could include reduced payments and reduced credits.

Parameters

Parameter Description Required
refund_id The numeric ID of the refund you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>768055</id>
	<number>13688</number>
	<transaction_id>9874567</transaction_id>
	<transaction_number>15877</transaction_number>
	<posted_date>2019-02-04</posted_date>
	<primary_actor_type>PERSON</primary_actor_type>
	<primary_actorid>21435</primary_actorid>
	<primary_actor_name>Ben Smith</primary_actor_name>
	<owner_type>PERSON</owner_type>
	<owner_id>21435</owner_id>
	<owner_name>Ben Smith</owner_name>
	<academic_term_id>9345</academic_term_id>
	<academic_term_name>2018-2019: Fall</academic_term_name>
	<source_type>CASH</source_type>
	<check_number></check_number>
	<reference_number></reference_number>
	<amount>100.00</amount>
	<amount_available>0.00</amount_available>
	<added_time>2019-02-04 12:35:15</added_time>
	<receipt_number>3e879g87955</receipt_number>
	<receipt_url>https://example.populiweb.com/router/payments/3e879g87955/receipt</receipt_url>
	<reduced_payments>
		<reduced_payment>
			<id>768054</id>
			<number>13687</number>
			<amount_reduced>50.00</amount_reduced>
		</reduced_payment>
		...
	</reduced_payments>
	<reduced_credits>
		<reduced_credit>
			<id>879654</id>
			<number>15498</number>
			<amount_reduced>50.00</amount_reduced>
		</reduced_credit>
		...
	</reduced_credits>
</response>

Comments

You must have the Financial Admin or Student Billing role to call this task.

getRelationshipTypes

Returns all available relationship types, both custom and built-in.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<relationship_type>
		<id>5</id>
		<name>Child</name>
		<male_name>Son</male_name>
		<female_name>Daughter</female_name>
		<opposite_type_id>4</opposite_type_id>
		<built_in>1</built_in>
	</relationship_type>
	...
</response>

Comments

You must have the Staff role to call this task.

getRoleMembers

Returns members of a particular role.

Parameters

Parameter Description Required
roleID The numeric ID of the role. No (but either roleID or roleName must be set)
roleName Name of the role. No (but either roleID or roleName must be set)
status Possible values: ACTIVE (default), INACTIVE, and ALL. No
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="10549">
	<person>
		<personID>3093</personID>
		<first>James</first>
		<last>McMcintosh</last>
		<inactive>0</inactive>
		<username>jamesm17</username>
	</person>
	...
</response>

Comments

You must have the Staff role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getRoles

Returns all active roles for a particular person (or the current users if no person_id is specified).

Parameters

Parameter Description Required
person_id The numeric ID of the person whose roles you wish to retrieve.  If not specified, the roles for the logged-in user will be returned. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<role>
<id>2</id>
<name>Admissions</name>
<inactive/>
</role>
<role>
<id>18</id>
<name>Bookstore</name>
<inactive/>
</role>
...
</response>

Comments

To get a list of all possible roles (not just those attached to this person), see getAvailableRoles

getRoomPlans

Returns all information related to room plans configured for the institution.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<room_plan>
		<id>58</id>
		<name>Apartment</name>
		<amount>3000.00</amount>
		<status>ACTIVE</status>
		<account_name>Room</account_name>
		<account_number>5182</account_number>
	</room_plan>
	<room_plan>
		<id>39</id>
		<name>Dorm</name>
		<amount>1400.00</amount>
		<status>DELETED</status>
		<account_name>Room</account_name>
		<account_number>5182</account_number>
	</room_plan>
</response>

Comments

You must have the Financial Admin or Student Billing role to call this task.

getStandardizedTests

Returns all standardized tests.

Parameters

None.

Example Response

<response>
	<standardized_test>
		<id>2</id>
		<name>ACT</name>
		<section>
			<id>3</id>
			<name>Arts</name>
		</section>
		<section>
			<id>5</id>
			<name>Math</name>
		</section>
		...
	</standardized_test>
	<standardized_test>
		<id>3</id>
		<name>GED</name>
		<section>
			<id>10</id>
			<name>Lit & Arts</name>
		</section>
		<section>
			<id>11</id>
			<name>Math</name>
		</section>
		...
	</standardized_test>
	...
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

getStates

Returns a list of states and their respective abbreviations.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<states>
		<state>
			<abbreviation>AL</abbreviation>
			<name>Alabama</name>
		</state>
		<state>
			<abbreviation>AK</abbreviation>
			<name>Alaska</name>
		</state>
		...
	</states>
</response>

Comments

You must have the Staff role to call this task.

getStudentAssignmentSubmissions

Returns assignment submissions for a particular assignment and person.

Parameters

Parameter Description Required
assignment_id The numeric ID of the assignment. Yes
person_id The numeric ID of the person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<essays>
		<essay>
			<submission_id>1515</submission_id>
			<content>Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam urna lorem, tristique ut malesuada nec, posuere ut lectus.</content>
			<added_by_id>168742</added_by_id>
			<added_by_name>Simon Student</added_by_name>
			<added_time>2013-08-01 14:11:25</added_time>
		</essay>
		...
	</essays>
	<files>
		<file>
			<submission_id>1520</submission_id>
			<file_id>18624</file_id>
			<name>Final Draft</name>
			<content_type>application/octet-stream</content_type>
			<added_by_id>168742</added_by_id>
			<added_by_name>Simon Student</added_by_name>
			<added_time>2013-08-02 14:11:25</added_time>
		</file>
		...
	</files>
	<comments>
		<comment>
			<submission_id>1525</submission_id>
			<content>Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam urna lorem, tristique ut malesuada nec, posuere ut lectus.</content>
			<added_by_id>17628</added_by_id>
			<added_by_name>Robert McProfessor</added_by_name>
			<added_time>2013-08-02 16:15:56</added_time>
		</comment>
		...
	</comments>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course Faculty member to call this task.

getStudentBalances

Returns all non-zero balances.

Parameters

Parameter Description Required
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="231">
	<student_balance>
		<id>111222</id>
		<balance>6086.62</balance>
		<first_name>Bob</first_name>
		<last_name>McStudent</last_name>
		<preferred_name/>
	</student_balance>
	<student_balance>
		<id>44444</id>
		<balance>5568.00</balance>
		<first_name>Fredrick</first_name>
		<last_name>Studentski</last_name>
		<preferred_name>Freddy</preferred_name>
	</student_balance>
	...
</response>

Comments

Student balances are not the same as "Pay Now" amounts, but rather the total amount of money the student owes. So Joe Student could owe the school $10,000 but due to payment plans and expected financial aid only have a "Pay Now" amount of $4,000. In this case, getStudentBalances would return his total balance - $10,000.

You must have the Student Billing or Financial Admin role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getStudentDefaultTuitionSchedules

Returns a student's default tuition schedules.

Parameters

Parameter Description Required
person_id The numeric person ID of the student you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<tuition_schedules>
		<tuition_schedule>
			<id>2</id>
			<name>Graduate</name>
		</tuition_schedule>
		...
	</tuition_schedules>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

getStudentDiscipline

Returns student discipline information for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<discipline>
		<id>654987123</id>
		<action>Academic Warning</action>
		<start_date>Oct 21, 2017</start_date>
		<end_date>Dec 31, 2017</end_date>
		<program_id></program_id>
		<program_name></program_name>
		<show_on_transcript>1</show_on_transcript>
		<generate_tag>1</generate_tag>
		<comment></comment>
		<added_at>Oct 21, 2017 5:11pm</added_at>
		<added_by>56898976</added_by>
		<added_by_name>William Smith</added_by_name>
		<updated_at>Oct 23, 2017 2:47pm</updated_at>
		<updated_by>56898976</updated_by>
		<updated_by_name>William Smith</updated_by_name>
		<files>
			<file>
				<id>5463876513</id>
				<name>Academic Warning Letter.pdf</name>
				<type>application/pdf</type>
				<size>83591</size>
				<added_at>Oct 21, 2017 5:11pm</added_at>
				<added_by>56898976</added_by>
				<added_by_name>William Smith</added_by_name>
			</file>
		</files>
		...
	</discipline>
	<discipline>
		<id>754987165</id>
		<action>Academic Suspension</action>
		<start_date>Jan 1, 2018</start_date>
		<end_date></end_date>
		<program_id>2165489</program_id>
		<program_name>Undergraduate</program_name>
		<show_on_transcript>1</show_on_transcript>
		<generate_tag>1</generate_tag>
		<comment></comment>
		<added_at>Jan 1, 2018 12:32pm</added_at>
		<added_by>56898976</added_by>
		<added_by_name>William Smith</added_by_name>
		<updated_at>Jan 2, 2018 10:15am</updated_at>
		<updated_by>56898976</updated_by>
		<updated_by_name>William Smith</updated_by_name>
		<files>
			<file>
				<id>6549873215</id>
				<name>Academic Suspension Letter.pdf</name>
				<type>application/pdf</type>
				<size>92136</size>
				<added_at>Jan 1, 2018 12:32pm</added_at>
				<added_by>56898976</added_by>
				<added_by_name>William Smith</added_by_name>
			</file>
		</files>
		...
	</discipline>
	...
</response>

Comments

The current user must have the Discipline role, the Registrar role, the Academic Admin role, the Academic Auditor role, or be the Advisor of this student to call this task.

File data will only be returned if the current user has the Discipline or Academic Admin role.

Files size is in bytes.

See the downloadFile or getFileDownloadURL API tasks to download the files.

getStudentEnrollment

Returns enrollments for a particular student.

