🏔️ Summit 2024 Feature

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.

Now, configure the elements of the integration.

Step 2: Configuring exports

Creating queries

You can create scheduled export queries within an Integration Center integration, or as standalone objects in the Queries / Reports tool.

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

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

Copy an entire integration by selecting the Edit arrow, then selecting Copy.

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 at 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.