---
title: "CampusESP Integration"
slug: "campusespintegration"
tags: ["Includes Suitcase ID"]
updated: 2026-04-16T15:17:32Z
published: 2026-04-16T15:17:32Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# CampusESP Integration

**CampusESP**provides a modern, all-in-one family engagement platform that helps your institution share personalized, timely content with families across web, mobile, email, and SMS.

> [!NOTE]
> 📖 See the CampusESP [companion document](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/CampusESP%20Admissions%20Dashboard%20Implementation%20Guide%20v1.6.pdf) to this article for more information.

This article describes how to integrate the CampusESP parent engagement platform with Slate.

## Step 1: Adding the CampusESP service account

To add the CampusESP service account to your database:

1. Go to **Database**→ **Slate Template Library (legacy tool).**
2. Select **refresh the Slate Template Library**.
3. Under the **Users**heading, next to the **CampusESP Service Account**, select **Add**.

To configure the CampusESP service account:

1. Go to **Database →** **User Permissions**.
2. Select **Service Account, CampusESP**.
3. Select **Edit User.**
4. Select the **Roles tab.**
5. Copy the username.
6. Share this username with CampusESP to grant SFTP access.

The CampusESP service account uses an [RSA Keypair](/docs/en/provisioning-sftp-user-access#public-key-or-private-key) for authentication, so no password is needed.

## Step 2: Configuring CampusESP data exports

The **CampusESP Admission Dashboard - Checklist Query**exports checklist data to the CampusESP Platform.

To import the CampusESP data exports:

1. Copy the following [Suitcase](/docs/suitcase-import) ID:

```SuitcaseID
23a11680-bf7f-4c5e-befa-752675341cda:cep-test
```
2. Go to **Database → Suitcase Import**.
3. Paste the Suitcase ID.
4. Select **Import**. The Import Suitcase popup appears.
5. Select **Import**.

To configure the CampusESP data exports:

1. Go to **Queries / Reports.**
2. Select either the **CampusESP - Data Export query** or the **CampusESP Admission Dashboard - Checklist query**.
3. Select **Edit Query**.
4. Select **Copy**. Having a copy lets you view original configurations or start over.
5. Enter a name for the copied query.
6. Select **Save.**
7. The query has standard data exports, a filter, and scheduled export settings. Configure the following:
  - Adjust the exports and filters to send the desired records to CampusESP in the export.
  - Update any fields from the suitcase that no longer exist.
  - Ensure that the required fields, `email`, `stage`, and `cohort` have appropriate values for your instance.
  - Review and update the subquery exports for fields, such as `fafsa completion` or `visit indicator`.
  - *CampusESP Admission Dashboard - Checklist query only:*Update to target the appropriate `student_cohort`.
8. Select **Schedule Export.**
9. Select all **Requested Weekdays**.
10. Select **Save.**

Repeat for the remaining data export query as required.

> [!NOTE]
> 💡 Find field definitions and descriptions in the [CampusESP Export Dictionaries](/v1/docs/campusespintegration#campusesp-data-dictionary) section.

### Maintenance and change management

> [!CAUTION]
> 🔔 Contact your CampusESP representative before making any changes to CampusESP queries.

Changes to the following can break the integration or cause data discrepancies:

- Renaming export headers or field IDs
- Adding or removing fields from the scheduled export
- Changing the population of exported records with filters

Consistent data exports ensure a seamless connection between Slate and CampusESP. Keeping the CampusESP team in the loop ensures the platform can recognize new data structures.

## Step 3 (Optional): Adding the source format

This **CampusESP source format**imports updates from the CampusESP parent portal.

By default, the import does not *create*new relation records, but it does allow updates to relation records when data in CampusESP differs from data in Slate.

1. Go to **Database →** **Source Format Library.**
2. Next to **CampusESP - Data Import,**select **Add.**A popup appears.
3. Select **Add.**
4. Confirm the browser dialog. You are redirected to the **CampusESP - Data Import source format**page.
5. Select **Edit.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image(585).png)
6. Make any necessary changes to the [source format settings](/v1/docs/source-format-settings).
7. Select **Save**.
8. Several fields have been pre-mapped for convenience, but you can adjust these mappings as needed. Select****Edit Mappings**and review and update the destination field and value mappings as desired.
  - 📝 **Note:**In order for Slate to match records in the Source Format, **the Person and Relation GUIDs must remain mapped**.

The `/incoming/campus_esp/` directory is created the first time the SFTP sweep runs after the Source Format has been added to the database, which generally occurs approximately every 15 minutes. The directory can also be manually created if desired. This directory must exist before CampusESP connects via SFTP.

## CampusESP data dictionaries

This data dictionary, provided by CampusESP, describes the function of the columns included in the standard export query and source format. Required fields are marked **(Required)**.

### CampusESP admission dashboard - checklist query

#### `emails` (Required)

Email of the parent/contact, multiple emails supported when separated by semicolon. Either can be named email or emails field.

