✔️ Prerequisite skills Sending Scheduled Exports to a Remote SFTP Server 🔑 Required permissions Security Administrator Motimatic partners with your institution to motivate groups of students to take a particular set of actions. Ex...

The article describes the methods that Slate provides for exporting data. If your data export is part of an integration with an external system, we strongly encourage you to read the Data and Document Management Overview article first, which provi...

Data exports serve as a crucial conduit for transferring information from Slate to external systems such as Student Information Systems (SIS), Financial Aid Systems, and more. Whether you need to initiate essential business processes or maintain smo...

Data exports are created and managed with the Query tool, where an export of the query data can be produced in the desired format (such as fixed-width, delimited, XML, and JSON). Most institutions export data to their general ledger through flat fi...

Cumulative Exports If a data export query is configured to return all records each time the query is run, just run the query for testing purposes: Select Run Query to view the query results. If the export is configured to run to an SF...

Once the query is configured to export the data values according to the specifications needed, configure how Slate exports data. If data is consumed using a Web service, use Edit Web Service to configure the Web service specifications. The...

Slate formats phone numbers based on each country's official formatting standards. For a USA phone number, that is +1 000-000-0000, and for a UK phone number (as an example), that might be +44 00 0000 0000 (spaces in specific segments, no hyphens).&...

There are times where you'll want to clean up school-scoped data, this can happen by: Using a query to export current school data Use Excel to clean the data up Using Upload Dataset to reimport the school data Export School-Sco...

There may be times when you need to share Slate data with a third party that doesn’t have Slate access. For example, you might want to: Share a list of admitted students with academic departments on campus Send data from an inquiry pool to a ...

Slate supports sending a scheduled export to a remote SFTP server.  This practice is generally discouraged, as the export process will fail if the remote SFTP server becomes unavailable for any reason, such as a network connectivity or maintena...

Slate supports the ability to create custom web services using the Query Builder. Any query can be routinely called as a web service or scheduled to push data into another system. Calling a Slate Query as a Web Service 🔑 Required Permissio...

Data exports can be built for a variety of data transfer needs, including extracts for data warehouse. Institutions may build data warehouse exports using the robust tools available in Query Builder , such as export values, translation codes, updat...

Dynamic views package Slate data in a way that's more accessible to external tools, such as Tableau, PowerBI, and data warehouses. They are distinct from materialized views because they reflect data in real time. How they work A dynamic view is ...

Materialized views make Slate data easily accessible to external tools, such as Tableau, PowerBI, operational data stores, and data warehouses. They are distinct from dynamic views because their data update on a schedule of your choosing. How th...

Viewing the full country name is useful for users who are viewing the citizenships or countries of residence for a list of records. However, data is often sent to external systems that require specific codes instead of the full country name. While s...

Slate is designed to be used and administered by non-technical users who have no previous experience with Structured Query Language (SQL). In most circumstances, custom SQL is not necessary. In others, we can create a new tool that obviates the need...