Integration Center brings data import and export together in one cohesive unit.

Each integration can contain:

• 🔎 Queries

• 🔌 APIs

• 📂 Source formats

✨ A future release of Integration Center will let you establish Slate-to-Slate integrations.

Also in Integration Center, you can find:

• the Slate Configurable API, which lets you create your own endpoints

• the Slate Open API, which documents standard Slate API endpoints

Example: SIS Integration

You might use Integration Center to make a new integration for your SIS. This integration might include queries for decisions, person records, and applications. It might also include a source format for SIS ID import.

Step 1: Creating a new integration

To create a new integration:

1. From the main navigation, select Database.

2. Under Import and Data Processing, select Integration Center.

3. Select New Integration. A popup appears.

4. Configure the following settings:

   • Name: Enter a name for the integration

   • User: Select a user from the list.

   • Notes: Select the Notes tab to enter information you’d have others viewing the integration know

     

5. Select Save.

Step 2: Configuring exports

Adding queries

You can create scheduled export queries for use in an integration from within Integration Center or in the Queries / Reports tool. Queries in the Queries / Reports tool can be added to a desired integration using Batch Management.

➡️ See Data Export -> Data Export Query for steps to configure a scheduled export query.

Creating a new query in the Integration Center

1. From the main navigation, select Database.

2. Under Import and Data Processing, select Integration Center.

3. Create a new integration center or click on an existing one.

4. Select New Query. A popup will appear.

5. Configure the following:

   1. Name: Enter a name for the query

   2. User: Select a user from the list

   3. Type = Configurable Joins

   4. Category: Select the corresponding category for your base

   5. Base = choose the base of your query  

   6. Select Save.

6. Configure the query with needed exports/filters.
   

   

The new query will appear in the Queries/APIs section of the integration.

Adding a query in the Integration Center from the Query Tool

Previously built queries or new queries built in the query tool can be added to an integration through Batch Management.

1. From the main navigation, select Queries/Reports.

2. Create a new query or find the current query you would like moved to an integration.

3. Next, click on the batch management icon next to the search bar in the query tool and select Enter Batch Mode.

   

4. Select the query you would like moved to an integration and click on the batch management icon again.

5. Choose Apply Actions.

   

6. In the popup, select Move to Integration Center for the Action.

7. Select the specific integration for where the query should be moved.

8. Click Save.

Creating APIs

You can create APIs within an Integration Center integration, or as standalone objects in the Slate Configurable API tool.

➡️ See Configurable API for steps to configure an API.

Step 3: Configuring imports

You can create source formats within an Integration Center integration, or as standalone objects in Source Formats.

➡️ See Creating an Custom Source Format for steps to create a new source format.

Copying an integration

An entire integration can be copied within the Integration Center.

1. Select an existing integration.

2. Select the Edit arrow on the right, then select Copy.

3. In the popup, enter the new name for the Integration Center Name.

4. Check the appropriate item boxes for objects you would like copied.

5. Select Save.

Integration permissions

To edit the users, roles, or permissions that can edit the integration:

1. Select an existing integration, or create a new one.

2. Select the Edit arrow on the right.

3. Select Add Grantee. A popup appears.

4. Click Add Grantee. An Edit Grantee popup appears.

5. Configure the following settings:

   • Active: Active

   • Type: Select the type of access being applied to the record.

     • User: A User field appears. Enter the user name (a suggestion list appears as you go).

     • Role: A select list appears. Choose the desired role to apply.

     • Permission: A select list of established permissions appears. Select the desired permission to apply.

6. Select Edit Integration.

   

7. Select Save.