Below is a guide to which data fields sync from OpenApply to SchoolsBuddy. When you first start setting up Tuition Fee Billing we recommend contacting the OpenApply team to help you build or review your Billing Information form, to make sure you are capturing all necessary details.
OpenApply is synced to SchoolsBuddy at 4:00 UTC EMEA region and 18:00 UTC Asia region (2AM CST) on a nightly basis. Additional data syncs can be requested from the Support team if needed, however please note that it may be difficult to action requests quickly in busy times.
Parent Responsibility
In SchoolsBuddy, family billing defaults to the parent payer marked "Parent Responsible" - "Yes" in OpenApply. If the question has been answered in OpenApply it will be marked with an asterisk against the parent name. If the question has not been answered, you will just see the parent's names and the payer will default to whichever name is first (alphabetically).
Please note that you can edit the "Parent Responsible" field in OpenApply to have a different description should you wish to.
Data Points to use in Invoice templates
These data points are synced to SchoolsBuddy from OpenApply, and can be used in invoice templates.
OpenApply field | User Type | On Default Invoice? |
First Name | Student | ✅ |
Last Name | Student | ✅ |
Preferred Name | Student | |
Other Name | Student | |
Middle Name | Student | |
Year/ Grade | Student | ✅ |
Student ID | Student | ✅ |
Nationality | Student | |
National ID | Student | |
Homeroom Class | Student | |
Alien Registration Number | Student | |
Passport ID | Student | |
Passport Expiration | Student | |
VISA Number | Student | |
VISA Expiration Date | Student | |
Accounting ID | Student | |
VBAN Number | Student | |
First Name | Parent | ✅ |
Last Name | Parent | ✅ |
Nationality | Parent | |
National ID | Parent | |
Corporate Payer First Name | Corporate Payer | ✅ |
Corporate Payer Last Name | Corporate Payer | ✅ |
Corporate Payer Company Name | Corporate Payer | ✅ |
Corporate Payer Address | Corporate Payer | ✅ |
Corporate Payer Phone Number | Corporate Payer | |
Corporate Payer Email | Corporate Payer |
Filters
Filters in SchoolsBuddy are generated by the fields used on your Billing details form in OpenApply: