Follow the steps below to create your Bio Source Format to receive ARI Records and Data into Slate from ARI
► Create a new Source Format in your Slate instance
Go to Database>Source Formats
Click on the New Source Format button
► Configure the General Tab in your new Source Format as follows
Set the Status option to Active
In the Name field, add this value: ARI to Slate Bio Import
In the Format field, add this value: JSON
Set the Type option to One-Time / Differential
In the Remap As Of Date enter yesterday's date
Set the Remap Active option to Active
Set the Scope option to Person/Dataset Record
Set the Unsafe option to Unsafe
Set the Hide option to Create source interactions
Set the Disable Update Queue option to All records to enter update queue upon import (allow rules to fire)
Set the Update Only option to Allow record creation
Set the Dedupe Records option to Dedupe records within source on first + last + email + birthdate
Set the Notification option to Failures only
In the Notification field, add this value: support@arirecruiting.com
Leave the Read Permission option unset (unless you have a different preference for this setting)
Leave the Upload/Build Permission option unset (unless you have a different preference for this setting)
Click on the Format Definition tab and then move on to the next step below
Paste the Source Format XML Code sent to you by the ARI Support team into the XML box in the Format Definition Tab and then click on Save.
► Send the Web Services URL to ARI
Next to Web Services click on the View link
Copy the URL and email it to support@arirecruiting.com with a message indicating that your are sending the URL for your ARI to Slate Bio Import Source Format
► Source Format Field Mappings
Complete the Fields Mappings as displayed in the screenshot below. If you would like to make any changes to these mappings, let us know so that we are aware in case they have any repercussions we need to discuss. If there are additional fields not listed below, you can map them as you normally do and we can review them with you on our next call.
For GraduationYear, EntryTerm and StudentType, check the box for Do not overwrite existing values
For the Cellphone mapping, set the Device value to 2
► Prompt Value Mappings
Once you have completed the Field Mappings, click on Prompt Value Mappings
Click on the first field on the list
Click on the Append Values button
Paste in the appropriate list of values from the Values to Append document sent to you by the ARI Support Team and then click on the Append button.
Next to Destination Value, click on Guess Below and then click OK
Confirm that any fields selected by Guess Below are correct
Manually select the Destination Value for any fields Guess Below did not successfully map and then click Save.
Repeat this step for all of the fields in the list until the are all mapped.
Notes about Prompt Value Mappings:
For ARI Archived:
1 = Yes
2 = No
The best practice is to map each Graduation Year to a Fall Entry Term (e.g. map 2025 to Fall 2025)
You are mapping both Graduation Year and Entry Term to Entry Term. This is because a Graduation Year exists on all ARI records being sent, but an Entry Term may not exist. If an Entry Term exists, it will overwrite the Graduation Year mapping.
Our State list includes a value of International. You can leave this value unmapped.
► Static Mappings
After you have completed the Prompt Value Mappings, click on Static Mappings
Click on New Static Mapping
Set the first Static Mapping Destination to Address>Address - Priority. Set the Value to Low Priority. Click on the Save button.
Repeat this process continuously starting by clicking on New Static Mapping until you have completed all of the Static Mappings in the screenshots below.
Your final list should look like this:
Note: You may also want to consider other Static Mappings depending on your normal processes. We can discuss this further in our next meeting. For instance, some schools will do Static Mappings for Student Type and Entry Term to catch any students who don't receive these values in the import. For these you will want to check the Do not overwrite existing values checkbox: