Queries: Update Query

To Update data points in Wisr, create and schedule an Update Query in your Slate instance.

An Update Query is most commonly used to:

• Change a user's Member Type
  • Example: An Admitted First Year Student deposits and becomes a Deposited First Year Student. The Update Query tells Wisr to adjust the member type in the Wisr App. 
• Update Wisr Custom Fields 

For more, please review to the Managing Data in Wisr article. 

Update Query Requirements

The Update Query must include the following exports in Slate: 

1. Unique ID
   1. Important: This ID will be used for matching when sent back to Slate. 
2. Member Type 
   1. Important: The Updated Member Type must match a Member Type in the Wisr app
   1. Example: if the Member Type in the Wisr App is listed as Deposited First Year Student, the query must return a value of Deposited First Year Student (case sensitive)

Update Query Properties and Configuration:

• Select Edit Properties
• Select and set the following properties
  • Execution Options: Retrieve only the new records since the query was last run
  • Fetch Behavior: Always preserve where clause on fetch
  • Save
• Select Schedule Export
• Select and set the following settings
  • Status: Inactive (Until testing is complete)
  • Destination: Custom File Transfer
  • Connection: sftp://User-ID@sftp.wisr.io
    • IMPORTANT: The User-ID matches the User ID in the Outgoing Service Account (Remote) previously created.
    • Please make sure the User-ID matches.
  • Path: /incoming/update-school_name-%FT%T.csv
    • Please enter your school name in the path
  • Encryption: Secure Transfer
  • Notification: Failures Only
  • Notification Email: Insert an Active Email Address
  • Format: Delimited (tab-delimited, CSV, etc.) 
  • Delimited: Comma (,)
  • Headers: Include Header Row
  • Text Qualifiers: Double Quotes (")
  • Line Endings: <Cr><Lf>
  • Encoding: Unicode: (utf-8) 
  • Suppress Empty: Suppress Empty Files
  • Requested Delivery: Overnight 2:00 a.m. - 4:00 a.m. (preferred window)
  • Requested Weekdays: Choose your desired cadence for Updates (Most Frequent: Weekly)
  • Requested Priority: Normal

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Final Steps

• Be sure the User is listed as the Service Account Wisr (Outbound) user created earlier
  • By default, Slate automatically assigns the query to the user that created the query. 
  • IMPORTANT: If the User is not associated with the Service Account Wisr (Outbound) user, the connection will fail.