✔️ 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. Examples include:

• Nudging stopped-out students to re-apply and register for classes

• Suggesting enrolled students submit a deposit and attend orientation

• Reminding continuing students to register for an advising appointment

The Motimatic export

Motimatic integrates with Slate through a scheduled export, usually once per day. These daily updates let Motimatic report accurately on your students’ progress.

Steps involved

To establish a Motimatic integration in Slate, you must:

1. Import a pre-configured Motimatic query with Suitcase

2. Configure the query with additional exports

3. Generate the SSH RSA key pair (follows Motimatic documentation)

4. Schedule the query for export

5. Test the connection

Step 1: Import a Motimatic query with Suitcase

An initial query identifies the target audience.

• For an enrolled students launch, the query results are defined by the entry term to which students are admitted.

• For stopped-out students, the scope is defined by the last term in which they’re enrolled.

• The query usually filters for a fixed list, based on past status. For example, students who stopped out in the last 2 years.

• In some cases, the list of students will increase over time. For example, as more students enroll, they are  added to the files you share to Motimatic.

Use Suitcase to import one of four Motimatic queries:

1. Copy one of the following Suitcase IDs:

   • Admits to Register:

     bee85761-8ad7-4a64-9f9b-7b9b263b37c6:slate-examples

   • Stop Outs to Reapply and Register:
     (🏗️ Coming soon)

   • Current Students to Register:
     (🏗️ Coming soon)

   • Stop Outs to Register:
     (🏗️ Coming soon)

2. In Slate, From the main navigation, select Database.

3. Under Import and Data Processing, select Suitcase.

4. Select Import.

5. Paste the Suitcase ID.

6. Click Retrieve. The Import Suitcase popup appears.

7. Click Import.

Step 2: Configure the Motimatic query

With the query imported, make a copy to work from, then configure as necessary:

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

2. In the Search Queries… box, enter "Motimatic” and select the Motimatic Data Export query.

3. Select Edit Query.

4. Before making any changes, select Copy.

5. Enter a name, then select Save. This lets you refer to the original’s configurations or start over as needed.

6. Since exports are custom for each institution, additional configurations may be required. The following student information should be included in your query exports to facilitate the Motimatic integration:

   • Contact details, to match students on social media for targeted ad serving

   • Demographic data, to refine Motimatic’s personalized approach

   • Application and registration status, to monitor and track student progress

Notes on query configuration

• Each record in the first file should be included in all subsequent files, even after they have registered or taken the target action. For example, in the case of Stopped-out students, updates to their "last_enrolled_term" should not result in their exclusion from the refreshed data export shared to Motimatic.

• To denote changes in student status, the Motimatic query includes dynamic columns like "is_student_enrolled"and "is_student_registered" in each file upload. Typically, every student begins with "N," signifying their initial status. As the launch unfolds, students who complete the required actions will see their status transition from "N" to "Y."

Step 3: Generate the SSH RSA key pair

Follow the instructions provided by Motimatic in this document to generate the SSH RSA key pair and set up the SFTP connection.

💬 Contact the Motimatic data support team at [email protected].

Step 4: Schedule the query for daily export

With the SSH RSA key pair generated and the query configured, schedule it for export to Motimatic:

1. Return to your Motimatic query and select Edit Query.

2. Select Schedule Export.

3. Configure the following settings:

   • Status: Active

   • Destination: Custom File Transfer

   • Connection: Enter the protocol, username, and hostname specified in the Motimatic documentation.

   • Path: Enter the path specified in the Motimatic documentation.

   • Encryption: Secure Transfer

   • Notification: Successes, failures, and late deliveries

   • Notify Email: Enter your preferred email address

   • Format: Delimited (tab-delimited, CSV, etc.)

   • Delimiter: Comma (,)

   • Headers: Include header row

   • Text Qualifiers: No text qualifiers

   • Line Endings: <Cr><Lf>

   • Encoding: Unicode (utf-8)

   • Suppress Empty: Allow empty files

   • Requested Delivery Window: Overnight: 2:00am-4:00am (preferred window)

   • Requested Weekdays: Select one or more weekdays

   • Requested Priority: Normal Priority

4. Click Save.

Step 5: Testing the connection

To test the connection:

1. Follow the breadcrumb navigation to return to the query overview page.

2. Select Run to SFTP. A system dialog appears.

3. Enter EXPORT.

4. Select OK. A Job Details window appears displaying the success status and other information about the export.