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Integration with Slate can be achieved by utilizing the Encoura Standard Import and Encoura Standard Export layouts for Encoura in combination with the appropriate transport method. Because each instance of Slate is customizable by each institution, there isn't a 'plug and play' integration, but we can offer guidance in setting up your integration. 

Encoura to Slate

Data transfers from Encoura to Slate are available through the use of our File Export API. This allows you to programmatically download data on your schedule for integration with Slate. Data available using this process includes ACT^® Score Reports and data delivered for Encoura Prospect, AOS, Declared Student Connection™, Affinity Connection™, and eMatch^® programs. This API call will result in a file being downloaded in either the ACT College Score Report Layout (for ACT Scores) or the Encoura Standard Export Layout (for all others), which can then be imported into Slate.

Further details on automating this using Slate Web Services are available here: https://knowledge.technolutions.com/hc/en-us/articles/360032934952-Importing-Data-Overview 

For Encoura data that includes Parent/Guardian Email content, there are two options for importing this information into Slate. See the document at the bottom of this article for details.

NOTE: Avoid saving a CSV with Excel before transferring to Slate. Excel removes leading zeros (eg in dates: 032024 becomes 32024, for example).

Reconfiguring the Encoura Source Format

Slate includes a source format for importing Encoura student data files.  The Encoura Source Format primarily imports student demographic data. However, it can be reconfigured to import any data field included in the Encoura Standard Export Layout, such as the Encoura Student Mindsets™. The Encoura Source Format can also be reconfigured to map person status values (prospect or inquiry) based on the data source value included in the Encoura data file.

Instructions for reconfiguring the Encoura Source Format are included at the bottom of this article.

 

Slate to Encoura

Data transfers from Slate to Encoura are available using Secure File Transport Protocol (SFTP) or Application Programming Interface (API) and allow you to send your current enrollment funnel data for use in Insights Cloud™ and Enrollment Lens^®. Data sent to Encoura should be in the Encoura Standard Import Layout.

For SFTP, once you've created the appropriate Query in Slate, select "Schedule Export" from the Edit Query form to edit the details below. 

The values to update are:

Status = Active
Destination = Custom File Transfer
Connection = sftp://username:password@upload.encoura.org (with your username and password info included in place of that text)
Path = /EnrollmentLens/_%F_Enrollment.csv (Your FICE code is available from your Regional Director or Enrollment Consultant. %F is the variable to insert the full date into the export filename)
Notification = select status from dropdown list
Notify Email = email for person to receive notification
Format = Delimited
Delimiter = Comma(,)
Requested Delivery Window = select time for file export
Requested Week Days = select day of week for file export

Further details on automating this process are available here: https://knowledge.technolutions.com/hc/en-us/articles/360033299431-Exporting-Data-Overview