Step 2: Connect Slate and Scoir

Here, we'll go over the second step required for integrating Slate with Scoir: entering details about your Slate instance in Scoir to establish a connection between the two platforms.

Actions in this guide require both the Account Administrator and Admissions Operations roles in Scoir. If you do not have a Scoir account, or are unsure if your account has the required roles, contact your college's Scoir Account Administrator or email Scoir Support at support@scoir.com.

To connect Slate with Scoir:

  1. Log in to Scoir at app.scoir.com
  2. Go to the Documents tab and click on the Configure Integrations option
  3. In the Easy Slate Setup panel, enter your Slate Username in the designated field, then click the Save icon
    Your Slate Username is the domain name associated with your Slate system. You can locate this in the address bar of your web browser when accessing Slate



  4. Click Test Connection to verify the connection between Slate and Scoir
  5. Once the connection is confirmed as successful, you can toggle your Slate integration to Active.
    With your Slate integration set to Active, documents and student information will now be sent from Scoir to your Slate instance.
    Document batches and applicant document history will also be tracked in Scoir, allowing for easy reference and re-downloading when needed.

  6. Email Scoir Support at support@scoir.com and request a test batch of documents and student details.
    You will need to receive at least one document batch from Scoir to complete your Slate Mapping, which we will cover in Part 3. Scoir Support can send you a document batch so that you can complete this process.

Once you have activated your Slate Integration with Scoir and received our test document batch, you are ready to proceed to Part 3: Mapping Scoir Student Data and Documents in Slate

How did we do?

Step 1: Prepare Slate for Scoir Documents and Record Creation

Step 3: Map Scoir Student Data and Documents in Slate

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