Slate

Integrating your DegreeSight with Slate

How to Integrate DegreeSight with Slate

Integrating DegreeSight with Slate is a straightforward process that involves transferring files from DegreeSight to an inbound SFTP folder hosted by your Slate instance. There are two ways to connect to your Slate instance: using a certificate key or using a username and password.

In both cases, you will need to provide the following properties to help DegreeSight find your instance and respective inbound folder:

• Host: the address of your Slate instance

• Port: the port used to access the inbound SFTP folder

• Path: the location of the inbound SFTP folder

Once the integration is set up, you can test it by clicking the "Test" button per integration in the DegreeSight UI, shown below. This will confirm that DegreeSight can reach your Slate instance and that the username and password or certificate key are correct.

Handing Connectivity Failures: If the test fails, first check your username and password and that your Path has been established within Slate.

Article from Slate on testing your connection

If you are confident that the username and password or certificate key are correct and yet you are still unable to connect, please try connecting from your local PC or Macbook using one of the techniques described below:

https://stackoverflow.com/questions/1305489/how-to-verify-if-sftp-access-has-been-granted-on-a-server

If you are still unable to connect after trying the above, please reach out to your support representative for further assistance.

Different Approaches for Integrating DegreeSight with Slate CRM

Slate is a powerful Customer Relationship Management (CRM) tool that some of our partners use to manage student data and orchestrate their communications. DegreeSight can integrate with Slate in two different ways:

1. Students only: Using Slate as a CRM that houses individual student's contact information

2. Students and Academic Records: Using Slate as a CRM plus data migration tool that pushes contacts and coursework into the SIS

Depending on the approach you take, you will need to focus on enabling different workflows and configurations in DegreeSight, as well as how you handle field mappings in Slate.

Configuring Slate as a CRM

If you are only using Slate as a CRM (option #1), the focus will be on the field mappings of the Contact record. Follow the steps below to configure Slate:

1. Go to the Integrations tab in the DegreeSight UI.

2. Select Slate as the system you want to integrate with.

3. Enter the required information, such as the API Key and Secret, and follow the prompts.

4. Turn on the following two integrations:

   1. Create Contact when Account Created or Signs In

   2. Create Contact when Coursework Submitted

   3. e.g. -
5. Test the integration to ensure that the connection is working properly.

6. Use Slate's generic importer to process the file, and map the individual properties to your internal objects using the "Source Formats" page:

   1. 

Configuring Slate as a CRM and Data Migration Tool

If you are using Slate as a CRM and data migration tool (option #2), you will need to focus on the Contact record and a custom record that includes coursework. Follow the steps below to configure Slate:

1. 1. Go to the Integrations tab in the DegreeSight UI.

   2. Select Slate as the system you want to integrate with.

   3. Enter the required information, such as the API Key and Secret, and follow the prompts.

   4. Turn on the following two integrations:

      1. Send Coursework when Coursework Submitted

      2. Send Coursework when Matches Edited

      3. e.g. -
   5. Test the integration to ensure that the connection is working properly.

   6. Use Slate's generic importer to process the file, and map the individual properties to your internal objects using the "Source Formats" page

Considerations for Mapping Content in Slate

When mapping content in Slate, it is important to consider the following:

1. Ensure that the fields in DegreeSight match the fields in Slate to avoid any data issues or loss of information.

2. Review the mapping frequently to ensure that the data is flowing correctly.

3. If using Slate as a data migration tool, ensure that the coursework information is included in a custom record and that the mapping is correct.

In conclusion, we've attempted to make integrating DegreeSight with Slate CRM as straightforward as possible with simplified form controls and detailed loggings. By following the above steps and considerations, you will be able to integrate the two systems and enjoy the benefits of streamlined communications during your transcript evaluation workflows. However, always feel free to reach out to our support team if you have any questions or need additional assistance!

Production IP Adresses

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Slate Data Dictionary

Contacts

• preferredSubject

  • Agriculture

  • Architecture

  • Biological and Biomedical Sciences

  • Business

  • Communications and Journalism

  • Computer Sciences

  • Culinary Arts And Personal Services

  • Education

  • Engineering

  • Legal

  • Liberal Arts and Humanities

  • Mechanic and Repair Technologies

  • Medical and Health Professions

  • Physical Sciences

  • Psychology

  • Transportation and Distribution

  • Visual and Performing Arts

  • Religious Studies

• citizenship

  • Non-US Citizen

  • US Citizen

  • US Permanent Resident

  • Undocumented Non-US Citizen

• citizenshipId

  • 1 Non-US Citizen

  • 2 US Citizen

  • 3 US Permanent Resident

  • 4 Undocumented Non-US Citizen

• educationLevel

  • Some HIgh School

  • High School / GED

  • Some College

  • Associate's Degree

  • Bachelor's Degree

  • Master's Degree or Higher

• targetEnrollmentDate

  • YYYY

• preferredStudyLocation

  • I'm unsure

  • Near my home

  • Let me select a state

  • Online schools only

  • preferredState

    • Full state name value if preferredStudyLocation = 'Let me select a state'

Coursework

• STUDENT EMAIL

  • Student Email Address

• STUDENT ID

  • DegreeSight Assigned Student ID

• COURSEWORK_ID

  • DegreeSight Assigned Coursework ID

• COURSEWORK_CREATED

  • Date/Time Lead Created Coursework in DegreeSight

    • YYYY-MM-DD HH:MM:SS

• COURSEWORK_EDITED

  • Date/Time Coursework was last edited in DegreeSight by the Lead

    • YYYY-MM-DD HH:MM:SS

• TRANSFER STATUS CODE

  • Current Status of Transfer Credit in DegreeSight:

    • APPROVED

    • CREDIT_NOT_GRANTED

    • DENIED

    • PENDING

    • REQUESTING_MORE_INFO

• COURSE TYPE

  • COURSE

  • EXAM

• TITLE

  • Title of Course or Exam

• GRADE

  • Grande of Course or Exam

• UNIVERSITY OF ORIGIN

  • Sending Institution of Transfer Credit

• IPEDS ID

  • Sending Institution's Integrated Postsecondary Education Data System Identifier

• OPEID

  • Sending Institution's Office of Postsecondary Education Identifier

• CEEB Code

  • Sending Institution's College Entrance Examination Board Code

• MATCHED

  • Date/Time Course was Matched in DegreeSight

    • YYYY-MM-DD HH:MM:SS

• MATCH_EDITED

  • Date/Time Course Matching Status was Edited in DegreeSight

    • YYYY-MM-DD HH:MM:SS

• CREDITS GRANTED

  • Number of Credits Granted by Your Institution

• CREDITS EARNED

  • Number of Credits Earned at Sending Institution

• DATE COMPLETED

  • Date the Transfer Course was Completed

    • YYYY-MM-DD