FlippedApp by Concept3D
  • 14 Oct 2024
  • 6 minute read
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FlippedApp by Concept3D

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Article summary

FlippedApp is a recruiting software from Concept3D that helps you find application-ready students for your institution’s enrollment goals. Slate can be configured to automatically import students from FlippedApp.

Step 1: Create a FlippedApp service account

The FlippedApp service account in Slate lets you receive messages from students on the timeline.

  1. From the main navigation, select Database.

  2. Under Users & Access, select User Permissions.

  3. Select New User.

  4. Configure the following settings:

    • First name: Flipped App

    • Last name: Service Account

    • Email: Enter your email (you will not receive any emails from FlippedApp)

    • User Type: Service Account

    • Username: Enter <SchoolName>FlippedAppServiceAccount, where <SchoolName> is the name of your institution.

    • Password: Enter a password.

    • Select Enable account for access

  5. Select Save.

Save the username and password in a password manager so you can reference them later in this article.

Step 2: Import FlippedApp objects with Suitcase

With Suitcase, you can import:

  • two FlippedApp export queries, which lets you send data to FlippedApp

  • the FlippedApp source format, which lets you import FlippedApp interactions

To import the queries and source format into your database:

  1. Copy the following Suitcase ID:

    89779c13-4d28-4846-933a-7e77b480228e:sig
  2. Select Database from the main navigation.

  3. Select Suitcase under Import and Data Processing.

  4. Select Import.

  5. Paste the Suitcase ID.

  6. Select Retrieve. The Import Suitcase popup appears:

  7. Select Import.

Next, we’ll configure the FlippedApp queries and schedule them for export.

Step 3: Customize the FlippedApp queries and schedule for export

The two export queries we’ve just imported, Flipped App Person Lookup Name with birthdate and email and Flipped App Ref id Lookup, must be configured before use.

To configure these queries:

Make a copy of the query

  1. Select Queries / Reports from the main navigation.

  2. Select Flipped App Person Lookup Name with birthdate and email.

  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 overview page.

🔁 Repeat for the Flipped App Ref id Lookup query.

Configure the Flipped App Person Lookup Name with birthdate and email query

  1. In the overview page for the Flipped App Person Lookup Name with birthdate and email query, select Edit Query.

  2. Adjust the exports and filters to fit those in use in your Slate database.

  3. Select Edit Permissions. A popup appears.

  4. Select Add Grantee.

  5. Configure the following settings:

    • Active: Active

    • Type: Username

    • Name: Name the query Student Search URL.

    • Username: Enter <SchoolName>FlippedAppSync, where <SchoolName> is your institution’s name. The username is the same between both queries.

    • Password: Enter a password and save it in a password manager. The password is the same between both queries.

    • Token: A token is generated automatically.

    • Permissions: Select Web Services

  6. Select Save.

  7. Select Close.

Configure the Flipped App Ref id Lookup query

  1. In the overview page for the Flipped App Ref id Lookup query, select Edit Query.

  2. Adjust the exports and filters to fit those in use in your Slate database.

  3. Select Edit Permissions. A popup appears.

  4. Select Add Grantee.

  5. Configure the following settings:

    • Active: Active

    • Type: Username

    • Name: Name the query Student Details URL.

    • Username: Enter <SchoolName>FlippedAppSync, where <SchoolName> is your institution’s name. The username is the same between both queries.

    • Password: Enter a password and save it in a password manager. The password is the same between both queries.

    • Token: A token is generated automatically.

    • Permissions: Select Web Services

  6. Select Save.

  7. Select Close.

Step 4: Concept3D configurations

To set up the Concept3D side of the integration, you will add the following to your FlippedApp profile:

  • Web service URLs associated with the resources you imported with Suitcase

  • The username and password of your FlippedApp service account

Query: Flipped App Person Lookup Name with birthdate and email

To copy the web services URL for the Flipped App Person Lookup Name with birthdate and email query:

  1. Select Queries / Reports from the main navigation.

  2. Select Flipped App Person Lookup Name with birthdate and email.

  3. Select Edit Query.

  4. Next to Web Service, select JSON.

  5. From the Service Account list, select the Username created in the previous steps.

  6. Copy the URL.

Paste the URL into FlippedApp

To share this URL with Concept3D:

  1. Log in to your FlippedApp account.

  2. Under My Profile, select Settings.

  3. Select Account.

  4. Navigate to the Slate Integration section.

  5. Under Integration Configuration, paste the URL in the Student Search URL field.

Next, we’ll copy the other query’s web services URL.

