Step 2: Connect Slate and Scoir

This step walks through how to enter your Slate details in Scoir to establish a connection between the two platforms.

Actions in this guide require both the Account Administrator and Admissions Operations roles in Scoir. 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.

To connect Slate with Scoir:

  1. Log in to Scoir at app.scoir.com
  2. Go to the Documents tab and click on the SFTP Configuration tab
  3. Select Easy Slate Setup
  1. Enter your Slate Username in the designated field and click Test Connection. Your Slate Username is the domain name associated with your Slate system. You can locate this in the address bar of your web browser when accessing Slate.

    Example: If your URL is: https://apply.scoiru.edu/manage

    Your Slate Username is: apply.scoiru.edu
  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.
  2. Once you’ve successfully set up a connection and selected a configuration, you can begin using your SFTP connection to automate document delivery by setting the Enable Scoir document delivery via SFTP toggle to Active. Your document delivery preferences will be preconfigured based on Slate’s requirements.

Scoir will now send document batches directly to your Slate instance. Document batches will also remain available in Scoir for manual download and review.


Email Scoir Support at support@scoir.com and request a test batch of documents and student details.

You will need to receive at least one document batch from Scoir to complete your Slate Mapping, which we will cover in Part 3. Scoir Support can send you a document batch so that you can complete this process.

Once you have configured your SFTP connection, enabled automated document delivery, and received our test document batch, you are ready to proceed to Part 3: Mapping Scoir Student Data and Documents in Slate

How did we do?

Step 1: Prepare Slate for Scoir Documents and Record Creation

Step 3: Map Scoir Student Data and Documents in Slate

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