Before you begin
Integrating new partners into your CRM can be daunting! But we’re here to make this super smooth so you can be up and running in no time and smash your recruiting goals.🚀
This guide will walk you through the end-to-end process of integrating CollegeVine into Slate.
Before you complete the integration in your production environment, we highly recommend you run the process through in a test environment to make sure everything is working properly.
Integration Overview
CollegeVine’s integration with Slate is straightforward: we sync the contact data from all students you connect with on CollegeVine to your student contact records in Slate. Your integration requires you to import additional CollegeVine fields to Slate and connect your Slate instance to the CollegeVine platform.
We’ll walk you through all of this in 7 simple steps! It’s very important that you complete the integration process in the exact order specified below.
1: Import prompts
📁 CollegeVine Prompts:
Slate v5.3 prompts file
First up, we need to make sure your contact records in Slate support all the awesome data we want to share with you from CollegeVine student profiles. To do this, you’ll need to import new prompts into Slate.
First, navigate to Database -> Source Formats. Then select the “Prompt Import” source format.
Note: If you don’t see “Prompt Import”, navigate to Database → Source Format Library and click “Add” on the “Prompt Import” item.
Click “Upload File(s)” in the right sidebar and add the “CollegeVine Prompt” file linked above. Click “Upload”.
Confirm that the prompt upload worked by navigating to Database -> Prompts. You should see the newly imported prompts there. It can take a few minutes to a few hours for the new prompts to appear. Do not move on to the next step until you see the prompts here.
2: Import fields
📁 CollegeVine Fields:
Slate v5.3 fields file
Next, we’re going to import all the new fields that come along with CollegeVine student profiles. Navigate again to Database -> Source Formats. Select the “Field Import” source format.
Note: If you don’t see “Field Import”, navigate to Database → Source Format Library and click “Add” on the “Field Import”' item.
Click “Upload File(s)” in the right sidebar and add the “CollegeVine Fields” file linked above. Click “Upload”.
Confirm that the field upload worked by navigating to Database -> Fields. You should see the newly imported fields there. It can take a few minutes to a few hours for the new fields to appear. Do not move on to the next step until you see the fields here.
3: Import CollegeVine source format
Next, we need to import the CollegeVine source format. This source format provides a specification of an endpoint and data mapping within Slate that can be used by the CollegeVine app to send data to Slate. There is a separate source format for each integration version, and source formats are named for the integration version. This source format is version “CV V5.3”.
Source formats are imported via a Slate Suitcase. To import the Suitcase, navigate to Database -> Suitcase.
On the Suitcase screen, click “Import” and paste in the suitcase ID.
Suitcase ID: 51533edf-4879-4247-9d48-51f5144b088b:cgv
Click “Retrieve” to complete the process.
4: Remap the CV source format
Your Slate instance should now have access to all the source fields. Slate’s built-in functionality for remapping is currently broken so you’ll need to remap all fields manually yourself. Is this annoying? We agree! Please file a support ticket with Slate to get their attention on this problem!
To manually remap, navigate to “Database”. In the “Import and Data Processing” section, select “Source Formats”.
Select the source format you just imported (CV V5.3) and click “Edit Mappings” in the right sidebar.
You’ll be presented with a table of all the new source fields you just imported. For each of these source fields, you’ll need to map them to the appropriate Destination in Slate. To map a source field, click on it, select the Destination type, and select the Destination name.
There are three Destination types we’ll be mapping in this setup: record, tag, and fields. To make the remapping as easy as possible, please refer to Remapping Appendix at the end of this guide for how to remap each field.
Record Destinations
Map the User ID, Email, First Name, Last Name, and BirthDate fields to Record Destinations on your Slate contact record. The Destination names are the same. This keeps CollegeVine students synced with your contact records.
Tag Destinations
Map the OptOut source field to the Tag Destination and select “Tag: Opt Out” for the Destination name. This enables us to opt out any students that have removed their connection with your institution on CollegeVine.
