What is Slate Integration?
Slate is a platform used to pass connections for Students, Counselors, and Parents in the universities. So, all the universities having an existing Slate account and have either an in-house Slate Champion managing the integration or, an external consultant who manages the integrations for the university can benefit from this integration.
How does it work:
The very first activity performed by the student for a particular university will become a connection for that university and their future interactions for those activities can then be shared with the university. Student details like name, email, gender, citizenship, country, graduation year, etc, and their school details like school name, country, state, city, CEEB code, etc are shared with the university.
There are certain parameters that generate the connection:
Connection button (on university profile)
Download brochure (on university profile)
College Visit Signup
Event Registration
Event Attendance
Watch Event Recording
Watch Event on-demand video
Add to List (Applying, Shortlist, Longlist)
Submit Direct Apply Program (only for DA partners)
Note: Students can also Disconnect with the university from the university profile page, post which a ‘Disconnected’ status is sent to the university and no activity data is shared post that. This is considered as user intent to not be communicated by the university.
Steps for Slate Integration
For University :
1. Create a new user for Cialfo [Settings -> User Permissions -> New User]
1.1 Under User
1.1.1 First name: Cialfo; Email: [email protected]
1.1.2 User type: Service Account
1.2 Under Roles
1.2.1 Select permission as 'SFTP Access'
1.2.2 Add the SFTP details in B8-12
1.2.3 Do not set any password
1.2.4 For SSH2: use the key provided in B3
1.2.5 For path restriction: /incoming/cialfo/
1.2.6 For allowing networks: use IP from B2 for whitelisting
2. Verify the data fields in the sheets and create the mapping on the university Slate instance
3. Review incoming data and confirm to Cialfo via email
For Cialfo:
1. Test the data internally
2. Integrate to SFTP folder
3. Pass all past data in 1st export
4. Recurring export happens daily
5. Confirm to university via email
Technical Specifications to keep note of :
For the University to whitelist Cialfo’s production IP address, use the Public Key provided in the integration sheet.
| Cialfo_IP Address + Public Key |
IP_Production | 175.41.216.255 |
SSH2 Public Key_Production | ssh-rsa AAAAB3NzaC1yc2EAAAADAQABAAABAQDUdK1R+ZZlqPh46nmBlvgIIUI62PAZEUHOXi9HtUPNOR9gD1HH3ERgSPpthz3EE7fK8WVuOb2yf/elRJEAhTborJsn9DAzFVALmhc6FFbWQe+9p7wtwYv/a3CJKn7CC+gD7v3gED1FkwVKGTNdX7hQknQfouRuFRdh1hidSQcExDWjeBJvBTnvN+DtWo5JCvRW9DnDp8H2zgb8QCtsytb8hOwZn7YyShZ4utXG76xf0iamMXesDVIprX+yYs3WphvDQDFD4QQ9ilT5zdA0M0ftuTzfy1ezG0WJ3shjI/VZQkALyJGQjsWu4ZS4aKI8FDGYvjIu4pNInD/Vd7qhxL2j deployer@cialfo-explore-production |
2. University to add their SFTP folder details in the integration sheet
| <University name>_SFTP details |
Protocol | SFTP |
Host |
|
Port |
|
Username |
|
Command Line sftp |
|
Path for Files |
|
File format | .csv, .xlsx, or tab-delimited file with the data |
3. University to verify the data format for the 3 tabs (Student Connections, Counselor Connections, Connection Activity)
4. University needs to confirm the above steps to Cialfo via email
5. Cialfo to setup the SFTP integration and export 1 data file for validation
6. Cialfo to confirm to the university once the export is done via email
7. University to review the data flowing into their Slate instance correctly and confirm to Cialfo via email
8. Cialfo to turn on daily export of data and confirm to the university
9. University to do a final review
Once all steps are completed, Slate is now integrated with Cialfo!
Have a question you are unsure of or need more information for your specific needs? Please contact our support team via Chat or check out other resources at Cialfo!