Parameters

Parameter Description Required
person_id Numeric ID of the person you're interested in. Yes
term_id The numeric ID of the academic term. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<enrollment>
		<id>21642973</id>
		<person_id>1520</person_id>
		<academic_term_id>777</academic_term_id>
		<instance_id>44444</instance_id>
		<catalog_course_id>14678</catalog_course_id>
		<enrollment_program_id>1597743</enrollment_program_id>
		<program_id>26</program_id>
		<program_name>Undergraduate</program_name>
		<program_units>CREDITS</program_units>
		<status>ENROLLED</status>
		<credits>3.00</credits>
		<hours>9.00</hours>
		<finalized>0</finalized>
		<person_first_name>Linda</person_first_name>
		<person_last_name>Sanchez</person_last_name>
		<person_middle_name>D</person_middle_name>
		<person_preferred_name></person_preferred_name>
		<academic_term_name>Spring Term 2009-2010</academic_term_name>
		<academic_term_start_date>2010-01-15</academic_term_start_date>
		<academic_term_end_date>2010-05-20</academic_term_end_date>
		<course_abbrv>MAT201</course_abbrv>
		<course_name>Calculus I</course_name>
		<section>3</section>
		<pass_fail>0</pass_fail>
		<numeric_grade>95.00</numeric_grade>
		<letter_grade>A</letter_grade>
		<course_campus_id>146873</course_campus_id>
		<course_campus_name>Main Campus</course_campus_name>
		<course_has_been_retaken>0</course_has_been_retaken>
	</enrollment>
	<enrollment>
		<id>21643681</id>
		<person_id>1520</person_id>
		<academic_term_id>777</academic_term_id>
		<instance_id>44444</instance_id>
		<catalog_course_id>14678</catalog_course_id>
		<enrollment_program_id>1597643</enrollment_program_id>
		<program_id>26</program_id>
		<program_name>Undergraduate</program_name>
		<program_units>CREDITS</program_units>
		<status>ENROLLED</status>
		<credits>3.00</credits>
		<hours>9.00</hours>
		<finalized>1</finalized>
		<person_first_name>Leo</person_first_name>
		<person_last_name>Aleman</person_last_name>
		<person_middle_name>D</person_middle_name>
		<person_preferred_name></person_preferred_name>
		<academic_term_name>Spring Term 2009-2010</academic_term_name>
		<academic_term_start_date>2010-01-15</academic_term_start_date>
		<academic_term_end_date>2010-05-20</academic_term_end_date>
		<course_abbrv>MAT201</course_abbrv>
		<course_name>Calculus I</course_name>
		<section>3</section>
		<pass_fail>0</pass_fail>
		<numeric_grade>0.00</numeric_grade>
		<letter_grade>F</letter_grade>
		<course_campus_id>146873</course_campus_id>
		<course_campus_name>Main Campus</course_campus_name>
		<course_has_been_retaken>0</course_has_been_retaken>
	</enrollment>
	...
</response>

Comments

You must have the Academic Admin, Registrar, or Academic Auditor role to call this task.

getStudentInfo

Returns student information for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in.  To call this task for anyone other than yourself, you must have the Registrar role, Academic Admin role, or be an advisor of the person.  If not set, uses the person_id of the currently logged-in user. No
return_image_data Boolean. Returning binary image data will result in slower response times. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<student_id>2010000043</student_id>
	<first>James</first>
	<last>McMcintosh</last>
	<middle_name>Rodrick</middle_name>
	<preferred_name>Jimmy</preferred_name>
	<prefix>Mr.</prefix>
	<suffix>III</suffix>
	<gender>MALE</gender>
	<birth_date>1990-01-01</birth_date>
	<primary_email>jimmymcmcintosh@example.com</primary_email>
	<status>ACTIVE</status>
	<is_active_user>1</is_active_user>
	<username>jamesm17</username>
	<image>_BASE_64_ENCODED_BINARY_IMAGE_DATA_RETURNED_HERE_</image>
	<entrance_term_id>1</entrance_term_id>
	<entrance_term_name>Fall 1994-1995</entrance_term_name>
	<exit_date/>
	<exit_reason/>
	<leave_of_absence>1</leave_of_absence>
	<leave_of_absence_start_date>2019-01-07</leave_of_absence_start_date>
	<leave_of_absence_anticipated_return_date>2019-07-06</leave_of_absence_anticipated_return_date>
	<advisors>
		<advisor>
			<person_id>1654987</person_id>
			<first>Chris</first>
			<last>Jones</last>
		</advisor>
		<advisor>
			<person_id>14684357</person_id>
			<first>Joe</first>
			<last>Bob</last>
		</advisor>
		...
	</advisors>
	<campuses>
		<campus>
			<campus_id>146873</campus_id>
			<name>Main Campus</name>
			<status>ACTIVE</status>
			<city>Moscow</city>
			<state>AZ</state>
			<zip>12345</zip>
			<country>US</country>
			<is_primary>1</is_primary>
		</campus>
		...
	</campuses>
</response>

Comments

If the person has a profile picture, the <image> element will contain base64 encoded binary data. The <image> element won't be returned unless the person has a profile picture set.

An optional <advisors> element is returned for active students.

An optional <campuses> element is returned if the current user has the Staff role or the Academic Auditor role and your school has at least one campus set up.

<leave_of_absence_start_date> & <leave_of_absence_anticipated_return_date> will only be returned if the <leave_of_absence> value is "1".

getStudentMealPlan

Returns a student's meal plan information.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<meal_plan_id>9</meal_plan_id>
	<meal_plan_name>Standard</meal_plan_name>
	<amount>3000.00</amount>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Campus Life, Financial Admin, Student Billing, or Financial Aid.

getStudentPrograms

Returns the programs, degrees, and specializations for a particular student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<programs>
		<program>
			<id>145987</id>
			<program_id>26</program_id>
			<name>Undergraduate</name>
			<started_on>2000-02-07</started_on>
			<exit_date></exit_date>
			<exit_reason></exit_reason>
			<entrance_term_id>123456</entrance_term_id>
			<entrance_term_name>2000-2001: Fall</entrance_term_name>
			<previous_education_level_id>3</previous_education_level_id>
			<previous_education_level_name>High School Diploma</previous_education_level_name>
			<is_transfer_student>1</is_transfer_student>
			<degrees>
				<degree>
					<degree_id>1</degree_id>
					<degree_student_id>10228</degree_student_id>
					<abbrv>B.A.</abbrv>
					<name>Bachelor of Arts</name>
					<status>ACTIVE</status>
					<active_date>2000-02-07</active_date>
					<inactive_date></inactive_date>
					<graduation_date></graduation_date>
					<graduate_degree>0</graduate_degree>
					<catalog_year_id>48</catalog_year_id>
					<catalog_start_year>2000</catalog_start_year>
					<catalog_end_year>2001</catalog_end_year>
					<anticipated_completion_date>2004-02-07</anticipated_completion_date>
					<specializations>
						<specialization>
							<specialization_id>513</specialization_id>
							<name>English</name>
							<type>MAJOR</type>
							<status>ACTIVE</status>
							<granted_date></granted_date>
						</specialization>
						...
					</specializations>
				</degree>
				...
			</degrees>
		</program>
		...
	</programs>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

getStudentRoomPlan

Returns a student's room plan information.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<room_plan_id>52</room_plan_id>
	<room_plan_name>Dorm</room_plan_name>
	<building_id>26</building_id>
	<building_name>Complex A</building_name>
	<room_id>256</room_id>
	<room_name>Room 204</room_name>
	<capacity_used>1</capacity_used>
	<capacity>2</capacity>
	<amount>4000.00</amount>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Campus Life, Financial Admin, Student Billing, or Financial Aid.

getStudentStandardizedTests

Returns a student's standardized test records.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes

Example Response

<response>
	<student_standardized_test>
		<id>1568764</id>
		<standardized_test_id>1</standardized_test_id>
		<standardized_test_name>SAT</standardized_test_name>
		<score>1510</score>
		<primary>1</primary>
		<taken_date>2019-03-01</taken_date>
		<received_date>2019-04-28</received_date>
		<student_standardized_test_section>
			<id>14569874</id>
			<standardized_test_section_id>1</standardized_test_section_id>
			<standardized_test_section_name>Math</standardized_test_section_name>
			<score>780</score>
		</student_standardized_test_section>
		<student_standardized_test_section>
			<id>15987654</id>
			<standardized_test_section_id>2</standardized_test_section_id>
			<standardized_test_section_name>Evidence-Based Reading and Writing</standardized_test_section_name>
			<score>730</score>
		</student_standardized_test_section>
		...
	</student_standardized_test>
	...
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

getStudentTermTuitionSchedules

Returns a student's term tuition schedules.

Parameters

Parameter Description Required
person_id The numeric person ID of the student you're interested in. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<tuition_schedules>
		<tuition_schedule>
			<id>2</id>
			<name>Graduate</name>
			<bracket_id>105</bracket_id>
			<bracket_name>1.00-10.00 credits</bracket_name>
		</tuition_schedule>
		...
	</tuition_schedules>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

getTaggedPeople

Returns people tagged with a particular tag.

Parameters

Parameter Description Required
tagID The numeric ID of the tag. No (but either tagID or tagName must be set)
tagName The name of the tag. No (but either tagID or tagName must be set)
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="2438">
	<person>
		<person_id>3093</person_id>
		<first_name>James</first_name>
		<last_name>McMcintosh</last_name>
	</person>
	<person>
		<person_id>54987</person_id>
		<first_name>Robert</first_name>
		<last_name>Jones</last_name>
	</person>
	...
</response>

Comments

You must have the Staff role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getTags

Returns a list of available tags.

Parameters

None.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<tags>
		<tag>
			<id>1</id>
			<name>Alumni</name>
			<system>1</system>
		</tag>
		<tag>
			<id>2</id>
			<name>Local Student</name>
			<system>0</system>
		</tag>
		...
	</tags>
</response>

Comments

You must have the Staff role to call this task.

getTermBillingInfo

Returns the students billing information for a particular academic term.

Parameters

Parameter Description Required
academic_term_id The numeric ID of the academic term you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<people>
		<person>
			<person_id>2222</person_id>
			<tuition_schedules>
				<tuition_schedule>
					<tuition_schedule_id>2</tuition_schedule_id>
					<tuition_schedule_name>Graduate</tuition_schedule_name>
					<tuition_schedule_bracket_id>105</tuition_schedule_bracket_id>
					<tuition_schedule_bracket_name>1.00-10.00 credits</tuition_schedule_bracket_name>
				</tuition_schedule>
				...
			</tuition_schedules>
			<refund_policy_id>1</refund_policy_id>
			<refund_policy_name>Graduate</refund_policy_name>
			<meal_plan_id>9</meal_plan_id>
			<meal_plan_name>Standard</meal_plan_name>
			<room_plan_id>58</room_plan_id>
			<room_plan_name>Apartment</room_plan_name>
		</person>
		...
	</people>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

getTermCourseInstances

Returns course instances for a given term.

