Slate Integration Set Up

1. Service Account Setup

• Create a Service Account:
  • Create a new service account in Slate.
  • On the first page of the user information, set the user type to Service Account (do not select Service Account Remote).
  • Use the email integrations@halda.ai as the username and user id.
  • Complete all required fields accurately.

2. Configuring SFTP Access

• Navigate to the Roles Tab:
  • After creating the service account, go to the Roles tab.
• Enable SFTP Access:
  • Scroll down to the SFTP Access section and check the box to enable it.
  • In the IP Address field, enter: 174.129.240.180
  • Reset the SFTP password provided in this section.
  • Important: Only share the SFTP credentials (username and password) generated under the SFTP Access settings—not the primary service account credentials—with your Implementation Specialist.
• Save Changes:
  • Save the service account once SFTP access is configured.

3. Custom Field Configuration

• Create a New Field:
  • In Slate, create a new custom field named Halda ID.
  • This is where we will map the Lead Profile ID field that is sent with all Halda leads. This is key to our query set up, so to avoid any type of retroactive refresh, we will build this prior to configuring our source format and mapping. 

4. Configuring the Source Format

• Reference Guide:
  • Please refer to the Slate article titled "Creating a new source format from scratch" for detailed guidance.
• Format Definition Tab:
  • Enter the following XML: <layout type="convert" h="1" />
• Import Automation Settings:
  • Set the Import Path/Mask to: halda/halda*.csv
  • Note: The specific file name will be appended once Halda’s tools are published.

5. Data Directory & Test File

• Data Directory:
  • After your integration call, the Halda Implementation Specialist will provide a Data Directory in the form of a Google Sheet.
  • This sheet is organized with individual tabs for each Halda form (both published and to-be-published).
  • The Data Directory will list the questions being asked and the corresponding picklists for responses.
• Test File:
  • A test file will be provided via email, showing all fields that will be transmitted.

6. Setting Up the Query in Slate

Once you’ve confirmed that data is flowing correctly from Halda to Slate, import the following Suitcase ID: 

• 81d29bd1-419b-45fd-ae97-8a0d4ff7b484:hal

• • Update the Halda ID Filter and Export Field to match your custom Halda ID field. 
  • In the Halda Stage Export field, adjust the filters to properly categorize your application and admission stages according to your processes. 
    • Ex. If you do not track enrollments inside of Slate, delete that stage from the export. 

• Execution:
  • Set the query to active and run it so that the file is sent to the SFTP server.
  • The Halda Implementation Specialist will verify the file’s presence using FileZilla and download the file.

7. Final Verification

• After these steps, the Halda team will complete the final verification:
  • They will use FileZilla to confirm file transfers and inspect the imported data.
  • Any discrepancies or issues should be promptly communicated with the Halda Implementation Specialist.

By following these updated instructions, you will ensure a smooth and secure integration between Halda and Slate.