When creating or editing a source format, the XML setting on the Format Definition tab tells Slate how it should parse incoming data. Each setting is listed here, followed by examples for common source data formats. ✨ Tip We recommend finding ...

A source format is a collection of standardized settings and criteria for a dataset uploaded frequently from the same source. The source format defines the destination fields and values in Slate and allows users to prescribe consistent import beha...

The Source Metadata scope within Forms allows for the association of a form with a source format. This form can collect information related and/or not related to the source format. This type of form is useful when determining ROI for name buys, trac...

There are a number of useful round mapping options that can be added on the Static Values page. Note that these options should be   configured to a Yes value and they should   never be used together . The behavior of each item co...

Imports can be set to be picked up automatically from the /incoming/ directory on the SFTP server.  For any source format, an import mask can be specified on the Import Automation tab of the source format. This enables other systems to deli...

While Slate supports retrieving files from a remote SFTP server, this practice is generally discouraged because the import process will fail if the remote SFTP server becomes unavailable for any reason, such as during a network connectivity or maint...

Slate supports retrieving files from a remote SFTP server.  However, this practice is generally discouraged, because the import process fails if the remote SFTP server becomes unavailable (such as with a network connectivity or maintenance issu...

There are two methods for importing data into Slate via a Web Service, depending on how data is made available by the third-party source or middleware product: Push data into Slate's web service endpoint Pull data from the third party/midd...

Summary This video provides an overview of Upload Dataset options, with troubleshooting tips for common questions. Video Topics