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For Colleges: Set up a Manual SFTP Connection with Scoir

Scoir supports automated file delivery via SFTP for both application documents and Handraiser data, a daily list of prospective students who have opted in to share their information with your institution. This guide walks through how to set up a manual SFTP connection.

Using Slate? You can integrate Scoir with Slate for automatic document downloads and record creation. Learn more

Roles required:

  • Account Administrator role + Admissions Operations role — required for document delivery
  • Account Administrator role + Handraisers role — Required for Handraiser data delivery
If you do not have a Scoir account, or are unsure if your account has the required roles, contact your college's Scoir Account Administrator or contact us.

Set Up Your SFTP Connection

Already have a connection set up for document delivery? Skip to Turn on automated delivery below and enable the toggle for Handraiser data.
  1. Log in to Scoir at app.scoir.com.
  2. Go to the SFTP Configuration page. This page is used to manage delivery for both application documents and Handraiser data. Where you can access it from depends on your user roles:
    1. Documents > SFTP Configuration OR
    2. Handraisers > SFTP Configuration
  3. Select Manual Setup.
  1. Complete the three-step process below to initiate your SFTP Integration with Scoir:

Step 1: Enter Server Location

  1. Enter the Hostname of your server and the Server Port Number
  2. If you have created a specific folder or file path in your Server for Scoir-delivered documents, enter this file path in the optional File Path field.
  3. Click Next

Step 2: Enter Server Credentials

You will need to create credentials in your server for our SFTP to use for document delivery access.

  1. Enter the Username you created for Scoir access in the Username field
  2. You will also need to create a Password or use a Public Key for our Scoir SFTP to access your server
    1. If you have created a Password, enter that password into the Password field, then click Save
    2. If you wish to use a Public Key, click the Generate a Fresh Key link. A public key will appear in a text field. Click the Clipboard icon next to the public key to copy it. Then, use this Public Key when setting up the Scoir SFTP access to your server
If you need to reset your SFTP configration at any time, or wish to start over, click Clear Credentials.

Step 3: Test Connection

  1. Test the connection by clicking the Test Connection button.
  1. If a successful connection is made, click Use Configuration to select this connection. Clicking Save & Close saves your details but does not select this setup for activation.
To test before enabling document delivery, email support@scoir.com to request a test batch with student details.

Turn on Automated Delivery

Once your connection is set up, on the same SFTP Configuration page, enable the toggle(s) for the data you want to receive via SFTP. You will only see toggles for the data types your role has permission to manage:

  • Enable Scoir document delivery via SFTP: Turn on to receive application document batches automatically. Requires Admissions Operations role. Then, choose how you want your files delivered:
    • Individual PDF option: Each application supporting document will be delivered as its own individual PDF file.
    • Single PDF option: All application supporting documents in the document batch will be sent combined as individual pages within a single PDF file.
  • Turn on Handraisers Data Integration: Enable to receive daily Handraiser CSV files automatically. Requires Handraisers role.

Scoir will now send document batches and/or Handraiser data directly to your configured server via the SFTP connection. Document batches and Handraiser data will still be available to download and review manually in Scoir as well.

Setting up Handraiser data delivery? Return to Handraisers Data Access and Delivery for a guide to mapping the file to your CRM.

Troubleshooting

If you encounter any issues during the setup, check out our troubleshooting guide. 

How did we do?

For Colleges: Scoir Index File

For Colleges: Troubleshoot configuration of SFTP integration with Scoir

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