Slate allows College Board to deliver data directly into Slate via SFTP. In order to complete this process you can provide Waybetter access to Slate to create the Service Account, we would only need full admin access for an hour to create the account and test the connection with College Board.
Alternatively you'll need to do the following steps.
Setup SFTP folder
Create a College Board service account
Once the above is complete, Waybetter can handle the rest of the set up for you.
Navigate to the Database, search for SFTP Explorer, click into the incoming folder, and click the 'New Folder' button to create a new subfolder titled “collegeboard”:
/incoming/collegeboard/
These steps outline the process of creating a College Board SFTP service account and do not grant any additional Slate permissions.
Go to: Database > Users & Access > User Permissions > Active Users
(/manage/database/security/?view=active)
Click the “New User” button and fill in the following:
First Name: Service Account
Last Name: College Board
Email: acquisition@waybettermarketing.com
User Type: Service Account
User ID: collegeboard
Activation Password: any password will do
Click the “Roles” tab
Tick “SFTP Access” checkbox and fill in the following:
Click the “Reset Password” link. This will automatically generate a random password, distinct from the Activation Password. This is the password you'll need to share with your account manager
Path Restrictions :
/incoming/collegeboard
Allowed Networks:
44.208.85.88, 44.209.18.210, 52.206.190.106, 52.73.149.200
Copy and paste the following from the "SFTP Access" section and send it to your Waybetter account manager:
Protocol
Host
Port
Username
Command Line
Password
Additional information can be found at the Slate Knowledge Base:
We will follow the steps needed in the College Board to configure the SFTP connection.
We use the Student Search Source Format in Slate's Template Library, and set up the remap settings for your review/approval.
We will ensure that once imported these names are inlcuded in our Search or Scholarship campaigns.