Query: Flipped App Ref Id Lookup

To copy the web services URL for the Flipped App Ref Id Lookup query:

  1. Select Queries / Reports from the main navigation.

  2. Select Flipped App Ref Id Lookup.

  3. Select Edit Query.

  4. Next to Web Service, select JSON.

  5. From the Service Account list, select the Username created in the previous steps.

  6. Copy the URL.

Paste the URL into FlippedApp

To share this URL with Concept3D:

  1. Log in to your FlippedApp account.

  2. Under My Profile, select Settings.

  3. Select Account.

  4. Navigate to the Slate Integration section.

  5. Under Integration Configuration, paste the URL in the Student Details URL field.

Source format web services POST URL

The Suitcase import added the FlippedApp Interactions source format to your Slate database. This source format is used to import Flipped App Interactions.

As with the queries, you must share the source format’s web services POST URL with Concept3D to receive interactions data.

  1. Select Database from the main navigation.

  2. Select Source Formats.

  3. Select the FlippedApp source format.

  4. Next to Web Services, select View.

  5. Select the Certificate Based Authentication tab.

  6. Copy the URL.

Paste the URL into FlippedApp

To share this URL with Concept3D:

  1. Log in to your FlippedApp account.

  2. Under My Profile, select Settings.

  3. Select Account.

  4. Navigate to the Slate Integration section.

  5. Under Integration Configuration, paste the URL in the Web Service API URL field.

Service account username and password

  1. Retrieve the FlippedApp Service Account username and password.

  2. Log in to your FlippedApp account.

  3. Under My Profile, select Settings.

  4. Select Account.

  5. Navigate to the Slate Integration section.

  6. Under Timeline User, paste the service account’s username in the Slate Username field.

  7. Paste the service account’s password in the Slate Password field.

At the end of these steps, you should have the following information entered in the FlippedApp settings:

  • Student Search URL

  • Student Details URL

  • Web Service API URL

  • Slate Username

  • Slate Password

Select Authorize Slate to allow Concept3D to begin sending files to your database.

🔔 Wait until you receive at least one data file from Concept3D before proceeding to the next step.

Step 5: Configure remap settings for the source format

The remap settings of the source format tell Slate how to process the data for the uploaded files. As with other standard source formats, standard fields have been pre-mapped, but you can adjust these standard mappings.

Field mappings

To edit field mappings:

  1. Select Database from the main navigation.

  2. Under Import, select Source Formats.

  3. From the list, select FlippedApp Interactions.

  4. Select Edit Mappings. Several fields have been pre-mapped for convenience, but you can adjust these mappings as needed.

  5. Confirm and customize any destination field settings as desired.

Prompt value mappings

In the Prompt Value Mappings stage, note that there are two source values that correspond with the source field interaction_sub_code:

  • flippedapp-message-from-admissions

  • flippedapp-message-from-student

You can either:

  • map these to existing interactions in your database by selecting a destination value, or

  • add two new interactions to your database manually

Add new interactions manually

To create new interactions to correspond with FlippedApp’s source values:

Create a parent code

  1. Select Database.

  2. Under Records and Datasets, select Activity/Interaction Codes.

  3. Select Insert.

  4. Configure the following settings:

    • Status: Active

    • Type: Interaction

    • Code: Enter flippedapp

    • Label: Enter FlippedApp

  5. Select Save.

Create a child code for note_from_student

  1. Select Insert.

  2. Configure the following settings:

    • Status: Active

    • Type: Interaction

    • Code: Enter note_from_student

    • Parent Code: Select FlippedApp

    • Label: Enter Note from student

  3. Select Save.

Create a child code for note_from_admissions

  1. Select Insert.

  2. Configure the following settings:

    • Status: Active

    • Type: Interaction

    • Code: Enter note_from_student

    • Parent Code: Select FlippedApp

    • Label: Enter Note from student

  3. Select Save.

Refresh the quartet, append values

  1. To make the interactions you’ve just created available for immediate use, refresh the quartet or wait about 15 minutes.

  2. Select Database from the main navigation.

  3. Under Import, select Source Formats.

  4. From the list, select FlippedApp Interactions.

  5. Select Edit Mappings.

  6. Select Prompt Value Mappings.

  7. Select interaction_sub_code.

  8. For each destination value, select FlippedApp.

Map users

To map users:

  1. In the Prompt Value Mappings stage, from the list of source fields, select user.

  2. Select Append Values.

  3. Enter the emails of your FlippedApp users (staff).

  4. Map the values to the users in your database and select Save.

Remap Activation

Once finished customizing the Remap settings, turn on the import using the following steps:

  1. Select Database on the main navigation bar and select Source Formats.

  2. Select the FlippedApp Interactions source format.

  3. Set the Remap Active flag to Active.

  4. Click Save


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