For Students: How to Apply with Scoir

For Non Scoir High School/International/Transfer Students: How many recommendations do I need?

For Non Scoir High School/International/Transfer Students: Requesting letters of recommendation

For Non Scoir High School, International, and Transfer Students: Requesting transcripts, application documents, & letters of recommendation

For Colleges: Scoir application integration checklist

For Colleges: Configuring your application

For Colleges: Application activation

For Colleges: Importing School Reference IDs

For Colleges: Testing your application

How to fill out letters of recommendations for non Scoir high school/international/transfer students

For School Officials: Sending application documents for transfer, international, & unlinked students

For Counselors: Managing your account

Counselor Dashboard Overview

For Counselors/Teachers: Changing your email address

For Counselors: Creating a Demo Student Account

Using Scoir: A quick start guide for middle school counselors

For Counselors: Student roster overview

For Counselors: Add a new student

For Counselors: Student registration process

For Counselors: Labels overview

For Counselors: My student has a Scoir account but I can't see their data

For Counselors: Edit student profiles

For Counselors: Student transferring high schools

For Counselors: Removing students from Scoir

For Counselors: How to disenroll/delete students when using Clever

For Counselors: Recording scholarships and awards for students

For Counselors: Using the Parent Roster

For Counselors: Why can’t parents access surveys, scattergrams, forms, or other school data?

For Counselors: Viewing students’ career interests

For Counselors: PrinciplesYou character assessment overview

For Counselors: Searching and filtering colleges

For Counselors: Suggesting colleges

For Counselors: Add a college to a student's college list

For Counselors: Manage colleges on behalf of a student

For Counselors: View a student's college list in table format

For Counselors: Managing and using Scattergrams

For Counselors: Understanding List Scores

For Counselors: College Selectivity Levels & Student Match Levels overview

For Counselors: Using Predictive Chances

For Counselors: Setting Acceptance Likelihood

For Counselors: Set student outcomes and post-graduate plans

For Counselors: Discover Programs

For Counselors: Admission Intelligence FAQ

Choosing the right way to share resources with students

For Counselors: Using School Drive

For Counselors: View and manage your student's Drive

For Counselors: Bulk add files & links to students' Drives

For Counselors: Adding a YouTube video to My Drive

For Counselors: Manage application materials

For Counselors: Secondary School Report (SSR) overview

For Counselors: Midyear Reports and Transcripts

For Counselors: Final Reports and Transcripts

For Counselors: Grade Reports (Individual)

For Counselors: Application fee waivers

For Counselors: Digitally signing Early Decision contracts

For Counselors: Completing second Early Decision sontract for the same student

For Counselors: Letters of recommendation

For Counselors: Add a counselor evaluation/recommendation

For Counselors: Viewing status of teacher recommendations

For Counselors: Uploading recommendations on behalf of an 'Other Recommender' outside of Scoir

For Counselors: Managing FERPA on behalf of a student

Understanding FERPA - Frequently asked questions

For Counselors: Send application materials

For Counselors: Sending documents for individual students

For Counselors: Understanding what "Complete Packets Ready to Send" means

For Counselors: Understanding the "Needs Attention" document status

For Counselors: Cancel sent documents - the send docs "undo" button 😮

For Counselors: Resending an updated transcript after it was already sent

For Counselors: Why aren't documents appearing in the list to be sent to colleges?

For Counselors: Track application materials

For Counselors: Troubleshooting "missing" documents

For Counselors: How documents are processed by colleges and universities

Can counselors change deadline dates for colleges in Scoir?

For Counselors: Using Plans

For Counselors: Create and assign Tasks

For Counselors: Using Forms

For Counselors: Creating, publishing, and editing Surveys

For Counselors: Viewing Survey results

For Counselors: How do students and parents know that a survey was sent?

For Counselors: Creating brag sheets in Scoir

Test Score Imports: ACT score imports

Test Score Imports: ACT and PreACT scores via rapid manual entry

Uploading College Board test scores

Manually adding TOEFL scores for each student

For Counselors: Importing Custom Properties

Bulk add/update Grade Report

Bulk add/update Senior Courses

Bulk add/update Student GPAs

Bulk add/update Transcripts

For Counselors: Running standard reports on student data

For Counselors: Creating custom reports

For Counselors: Exporting reports from student roster view

For Counselors: Custom Properties and Property Groups

For Counselors: Messaging students & parents in Scoir

For Counselors: The Email Center

For Counselors: Sending and scheduling emails

For Counselors: Emailing users using the advanced email integration

For Counselors: Scoir Library & Email Subscription management

For Counselors: What notifications will students receive from Scoir?

