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Step 3: Map Scoir Student Data and Documents in Slate

Here we’ll cover the third and final step to integrate Slate with Scoir: finalizing the mapping of incoming Scoir documents to the appropriate document slots in your Slate instance, as well as mapping values from the ScoirMaterials Source Format. Completing these mappings is essential for successfully finishing the import setup process.

You will need at least one document batch from Scoir in your Slate Instance before completing this step. If you have not already received a Scoir document batch in your Slate Integration, please contact Scoir Support at support@scoir.com to request a test document batch.

Map Scoir Document Types

Upon receiving your first batch file from Scoir, you'll need to finalize the mappings to complete the import setup process. This is done by remapping the ScoirMaterials Format Definition in Slate.

  1. To get started, go to the Source Formats page located in the Import and Data Processing section of your Slate instance.
  2. On the Source Formats page, click on the row that contains the ScoirMaterials Source Format to access its details
  3. Click on the Remap menu option
  4. You will be directed to the Field Mappings page; however, we will focus on the student data fields later. For now, select Prompt Value Mappings from the menu on the right side
  5. You should now see 25 unmapped document types from Scoir ready to be mapped to the local document slots in your Slate instance. Click on the DocumentType row to begin selecting your document mappings
  6. A pop-up panel will appear, displaying all available Scoir Document Types. Click on the drop-down menu next to the document type you wish to map, then select the local document slot where you want all documents of this type to be delivered in your Slate instance
    Review a list of all Scoir Supported Document Types and their descriptions here.
    In our example below, we have mapped the TranscriptFinal document type to the "Transcript (Official) (School-Scoped)" document slot in our local Slate Instance.
    This is an example for illustrative purposes only. Your document slots and mapping selections may be different and specific to your own institution.
    We recommend mapping each Scoir Document Type to a document slot, even if you don’t typically receive that document type. This practice can help minimize the number of documents directed to your Batch Acquire folder. Consider creating or utilizing a "Miscellaneous" document slot in your Slate instance for any additional document types.
  7. Click Save to finalize your document mapping selections

Map Scoir Student Values

Limited Student Field Mapping should be necessary, but our defaults should be reviewed. Here is the full list of fields contained in the Index File.

If the Scoir batch file includes documents for a student not already in your system, Slate will automatically create a new student record for that prospective applicant.
  1. Go to the ScoirMaterials Field Mappings screen
  2. Student data source fields from Scoir will appear on the left side, with their corresponding destinations listed to the right in the Destinations column
  3. Click on a field to remap it to a specific destination in your Slate Instance
    A Set Destination pop-up will appear, allowing you to select the destination for this source field. In the example below, we have mapped the City field to the Address destination category in our local Slate instance.
    This is an example for illustrative purposes only. Your destinations and mapping selections may be different and specific to your own institution.
    Next, select the specific type of address destination field to map. For this secondary field, we have chosen Address - City.
  4. Click Save to finalize your field mapping selection. Then, repeat the process as needed for any additional Scoir student fields
  5. Important: If you have configured any materials as school-scoped, you will need to map the CEEB Source Field to Slate’s School: CEEB Code Destination.

Congratulations! You have successfully completed your Slate integration with Scoir! If you have any questions, feel free to reach out to Scoir Support at support@scoir.com.

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Step 2: Connect Slate and Scoir

For Colleges: Troubleshooting Slate integration with Scoir

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