Before making Slate a system of record, a need may exist to import person data from an old prospect system, a student information system, or an institutional database system into Slate. To accomplish this, use Sources/Upload Dataset . Before usin...

Slate supports the uploading of current application data. However, prior to importing current application data, you may first wish to import current prospect data. Segment Application Data Import current application data the same way curr...

Relationships between records of the same type (Person - Person, Company - Company, etc.) can be imported using standard destination mappings in Upload Dataset. Relationships can be either created through this import process or linked to existing r...

Exporting School Data from an External System Important Core data must be imported prior to importing school data. Remember to include a unique ID from your external system when importing into Slate. This ID is used to match school d...

Exporting Test Score Data from an External System Important Core data must be imported prior to importing test score data. Remember to include a unique ID from your external system when importing into Slate. This ID will be used to...

Decision Data Import File Slate supports the importing of decision data from an external system. Exporting decision data from an external system is similar to, and dependent on, application data, as detailed in Importing Current Applicant Data .&n...

Similar to importing donor records, it is recommended to import gifts in batched processes by first creating the gifts, then matching them against a unique gift ID to update gift values. The giving mapping destinations in Upload Dataset work exactl...

Registrants can be imported directly to events with Upload Dataset if the event has first been created in Slate. Events cannot be created upon import. Event Registrants When importing event registrants, include the following optional data fields...

Important Core data must be imported prior to importing interaction data. Remember to include a unique ID from your external system when importing into Slate. This ID is used to match school data with the associated records in Slate. The uni...

Exporting Qualitative Data from an External System Important Core data must be imported prior to qualitative data. Remember to include a unique ID from your external system when importing into Slate. This ID will be used to matc...