Parameters

Parameter Description Required
term_id The numeric ID of the term you're interested in. Yes
finalized Boolean. All course instances are returned by default. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<course_instance>
		<instanceid>11111</instanceid>
		<courseid>123</courseid>
		<name>History of Philosophy and Biblical Wisdom</name>
		<abbrv>CUL301</abbrv>
		<section>1</section>
		<primary_faculty_id>4444</primary_faculty_id>
		<primary_faculty_name>Jose Faculty</primary_faculty_name>
		<description>This course teaches students about the many...</description>
		<pass_fail>0</pass_fail>
		<department_id>1</department_id>
		<department_name>Humanities</department_name>
		<credits>2.00</credits>
		<hours>0.00</hours>
		<affects_earned_credits>1</affects_earned_credits>
		<delivery_method_id>777</delivery_method_id>
		<delivery_method_name>On Campus</delivery_method_name>
		<campus_id>444</campus_id>
		<campus_name>Portland</campus_name>
		<start_date>2004-10-18</start_date>
		<end_date>2004-12-18</end_date>
		<open_to_students_date>2004-10-18</open_to_students_date>
		<closed_to_students_date>2004-12-18</closed_to_students_date>
		<max_enrolled>30</max_enrolled>
		<max_auditors></max_auditors>
		<synced>0</synced>
		<published>1</published>
		<finalized>0</finalized>
		<programs>
			<program>
				<id>2222</id>
				<name>Undergraduate</name>
			</program>
			<program>
				<id>3333</id>
				<name>Registered Nursing</name>
			</program>
			...
		</programs>
	</course_instance>
	<course_instance>
		<instanceid>22222</instanceid>
		<courseid>444</courseid>
		<name>Calculus I</name>
		<abbrv>MAT201</abbrv>
		<section>3</section>
		<primary_faculty_id>888</primary_faculty_id>
		<primary_faculty_name>Sarah McFacuty</primary_faculty_name>
		<description>This course teaches students about...</description>
		<pass_fail>0</pass_fail>
		<department_id>2</department_id>
		<department_name>Sciences</department_name>
		<credits>0.00</credits>
		<hours>10.00</hours>
		<affects_earned_credits>1</affects_earned_credits>
		<delivery_method_id>5555</delivery_method_id>
		<delivery_method_name>Online</delivery_method_name>
		<campus_id>7777</campus_id>
		<campus_name>Main</campus_name>
		<start_date>2004-10-18</start_date>
		<end_date>2004-12-18</end_date>
		<open_to_students_date>2004-10-18</open_to_students_date>
		<closed_to_students_date>2004-12-18</closed_to_students_date>
		<max_enrolled>45</max_enrolled>
		<max_auditors>0</max_auditors>
		<published>1</published>
		<programs>
			<program>
				<id>2222</id>
				<name>Undergraduate</name>
			</program>
			<program>
				<id>3333</id>
				<name>Registered Nursing</name>
			</program>
			...
		</programs>
	</course_instance>
	...
</response>

Comments

See getAcademicTerms if you'd like to get a list of all term_ids.

<max_enrolled> & <max_auditors> can return an empty string meaning "Unlimited" (as opposed to an integer value which would mean there is a limit).

getTermEnrollment

Returns enrollments for a particular term.

Parameters

Parameter Description Required
term_id The numeric ID of the academic term. Yes
person_id Numeric ID of the person you're interested in. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<enrollment>
		<id>21642973</id>
		<person_id>1520</person_id>
		<academic_term_id>777</academic_term_id>
		<instance_id>44444</instance_id>
		<catalog_course_id>14678</catalog_course_id>
		<enrollment_program_id>1597743</enrollment_program_id>
		<program_id>26</program_id>
		<program_name>Undergraduate</program_name>
		<program_units>CREDITS</program_units>
		<status>ENROLLED</status>
		<credits>3.00</credits>
		<hours>9.00</hours>
		<finalized>0</finalized>
		<person_first_name>Linda</person_first_name>
		<person_last_name>Sanchez</person_last_name>
		<person_middle_name>D</person_middle_name>
		<person_preferred_name></person_preferred_name>
		<academic_term_name>Spring Term 2009-2010</academic_term_name>
		<academic_term_start_date>2010-01-15</academic_term_start_date>
		<academic_term_end_date>2010-05-20</academic_term_end_date>
		<course_abbrv>MAT201</course_abbrv>
		<course_name>Calculus I</course_name>
		<section>3</section>
		<pass_fail>0</pass_fail>
		<numeric_grade>95.00</numeric_grade>
		<letter_grade>A</letter_grade>
		<course_campus_id>146873</course_campus_id>
		<course_campus_name>Main Campus</course_campus_name>
		<course_has_been_retaken>0</course_has_been_retaken>
	</enrollment>
	<enrollment>
		<id>21643681</id>
		<person_id>1625</person_id>
		<academic_term_id>777</academic_term_id>
		<instance_id>44444</instance_id>
		<catalog_course_id>14678</catalog_course_id>
		<enrollment_program_id>1597643</enrollment_program_id>
		<program_id>26</program_id>
		<program_name>Undergraduate</program_name>
		<program_units>CREDITS</program_units>
		<status>ENROLLED</status>
		<credits>3.00</credits>
		<hours>9.00</hours>
		<finalized>1</finalized>
		<person_first_name>Leo</person_first_name>
		<person_last_name>Aleman</person_last_name>
		<person_middle_name>D</person_middle_name>
		<person_preferred_name></person_preferred_name>
		<academic_term_name>Spring Term 2009-2010</academic_term_name>
		<academic_term_start_date>2010-01-15</academic_term_start_date>
		<academic_term_end_date>2010-05-20</academic_term_end_date>
		<course_abbrv>MAT201</course_abbrv>
		<course_name>Calculus I</course_name>
		<section>3</section>
		<pass_fail>0</pass_fail>
		<numeric_grade>0.00</numeric_grade>
		<letter_grade>F</letter_grade>
		<course_campus_id>146873</course_campus_id>
		<course_campus_name>Main Campus</course_campus_name>
		<course_has_been_retaken>0</course_has_been_retaken>
	</enrollment>
	...
</response>

Comments

You must have the Academic Admin, Registrar, or Academic Auditor role to call this task.

getTermStudents

Returns term students.

Parameters

Parameter Description Required
term_id The numeric ID of the term you're interested in. Defaults to the current academic term_id. No
program_id Possible values: ALL (default), NONE, or any numeric program_id. No
campus_id Possible values: ALL (default), 0 (None), or any numeric campus_id. No
return_image_data Boolean. Returning binary image data will result in slower response times. Defaults to false. No
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="265">
	<student>
		<person_id>3093</person_id>
		<student_id>2010000043</student_id>
		<first>James</first>
		<last>McMcintosh</last>
		<middle_name>Rodrick</middle_name>
		<preferred_name>Jimmy</preferred_name>
		<username>jamesm17</username>
		<prefix>Mr.</prefix>
		<suffix>III</suffix>
		<former_name>III</former_name>
		<gender>MALE</gender>
		<birth_date>1990-01-01</birth_date>
		<image>_BASE_64_ENCODED_BINARY_IMAGE_DATA_RETURNED_HERE_</image>
		<program_id>26</program_id>
		<program_name>Undergraduate</program_name>
		<standing>Senior</standing>
		<degree>B.A.</degree>
		<specialization>PHIL</specialization>
		<full_time>1</full_time>
		<units_attempted>12.00</units_attempted>
		<units_granted>12.00</units_granted>
		<term_gpa>3.85</term_gpa>
		<cum_units_granted>100.00</cum_units_granted>
		<cum_gpa>3.55</cum_gpa>
		<cum_gpa_including_transfer>3.55</cum_gpa_including_transfer>
	</student>
	<student>
		<person_id>3093</person_id>
		<student_id>2010000043</student_id>
		<first>James</first>
		<last>McMcintosh</last>
		<middle_name>Rodrick</middle_name>
		<preferred_name>Jimmy</preferred_name>
		<username></username>
		<prefix>Mr.</prefix>
		<suffix>III</suffix>
		<former_name>III</former_name>
		<gender>MALE</gender>
		<birth_date>1990-01-01</birth_date>
		<image>_BASE_64_ENCODED_BINARY_IMAGE_DATA_RETURNED_HERE_</image>
		<program_id>27</program_id>
		<program_name>Graduate</program_name>
		<standing>Masters</standing>
		<degree>M.A.</degree>
		<specialization>ALAS</specialization>
		<full_time>0</full_time>
		<units_attempted>6.00</units_attempted>
		<units_granted>6.00</units_granted>
		<term_gpa>3.25</term_gpa>
		<cum_units_granted>12.00</cum_units_granted>
		<cum_gpa>3.45</cum_gpa>
		<cum_gpa_including_transfer>3.45</cum_gpa_including_transfer>
	</student>
	...
</response>

Comments

You must have the Registrar or Academic Admin role to call this task.

If the person has a profile picture, the <image> element will contain base64 encoded binary data. The <image> element won't be returned unless the person has a profile picture set.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getTodos

Returns todos for the current user.

Parameters

Parameter Description Required
completed Possible values: NO (default), YES, or BOTH. Whether you'd like to see completed todos, uncompleted todos, or all todos. No
page If you're using a limit, which page of results would you like? So 2 for the second page, etc. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="356">
<todo>
<todoid>777</todoid>
<due_date>2009-07-02</due_date>
<overdue>1</overdue>
<assigned_to>11111</assigned_to>
<assigned_by>22222</assigned_by>
<attached_to>33333</attached_to>
<completed_time/>
<added_time>2009-06-25 17:57:21</added_time>
<content>Talk to Billy about his lack of academic progress</content>
<assigned_to_name>Robert McStaff</assigned_to_name>
<assigned_by_name>Reginald McPresident</assigned_by_name>
<attached_to_name>Billy Student</attached_to_name>
<attached_to_type>PERSON</attached_to_type>
</todo>
<todo>
<todoid>8888</todoid>
<due_date>2010-01-02</due_date>
<overdue>1</overdue>
<assigned_to>11111</assigned_to>
<assigned_by>11111</assigned_by>
<attached_to/>
<completed_time/>
<added_time>2010-01-02 17:57:21</added_time>
<content>Remember the milk on the way home...</content>
<assigned_to_name>Robert McStaff</assigned_to_name>
<assigned_by_name>Robert McStaff</assigned_by_name>
<attached_to_name/>
<attached_to_type>PERSON</attached_to_type>
</todo>
...
</response>

Comments

All times are returned in your school's local timezone.

Right now <attached_to_type> will always be PERSON - in future, you may be able to attach todos to organizations, etc.

There is a limit of 200 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getTransactions

Returns all financial transactions within a specified date range and the associated ledger entries.

