Step 1: Download and Import the Excel file below containing ARI Interactions Codes into your Slate instance using the Interaction and Activity Import Source Format available in the Slate Source Format Library.
(You may edit this file as you see fit if you'd like to name the Interactions differently or make other changes)
Note: If you haven't previously used the Interaction and Activity Import Source Format, you can read about it in the following Slate Knowledge Base article:
See the screenshot below from the Slate Knowledge Base article about how to Activate the Activity Import Source Format:
Step 2: Create a new Source Format in your Slate instance and configure it as follows:
Fill in the fields in the General tab as in the screenshot below:
Paste the following XML into the Format Definition tab and then click Save:
<layout type="json" node="/persons/interaction">
<f id="ariId" s="ariid" />
<f id="ariRecruitId" s="arirecruitid" />
<f id="slatePersonId" s="slatePersonId" />
<f id="sport" s="sport" />
<f id="type" s="type" />
<f id="time" s="time" />
<f id="subject" s="subject" />
<f id="body" s="body" />
<f id="description" s="description" />
<f id="topics" s="topics" />
<f id="personel" s="personel" />
<f id="location" s="location" />
<f id="name" s="name" />
<f id="length" s="length" />
<f id="number" s="number" />
<f id="sender" s="sender" />
<f id="emailMessageStatus" s="emailmessagestatus" />
<f id="emailMessageOpenedCount" s="emailMessageOpenedCount" />
</layout>
Step 3: Follow the steps below to send the Web Services URL to ARI for your new Source Format
Click on the Web Services View link:
Copy the URL
Send the URL above in an email to support@arirecruiting.com indicating that you are sending it to set up the sending of Interactions/Activities from ARI to Slate.
Step 4: Wait for ARI to let you know they have sent the first Activity/Interaction from ARI to your Slate instance. You can then Remap the Source Format as follows:
Set your Field Mappings as shown in the screenshot below:
Click on Prompt Value Mappings and click on the Interaction Interaction: Code row:
Click on Append Values:
Paste in the following list of values and click the Append button:
Incoming Call |
Outgoing Call |
Voice Mail |
Outgoing Call (Connected) |
Outgoing Call (Not Connected) |
Unofficial On-Campus Visit |
Official On-Campus Visit |
Off Campus In Person Contact |
Individual Video Call |
Group Video Call |
Text Message (Manual) |
Incoming SMS |
Outgoing SMS |
Postal Mail |
Incoming Email |
Outgoing Email |
Questionnaire Update |
Questionnaire Submission |
Email Reply |
Email Unsubscribe |
Map the Interaction Codes as follows and then click on the Save button:
Source Value | Destination Value |
Incoming Call | ARI Incoming Call |
Outgoing Call | ARI Outgoing Call |
Voice Mail | ARI Voice Mail |
Outgoing Call (Connected) | ARI Outgoing Call (Connected) |
Outgoing Call (Not Connected) | ARI Outgoing Call (Not Connected) |
Unofficial On-Campus Visit | ARI Unofficial On-Campus Visit |
Official On-Campus Visit | ARI Official On-Campus Visit |
Off Campus In Person Contact | ARI Off Campus In Person Contact |
Individual Video Call | ARI Individual Video Call |
Group Video Call | ARI Group Video Call |
Text Message (Manual) | ARI Text Message (Manual) |
Incoming SMS | ARI Incoming SMS |
Outgoing SMS | ARI Outgoing SMS |
Postal Mail | ARI Postal Mail |
Incoming Email | ARI Incoming Email |
Outgoing Email | ARI Outgoing Email |
Questionnaire Update | ARI Questionnaire Update |
Questionnaire Submission | ARI Questionnaire Submission |
Email Reply | ARI Email Reply |
Email Unsubscribe | ARI Email Unsubscribe |
Click on Retroactive Refresh, select all of the checkboxes, and then click the Retroactive Refresh button:
Type in REFRESH and click the OK button:
Open your ARI Interactions Source Format and click on the imported file:
Click on one of the records that was imported and confirm that the interaction wrote the record as you expected (see the 2 screenshots below):
