Embedded Files
This article covers setting up Slate SFTP folders and permissions required for automated processing. Once Waybetter drops off files, additional setup is necessary to import the data and then schedule ongoing processing. Additional information can be found at the Slate Knowledge Base:
Overview
Overview
Slate allows Waybetter to drop off CSV files for automated processing by completing these steps:
Create a Waybetter service account
Set up SFTP folders
Set up processing notifications
These directions only cover the process for schools to receive Waybetter responder files and not the steps to process them. Currently, Waybetter provides a suggested format and then customizes responder files to a school’s specifications.
I. Set Up FTP Folders
I. Set Up FTP Folders
Using your personal SFTP credentials and a SFTP client of your choice (such as WinSCP or FileZilla), create a new subfolder titled “waybetter”:
/incoming/waybetter/
/outgoing/waybetter/
If you're unsure how to complete this step, continue to section II. You'll skip the "Path Restrictions" setting for now. Alternatively, these folders can also be created with you setting the import path/mask/
II. Create a Waybetter Service Account
II. Create a Waybetter Service Account
These steps outline the process of creating a Waybetter SFTP service account and do not grant any additional Slate permissions. Other accounts will be required if Waybetter will be working directly within your instance of Slate. Note: this is a separate account for the Waybetter SFTP Export
Go to: Database > Users & Access > User Permissions > Active Users
(/manage/database/security/?view=active)Click the “New User” button and fill the following:
First Name: Waybetter
Last Name: SFTP Import
Email: wbm@waybettermarketing.com
User Type: Service Account
User ID: waybetter
Activation Password: any password will do
Click the “Roles” tab
Tick “SFTP Access” checkbox and fill the following:
Click the “Reset Password” link - This will automatically generate a random password, different from the Activation Password.
Path Restrictions (If you skipped section I, skip to "Allowed Networks"):
/incoming/waybetter/
/outgoing/waybetter/Allowed Networks: 96.244.90.21,3.130.4.34,107.158.34.8,20.57.116.123,3.23.169.72
Copy and paste the following from the "SFTP Access" section and send to your Waybetter account manager:
Protocol
Host
Port
Username
Command Line
Password
Additional information can be found at the Slate Knowledge Base:
III. Set Up Processing Notifications
III. Set Up Processing Notifications
When specifying an automated data import, please set up a processing notification.
Go to: Database > Import > Source Formats (/manage/import/formats)
You can set a notification email by filling in:
Notification: Success and failures
Notification Email:
notifications-files@waybettermarketing.com
Additional email addresses can be included and must be comma-separated.
Additional information can be found at the Slate Knowledge Base:
Optional: Path Restrictions
Optional: Path Restrictions
If you skipped Section I, Waybetter will set up the SFTP folders in Slate. We'll let you know when the integration work is completed, and then you'll:
Go to: Database > Users & Access > User Permissions > Active Users
(/manage/database/security/?view=active)Click the “Roles” tab
Update Path Restrictions:
/incoming/waybetter/
/outgoing/waybetter/
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