For Counselors: Notifications & alerts

For Counselors: Calendar overview

For Counselors: Linking your Scoir calendar to an external calendar

For Counselors: Scheduling in-person visits & availability

For Counselors: Scheduling virtual visits

For Counselors: Scheduling visits for non-college organizations

For Counselors: Scheduling multiple college visits within the same time slot

For Counselors: Students' notification of college visits

For Counselors: Understanding Scoir RSVP dates

For Counselors: Scheduling office hours

For Counselors: Office hours from the student perspective

For Counselors: Edit or delete a visit

Class rollover in Scoir and counselor/student access

For Counselors: ACT/SAT test & release dates

For Counselors: Application season reminders

Getting started with Scoir U

Scoir U: Frequently asked questions

For Students: Scoir student overview [video]

For Students: Creating an account when invited by your high school

For Students: Creating an account on your own (non-Scoir high school student account)

For Students: How to tell if you are linked to a high school or not

For Students: Invite your parents/guardians

For Students: What to do if you have multiple accounts

For Students: Link your existing Scoir account to a high school

For Students: Change your email or add a backup email

For Students: Delete your account

For Students: Personalize your dashboard & college preferences

For Students: Update your personal information

For Students: First generation students

For Students: FERPA Release and FERPA Waiver

For Students: Update your academic information

For Students: Record your activities and achievements

For Students: Create and export a resume

For Students: Using your Drive

For Students: Taking a career interest assessment

For Students: Taking the PrinciplesYou character assessment

For Students: Discover careers

For Students: Managing careers in your profile

For Students & Parents: Access College Guidance Network with single sign-on (SSO)

For Students: Setting your college preferences

For Students: Student interest categories

For Students: Discover colleges

For Students: College profiles

For Students: Comparing colleges

For Students: Viewing Scattergrams

For Students: Discover Events

For Students: Discover Programs

For Students: Understanding what it means to follow a college in Scoir

For Students: My Colleges

For Students: View your college list in a data table format

Create and Manage Views

The Balanced List Score

For Students: View & simulate your Predictive Chances for college admissions

For Students: Updating outcomes and post graduate plans

For Students: Understanding Test Optional, Test Free & Test Required SAT/ACT Scores

