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Constituent sync

Updated today

Exchange student information between [College] and CollegeVine through SFTP

Setup

  1. Log into the CollegeVine Agent Platform at platform.collegevine.com/agents.

  2. You should be brought to this page.

  3. Select Integrations -> New

  4. Name your integration, select Constituent Sync, and input your SSH public key and IP Address (see below how to generate the SSH key)

  5. Set up the Import and Export query on your system. You will see the exact import and export paths in the UI

    • For uploads: This query should include a CSV file with, at a minimum, the constituent's First Name, Last Name and Email address at a minimum.

      • If you want to share additional data columns, please include them in the csv file

      • 💡Tip: You can name your data fields whatever suits you and your team, and can insert the field values directly in the cells.

  6. After sending the csv file via the query - in the CollegeVine Platform, select "Refresh" on the constituent sync. This will pull the file from the SFTP

  7. Before mapping your properties in the integration screen, any custom properties you want to map must first be created under Constituents > Properties. Properties that have not been created in advance will not be available to map to your import's columns.

    Important: Custom properties must be created in Constituents > Properties before you reach the mapping step. If a property does not exist yet, it will not appear as an option when mapping columns. Follow this resource to learn how to create properties.

  8. You will then define the import schedule and map your properties to the existing CollegeVine properties.

Following this, you are all set up for the Constituent Sync!

How to generate the SSH key

  1. Create an OpenSSH formatted public/private key pair:

    1. An OpenSSH key pair is used to authenticate and secure the connection from Slate to CollegeVine.

To generate the key pair, follow these instructions:

For Windows

Download PuTTyGen or ensure you have the most up-to-date version.

  • Go to this website and click the installation option best suited for your machine.

  • The 64-bit x86 or 32-bit x86 options are most common. For Windows devices, to determine if your system is 32- or 64-bit, go to Start > Settings > System >About. Under Device specifications, you can see the System type (64- or 32-bit.)

2. Download PuTTyGen or ensure you have the most up-to-date version.

  • Go to this website and click the installation option best suited for your machine.

  • The 64-bit x86 or 32-bit x86 options are most common. For Windows devices, to determine if your system is 32- or 64-bit, go to Start > Settings > System >About. Under Device specifications, you can see the System type (64- or 32-bit.)

  • Go to your downloads folder (or the downloads button in your browser) and open the installer you just downloaded.

  • Click 'Next' on the next two screens

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