Parameters

Parameter Description Required
date_field POSTED (default) or ADDED. No
start_date The start date used to filter the "date_field" parameter (e.g. 2021-01-01). Defaults to 30 days ago. No
end_date The end date used to filter the "date_field" parameter (e.g. 2021-03-31). Defaults to the current date. No
primary_actor_id The numeric ID of the primary actor you're interested in. No
type JOURNAL, SALES_INVOICE, SALES_CREDIT, CUSTOMER_PAYMENT, CUSTOMER_REFUND, AID_PAYMENT, AID_REFUND, SALES_RECEIPT, LIBRARY_FINE, DONATION, PURCHASE, INVENTORY_ADJUSTMENT, GATEWAY_PROCESSING_FEE, or REVERSAL No
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="231">
	<transaction>
		<id>6914</id>
		<status>POSTED</status>
		<type>SALES_INVOICE</type>
		<payment_type>OTHER</payment_type>
		<transaction_number>257623</transaction_number>
		<primary_actor_type>PERSON</primary_actor_type>
		<primary_actorid>21435</primary_actorid>
		<student_id>SMITH_4488</student_id>
		<primary_actor>Smith, Ben</primary_actor>
		<amount>25.00</amount>
		<posted_date>2016-02-10</posted_date>
		<invoiceid></invoiceid>
		<invoice_number></invoice_number>
		<paymentid></paymentid>
		<reference_number></reference_number>
		<payment_number></payment_number>
		<payment_source_type></payment_source_type>
		<donation_id></donation_id>
		<donation_number></donation_number>
		<added_by>12570</added_by>
		<added_by_name>Frank Lenville</added_by_name>
		<added_time>2016-02-10 16:09:41</added_time>
		<voided_by></voided_by>
		<voided_by_name></voided_by_name>
		<voided_time></voided_time>
		<ledger_entries>
			<ledger_entry>
				<account_name>Accounts receivable</account_name>
				<account_number>1110</account_number>
				<account_type>ASSET</account_type>
				<debit>25.00</debit>
				<credit>0.00</credit>
				<actorid>2435</actorid>
				<actor_type>PERSON</actor_type>
				<actor_name>Smith, Ben</actor_name>
			</ledger_entry>
			<ledger_entry>
				<account_name>Fees</account_name>
				<account_number>5181</account_number>
				<account_type>INCOME</account_type>
				<debit>0.00</debit>
				<credit>25.00</credit>
				<actorid>2435</actorid>
				<actor_type>PERSON</actor_type>
				<actor_name>Smith, Ben</actor_name>
			</ledger_entry>
		</ledger_entries>
	</transaction>
	...
</response>

Comments

Depending on the transaction type (invoice, payment, aid payment, credit, donation, etc.) different additional field values will be present in the results. Each transaction will include at least two ledger entries - one debit and one credit along with account details.

You must have the Financial Admin role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

getTranscript

Returns the transcript for a particular student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
pdf Boolean. If set to true, pdf content will be returned instead of xml. Defaults to false. No
layout_id The numeric ID of the custom transcript layout you want to use. If not specified, the built-in default layout will be used. No
program_id The numeric ID of the student's program you wish to export a transcript for. When using a custom layout, this parameter is required. No
official (Requires the "pdf" parameter to be set to true) Boolean. If set to true, the official transcript pdf content will be returned. Defaults to false. No
recipient (Requires the "pdf" parameter to be set to true) String. The recipient who will be receiving this transcript. No
include_course_descriptions (Requires the "pdf" parameter to be set to true) Boolean. If set to true, course descriptions will be returned in the pdf content. Note: course descriptions will always be returned in the xml. The parameter has no effect on custom layouts. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<student>
		<first_name>Joe</first_name>
		<last_name>Bob</last_name>
		<middle_name></middle_name>
		<preferred_name></preferred_name>
		<birth_date>Jan. 5 1985</birth_date>
		<student_id>85494038</student_id>
		<enrolled_date></enrolled_date>
		<address>
			<street>P.O. Box 1994</street>
			<city>Moscow</city>
			<state>AR</state>
			<zip>88887</zip>
		</address>
	</student>
	<honors>
		<honor>
			<honor_id>19748</honor_id>
			<name>Cum Laude</name>
		</honor>
		...
	</honors>
	<programs>
		<program>
			<honors>
				<honor>
					<honor_id>19748</honor_id>
					<name>Cum Laude</name>
				</honor>
				...
			</honors>
			<degrees>
				<degree>
					<degree_id>1</degree_id>
					<degree_student_id>10228</degree_student_id>
					<abbrv>B.A.</abbrv>
					<name>Bachelor of Arts</name>
					<status>ACTIVE</status>
					<active_date>2000-02-07</active_date>
					<inactive_date></inactive_date>
					<graduation_date></graduation_date>
					<graduate_degree>0</graduate_degree>
					<catalog_year_id>48</catalog_year_id>
					<catalog_start_year>2010</catalog_start_year>
					<catalog_end_year>2011</catalog_end_year>
					<honors>
						<honor>
							<honor_id>19748</honor_id>
							<name>Cum Laude</name>
						</honor>
						...
					</honors>
					<clinical_hour_course_groups>
						<clinical_hour_course_group>
							<course_group_id>846</course_group_id>
							<name>English</name>
							<clinical_hours>0</clinical_hours>
							<required_clinical_hours>10.00</required_clinical_hours>
						</clinical_hour_course_group>
						...
					</clinical_hour_course_groups>
					<attendance_hour_course_groups>
						<attendance_hour_course_group>
							<course_group_id>846</course_group_id>
							<name>English</name>
							<attendance_hours>0</attendance_hours>
							<required_attendance_hours>10.00</required_attendance_hours>
						</attendance_hour_course_group>
						...
					</attendance_hour_course_groups>
					<specializations>
						<specialization>
							<specialization_id>513</specialization_id>
							<name>English</name>
							<type>MAJOR</type>
							<status>ACTIVE</status>
							<granted_date></granted_date>
							<clinical_hour_course_groups>
								<clinical_hour_course_group>
									<course_group_id>846</course_group_id>
									<name>English</name>
									<clinical_hours>0</clinical_hours>
									<required_clinical_hours>10.00</required_clinical_hours>
								</clinical_hour_course_group>
								...
							</clinical_hour_course_groups>
							<attendance_hour_course_groups>
								<attendance_hour_course_group>
									<course_group_id>846</course_group_id>
									<name>English</name>
									<attendance_hours>0</attendance_hours>
									<required_attendance_hours>10.00</required_attendance_hours>
								</attendance_hour_course_group>
								...
							</attendance_hour_course_groups>
						</specialization>
						...
					</specializations>
				</degree>
				...
			</degrees>
			<transfer_credits>
				<institution>
					<courses>
						<course>
							<abbrv>ENG101</abbrv>
							<name>English 101</name>
							<attempted_units>3.00</attempted_units>
							<earned_units>3.00</earned_units>
							<earned_standing_units>3.00</earned_standing_units>
							<quality_points>4.00</quality_points>
							<grade_abbrv>A</grade_abbrv>
							<letter_grade>A</letter_grade>
							<attendance_hours>20.50</attendance_hours>
							<clinical_hours>18.25</clinical_hours>
						</course>
						...
					</courses>
					<totals>
						<gpa>4.00</gpa>
						<quality_points>48.00</quality_points>
						<gpa_units>12.00</gpa_units>
						<attempted_units>12.00</attempted_units>
						<earned_units>12.00</earned_units>
						<earned_standing_units>12.00</earned_standing_units>
						<attendance_hours>42.50</attendance_hours>
						<clinical_hours>30.25</clinical_hours>
					</totals>
				</institution>
				...
			</transfer_credits>
			<term_courses>
				<term>
					<term_id>1354</term_id>
					<name>Spring Term 2012-2013</name>
					<start_date>2013-01-15</start_date>
					<end_date>2013-04-15</end_date>
					<standing_id>1426</standing_id>
					<standing_name>Freshmen</standing_name>
					<honors>
						<honor>
							<honor_id>19748</honor_id>
							<name>Cum Laude</name>
						</honor>
						...
					</honors>
					<discipline>
						<name>Academic Suspension</name>
						...
					</discipline>
					<courses>
						<course>
							<instance_id>84632</instance_id>
							<course_id>98435</course_id>
							<abbrv>ENG102</abbrv>
							<name>English 102</name>
							<start_date>2013-01-15</start_date>
							<end_date>2013-04-15</end_date>
							<attempted_units>3.00</attempted_units>
							<earned_units>3.00</earned_units>
							<attempted_contra-units>3.00</attempted_contra-units>
							<earned_contra-units>3.00</earned_contra-units>
							<earned_standing_units>3.00</earned_standing_units>
							<status>ENROLLED</status>
							<grade_abbrv>A</grade_abbrv>
							<letter_grade>A</letter_grade>
							<numeric_grade>100.00</numeric_grade>
							<quality_points>12.00</quality_points>
							<gpa_units>3.00</gpa_units>
							<course_evaluation_grades_locked>0</course_evaluation_grades_locked>
							<teacher_person_id>468721</teacher_person_id>
							<teacher_first_name>Bob</teacher_first_name>
							<teacher_last_name>Teacher</teacher_last_name>
							<teacher_preferred_name></teacher_preferred_name>
							<teacher_display_name>Dr. Bob Teather</teacher_display_name>
							<attempted_attendance_hours>20.50</attempted_attendance_hours>
							<earned_attendance_hours>20.50</earned_attendance_hours>
							<attempted_clinical_hours>18.25</attempted_clinical_hours>
							<earned_clinical_hours>18.25</earned_clinical_hours>
						</course>
						...
					</courses>
					<totals>
						<gpa>4.00</gpa>
						<gpa_including_transfer>4.00</gpa_including_transfer>
						<quality_points>48.00</quality_points>
						<gpa_units>12.00</gpa_units>
						<attempted_units>12.00</attempted_units>
						<attempted_contra-units>12.00</attempted_contra-units>
						<earned_units>12.00</earned_units>
						<earned_contra-units>12.00</earned_contra-units>
						<earned_standing_units>12.00</earned_standing_units>
						<cumulative_gpa>4.00</cumulative_gpa>
						<cumulative_gpa_including_transfer>4.00</cumulative_gpa_including_transfer>
						<cum_quality_points>48.00</cum_quality_points>
						<cum_gpa_units>48.00</cum_gpa_units>
						<cum_attempted_units>12.00</cum_attempted_units>
						<cum_attempted_contra-units>12.00</cum_attempted_contra-units>
						<cum_earned_units>12.00</cum_earned_units>
						<cum_earned_contra-units>12.00</cum_earned_contra-units>
						<attempted_attendance_hours>20.50</attempted_attendance_hours>
						<earned_attendance_hours>20.50</earned_attendance_hours>
						<cum_attempted_attendance_hours>55.50</cum_attempted_attendance_hours>
						<cum_earned_attendance_hours>55.50</cum_earned_attendance_hours>
						<attempted_clinical_hours>18.25</attempted_clinical_hours>
						<earned_clinical_hours>18.25</earned_clinical_hours>
						<cum_attempted_clinical_hours>53.25</cum_attempted_clinical_hours>
						<cum_earned_clinical_hours>53.25</cum_earned_clinical_hours>
					</totals>
				</term>
			</term_courses>
			<totals>
				<attempted_units>24.00</attempted_units>
				<attempted_contra-units>24.00</attempted_contra-units>
				<earned_units>24.00</earned_units>
				<earned_contra-units>24.00</earned_contra-units>
				<earned_standing_units>24.00</earned_standing_units>
				<transfer_attempted_units>12.00</transfer_attempted_units>
				<transfer_attempted_contra-units>12.00</transfer_attempted_contra-units>
				<transfer_earned_units>12.00</transfer_earned_units>
				<transfer_earned_contra-units>12.00</transfer_earned_contra-units>
				<transfer_earned_standing_units>12.00</transfer_earned_standing_units>
				<cumulative_gpa>4.00</cumulative_gpa>
				<quality_points>192.00</quality_points>
				<gpa_units>48.00</gpa_units>
				<transfer_gpa>4.00</transfer_gpa>
				<transfer_quality_points>16.00</transfer_quality_points>
				<transfer_gpa_units>12.00</transfer_gpa_units>
				<attempted_attendance_hours>90.75</attempted_attendance_hours>
				<earned_attendance_hours>90.75</earned_attendance_hours>
				<transfer_attendance_hours>38.00</transfer_attendance_hours>
				<attempted_clinical_hours>95.00</attempted_clinical_hours>
				<earned_clinical_hours>95.00</earned_clinical_hours>
				<transfer_clinical_hours>28.20</transfer_clinical_hours>
			</totals>
		</program>
		...
	</programs>
	<course_descriptions>
		<course_description>
			<instance_id>84632</instance_id>
			<name>English 102</name>
			<description>Lorem ipsum dolor sit amet, consectetur adipiscing elit.</description>
		</course_description>
		...
	</course_descriptions>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