#### `student_id`

The unique identifier of the student.

> [!WARNING]
> 📝 Any key can be used, so long as the value is immutable.

#### `student_first_name`

The student’s first name.

#### `student_last_name`

The student’s last name.

#### `student_cohort`

The name of the cohort associated with this record. Must match the cohort’s name in the funnel, otherwise an exception will occur.

#### `block_summary`

Total outstanding items to be completed. For example, `0` or `3`.

#### `item_completed_indicator`

Yes or No. If Yes, a checkmark appears.

#### `item_status`

Status such as Optional, Required, or Received.

#### `item_description`

User friendly description of the checklist item. Can include HTML (for example `href` links to other resources).

#### `item_long_description`

Detailed description of checklist item.

To use this field, create a **translation table,**where the [translation code](/v1/docs/fields-and-prompts-translation-codes) target values are the names of the checklist items.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Translation codes.png)

To create this table and associate it with the query:

1. Go to **Database → Translation Codes**.
2. Select **New Key.**
3. Configure the following settings:
  - **Key:**Enter a computer-friendly (lowercase only, no spaces) key to identify the translation code, for example, `admissions_dashboard_testing`.
  - **Type:**String (Discrete Values)
  - **Default:** Enter a default value, for example, *Applicant.*
4. Select **Save.**
5. Select **New Code**.
6. Configure the following settings:
  - **Status:**Active
  - **Value:**Enter the name of a checklist item description, for example, *Official High School Transcript*.
  - **Export Value:**Enter the long-form description for that item.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Translation code.png)
7. Select **Save.**
8. Repeat for as many checklist item descriptions you want long descriptions for.
9. Go to the **CampusESP - Admission Dashboard Checklist query** you added to your database in [step two](/v1/docs/campusespintegration#step-2-configure-the-campusesp-data-exports).
10. Select **Edit Query.**
11. Select the `item_description` export.
12. Configure the following settings:
  - **Export Value:**Translation Code
  - **Translation Key:**Select the key you created earlier.
  - **Translation Value:**Export Value
  - **Format Type:**Default

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Edit item_description export.png)
13. Select **Save.**

#### `item_completed_date`

Date item was completed. For example, `2024-01-01`.

### CampusESP - Data export query

| Column Name | Slate Equivalent | Description |
| --- | --- | --- |
| `parent crm id` **(Required)** | Relation GUID | - User/parent’s unique ID in CRM - Can be used to import data back into CRM |
| `relationship to student` | Relation Relationship | Associated student’s relationship |
| `first name` | Relation First | User/parent’s first name |
| `last name` | Relation Last | User/parent’s last name |
| `email` **(Required)** | Relation Email | - User/parent’s email address - Users are matched by email address and data are merged based on their email. |
| `phone` | Relation Phone | User/parent’s phone number |
| `address1` | Relation Address | User’s address (line 1) |
| `address2` | Relation Address 2 | User’s address (line 2) |
| `city` | Relation Address City | User/parent’s city |
| `state` | Relation Address State | User/parent’s state/providence |
| `zip` | Relation Address Postal | User/parent’s postal code or zip code |
| `country code` | Relation Address Country | User’s country code (ISO ALPHA-2) |
| `student crm id` **(Required)** | Person GUID | Associated student’s ID |
| `student first name` | Person First | Associated student’s first name |
| `student last name` | Person Last | Associated student’s last name |
| `student email` | Person Email | Associated student’s email address |
| `cohort` **(Required)** | Custom Field | - Current cohort or admit term for this student (used for comparison reports) - For example, `Fall 2024`, `FA24`, or `2024FA` |
| `stage` **(Required)** | Rank 1 Decision, Application Status, Person Status. | - Current stage for this student - For example, `Inquiry`, `Application Complete`, or `Deposited` - `Denied`, `Canceled`, or `Withdrawn` indicators can be sent via this field or via a separate field(s). Families will be added to their respective community and be unsubscribed |
| `counselor` | Custom Field (Staff Assigned by Default) | Counselor name or region assigned to student |
| `first gen` | Custom Field | Boolean (true or false) field indicating if a student is first generation |
| `fafsa completion` | Custom Field | Boolean (true or false) field indicating if FAFSA has been completed |
| `visit_indicator` | Custom Field or Form Subquery | Boolean (true or false) field indicating if the student has visited campus |
| `orientation registration status` | Custom Field or Form Subquery | Boolean (true or false) field indicating whether a student has or has not registered for orientation |
| `admitted student day registration status` | Custom Field or Form Subquery | Boolean (true or false) field indicating whether a student has registered for admitted student day |
| `housing contract status` | Custom Field or Form Subquery | Boolean (true or false) field indicating if a housing contract has been submitted |
| `college` | Literal | College to which the student has applied or is enrolled |
| `major` | Custom Field | Student’s chosen major |
| `missing items` | Checklist Subquery | Any missing items required for the application |