This integration provides an automated, closed-loop workflow for admissions offices to receive verified academic evaluations and PDFs from the TruEnroll platform by Trential. It utilizes a Direct Import Processing (DIP) source format to match incoming evaluation data with existing Slate application records using a secure ZIP-based transfer.
💭 Questions about this integration? Reach out to Trential support.
Step 1: Adding the TruEnroll source format
The TruEnroll source format extracts the contents of the ZIP file sent from the TruEnroll platform and assigns the materials in the file to the appropriate records and material types using the index file.
To add this source format to your database:
Go to Database → Source Format Library.
Next to TruEnroll, select Add.
In the popup, select Add.
In the browser popup, select OK. The TruEnroll source format overview page appears.
Select Edit.
To prevent the source format from creating new records if a matching record cannot be found, set Update Only value to Update only.
📝 Documents are still be created with Update Only and can be processed in Batch Acquire.Select Save.
The /incoming/truenroll/ directory is created the first time the SFTP sweep runs after the source format has been added to the database, which generally occurs approximately every 15 minutes. The directory can also be manually created if desired.
Step 2: Customize the source format’s remap settings
When you receive at least one file from the TruEnroll platform, you can confirm and customize the remap settings and activate the import for automatic processing.
The following mappings ensure that the data is correctly paired with the applicant and that the document is categorized accurately.
Source Field | Destination | Mapping |
|---|---|---|
| App: Application Slate ID Matching Only | Uses the unique Slate ID, like |
| Material: Material Code | Maps the source material to the material type in Slate |
| Material: Material Filename | The filename of the PDF file in the ZIP archive, for example |
Remap settings
The remap settings of the source format tells Slate how to process the data for the uploaded files. As with other standard source formats, standard fields have been pre-mapped, but you are able to make adjustments to these standard mappings.
Go to Database → Source Formats.
Select TruEnroll.
Select Remap.
Confirm and customize any destination field settings as desired, with the following exceptions.
🔔 Do not change these mappings:The Material Filename destination is required to associate a given document in the ZIP file with a row in the index file.
The Material Code destination is required to tell Slate which material type the document should be assigned to.
Select Prompt Value Mappings.
Provide the value mappings for the Material Code destination.
Map the incoming source values of
truenroll-evaluation-reportandtruenroll-verification-report.
Remap activation
Once you have finished customizing the remap settings, turn on the import:
Go to Database → Source Formats.
Select TruEnroll.
Select Edit.
Set Remap Active to Active.
Select Save.
Frequently Asked Questions
How often are documents delivered?
The TruEnroll platform delivers the zip files to Slate hourly, and Slate sweeps the SFTP directory for new files approximately every 15 minutes. The maximum number of documents in each zip file is 1,000.
Why are we seeing documents go to Batch Acquire?
Documents will be sent to Batch Acquire for the following reasons:
The TruEnrioll source format is configured to not create new records (via the Update Only setting), and an existing matching record could not be found in Slate.
Not enough data was included in the index file to match onto an existing record or create a new record.
The document's filename was not included in the index file.
The index file did not contain a document type or the document type sent in the index file was not mapped to a material type in Slate.
I forgot to map a document type, and now there are several documents in Batch Acquire. Is there a way to assign these documents in batch?
After you map the document type that was not mapped before, you can run a Retroactive Refresh. Any material in Batch Acquire from the selected sources will be eligible for the refresh. If the Slate material type that you selected is school-scoped, you will need to select the school destinations for the refresh in addition to the Material Filename and Material Code destinations. Otherwise, only the material destinations need to be selected.