Field destinations
Finally, map the remaining source fields to Fields Destinations and select their corresponding Destination names. All the Destination names from CollegeVine are prefixed with “Other.”
5. Activate the CV source format
Source formats must be activated before they can be used to transmit data from CollegeVine to Slate. Navigate to Database -> Source Formats. Click on the “CV V5.3” source format. Click “Edit” and set the Status to “Active”. Set “Remap Active” to “Active”. Finally, click “Save”.
6. Set up a Service User Account
Now that you have all your source fields imported and mapped to Destinations, you’re ready for the final step of the integration, which is to connect your Slate instance to CollegeVine. This enables us to push new students and existing student
updates directly to your system.
First, you’ll need to create a service user account for CollegeVine. This is the account we’ll use to make updates to your CRM. Navigate to Database -> Users and Access.
Create a new user and make sure the User Type is “Service Record”. Remember the username and password because you’ll need to pass those to us later.
Next, you need to copy your web endpoint URL of the source format. To do this, navigate to Database -> Source Formats.
Select the source format you just imported (CV V5.3) and click “View” next to Web Services. The URL that appears in the modal is the web endpoint URL.
7. Enter the Credentials into CollegeVine
If you’re the Slate admin for your school, you should already have an account on CollegeVine with the correct permissions. Click the tab in CollegeVine for “CRM”
This tab gives you access to the setup for any active Slate integrations on CollegeVine. Here you can see all the current integrations as well as a history of past data pushes. To add a new integration, click “New Integration”.
This will open up a page to add the credentials of the new integration.
Select “Slate Push” for an integration that receives data from CollegeVine
Select the latest version of the integration
Name the environment you’re sending data to
Paste the web endpoint URL you copied in the previous step
Enter the username and password of the service user account you created in the previous step
(Optional) You can test this by clicking “send a test push” - note this sample data and does not include any real data
Click “save”
After you’ve saved the integration, you just need to activate it by clicking the “Activate” button and confirming:
Once you confirm activation, the integration will go live. You can now see all data pushes in the Push History table.
For any integration, you can turn it off, edit the integration details, or delete it. Just click the expansion menu to make the changes:
Congratulations! You’re now integrated! 🎉
Once configured, exported connections should be loaded as inquiries and be tagged with the source code CollegeVine. 🚀
Appendix
Remapping Field Guide
Slate’s automatic field remapping is currently broken. This means you need to manually remap each field. Below is a table of all CV Source Fields, the record type, and the field name. You should exactly match the specification in this table when completing Step 4 (Remap the CV source format).
Destination Type | Source Field | Field Name |
Record | User ID | User ID |
Record | ||
Record | First Name | First name |
Record | Last Name | Last Name |
Record | Birthdate | Birthdate |
Tags | OptOut | Tag: Opt Out |
Tags | TestUser | Tag: Test Record |
Fields | cv_act_english | Other - CV ACT English |
Fields | cv_act_math | Other - CV ACT Math |
Fields | cv_act_reading | Other - CV ACT Reading |
Fields | cv_act_science | Other - CV ACT Science |
Fields | cv_act_composite | Other - CV ACT Composite |
Fields | cv_activist_score | Other - CV Activist Score |
Fields | cv_affinity_score | Other - CV Affinity Score |
Fields | cv_application_link | Other - CV Application Link |
