1. Review whether to update or replace your Slate query
There are two ways to realign your lead uploads with updating targeting goals:
Option 1: Update your existing Slate query
Modify your current query to adjust:
Admissions year (
Class Year/Graduation Year)Program or academic interest filters
Geography or region filters
Opt-in or communication permissions
Any other relevant filters to keep your lead uploads aligned with your new strategy
Keep the query connected to your current integration — no connection changes required, just updated logic.
Option 2: Create a new Slate query and reconnect it to the SFTP server
Build a brand-new query from scratch, aligned fully with the new strategy, rather than modifying the old one.
Replace the old query in your Slate SFTP export configuration by:
Setting up a new export based on the new query.
Reconnecting the SFTP integration to the new export file by following part 1 of our Slate integration guide
2. Confirm required fields and export settings
When setting up your export (whether from an existing or new query), check that you include:
Required fields:
First Name
Last Name
Email Address
Phone Number (if available)
Class Year / Admissions Year
Any segmentation fields tied to your targeting (e.g., major, geographic region)
(See our guide to on which fields to import here)
4. Validate the SFTP setup
If you create a new Slate query + export and connect it to SFTP, perform these checks:
Confirm you’ve connected the new query to the SFTP feed (and disconnected the old one)
Run a test export and check that the file lands correctly in the SFTP drop location.
Final technical checklist
Have you decided whether to update the existing query or create a new one?
Are you targeting the correct admissions year and segments for this term?
Are all required fields present?
If you created a new query/export, have you reconnected it to the SFTP integration?
Have you validated the export and tested the SFTP delivery?
Does the number of records in your query fall under your total number of allocated lead uploads?