CollegeVine Help Center

Operations

How do I integrate CollegeVine with Slate?

A quick start guide for college & university recruiting teams bringing CollegeVine data into Slate for the first time.

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:
prompts-20230412-new_partners.xlsm

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:
fields-20240205.xlsx

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 V5.2”.

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: f5a4e9c8-55e4-4ec6-be79-bd859f25d6f0: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 V5.2) and click “Remap” 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 V5.2” 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 V5.2) 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! 🎉

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	Email	Email
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