Integrate Ellucian Colleague and Ellucian Banner with the Softdocs Platform

Integrate your Ellucian student information system (Colleague or Banner) with the Softdocs process automation and document management platform for a best-in-class tech stack for colleges and universities.

Ellucian Partner Network

Etrieve Content Document Management Verified for SaaS Etrieve Connect Intelligent Integration - Banner - Verified for SaaS Etrieve Connect Intelligent Integration - Colleague - Verified for SaaS

Deep Integration with Banner, Colleague, and Ethos for a Unified User Experience

The Softdocs Platform provides certified, real-time integrations with Ellucian Banner, Colleague, and Ethos — helping institutions unlock the full value of their applications. Whether streamlining student services, modernizing financial aid workflow, or digitizing HR processes, our integration eliminates manual handoffs and ensures data flows securely between systems.

Powering Seamless Integration with Ellucian Banner and Ellucian Colleague

Softdocs is an official Ellucian partner and our platform is Verified for SaaS across Banner and Colleague environments. That means your institution can count on reliable, scalable integrations, whether hosted on-premises or in the cloud.

Key Integration Capabilities

Softdocs is the largest document management and process automation tool in the Ellucian ecosystem, successfully integrating the Softdocs platform with hundreds of Banner and Colleague schools.

  • Realtime data sync: Use Ellucian Ethos APIs to push and pull data instantly between Softdocs and Banner or Colleague. Update records, trigger workflows, or pre-populate forms without manual intervention.
  • Forms that write back: e-forms can pre-populate with ERP data — such as student IDs, term info, or employee records — and submit updates directly back into Banner or Colleague.
  • Document access in context: Staff can access student or employee documents stored in Softdocs directly from within their Ellucian interface.
  • Workflow automation: Use Banner or Colleague data to dynamically route approvals, set conditions, and reduce process delays.
  • Flexible options for every campus: Choose from Ethos, REST APIs, direct database queries, or sFTP — tailoring integration to your infrastructure needs.

Benefits of Ellucian Integration

  • Reduce manual data entry and rekeying
  • Improve accuracy of student and employee records
  • Accelerate process completion with dynamic, data-driven routing
  • Increase ERP adoption with document and form access in existing systems
  • Ensure alignment with your long-term IT and cloud strategy

Integration Highlights

  • SIS pre-population: Automatically populate fields in forms using Banner or Colleague data.
  • Bi-directional updates: Completed forms and approvals post back to your Ellucian system in real time or via batch jobs.
  • SSO compatibility: Seamless authentication across ERP and Softdocs.
  • Ellucian experience ready: Embed forms and workflows directly into your Ellucian portal.

On-premises or SaaS? Yes.

Softdocs supports both SaaS and on-premises Ellucian Banner and Colleage deployments and is Verified for SaaS by Ellucian for the following products:

  • Etrieve Content (document management)
  • Etrieve Flow (workflow automation)
  • Etrieve Forms (electronic forms)
  • Etrieve e-Signatures (compliant electronic signatures)
  • Etrieve Connect (intelligent integration)

If your Banner or Colleague instance is currently deployed on-premises, your integration remains fully functional when you're ready to move to the cloud.

Softdocs was the only solution that met our needs with its Ethos integration, allowing seamless data flow and pre-population of forms, which significantly improved data standardization and user experience. This was critical to support our migration to Colleague SaaS.

Chuck Flagg, Executive Director of Technology Infrastructure Oakland Community College

Ellucian Integration Case Studies

Case Study
How UMass Global Replaced 3 Legacy Applications with a Single Solution

UMass Global replaced legacy DMS, e-forms, and e-signatures apps with Etrieve from Softdocs while integrating to Salesforce, Workday, and Ellucian Banner.

Higher Education Electronic Forms Admissions Salesforce Workday Electronic Signatures Ellucian Banner ImageNow Docusign
Case Study
Rockingham Community College Expands the Etrieve Platform Across Campus

Ellucian integration and focus on education convinced Rockingham Community College to deploy Etrieve with Softdocs Managed Services to augment their team.

Higher Education Electronic Forms Workflow Financial Aid Business Office Print Customization Document Management Managed Services Ellucian Colleague
Case Study
Seattle University Deploys Digital Tools for an Increasingly Remote Student Experience

Seattle University uses Etrieve to integrate forms with Ellucian Colleague and improves accessibility for 7,200 undergraduate and graduate students.

Higher Education Registrar Office Student Services Financial Aid Ellucian Colleague

See the Integration in Action

Is your college or university using Ellucian Banner, Colleague, or Ethos? See how it can integrate with the Softdocs platform — whether on-premises or SaaS.

Book a demo today!