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Integrating Slate with Scoir

Scoir supports document batch delivery via SFTP, the method recommended by Slate for document imports. To make the integration process easier for college admissions staff, Scoir has partnered with Technolutions℠ to simplify the steps needed for connecting Scoir and Slate.

Before we dive into the steps, let’s go over what you’ll need to get started:

What you’ll need:

☑️ A Scoir account with both Account Administrator and Application Operations roles

☑️ Access to your institution’s Slate instance

If you're unsure whether your account has the required roles or need a Scoir account, contact your Scoir Account Administrator or email support@scoir.com.

Integration steps:

Integrating Scoir with your Slate instance is quick and easy. Follow these three steps:

Step 1: Prepare Slate for Scoir documents and record creation

Start by adding the Scoir Service Account and ScoirMaterials source format. These are required to enable your Slate integration with Scoir. Step-by-step guide

Step 2: Connect Slate with Scoir

Use the Configure Integrations page in Scoir to provide your Slate account information and establish the connection. Step-by-step guide

Step 3: Map Scoir student data and documents in Slate

Review and map Scoir documents and student data to the correct destinations in your Slate instance to ensure everything is aligned. Step-by-step guide

Troubleshooting

If you encounter any issues during the setup, check out our Troubleshooting Guide. For further assistance, contact support@scoir.com.

How did we do?

Step 1: Prepare Slate for Scoir Documents and Record Creation

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