If pdf = true, this will return raw binary data rather than XML. The Content-Type HTTP header will indicate MIME type, and the Content-Disposition header will contain the file name.

If pdf = true, then this is a heavy API task. Multiple simultaneous calls to this task are not permitted and will fail with a rate limit error.

"Contra-units" - If your program uses credits the contra-units would be hours, and vice versa.

getTransferCreditProgramGradeOptions

Returns transfer credit program grade options.

Parameters

Parameter Description Required
program_id The numeric ID of the program you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<grade_scale>
		<option>
			<value>100</value>
			<label>A+</label>
		</option>
		<option>
			<value>96</value>
			<label>A</label>
		</option>
		<option>
			<value>92</value>
			<label>A-</label>
		</option>
		...
	<grade_scale>
	<pass_fail_grade_scale>
		<option>
			<value>100</value>
			<label>P</label>
		</option>
		...
		<option>
			<value>0</value>
			<label>F</label>
		</option>
	<pass_fail_grade_scale>
	<other>
		<option>
			<value>W</value>
			<label>Withdrawn</label>
		</option>
		<option>
			<value>I</value>
			<label>Incomplete</label>
		</option>
	<other>
</response>

Comments

You must have the Admissions Admin, Admissions, Academic Admin, or Registrar role to call this task.

getTuitionSchedules

Returns all information related to tuition schedules and brackets configured for the institution.

Parameters

None

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<?xml version="1.0" encoding="UTF-8"?>
<response>
	<tuition_schedule>
		<id>107</id>
		<name>Auditor</name>
		<detail>1.00-12.00 credits: $350.00, 0.00 per unit</detail>
		<tuition_schedule_brackets>
			<tuition_schedule_bracket>
				<id>22</id>
				<units>CREDITS</units>
				<min_units>1.00</min_units>
				<max_units>12.00</max_units>
				<flat_amount>350.00</flat_amount>
				<per_unit_amount>0.00</per_unit_amount>
				<per_unit_threshold>0.00</per_unit_threshold>
				<in_use>2</in_use>
				<account_id>107</account_id>
				<account_name>Tuition</account_name>
				<account_number>5180</account_number>
			</tuition_schedule_bracket>
		</tuition_schedule_brackets>
	</tuition_schedule>
	<tuition_schedule>
		<id>2</id>
		<name>Graduate</name>
		<detail>1.00-10.00 credits: $0.00, 300.00 per unit&lt;br/&gt; 11.00-15.00 credits: $3500.00, 0.00 per unit</detail>
		<tuition_schedule_brackets>
			<tuition_schedule_bracket>
				<id>105</id>
				<units>CREDITS</units>
				<min_units>1.00</min_units>
				<max_units>10.00</max_units>
				<flat_amount>0.00</flat_amount>
				<per_unit_amount>300.00</per_unit_amount>
				<per_unit_threshold>0.00</per_unit_threshold>
				<in_use>1</in_use>
				<account_id>107</account_id>
				<account_name>Tuition</account_name>
				<account_number>5180</account_number>
			</tuition_schedule_bracket>
			<tuition_schedule_bracket>
				<id>16</id>
				<units>CREDITS</units>
				<min_units>11.00</min_units>
				<max_units>15.00</max_units>
				<flat_amount>3500.00</flat_amount>
				<per_unit_amount>0.00</per_unit_amount>
				<per_unit_threshold>0.00</per_unit_threshold>
				<in_use>0</in_use>
				<account_id>107</account_id>
				<account_name>Tuition</account_name>
				<account_number>5180</account_number>
			</tuition_schedule_bracket>
		</tuition_schedule_brackets>
	</tuition_schedule>
</response>

Comments

You must have the Financial Admin or Student Billing role to call this task.

getUpdatedEnrollment

Returns updated enrollment for a particular time.

Parameters

Parameter Description Required
start_date Format should be a date like "2010-11-06". Yes
offset The numeric value you want to offset the results by. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="12356">
	<enrollment>
		<id>21642973</id>
		<person_id>1520</person_id>
		<term_id>777</term_id>
		<instance_id>44444</instance_id>
		<catalog_course_id>14678</catalog_course_id>
		<status>ENROLLED</status>
		<status_date>2011-02-18</status_date>
		<credits>3.00</credits>
		<hours>9.00</hours>
		<finalized>0</finalized>
		<person_first_name>Linda</person_first_name>
		<person_last_name>Sanchez</person_last_name>
		<person_middle_name>D</person_middle_name>
		<person_preferred_name></person_preferred_name>
		<academic_term_name>Spring Term 2009-2010</academic_term_name>
		<course_abbrv>MAT201</course_abbrv>
		<course_name>Calculus I</course_name>
		<section>3</section>
		<pass_fail>0</pass_fail>
	</enrollment>
	<enrollment>
		<id>21643681</id>
		<person_id>1625</person_id>
		<term_id>777</term_id>
		<instance_id>44444</instance_id>
		<catalog_course_id>14678</catalog_course_id>
		<status>ENROLLED</status>
		<status_date>2010-11-22</status_date>
		<credits>3.00</credits>
		<hours>9.00</hours>
		<finalized>1</finalized>
		<person_first_name>Leo</person_first_name>
		<person_last_name>Aleman</person_last_name>
		<person_middle_name>D</person_middle_name>
		<person_preferred_name></person_preferred_name>
		<academic_term_name>Spring Term 2009-2010</academic_term_name>
		<course_abbrv>MAT201</course_abbrv>
		<course_name>Calculus I</course_name>
		<section>3</section>
		<pass_fail>0</pass_fail>
	</enrollment>
	...
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the offset parameter).

getUpdatedPeople

Returns all people who have had information changed since start_time. This is useful if you want to sync Populi users to a directory service, etc.

Parameters

Parameter Description Required
start_time Return all people with updated info since this second. Format should be a local timestamp like "2010-11-06 13:27:10". Yes
offset The numeric value you want to offset the results by. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="356">
	<person>
		<id>4444444</id>
		<first_name>Doug</first_name>
		<last_name>McFaculty</last_name>
		<preferred_name/>
		<middle_name/>
		<prefix>Mr.</prefix>
		<suffix/>
		<former_name/>
		<maiden_name/>
		<gender>MALE</gender>
		<birth_date>1979-10-02</birth_date>
		<primary_email>dougmcfaculty@example.com</primary_email>
		<status>ACTIVE</status>
		<is_active_user>1</is_active_user>
		<user_name>dougf</user_name>
		<updated_at>2011-05-09 13:42:00</updated_at>
	</person>
	<person>
		<id>88888</id>
		<first_name>James</first_name>
		<last_name>McProspect</last_name>
		<preferred_name>Jim</preferred_name>
		<middle_name/>
		<prefix/>
		<suffix>III</suffix>
		<former_name/>
		<maiden_name/>
		<gender>MALE</gender>
		<birth_date>1988-06-04</birth_date>
		<primary_email>jamesmcprospect@example.com</primary_email>
		<status>ACTIVE</status>
		<is_active_user>0</is_active_user>
		<user_name/>
		<updated_at>2011-04-09 13:42:00</updated_at>
	</person>
	...
</response>

Comments

People count as updated if their roles, tags, profile data, password, or contact information change. People added/deleted since start_time will also be returned.

Status can be ACTIVE, DELETED, or DECEASED.

The idea here is to make it possible to periodically run a script which pulls changes out of Populi since the last time it ran and pushes them to another system (e.g. Open Directory or Active Directory). If you want to sync contact info, check out getPerson to pull more detailed information.

There is a limit of 200 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the offset parameter).

You must have the Staff role or the Academic Auditor role to call this task.

getUsers

Returns all users.

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<person>
		<person_id>40913</person_id>
		<first>Frank</first>
		<last>Klemgaard</last>
		<username>frankk</username>
		<blocked>0</blocked>
	</person>
	...
</response>

Comments

You must have the Staff role or the Academic Auditor role to call this task.

getVoidedTransactions

Returns all voided financial transactions within a specified time period and the associated ledger entries.

