DJA New Leaf Integration SOP

Creation date: 9/1/2026 3:03 PM Updated: 10/2/2026 11:29 AM dja integration new leaf sop

DJA New Leaf Integration SOP

The New Leaf Integration allows schools to import and post New Leaf disbursements directly into OnlineSMART student profiles.

Important:
Students must be properly matched between New Leaf and OnlineSMART before disbursements can be uploaded successfully.

Accessing The New Leaf Integration
Navigate to: Administration → New Leaf The New Leaf Integration contains four primary tabs: Setup Campus Students Upload
Setup Tab
The Setup tab stores the connection credentials required to communicate with DJA New Leaf. Enter the following information provided by DJA: API Key Username Password Once all information has been entered, select: Save
Campus Tab
Campus Selection The Campus tab determines which campus participates in the integration. For multi-campus schools: Select the appropriate campus location. For single-campus schools: Select the only available campus. Deployment Date The Deployment Date determines when New Leaf imports begin. This prevents previously-entered historical disbursements from being imported a second time. Note: The Deployment Date is configured by SMART during the initial implementation of the New Leaf Integration. Once configured, the Deployment Date is not editable by school users. After making changes, select: Save
Student Matching
The Students section contains two tabs: Unmatched Matched Unmatched Students Students received from New Leaf appear in the left column. Use the dropdown menu to select the matching OnlineSMART student profile. Students must be matched before disbursements can be uploaded automatically. After creating matches, select: Save Matched Students Displays all students currently matched between New Leaf and OnlineSMART. Existing matches may be modified when necessary. After making changes, select: Save
Upload Tab
The Upload section contains two tabs: Upload Upload Log Upload Available disbursements awaiting posting are displayed on this page. Select the checkbox beside the disbursement(s) you wish to post. One or multiple records may be selected. To upload the selected records, click: Upload To Profile The selected disbursements will be posted to the corresponding OnlineSMART profile ledger. Note: Ledger postings created through the New Leaf Integration are automatically identified within the student ledger. Imported postings will appear in bold and display: NewLeaf Import - [Program Name] in the Check Number field. This allows imported transactions to be easily distinguished from manually-entered ledger postings. Attention: Disbursements uploaded through the New Leaf Integration will be created as DISB transactions and will automatically allocate to the Tuition ledger field. SMART recommends reviewing student ledgers after each upload to verify allocations and make adjustments as needed. Common allocation adjustments may include: Tuition Books Kits Fees Other applicable ledger categories Reviewing allocations after uploading helps ensure financial postings are accurately reflected within the student's ledger. Upload Log The Upload Log maintains a history of all previously completed uploads. Each entry displays: Date / Time Uploaded Number of Students Included User Who Performed The Upload To review a previous upload in greater detail, select: Run Detail Report Upload Detail Report The Upload Detail Report provides a complete breakdown of all postings included in a specific upload. Available information includes: Student Name Enrolled Course Permit Number Disbursement Amount Title IV Program Disbursement Date Posting Date Posting Type Date Upload Was Completed User Who Performed The Upload This report can be used to verify exactly which postings were transferred into OnlineSMART.