---
title: "Capture Higher Ed Integration"
slug: "capture-higher-ed-integration"
updated: 2025-10-08T19:06:50Z
published: 2025-10-08T19:06:50Z
---

> ## 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.

# Capture Higher Ed Integration

The **Capture Higher Ed integration**lets you send prospective student data to Capture and receive behavioral engagement data in return.

This article should be read in conjunction with the **Capture to Slate Integration Guide**provided in Basecamp by your Capture Higher Ed client success manager.

> [!NOTE]
> 💭 Questions about this integration? Reach out to [slate_integration@capturehighered.com](mailto:slate_integration@capturehighered.com).

## Step 1: Create the Capture Higher Ed service account

The Capture Higher Ed service account provides Capture SFTP access to pick up files generated by the Capture Higher Ed data export and to drop daily files for import into Slate.

1. Select **Database**from the main navigation.
2. Under Configurations, select **Slate Template Library (legacy tool).**
3. Select the **Users**section to expand it.
4. Next to **Capture Higher Ed Service Account,**select**Add**. A popup appears.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Add Service Account.png)
5. Confirm the addition of the service account by selecting **Add.**
6. Select **Refresh Slate Template Library**at the top of the page.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Refresh the Slate Template Library.png)

> [!CAUTION]
> 🔔 Do not adjust the service account.

## Step 2: Provide Capture with the service account username

Capture requires the service account’s username to configure the integration on their end.

To find the Capture Higher Ed service account username:

1. Select**Database**from the main navigation.
2. Under Users & Access, select **User Permissions.**
3. Select the **Service Account,** **Capture Higher Ed**from the list of users.
4. Select **Edit User.**
5. Select the**Roles**tab.
6. Scroll down to the SFTP Access section.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Service account username.png)
7. Copy the username.
8. Provide the username to Capture via the [slate_integration@capturehighered.com](mailto:slate_integration@capturehighered.com) email address.

While you await their confirmation, continue with the following steps.

## Step 3: Import Capture Higher Ed objects with Suitcase

Use these import packages provided by Capture to jump-start your integration. The Suitcase IDs provided with each import package pull in custom fields, prompts, forms, queries, and source formats.

#### 📖 Required reading

You must use [Suitcase Import](/v1/docs/suitcase-import) to bring these objects into your database.

**First-Year/Transfer with Apply Model**

Use this Suitcase ID to import these objects into your database.

> [!NOTE]
> 💼 Suitcase ID
> 
> ```plaintext
> b230cb45-48de-437a-b29d-d8709b67b6d2:cpt
> ```

Objects in this Suitcase include:

#### Queries

- Capture Higher Ed: Prospects Export FY/TR
- Capture Higher Ed: Applicants Export FY/TR
- Capture Higher Ed: Merged Records

#### Source formats

- Capture Higher Ed: New Inquiries
- Capture Higher Ed: Behavioral Data Updates
- Daily Capture to Slate Apply

#### Forms

- Capture Higher Ed: Custom Tab w/Apply

**First-Year/Transfer without Apply Model**

Use the following Suitcase ID to import these objects into your database:

> [!NOTE]
> 💼 Suitcase ID
> 
> ```plaintext
> 3e93ab44-a920-4338-933a-6a10a09e2289:cpt
> ```

Objects in this Suitcase include:

#### Queries

- Capture Higher Ed: Prospects Export FY/TR
- Capture Higher Ed: Applicants Export FY/TR
- Capture Higher Ed: Merged Records

#### Source formats

- Capture Higher Ed: New Inquiries
- Capture Higher Ed: Behavioral Data Updates

#### Forms

- Capture Higher Ed: Custom Tab

**Graduate**

Use the following Suitcase ID to import these objects into your database:

> [!NOTE]
> 💼 Suitcase ID
> 
> ```plaintext
> b343b512-2b3b-4e52-a26a-a6f8da1a7235:cpt
> ```

Objects in this Suitcase include:

#### Queries

- Capture Higher Ed: Prospects Export Graduate
- Capture Higher Ed: Applicants Export Graduate
- Capture Higher Ed: Merged Records

#### Source formats

- Capture Higher Ed: New Inquiries
- Capture Higher Ed: Behavioral Data Updates

#### Forms

- Capture Higher Ed: Custom Tab

> [!WARNING]
> See the *Capture to Slate Integration Guide*provided by your Client Success Manager in Basecamp for details on the fields and prompts added via the suitcase.

