Table of Contents

For Colleges: Troubleshooting Slate integration with Scoir

Test connection failure

If you encounter a "Failed to Connect" message while testing your Slate connection to Scoir during the integration process, there are several potential reasons for this issue:

1. Changes to Slate may need time to propagate

If you recently added the Scoir Service Account and ScoirMaterials source format to your Slate instance, you may need to wait for these changes to take effect. Scoir and Technolutions℠ recommend waiting at least one hour after making these additions before testing the connection again.

2. Check the formatting of your Slate username in Scoir

An incorrectly formatted Slate username or a typo can lead to a failed test connection. Ensure the Slate username you’ve entered in Scoir matches exactly what appears in the URL address bar when you are logged into your Slate instance.

  • Your username should not include "http://" or "https://"
  • Avoid including any forward slashes or additional elements in the URL

For example, if your Slate username is "apply.mycollege.edu," including extra elements like "http://" or "/manage" will cause the test connection to fail.

3. Ensure the ScoirMaterials Source Format Is Active

By default, the ScoirMaterials source format is set to Active upon being added to your Source Format library. However, if multiple users have access to your Slate instance, the status may have been changed.

  1. Go to the Source Formats page under your Slate Database screen's Import and Data Processing section
  2. Click on the ScoirMaterials row to access the ScoirMaterials source format. It is normal for "awaiting activation" to appear as the status on this page if your Scoir connection has not yet been made.
  3. When the ScoirMaterials source format screen appears, click Edit in the top right corner.
  4. On the Edit panel, make sure the Status at the top is set to Active.


Duplicate records

Ensure that your ScoirMaterials Source Format has Dedupe settings in place

The Dedupe Records settings in the ScoirMaterials Source Format can help match incoming student data to existing student records in Slate, so that new or updated information and documents will be added to the existing record rather than creating a new, duplicate record.

You will want to make sure the Dedupe Records setting on the ScoirMaterials Source Format is set to Dedupe records within source on first + last + email + birthdate.

  1. To begin, go to the Source Formats page, found under the Import and Data Processing section of your Slate Database screen.
  2. Click on the ScoirMaterials row to access the ScoirMaterials source format.
  3. When the ScoirMaterials source format screen appears, click Edit in the top right corner.
  4. Make sure Dedupe Records is set to Dedupe records within source on first + last + email + birthdate.


Student email address updates affecting portal access

Ensure the Unsafe setting on the ScoirMaterials Source Format is set to "Safe"

In rare cases, an updated student email address from a Scoir document can affect a student’s access to their application portal if access is provided using that email.

If a student's email address has changed due to a Scoir document upload, this may be linked to the Safe/Unsafe settings on the source format. These settings control whether existing student data is updated when new documents are imported.

About Safe/Unsafe Settings:

Safe - Student person-scoped data for records with active applications will not be updated when new documents are imported. The "Safe" setting ensures existing student data will not be overwritten.

Unsafe - Student data fields will be updated with new information when documents are imported. If a student data field, like an email address, has changed since the last document import for the student, the data field will update to reflect the change.

Learn more about the Safe/Unsafe settings in the Slate Knowledge Base article.

  1. Go to the Source Formats page, found under the Import and Data Processing section of your Slate Database screen.
  2. Click on the ScoirMaterials row to access the ScoirMaterials source format. It is normal for "awaiting activation" to appear as the status on this page if your Scoir connection has not yet been made.
  3. When the ScoirMaterials source format screen appears, click Edit in the top right corner.
  4. On the Edit panel, make sure the Unsafe setting is set to Safe: Sources will not update person-scoped data for records with active applications.

How did we do?

Step 3: Map Scoir Student Data and Documents in Slate

For Colleges: Slate Integration - Message Scoir Students from Slate

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