For Scoir connected students: Requesting a fee waiver

For Students: Early Decision contracts

For Scoir connected students: Requesting transcripts

For Scoir connected students: Requesting letters of recommendation

For Students: Checklist for ensuring application document delivery

For Students: The Scoir guide to the Common Application

For Students: Access and complete your assignments

For Students: Registering for office hours

For Students: Registering for college visits

For Students: The Scoir mobile app

For Students: The Scoir mobile app - Me

For Students: The Scoir mobile app - Inbox

For Students: The Scoir mobile app - My Colleges

For Students: The Scoir mobile app - Discover

For Colleges: Add & invite admissions staff

For Colleges: Admissions Officer roles & permissions

For Colleges: Remove admissions staff

Integrating Slate with Scoir

Step 1: Prepare Slate for Scoir Documents and Record Creation

Step 2: Connect Slate and Scoir

Step 3: Map Scoir Student Data and Documents in Slate

For Colleges: Troubleshooting Slate integration with Scoir

For Colleges: Slate Integration - Message Scoir Students from Slate

Introduction: Managing Application Rounds

Step 1: Creating Application Document Requirements

Step 2: Creating an Application Deadline

For Colleges: Edit, copy, and delete document requirements

For Colleges: Scoir Index File

For Colleges: Set up SFTP integration to recieve documents from Scoir

For Colleges: Troubleshoot configuration of SFTP integration with Scoir

For Colleges: Slate Mapping

For Colleges: Supported Document Types

For Non-Slate Colleges: Configuring File Preferences

For Colleges: Downloading & reviewing documents

For Colleges: Grade Reports

For Colleges: The Scoir CSV/Manifest file

For Colleges: Premium Presence overview

For Colleges: Create & manage Posts, Events, and Programs

For Colleges: Events

For Colleges: Programs

For Colleges: Guidelines for college profile header photos

For Colleges: Outreach Messaging overview

For Colleges: Create one-time messages

For Colleges: Create automated messages

For Colleges: Schedule & manage high school visits

For Colleges: Linking to an external calendar

For Colleges: Explore your Admissions Insights Dashboard

For Colleges: Applicant Insights & Management

Uploading and mapping your End of Cycle Report

For District Admins: Logging into your Network account

For District Admins: Getting started with a Network account

For District Admins: Adding and managing users in your Network account

For District Admins: Network roles and permissions

For District Admins: District communications

For District Admins: Setting up and enabling Advanced Email features

Data gathering instructions for middle school accounts

ClassLink/Naviance - SIS-Students/Parent

ClassLink Roster/Naviance - SIS-Students/Parent (District)

ClassLink Rostering - SIS Students/Parents

ClassLink Rostering - SIS Students/Parents (District)

Clever Only - SIS Parents

Clever - SIS Parents (District)

Clever/Naviance - SIS-Parent

Clever/Naviance - SIS-Parent (District)

Naviance - SIS for Students/Parent/Teacher

Naviance - SIS Student/Parent/Teacher (District)

Naviance - to - Scoir: Application Outcomes for Current Students

SIS Only - Students/Parents/Teachers

SIS only - Students/Parents/Teachers (District)

Cialfo,Maia Learning, and Xello Historical Application Data (Alumni Only)

School settings overview

Enable application materials (Documents)

Setting your high school student email domain

Setting up and enabling Advanced Email

Ensuring Scoir access and emails will be delivered

Request a GPA scale change

Display school photos for students on their profile

Configuring Your SSR - Secondary School Report

Managing Student Transcript Settings

Configuring FERPA Waiver & Release Forms

Managing Your recommendations settings

School logo and template for teacher recommendations

Student self-reporting for GPA and test scores

Pending Acknowledgement

Predictive Chances and Scattergram display settings

For Counselors: Overriding a college's application document requirements

Can counselors control who sees Balanced List scores?

Can counselors adjust Balanced List requirements?

Can Balanced List Scores be based on just colleges marked as Applying and Applied?

Users page overview

Adding and removing counselors and other staff to Scoir

Inviting faculty and staff

Understanding and assigning roles and permissions

Inviting Students

Assigning counselors to students

Inviting parents/guardians

Informing your users

Bulk add/update parents & guardians

Bulk add/update school photos

Bulk add/update students

Importing student historical applications (limited import available)

Importing other data updates

Managing college contacts

Understanding error messages

For Parents/Guardians: Managing your email notifications

For Parents/Guardians: Changing your email address

For Parents/Guardians: Creating and managing your account and linking to students

For Parents/Guardians: Change your Scoir password

For Parents/Guardians: View your student’s college list

For Parents: View your student’s college list in a data table format

For Parents/Guardians: Suggesting colleges

For Parents/Guardians: Unsuggesting a college for my student

For Parents/Guardians: View and simulate your student’s Predictive Chances

For Parents: View and manage your student’s Drive

For Parents/Guardians: Digitally signing your student's early decision contract

How parents can sign the FERPA release

For Parents/Guardians: Searching for colleges

For Parents/Guardians: Viewing college profiles

For Parents/Guardians: Viewing Scattergrams

For Parents/Guardians: Comparing colleges

For Parents/Guardians: Financial information & estimates

For Parents/Guardians: Discover College Events

For Parents/Guardians: Discover Programs

Access and complete your parent Assignments

For Parents/Guardians: Scoir mobile app

For Parents/Guardians: The Scoir mobile app - Discover

For Parents/Guardians: The Scoir mobile app - Colleges

For Parents/Guardians: The Scoir mobile app - Inbox

For Parents: The Scoir mobile app- Me

For Teachers: Managing Recommendations

For Teachers: Managing Your Account

For CBOs: Updating Your Personal Profile

For CBOs: Managing Your Advisors

For CBOs: Dashboard Overview

For CBOs: Adding Students

For CBOs: Viewing your Students' Scoir Experience

For CBOs: Suggesting Colleges to Students

For CBOs: Viewing Student's Application Status

For CBOs: Send, View, and Manage Messages

Product Updates

File Requirements
Required Fields
Optional Fields
Uploading and Mapping The End of Cycle CRM Report

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College Admissions

Data insights

Uploading and mapping your End of Cycle Report

Uploading and mapping your End of Cycle Report

File Requirements
Required Fields
Optional Fields
Uploading and Mapping The End of Cycle CRM Report

To find out more about this paid service, please visit our website!