Parameters

Parameter Description Required
start_time The start time used to filter the voided transactions (e.g. 2021-01-01 14:00:00). Defaults to 30 days ago. No
end_time The end time used to filter the voided transactions (e.g. 2021-03-31 14:00:00). Defaults to the current time. No
primary_actor_id The numeric ID of the primary actor you're interested in. No
page We limit the number of results returned (see comments), so which "page" would you like (e.g. page=1, page=2, page=3). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response num_results="231">
	<transaction>
		<id>6915</id>
		<status>VOID</status>
		<type>SALES_INVOICE</type>
		<payment_type>ON_ACCOUNT</payment_type>
		<transaction_number>257624</transaction_number>
		<primary_actor_type>PERSON</primary_actor_type>
		<primary_actorid>21435</primary_actorid>
		<student_id>SMITH_4488</student_id>
		<primary_actor>Smith, Ben</primary_actor>
		<amount>25.00</amount>
		<posted_date>2016-02-10</posted_date>
		<invoiceid>1534</invoiceid>
		<invoice_number>1179</invoice_number>
		<paymentid></paymentid>
		<reference_number></reference_number>
		<payment_number></payment_number>
		<payment_source_type></payment_source_type>
		<donation_id></donation_id>
		<donation_number></donation_number>
		<added_by>12570</added_by>
		<added_by_name>Frank Lenville</added_by_name>
		<added_time>2016-02-10 16:09:41</added_time>
		<voided_by>12570</voided_by>
		<voided_by_name>Frank Lenville</voided_by_name>
		<voided_time>2016-02-10 16:12:41</voided_time>
		<ledger_entries>
			<ledger_entry>
				<account_name>Accounts receivable</account_name>
				<account_number>1110</account_number>
				<account_type>ASSET</account_type>
				<debit>25.00</debit>
				<credit>0.00</credit>
				<actorid>2435</actorid>
				<actor_type>PERSON</actor_type>
				<actor_name>Smith, Ben</actor_name>
			</ledger_entry>
			<ledger_entry>
				<account_name>Fees</account_name>
				<account_number>5181</account_number>
				<account_type>INCOME</account_type>
				<debit>0.00</debit>
				<credit>25.00</credit>
				<actorid>2435</actorid>
				<actor_type>PERSON</actor_type>
				<actor_name>Smith, Ben</actor_name>
			</ledger_entry>
		</ledger_entries>
	</transaction>
</response>

Comments

Depending on the transaction type (invoice, payment, aid payment, credit, donation, etc.) different additional field values will be present in the results. Each transaction will include at least two ledger entries - one debit and one credit along with account details.

You must have the Financial Admin role to call this task.

There is a limit of 1000 results in the response.

The "num_results" attribute (in the <response> element) indicates the total number of possible results (regardless of the limit or the page parameter).

invoicePendingCharges

Creates an invoice based from pending charges associate with a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
academic_term_id The academic term ID that the pending charges are attached to. This is optional because some pending charges may not be attached to an academic term. No
due_date The date that the invoice is due. Defaults to your specified due date setting (if set), otherwise the defaults to the academic term start date (if an academic_term_id is passed in and the academic term's start date is in the future), otherwise the default is 30 days in the future. No
posted_date The transaction's posted date. Defaults to the current date. No
fee_id The numeric ID of a particular fee you're interested in. No
pending_charge_ids An array of pending charge IDs that you're interested in. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<invoice_id>2222</invoice_id>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

linkApplicationToPerson

Links an application to a person.

Parameters

Parameter Description Required
application_id Numeric ID of the application. Yes
person_id Numeric ID of the person. Yes

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

linkDonation

Links a donation to a person or organization as that donation's donor or soft credit.

Parameters

Parameter Description Required
donation_id The numeric ID of the donation Yes
link_type DONOR or SOFT_CREDIT Yes
person_id The numeric ID of the person you wish to link to this donation No
organization_id The numeric ID of the organization you wish to link to this donation No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

Either person_id or organization_id is required. A donation can only be linked to a single donor, but can have multiple soft credits. To change the donor of a donation that is already linked, first use the unlinkDonation task.

linkInquiryToPerson

Links an inquiry to a person.

Parameters

Parameter Description Required
inquiry_id Numeric ID of the inquiry. Yes
person_id Numeric ID of the person. Yes

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

postFinancialAidDisbursement

Posts an existing scheduled disbursement.

Parameters

Parameter Description Required
disbursement_id The numeric ID of a disbursement with a status of SCHEDULED (but not SETUP, POSTED, DELETED or VOID) Yes
posted_date Format should be a date like "2010-11-06". Defaults to the current date. No
notify_student Boolean. Send a notification email to the student's primary email address. Defaults to true. No
transaction_description A description to include on the associated financial transaction that will be created. Defaults to blank. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Financial Aid role to call this task.

removeAdvisorFromStudent

Removes an advisor from a student.

Parameters

Parameter Description Required
advisor_person_id The numeric person ID of the advisor you're interested in. Yes
student_person_id The numeric person ID of the student you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

removeDefaultTuitionScheduleFromStudent

Removes a default tuition schedule from a student.

Parameters

Parameter Description Required
person_id The numeric person ID of the student you're interested in. Yes
tuition_schedule_id The numeric ID of the tuition schedule you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

removeRole

Removes a role from a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
role_id The numeric ID of the role you want to remove. Yes
exit_date Used then removing the Student role. Used when inactivating any active programs/degrees. Defaults to the current date. No
exit_reason_id Used then removing the Student role. Used when inactivating any active programs/degrees. Defaults to 0 (Unknown). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>SUCCESS</response>

Comments

When the Student role is removed the student will be withdrawn from all non-finalized courses and any active programs/degrees will be inactivated.

The current user must have the Staff role and permission to remove the role (this varies by role... so Academic Admins can remove the Registrar role, Admissions Admins can remove the Admission role, etc).

See getAvailableRoles to look up all possible roles and their numeric IDs.

removeTag

Removes a tag from a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person whose tag should be removed. No (but either person_id or organization_id must be set)
organization_id The numeric ID of the organization whose tag should be removed. No (but either person_id or organization_id must be set)
tag_id The numeric ID of the tag. No (but either tag_id or tag must be set)
tag The actual tag you want to be removed (e.g. "Do not call", or "Good reference"). No (but either tag_id or tag must be set)

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>SUCCESS</response>

Comments

You must have the Staff role to call this task.

The tag_id or tag that you pass in must exist in Populi or a BAD_PARAMETER error will be thrown. However, this task will return SUCCESS even if the particular person doesn't have the particular tag - Populi will do nothing in that case.

System tags cannot be removed by anyone other than Populi... so certain tags like "Expelled" are off-limits. To remove these tags, you'll need to take some action in Populi - the correct system tags will be removed as a byproduct of that action.

removeTermTuitionScheduleFromStudent

Removes a term tuition schedule from a student.

Parameters

Parameter Description Required
person_id The numeric person ID of the student you're interested in. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes
tuition_schedule_id The numeric ID of the tuition schedule you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

removeUser

Removes the user account from a person.

Parameters

Parameter Description Required
person_id The numeric ID of the person whose user account will be removed. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

Users with the Academic Admin role can remove any user account.

Users with the Staff role can remove any user account except for users with the Academic Admin role.

The user status of current Account Admins and Billing Contacts can't be edited.

You cannot remove your user account.

requestBackup

Requests a backup of your Populi data, delivered as a ZIP file in CSV format. You can be notified by email when it's ready for download, or have an HTTP request made to another web application.

Parameters

Parameter Description Required
on_complete_email Where to send the "Backup Ready for Download" email. No
on_complete_url If set, when the backup is ready for download we'll make an HTTP request to this URL, including the backup_id as a POST variable. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<id>11111</id>
</response>

Comments

The <id> returned is the ID of the backup request (the same ID that will be passed to on_complete_url).

See downloadBackup to download the backup after it's completed.

You must be an Account Administrator to call this task.

resubscribeEmailAddress

Resubscribes a particular email address to emails.

Parameters

Parameter Description Required
email_address The email address you want to resubscribe to emails. (e.g. bob@example.com) Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role to call this task.

searchOrganizations

Looks up organizations by name & location.

Parameters

Parameter Description Required
search_term e.g. "College of Nursing" or "Chicago, IL". Yes
limit The maximum number of matches you'd like returned - defaults to 10, maximum is 50. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<organization>
		<id>3744</id>
		<name>IPA Scholastic Organization</name>
		<type_id>25</type_id>
		<type_name>Not for profit</type_name>
		<address>
			<type>OTHER</type>
			<addressid>40829</addressid>
			<street>Flare St.</street>
			<city>Chicago</city>
			<state>IL</state>
			<zip>12345</zip>
			<country>USA</country>
			<is_primary>1</is_primary>
		</address>
	</organization>
	...
</response>

Comments

You must have the Staff role to call this task.

Use getOrganization to look up more detailed information about one of your search results.

searchPeople

Looks up people by name, email, phone number, etc.

Parameters

Parameter Description Required
search_term e.g. "Joe McStudent" or "208-111-2222" or "joe@mcstudent.edu" Yes
limit The maximum number of matches you'd like returned - defaults to 10, maximum is 50. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<person>
<id>11111</id>
<first_name>Robert</first_name>
<last_name>McStudent</last_name>
<middle_name>Kensington</middle_name>
<preferred_name>Bobby</preferred_name>
<is_user>1</is_user>
<primary_email>r.mcstudent@myschool.edu</primary_email>
</person>
<person>
<id>2222</id>
<first_name>Robert</first_name>
<last_name>McBoardmember</last_name>
<middle_name/>
<preferred_name/>
<is_user>0</is_user>
<primary_email>robert@gmail.com</primary_email>
</person>
...
</response>

Comments

Metaphone matching is used to try to correct misspellings... so you can accidentally search for "Mervin Smith" and hopefully get Marvin Smith returned.

Use getPerson to look up more detailed information about one of your search results.

setApplicationField

Sets a value for a particular application field.

Parameters

Parameter Description Required
application_id The numeric ID of the application you're interested in. Yes
application_field_id The numeric ID of the application field you're interested in. Yes
value (this would be an array for MULTIPLE_ANSWER) The value for this field. No (but depends on the field - see comments)
reference_email The email address that should receive an online reference invitation. No (but depends on the field - see comments)
reference_message A personal message to the recipient of the online reference invitation. No
street The street portion of an address. No (but depends on the field - see comments)
city The city portion of an address. No (but depends on the field - see comments)
state A state or province abbreviation. No (but depends on the field - see comments)
zip The zip/postal code portion of an address. No (but depends on the field - see comments)
country A country abbreviation. No (but depends on the field - see comments)
hispanic_latino Boolean. No (but depends on the field - see comments)
race_ids An array of race IDs. No
date_taken The date a standardized test was taken. No (but depends on the field - see comments)
total_score The total score for a standardized test. No (but depends on the field - see comments)

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Admissions role or be the owner of the application to call this task.

