Overview
The ProSolution integration allows data to be shared between ProSolution and Onefile Eportfolio. Before enabling the integration, you must request a portal from Onefile and configure authentication settings inside ProSolution.
User Roles
This feature can be used by:
- Client Owner
- Finance Admin
1. Request a Portal
To begin, you must request a ProSolution portal from your Onefile Account Manager. You will not be able to continue until the portal has been created.
2. Authenticate Using the Portal Details
Once your portal is set up, follow the steps below in ProSolution:
- Navigate to the System Settings area.
- Select the General tab.
- Enter the PortalID, Username and Password provided by Onefile.
- Enter the URL for the environment you want to integrate with:
| Environment | URL |
|---|---|
| Live | https://ws.onefile.co.uk/ProSolution.asmx |
| Beta | https://wsbeta.onefile.co.uk/ProSolution.asmx |
Tip – Multiple Onefile Centres: If you have multiple centres, enter a description and the PortalID on the Onefile Centre tab. The URL, username and password remain the same, but each Centre requires its own PortalID.
3. Create a ProSolution Task
To complete the integration setup, a task must be created within ProSolution. This ensures data can be passed across to Onefile. (Your MIS lead or ProSolution administrator will usually complete this step.)
4. Offering and Enrolment Details
Once configured, it becomes possible to select the Onefile Centre at the Offering level in ProSolution. This selection cascades down to the enrolment level.
If you need to prevent an enrolment from being sent to Onefile, tick the Exclude From Onefile option on the Offering or Enrolment screens.
Terminology
The terminology used in this article may differ depending on your Centre’s configuration.
Need Help?
If you encounter any issues or have questions, please contact Onefile Support or your internal support team.