Please Note: The End of Cycle Report file upload page will only accept files in the .CSV (comma-separated values) format.

File Requirements

Each uploaded file will be linked to a single report. You can control which audience you want the report ran on by filtering the students in your CRM when you build the file. For example, if you would like us to produce an End of Year report to better understand the matriculation rate and yield of this year’s senior class, upload senior data only. Alternatively, if you’re interested in generating insights around your freshman-junior audience, upload data for these class years only. Shape the reported audience in whatever way is useful for you.

A conversion report with Admit/Yield details will only be relevant for graduating seniors. When requesting a conversion report only those students should be included in the uploaded file. We also require a "decision" value in order to calculate these outcomes. Each college organizes these values differently so we are flexible to accept whatever "decision" values used in your CRM. Our first step will be to follow up over email to map the values submitted to the stages we report on: Prospect, Applicant, Admitted and Deposited.

Required Fields

The fields below are required for the successful generation of the End of Cycle Report

Field	Description	Example
CRM ID	Unique student Identifier from your CRM system.	JR7101001
First Name	Student First Name	Bart
Last Name	Student Last Name	Simpson
Birthdate	Student Birthdate which must be in one of the following formats 1/1/04: Month/Day/Year Abbreviation 1/25/2003: Month/Day/Year 25/1/04: Day/Month/Year Abbreviation 25/1/2004: Day/Month/Year 2004-05-11: Year-Month-Day	1/1/04
Application Term	The specific term for the student's application. Most likely the student's Graduation Year	Fall 2021, 2021, ED 2021

Optional Fields

While the below fields are optional, we recommend including all fields for the most comprehensive insights report

Field	Description	Example
Scoir ID	The ID attached to the student applicant documents sent to your college from Scoir. We highly recommend writing this value down in your CRM. Please reach out to your customer success partner if you need assistance with this.	2342354
High School CEEB Code	A CEEB Code is a specific school identification number originally created by the College Board	051161
Date of CRM Entry	The date of when the CRM Entry was entered which must be in one of the following formats 1/1/04: Month/Day/Year Abbreviation 1/25/2003: Month/Day/Year 25/1/04: Day/Month/Year Abbreviation 25/1/2004: Day/Month/Year 2004-05-11: Year-Month-Day	1/1/04
Status	How would you describe the student status in your CRM?	Prospect, Inquiry, Applicant
Decision*	*required for reporting on outcomes for this years graduating class. The most recent Decision for the students application. Note: To keep this extract as simple as possible for you we prefer you to send the decisions "as-is" from your CRM and we will map them accordingly to each reporting stage. It's OK for Prospects/Inquiries to have empty or null values. The report will have details on the following stages: Students who have not Not Applied Students who Applied but were not Admitted Students who were Admitted but have not Deposited Deposited Students	Admit, Deposit Paid, Deny, Incomplete, Withdrawn, Waitlist, null

Uploading and Mapping The End of Cycle CRM Report

After inputting the headers and data for the Required Fields and any of the Optional Fields, the user will be ready to upload the End of Cycle CSV and complete the mapping process.

Example CSV File

Navigate to the Engage Tab and choose End of Cycle Report

Click, Upload Student Data and select your saved CSV file.

After uploading the CSV, you will be taken to the Mapping Page where the user can map the specific file fields to the different Required and Optional fields.
1. Some of the fields may automatically be mapped as indicated by a green checkmark icon
2. Remaining unmapped fields will be indicated with a red 'X' icon and must be mapped manually

Data Counters at the bottom of the page indicate fields matched, fields unmatched, and duplicates found. If there are any Required Fields missing, the user will not be able to upload the file.

To manually map a specific Import Field to a Scoir Field, simply click the dropdown button under the Scoir Field for the specific Import Field, and choose one of the options

Once all required fields have been mapped, click on the ‘Upload Student Data’ button to complete the upload process.
1. If the button cannot be selected this is an indication that required fields have not been mapped or that there are remaining duplicate fields

Once complete the name of the recently uploaded file will be visible along with the specific user that uploaded the file and the date of upload. Your Scoir Customer Success Partner will be reaching out in the next day or 2 to review next steps.

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