The value must be a valid option for the field or a BAD_PARAMETER error will be returned.

Most fields require value (this would be an array for MULTIPLE_ANSWER) except those listed below:
ONLINE_REFERENCE fields require reference_email - reference_message is optional.
STATE_PROVINCE fields require country and state.
RACE_ETHNICITY fields require hispanic_latino.
ADDRESS fields require street, city, state, zip and country.
STANDARDIZED_TEST fields require date_taken and total_score.

setCustomField

Sets a custom field value for a particular person, organization, or donation.

Parameters

Parameter Description Required
custom_field_id The numeric ID of the custom field you're interested in. Yes
person_id The numeric ID of the person you're interested in. No
owner_id The numeric ID of object you're interested in, if they are not a person. No
term_id The numeric ID of the term you're interested in. No (but must be set for TERM_STUDENT type fields)
value (this would be an array for CHECKBOXes) The value for this field. No (but either value or option_index must be set - see comments)
option_index (this would be an array for CHECKBOXes) For RADIOs and SELECTs, you can pass in the index of the selected option. No (but either value or option_index must be set - see comments)

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

When setting a custom field on a Donation or Organization, use the owner_id parameter. Otherwise use person_id.

For fields RADIOs and SELECTs, you can pass in either the selected option value itself (e.g. "McNeil Dorm"), or the index of that option (e.g. 7). Either way, it must be a valid option for that custom field or a BAD_PARAMETER error will be returned.

For CHECKBOXes, you can pass in a values array.

For FILE input type fields, pass in a numeric file_id.

setLeadInfo

Sets information about an admissions lead.

Parameters

Parameter Description Required
person_id The numeric ID of the person whose lead information you'd like to change. Yes
admissions_officer_id The numeric person ID of the main admissions officer responsible for this lead (he or she should have the Admissions role). No
status PROSPECT, INQUIRY, APPLICATION_STARTED, APPLICATION_COMPLETED, ACCEPTED, CONFIRMED, ENROLLED No
program_id The numeric ID of the program the lead is interested in. No
degree_id The numeric ID of the degree the lead is interested in. No
specialization_id The numeric ID of the specialization the lead is interested in. No
term_id The numeric ID of the term the school hopes the lead will attend. No
source_id The numeric ID of the source this lead to which this lead should be attributed. No
source_comment A short comment describing this lead's source (i.e. "Where did this lead come from?"). No
ed_level_id The numeric education level ID associated with this lead (e.g. High School, Some College, etc). No
declined_reason_id The numeric declined reason ID associated with this lead (e.g. Distance/Location, Financial, etc). No
declined_reason_comment A short comment describing this lead's declined reason. No
high_school_grad_date The date this lead graduated from High School (e.g. 2010-06-15) No
active Boolean. 1 or 0. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>SUCCESS</response>

Comments

Pass in only the fields you want to change - the ones you don't pass in will be left alone with their current value intact.

This task can be called on any person.

You must have the Admissions role to call this task.

See getAcademicTerms, getLeadSources, getEducationLevels to look up the various numeric IDs you can pass into this function.

setPersonBirthDate

Sets the birth date for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
birth_date e.g. 1979-10-02 Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

setPersonCitizenship

Sets the citizenship for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
citizenship[] The citizenship country abbreviation(s) for the person. Yes
resident_alien Boolean. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

See the getCountries task for a list of valid country abbreviations.

You must have the Staff role to call this task.

setPersonGender

Sets the gender for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
gender MALE, FEMALE, or UNKNOWN Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

setPersonHometown

Sets the hometown for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
city The hometown city for the person. No
state The hometown state abbreviation for the person. No
country The hometown country abbreviation for the person. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The "state" parameter can also take a province.

See the getStates task for a list of valid state abbreviations.

See the getProvinces task for a list of valid province abbreviations.

See the getCountries task for a list of valid country abbreviations.

You must have the Staff role to call this task.

setPersonName

Sets the name a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
prefix   No
first_name   No
preferred_name   No
middle_name   No
last_name   No
suffix   No
former_name   No
maiden_name   No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You do not have to pass in all the individual name pieces. For example, if you only want to update the person's preferred name and middle name then simply pass in preferred_name and middle_name.

You must have the Staff role to call this task.

setPersonRaceEthnicity

Sets the race/ethnicity for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
hispanic_or_latino Boolean. Defaults to false. Yes
race_ids An array of race IDs. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

See the getRaces task for a list of valid race IDs.

You must have the Staff role to call this task.

setPersonSIN

Sets the social insurance number for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
sin The social insurance number for the person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have SSN/SIN editing permissions to call this task.

setPersonSSN

Sets the social security number for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
ssn The social security number for the person. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have SSN editing permissions to call this task.

setStudentAssignmentGrade

Sets an assignment grade for a particular student.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
assignment_id The numeric ID of the assignment you're interested in. Yes
person_id The numeric ID of the person you're interested in. Yes
grade The assignment grade for the student. Yes
recalculate_final_grade Boolean. Defaults to true. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course Faculty member to call this task.

setStudentEntranceTerm

Sets the entrance term for a particular student.

Parameters

Parameter Description Required
person_id The numeric ID of the person you're interested in. Yes
term_id The numeric ID of the term you're interested in. Yes
student_program_id The numeric ID of the student's program you're interested in. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

If `student_program_id` is not passed in we will set the entrance term on all of the student's active programs.

For `student_program_id` see the `id` element in the getStudentPrograms API task.

setStudentFinalGrade

Sets the final grade for a particular student in a particular course instance.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
person_id The numeric ID of the person you're interested in. Yes
grade The final grade for the student. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course Faculty member to call this task.

setStudentID

Sets a student's ID

Parameters

Parameter Description Required
person_id The numeric ID of the person whose student ID you'd like to change. Yes
student_id The new student ID Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role or the Registrar role to call this task.

setStudentMealPlan

Sets a student's meal plan information.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes
meal_plan_id The numeric ID of the meal plan you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Campus Life, Financial Admin, or Student Billing.

setStudentRoomPlan

Sets a student's room plan information.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes
room_plan_id The numeric ID of the room plan you're interested in. Yes
room_id The numeric ID of the room you're interested in. No
capacity_used   No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have one of the following roles to call this task: Academic Admin, Registrar, Campus Life, Financial Admin, or Student Billing.

setStudentStandardizedTestSectionScore

Sets a student's standardized test section score.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
student_standardized_test_id The numeric ID of the student's standardized test record. Yes
standardized_test_section_id The numeric ID of the standardized test section. Yes
score The test section score. Yes

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

setTodoCompleted

Marks a todo completed or not completed.

Parameters

Parameter Description Required
todo_id The numeric ID of the todo you're interested in. Yes
completed Possible values: 1 (default) or 0. Whether the todo should be marked completed. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

This function can only be used on todos assigned to the currently logged-in user.

submitApplication

Submits an application.

Parameters

Parameter Description Required
application_id The numeric ID of the application you're interested in. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Admissions role or be the owner of the application to call this task.

unblockUser

Used to unblock a particular user account.

Parameters

Parameter Description Required
person_id The numeric ID of the person whose user account will be unblocked. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

Users with the Academic Admin role can unblock anyone.

Users with the Staff role can unblock anyone except for users with the Academic Admin role.

unlinkApplication

Unlinks a person from an application.

Parameters

Parameter Description Required
application_id Numeric ID of the application. Yes

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

unlinkDonation

Removes the donor link or soft credits from a donation.

Parameters

Parameter Description Required
donation_id The numeric ID of the donation Yes
link_type DONOR or SOFT_CREDIT Yes
soft_credit_donor_id Numeric donor ID of the soft credit you wish to remove from this donation No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Financial Admin or Donations role to call this task.

When unlinking a donor, no additional parameters are requilred. When unlinking a soft credit, the soft_credit_donor_id must also be supplied. This will be the soft credit's donor_id, NOT the associated person_id or organization_id.

unsubscribeEmailAddress

Unsubscribes a particular email address from emails.

Parameters

Parameter Description Required
email_address The email address you want to unsubscribe from emails. (e.g. bob@example.com) Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role to call this task.

updateAddress

Updates an address.

Parameters

Parameter Description Required
addressid The numeric ID of the address. Yes
street e.g. 777 Magnolia Ln No
city e.g. Moscow No
state e.g. ID No
postal e.g. 83843 No
country e.g. US, CA, etc. No
type Person addresses: HOME, WORK, BILLING, SCHOOL, SHIPPING, OTHER
Organization addresses: MAIN, BILLING, SHIPPING, OTHER
No
primary Boolean. Use if you want to mark the address as primary or not primary. No
old Boolean. Use if you want to mark the address as old or not old. No
public Boolean. Use if you want to mark the address as public or not public. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role or else be updating an address on his/her own profile.

updateApplicationFieldStatus

Updates an application field's status.

Parameters

Parameter Description Required
application_id The numeric ID of the application you're interested in. Yes
application_field_id The numeric ID of the application field you're interested in. Yes
status IN_PROGRESS, SUBMITTED, ACCEPTED, or REJECTED Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions or Admissions Admin role to call this task.

The application must be linked to a person before the field status can be updated.

updateApplicationStatus

Updates an application's status.

Parameters

Parameter Description Required
application_id The numeric ID of the application you're interested in. Yes
status IN_PROGRESS, SUBMITTED, PENDING_DECISION, ACCEPTED, DECLINED, WITHDRAWN, DEFERRED, or WAITLISTED. Yes
fee_status UNPAID, PAID, or WAIVED. No
provisional Boolean. Only applies when the status=ACCEPTED. Defaults to false. No
provisional_comment Only applies when the status=ACCEPTED. No
provisional_comment Only applies when the provisional=1 and status=ACCEPTED. No
add_student_role Boolean. Only applies when the status=ACCEPTED. Defaults to true. No
import_course_of_study Boolean. Only applies when the applicant has the student role and status=ACCEPTED. Defaults to true. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions or Admissions Admin role to call this task.

