You can quickly, easily, and securely export data from Slate to any external system. These might include

• Student information system (SIS)

• General ledgers

• Financial aid systems

📖 Looking for an overview of integrations as a whole?

Determining your export process

Figuring out the shape your data export should take involves asking a few questions, like:

1. When does data need to exist in the external system?

2. What data needs to exist in Slate before the record is included in an export?

3. What data points in Slate are needed in the export?

4. How does the data need to be entered into the external system?

📖 The answers to these questions will determine your data export process.

Building a data export query

With an understanding of the ways we can export data from Slate, we can start to configure the queries that send that data to your external systems.

In this article, we give you demo queries you can import into your database and explore the ways you can configure your own export queries.

📖 Building a data export query

💡 You can format and translate values for each data point in the data export query. For example, country values.

Scheduling exports

SFTP

Schedule Export settings export files from a query to an SFTP server.

There are two ways to do this:

• Using the Technolutions SFTP server. This is the default option, and it's a recommended best practice. This allows us to ensure our servers remain online and operational during the export. Refer to the Scheduling Exports article for details.

• Using a remote SFTP server. This practice is generally discouraged, since the export process will fail if the remote SFTP server becomes unavailable for any reason, such as with a network connectivity or maintenance issue. For configuration instructions, refer to the Sending scheduled exports to a remote SFTP server article.

SFTP Access

Exporting files to the Technolutions SFTP servers is the default option, and it's recommended for the best performance. There are two ways to access these files manually:

• The SFTP Explorer tool: Users with SFTP access can view and download files in their SFTP folders. To access this tool, go to the Database page, and select SFTP Explorer in the Import section.

• Through a client that supports the SFTP protocol: Set up a user account in Slate with the necessary credentials for the SFTP client to connect to the Slate SFTP servers.

📖 SFTP access

Web services

Queries can also export data via web services instead of a batched file.

There are two options for web services:

• You can push data to a remote web service on a schedule. This uses the same Schedule Exports option to send batched data on a consistent schedule. You can define custom headers to enable authentication with the remote service.

• You can call a Slate query as a web service using XML or JSON. Together with the query Queue settings, you can poll the web service on a frequency that you define and can pull down only the new or changed records each time.

📖 Web services

Document exports

Slate supports document exports to an external document management system (for example, OnBase, ImageNow, or Docfinity).

📖 Exporting documents