Fields | cv_app_test_optional | Other - CV Applying Test-Optional |
Fields | cv_campaign | Other - CV Campaign |
Fields | cv_campaign_uid | Other - CV Campaign UID |
Fields | cv_city | Other - CV City |
Fields | cv_connector_score | Other - CV Connector Score |
Fields | cv_country_code_iso | Other - CV Country |
Fields | cv_date_connected | Other - CV Date Connected |
Fields | cv_estimated_admissions_chance | Other - CV Estimated Admissions Chance |
Fields | cv_ethnicity | Other - CV Ethnicity |
Fields | cv_explorer_score | Other - CV Explorer Score |
Fields | cv_finaid_intent | Other - CV Financial Aid Intent |
Fields | cv_first_year_or_transfer | Other - CV First Year or Transfer |
Fields | cv_gender | Other - CV Gender |
Fields | cv_gender_other | Other - CV Gender (other) |
Fields | cv_high_school_ceeb_code | Other - CV High School CEEB Code |
Fields | cv_high_school_grad_year | Other - CV High School Graduation Year |
Fields | cv_high_school_name | Other - CV High School Name |
Fields | cv_intended_career | Other - CV Intended Career |
Fields | cv_intended_major | Other - CV Intended Major |
Fields | cv_learner_score | Other - CV Learner Score |
Fields | cv_livestream | Other - CV Livestream |
Fields | cv_livestream_uid | Other - CV Livestream UID |
Fields | cv_match_date | Other - CV Match Date |
Fields | cv_match_status | Other - CV Match Status |
Fields | cv_num_ap_classes | Other - CV Number of AP Classes |
Fields | cv_num_honors_classes | Other - CV Number of Honors Classes |
Fields | cv_num_livestreams_attended | Other - CV Number of Livestreams Attended |
Fields | cv_origin | Other - CV Origin |
Fields | cv_phone_number | Other - CV Phone Number |
Fields | cv_pragmatist_score | Other - CV Pragmatist Score |
Fields | cv_preferred_comm_method | Other - CV Preferred Communication Method |
Fields | cv_primary_persona | Other - CV Primary Persona |
Fields | cv_sat_math | Other - CV SAT Math |
Fields | cv_sat_reading_writing | Other - CV SAT Reading Writing |
Fields | cv_scholarships_awarded | Other - CV Scholarships Awarded |
Fields | cv_subdivision | Other - CV State |
Fields | cv_street_address | Other - CV Street Address |
Fields | cv_striver_score | Other - CV Striver Score |
Fields | cv_top_preference1 | Other - CV Top Preference 1 |
Fields | cv_top_preference2 | Other - CV Top Preference 2 |
Fields | cv_top_preference3 | Other - CV Top Preference 3 |
Fields | cv_top_preference4 | Other - CV Top Preference 4 |
Fields | cv_top_preference5 | Other - CV Top Preference 5 |
Fields | cv_id | Other - CV UID |
Fields | cv_university_contacts | Other - CV University Contacts |
Fields | cv_unweighted_gpa | Other - CV Unweighted GPA |
Fields | cv_postal_code | Other - CV ZIP Code |
Fields | cv_profile_link | Other - CV Profile Link |
Fields | cv_intended_enrollment_term | Other - CV Intended Enrollment Term |
Fields | cv_guardian_first_name | Other - CV Guardian First Name |
Fields | cv_guardian_last_name | Other - CV Guardian Last Name |
Fields | cv_guardian_email | Other - CV Guardian Email |
Fields | cv_religious_affiliation | Other - CV Religious Affiliation |
Fields | cv_environment_index | Other - CV Environment Index |
Fields | cv_high_school_type | Other - CV High School Type |
Fields | cv_high_school_locale | Other - CV High School Locale |
Fields | cv_high_school_funding | Other - CV High School Funding |
Fields | cv_neighborhood_education | Other - CV Neighborhood Education |
Fields | cv_neighborhood_housing | Other - CV Neighborhood Housing |
Fields | cv_secondary_intended_major | Other - CV Secondary Intended Major |
Fields | cv_school_type_preferences | Other - CV School Type Preferences |
Fields | cv_college_budget | Other - CV College Budget |
Fields | cv_first_gen_status | Other - CV First Gen Status |
Fields | cv_us_citizenship_status | Other - CV US Citizenship Status |
Fields | cv_transcript_url | Other - CV Transcript URL |