The application must be linked to a person before the status can set to any of the following: PENDING_DECISION, ACCEPTED, DECLINED, WITHDRAWN, DEFERRED, or WAITLISTED.

updateCourseInstanceAssignment

Updates an assignment in a particular course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes
assignment_id The numeric ID of the assignment you're interested in. Yes
name The name of the assignment. No
type GRADE_ONLY, FILE_UPLOAD, PEER_REVIEW_FILE_UPLOAD, TEST, ATTENDANCE, DISCUSSION, ESSAY, or PEER_REVIEW_ESSAY No
discussion_id Only used when the assignment type is DISCUSSION. The numeric ID of the discussion you want to use (the default is 0 which means a new discussion will be created). No
description A description of the assignment. No
catalog_course_ids Only used if the course is cross-listed. This would be an array of catalog course IDs that the assignment applies to. If you leave this parameter out of the request the assignment will apply to all cross-listed courses. No
points The number of points that the assignment is worth. No
extra_credit Boolean. No
group_id The assignment group ID this assignment belongs to (group_id 0 is the built-in "Other" group). No
published Boolean. No
time_due When the assignment is due (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). No
visible_to_students_before_due When the passed in type is TEST this sets whether or not the test is visible before it's available. No
availability FROM, AFTER, BEFORE, or ALWAYS. If the value is FROM and both start_window and end_window are empty then the test will not be available. No
start_window When the test availability starts (e.g. 2017-06-01 00:00:00 - must be in the course instance's timezone). Only used when the availability parameter is FROM or AFTER. No
end_window When the test availability ends (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). Only used when the availability parameter is FROM or BEFORE. No
     
  The following parameters are only used when the assignment type is TEST:  
time_limit The time limit in minutes (time_limit 0 means "No time limit"). No
retake_policy NO_RETAKES (no retakes), KEEP_HIGHEST (keep highest score), KEEP_LAST (keep most recent score), AVERAGE (average all scores). No
retakes The number of retakes allowed (only used when the retake_policy is not NO_RETAKES). No
proctored NOT_PROCTORED (the default), EMAIL_OR_SMS, or SMS. No
test_submit_feedback SCORE (score when available), FEEDBACK (score and response feedback - the default), ANSWERS (score, response feedback, and correct answers). No
test_end_feedback SCORE (score when available), FEEDBACK (score and response feedback), ANSWERS (score, response feedback, and correct answers - the default). No
course_end_feedback SCORE (score when available), FEEDBACK (score and response feedback), ANSWERS (score, response feedback, and correct answers - the default). No
     
  The following parameters are only used when the assignment type is PEER_REVIEW_FILE_UPLOAD or PEER_REVIEW_ESSAY:  
peer_grade Boolean. No
grade_submission_points The number of points that submissions are worth. No
grade_review_points The number of points that reviews are worth. No
anonymous_reviews Boolean. No
review_visibility NEVER (not visible to other students), AFTER_REVIEW (visible to other students after their review), ALWAYS (visible to other students). No
allow_review_comments Boolean. Only used when review_visibility is not NEVER. No
reviews_time_due When reviews are due (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). No
reviews_closed_date_time When reviews are closed (e.g. 2017-06-30 23:59:59 - must be in the course instance's timezone). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

Only assignments with the GRADE_ONLY type may be switched to the DISCUSSION type.

updateCourseInstanceAssignmentGroup

Updates an assignment group in a particular course instance.

Parameters

Parameter Description Required
instance_id The numeric ID of the course instance you're interested in. Yes
group_id The numeric ID of the assignment group you're interested in. Yes
name The name of the assignment group. No
weight The assignment group's weight percent (the default is 0). No
extra_credit Boolean. No
drop_lowest The number of lowest-graded assignments to drop from this group for each student (the default is 0). No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task.

updateCourseOfferingLink

Updates a link attached to a particular course offering.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
link_id The numeric ID of the link you're interested in. Yes
name The name of the link. No
url The URL for the link. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin role, the Registrar role, or be a course teacher to call this task (and the course must not be finalized).

updateEmailAddress

Updates an email address.

Parameters

Parameter Description Required
emailid The numeric ID of the email address. Yes
email_address e.g. bob@example.com No
type Person email addresses: HOME, WORK, SCHOOL, OTHER
Organization email addresses: WORK, OTHER
No
primary Boolean. Use if you want to mark the email address as primary or not primary. No
old Boolean. Use if you want to mark the email address as old or not old. No
public Boolean. Use if you want to mark the email address as public or not public. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role or else be updating an email address on his/her own profile.

updateInquiry

Updates an admissions inquiry record.

Parameters

Parameter Description Required
inquiry_id The numeric ID of the inquiry. Yes
representative_id The numeric person ID of the representative. No
lead_source_id The numeric ID of the lead source. You can pass in 0 to remove the source data from the inquiry record. No
program_id The numeric ID of the program the person is interested in. You can pass in 0 to remove the program data from the inquiry record. No
degree_id The numeric ID of the degree the person is interested in. You can pass in 0 to remove the degree data from the inquiry record. No
specialization_id The numeric ID of the specialization the person is interested in. You can pass in 0 to remove the specialization data from the inquiry record. No
academic_term_id The numeric ID of the academic term the person is interested in attending. You can pass in 0 to remove the academic term data from the inquiry record. No
added_on The date the inquiry was made in the format '2016-10-27' No
phone The person's phone number. No
email The person's email address. No
street The person's street address. No
city The person's city. No
state The person's state or province abbreviation. No
postal The person's postal code. No
country The person's country abbreviation. No
status CLOSED is the only supported status at this time. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

representative_id, lead_source_id, and added_on are the only attributes that can be updated if the inquiry record has been linked to a person record in Populi.

You must have the Admissions or Admissions Admin role to call this task.

updateLicensePlate

Updates a person's license plate.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
license_plate The person's license plate. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role to call updateLicensePlate.

updatePersonOrganization

Updates a person organization record.

Parameters

Parameter Description Required
id The numeric ID of the person_organization record. See getPersonOrganization. Yes
type MEMBER, EMPLOYMENT, or EDUCATION. No
title The person's title at the organization. No
start_date Format should be a date. e.g. "2020-09-05". No
end_date Format should be a date. e.g. "2024-05-07". No
is_primary Boolean. No
is_private Boolean. Defaults to the "Make relationships between people and organizations private by default" security setting. No
occupation_id The numeric ID of the occupation. See getOccupations. Only used when type = EMPLOYMENT. No
full_time Boolean. Only used when type = EMPLOYMENT. No
weekly_hours Only used when full_time = 0 and type = EMPLOYMENT. No
salary Only used when type = EMPLOYMENT. No
can_show_on_transcript Boolean. Defaults to true. Only used when type = EDUCATION. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Staff role to call this task.

Private person organization records are only visible to Faculty/Staff/Advisors.

updatePhoneNumber

Updates a phone number.

Parameters

Parameter Description Required
phoneid The numeric ID of the phone number. Yes
phone_number e.g. 1-800-888-8888 No
type Person phone numbers: HOME, WORK, MOBILE, SCHOOL, FAX, OTHER
Organization phone numbers: WORK, FAX, OTHER
No
primary Boolean. Use if you want to mark the phone number as primary or not primary. No
old Boolean. Use if you want to mark the phone number as old or not old. No
public Boolean. Use if you want to mark the phone number as public or not public. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
<result>SUCCESS</result>
</response>

Comments

The current user must have the Staff role or else be updating a phone number on his/her own profile.

updateStudentAttendance

Update a student's attendance.

Parameters

Parameter Description Required
instanceID The numeric ID of the course instance you're interested in. Yes
meetingID The numeric ID of the meeting. Yes
personID The numeric ID of the person whose attendance will be updated. Yes
status PRESENT, ABSENT, TARDY, or EXCUSED Yes
note The text content of the note. No
keep_best_status Boolean. Defaults to false. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>UPDATED</result>
</response>

Comments

The keep_best_status parameter prevents a user from accidentally "downgrading" a student's attendance status. For example, a student arrives for class on-time and the faculty marks him Present. Fifteen minutes into class, the student realizes he hasn't checked in using the attendance beacon and then does so—inadvertently marking himself as Tardy.

If the best status has been kept for a given student, you will see <result>SKIPPED</result> returned for that student.

updateStudentCourseEnrollment

Updates a student's course enrollment record.

Parameters

Parameter Description Required
course_offering_id The numeric ID of the course offering you're interested in. Yes
person_id The numeric ID of the student you're interested in. Yes
status ENROLLED, AUDITOR, WITHDRAWN, INCOMPLETE, or DELETED No
status_date What date the student's course enrollment status was updated. Defaults to the current date when the status changes. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Academic Admin or Registrar role to call this task.

updateStudentStandardizedTest

Updates a student's standardized test record.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
student_standardized_test_id The numeric ID of the student's standardized test record. Yes
taken_date The date the test was taken. No
received_date The date the test was received. No
score The test score. No
primary Boolean. No

Example Response

<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Admissions, Admissions Admin, Academic Admin, or Registrar role to call this task.

updateStudentTermTuitionScheduleBracket

Updates a student's term tuition schedule bracket.

Parameters

Parameter Description Required
person_id The numeric person ID of the student you're interested in. Yes
academic_term_id The numeric ID of the academic term you're interested in. Yes
tuition_schedule_id The numeric ID of the tuition schedule you're interested in. Yes
tuition_schedule_bracket_id The numeric ID of the tuition schedule bracket you're interested in, or "AUTOMATIC". Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>SUCCESS</result>
</response>

Comments

You must have the Student Billing or Financial Admin role to call this task.

uploadAssignmentSubmission

Uploads a file to an assignment for the current user.

Parameters

Parameter Description Required
assignment_id The numeric ID of the assignment. Yes
file File uploaded the via the HTTP POST method. Yes

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<id>98745687</id>
</response>

Comments

Returns the file ID on success.

uploadFile

Uploads a file for a particular person.

Parameters

Parameter Description Required
person_id The numeric ID of the person. Yes
file File uploaded the via the HTTP POST method. Yes
custom_field_id If passed in, the file will be uploaded to the given custom info field. No
term_id The numeric ID of the term you're interested in. No (but must be set for TERM_STUDENT custom fields)
role_ids An array of role IDs - the file will be visible to people with these role IDs. No

Example Response

<?xml version="1.0" encoding="UTF-8"?>
<response>
	<result>12345678</result>
</response>

Comments

You must have the Staff role to call this task.

Returns the file_id on success.

The role_ids parameter will not be used for custom info fields.

If no role_ids are passed in we will default to the user's "Default activity feed visibility" setting.

If you pass in custom_field_id you will not need to call setCustomField, we will set the field for you.

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