Slate Integration

Configuration

1. Log in to your secure lead portal here.
   
2. Select 'Slate' from the 'Configure Integrations' dropdown.
   
   
   
   
3. Fill out the form with your Slate information. If you need help, click on the article linked under 'Helpful Resource(s):' or click here to access it.
   
   
   
   

   IMPORTANT: you must add "52.15.160.30" and "18.217.91.125" to the allowed networks  while configuring a service account in Slate.

   
   
   
   
   
   
   
   
4. Once you have the form completed, click 'Test Connection'.
   
   
   
   
5. If successful, click 'Save'.
   
   
   
   
   

Exporting Leads to Slate

1. Log in to your secure lead portal here.
   
2. Select the event for which you wish to export leads to Slate.
   
   
   
   
3. Select 'Slate' under the 'Export Leads to' dropdown.
   
   
   
   
4. Enter the Event GUID from the event in Slate.
   

   The Slate Event GUID (Globally Unique Identifier) is located in the event URL. You can copy GUID selection from the URL.
   
   For example: egf4d9fb-686a-7366-9351-f4fe7d68c9e1
   
   If you do not provide a Slate Event GUID, the first column of the export file “InternalEventID” will be blank. While not required, providing the Slate Event GUID will assist if you are creating an automation in Slate to process the file.
   
   Helpful Resource(s):
   GTCF Leads Export Format
   Creating a Custom Source Format In Slate
   Upload Dataset Stages in Slate

     5. Decide whether you'd like to export MatchMaking leads to a separate file by marking the checkbox.

      6. When finished, click the 'Send' button.

Export File Naming Convention

All export files will be named with the following information.

- When 'Export MatchMaking leads to separate file?' is unchecked:

1. If Slate GUID is not provided, the file name will be: Leads_GTCFEventID_Year_Month_Day_Hour_Minute_Seconds_Timezone (always UTC)
   
   
2. If Slate GUID is provided, the file name will be: Leads_SlateGUID_Year_Month_Day_Hour_Minute_Seconds_Timezone (always UTC)

- When 'Export MatchMaking leads to separate file?' is checked:

1. If Slate GUID is not provided, the files' names will be:
1.  MMLeads_GTCFEventID_Year_Month_Day_Hour_Minute_Seconds_Timezone (always UTC)
   
2.  ScannedLeads_GTCFEventID_Year_Month_Day_Hour_Minute_Seconds_Timezone (always UTC)
   
   
2. If Slate GUID is provided, the files' names will be:
1.  MMLeads_SlateGUID_Year_Month_Day_Hour_Minute_Seconds_Timezone (always UTC)
   
2.  ScannedLeads_SlateGUID_Year_Month_Day_Hour_Minute_Seconds_Timezone (always UTC)

Example:  Leads_16956_2023-09-01-04-49-42_UTC

• Related Articles

• Release Notes: Slate Integration | v 4.3 | September 6, 2023

  New and Improved: GoToCollegeFairs' lead portals have achieved seamless integration with Slate. Effortlessly transfer leads from your lead portal to Slate with a direct export feature. Leads can be exported on an event-by-event basis. Notes: For more ...

• Secure Lead Portal Overview

  Before Getting Started: Set up your lead portal password if you have not already: Setting Up a Secure Lead Portal Sign in to access the secure lead portal: Accessing Student Lead Data Secure Lead Portal: The secure lead portal is where colleges can ...

• Accessing Student Lead Data

  Before Getting Started: Read Related Articles: What is my lead portal email? Setting Up a Secure Lead Portal Accessing Student Lead Data: Sign in at gotocollegefairs.com Use the ‘lead email’ associated with the college fair registration / order. ...

• Understanding Lead Data

  Lead file format was updated on December 18, 2023. *Important Attachments Below* Before Getting Started: Read Related Article: Setting Up A Secure Lead Portal Read Related Article: How To Upload Leads Read Related Article: Accessing Student Lead Data ...