The Slate API Push Integration with Unibuddy is now live. To successfully integrate your Unibuddy data with your Slate CRM, follow the instructions below:

  1. Login to Slate, navigate to Settings and select Source Formats located under the Import prompt. The Source Format is a receiving node that you will use to accept data from Unibuddy in a predefined format.

2. Create a new Source Format with the following attributes:

a. General

  • Name: Add A Name

  • Status = Active

  • Format = JSON

  • Remap As Of Date = Current Date

PLEASE NOTE REGARDING "Remap As Of Date" PROMPT: This field tells Slate how far back to look into the imported data to make them available for remap. Since you're creating a brand new Source Format, it's recommended that you use the current date.

b. Format Definition

  • Add Source Format in the XML option:

<layout type="json" node="/">

<f id="email" s="email" />

<f id="first_name" s="first_name" />

<f id="last_name" s="last_name" />

<f id="accept_marketing" s="accept_marketing" />

<f id="active" s="active" />

<f id="id" s="id" />

<f id="domestic_region" s="domestic_region" />

<f id="sign_up_location" s="sign_up_location" />

<f id="date_of_entry" s="date_of_entry" />

<f id="degree_level" s="degree_level" />

<f id="live_events" s="live_events" />

<f id="blocked_by_university" s="blocked_by_university" />

<f id="degrees_interested" s="degrees_interested" />

<f id="_id" s="_id" />

<f id="name" s="name" />

<f id="country" s="country">

<f id="_id" s="_id" />

<f id="code" s="code" />

<f id="name" s="name" />

</f>

</layout>

c. Save the newly created Source Format.

d. Copy and Share the Slate Service Endpoint URL along with the username/password for your Slate Service Account with our Customer support team. To find the Slate Service Endpoint URL on the newly created Source Format page, navigate to Web Service and select View:

PLEASE NOTE: When creating your Slate Service Account, we recommend using an email address similar to [email protected].

3. After providing your Slate Service Account username/password, your Customer Success Manager will configure Unibuddy to sync your Slate Service account on the backend.

4. Once the sync has been set up on Unibuddy's backend, your Source Format should receive a Sample Dataset which will be in the following status: Awaiting activation of Source Format remap. It will take a few minutes after the data is received for the status to be updated.

5. Set up your Field Mapping and Data Transformation, then you are ready to go live!

6. Click on Remap to map Unibuddy fields to the desired in your Slate CRM instance.

7. Activate Remapping from the Edit Source Format page, then select Save.

8. Records will then begin to sync. Any new records added or updated will be pushed directly into your Slate CRM.

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