## Step 4: Customize Capture queries and schedule for export

The **Capture Export query**contains over 50 export values, arranged, and formatted to specifically comply with the standards needed for a file to be consumed within Capture.

You must customize this query before Capture can process records from your database. Since many of the data points required by Capture are stored as custom fields in Slate, there are certain placeholder export values that must be replaced or updated.

Your Capture client success manager will have provided you with the Capture to Slate Integration Guide. Consult this guide for detailed instructions on editing and scheduling-for-export the following queries:

- Capture Higher Ed: Prospects Export
- Capture Higher Ed: Applicants Export
- Capture Higher Ed: Merged Records

To customize your Capture Export queries:

1. Select **Queries / Reports**from the main navigation.
2. Select **Capture Higher Ed: Prospects Export**.
3. Select **Edit Query**.
4. Select **Copy.**A popup appears.
5. Configure the following settings:
  - **Destination:** New Query
  - **Query Name:**Enter a name.
  - **Folder:**Optionally select a new folder for the copied query, or select *Other*to create a new one.
6. Select **Save.**You are redirected to the new query's *Edit*page.
7. Consult the **Capture to Slate Integration guide**provided by your Capture client success manager to update, replace, and add new exports and filters to the queries.
8. Select **Schedule Export**.
9. Configure the following settings:

![A screenshot of a schedule export Description automatically generated](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/capture_kb_updates-image-dxbbtlf7.png)
  - **Status:**Active. This automates the export.
  - **Requested Delivery Window (Eastern Time):**Set the time of day at which the export should run.
  - **Requested Weekdays:** Select the days of the week at which the export should run.
10. Select **Save.**

> [!CAUTION]
> 🔔 Do not change the following export settings: Path, Format, Delimiter, Headers, Text Qualifiers, Encoding, and Line Endings.

📖**Further reading:**[Scheduling Exports](/v1/docs/scheduling-exports)

## **Step 5: Configure remap settings for the source formats**

For each Capture Higher Ed source format, the remap settings must be configured.

#### Capture Higher Ed: New Inquiries

The **Capture Higher Ed: New Inquiries** source format is pre-configured to match a record and update its status to `Inquiry` if the status is not already inquiry or higher.

#### Capture Higher Ed: Weekly Updates

The **Capture Higher Ed: Weekly Updates** source format is pre-configured to store the weekly data, including engagement metrics and the calculated Capture Engagement Score (CES) and Capture Affinity Index (CAI) as timestamped Capture Higher Ed research data.

Like the *New Inquiries*source format, this source format is also configured to upgrade a prospect's status to `Inquiry` if it is identified as such in the file.

To configure the remap settings for each source format:

1. Select **Database** from the main navigation.
2. Under Import, select **Source Formats.**
3. From the list, select either **Capture Higher Ed: Behavioral Data Updates**or **Capture Higher Ed: New Inquiries.**
4. Select **Edit Mappings**.
5. Map the **Capture ID**to the custom unique field created earlier. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/capture_kb_updates-image-ckbt04q0.png)
6. Update the remaining settings according to your institution's needs.
7. Select **Save**.
8. Once you are satisfied with the Remap settings, use the breadcrumb navigation to return to the source format's landing page.
9. Select **Edit**.
10. Set **Remap Active**to **Active.**
11. Select **Save.**
12. Repeat these steps for the remaining Capture source format.