Source Format - A way for an institution to map data from Unibuddy into the fields they desire in their CRM. Another term for this is "Field Mapping."
In the first iteration of the Unibuddy/Slate CRM integration, an institution would need to create their own Source Format from Slate’s settings.
We will be working with our counterparts on the Slate team to bring a standard Source Format for a future iteration. This will be available in the Source Format Library with instructions on how to set this up within Slate.