Built for Slate CRM

The only AD provisioning tool built for Slate

OnboardConnect speaks Slate natively — SFTP exports, enrollment events, lifecycle statuses. No custom development. No API credentials. No middleware.

The Integration

How Slate + OnboardConnect connect

Three steps. No Slate API credentials. No custom Slate development. Works with every Slate license.

01

Slate exports a CSV to your SFTP on schedule

Use Slate's built-in Scheduled Export feature to push student data files to an SFTP endpoint — either your own server or the one we provision for you. No Slate API access is required.

02

OnboardConnect reads the file and processes each row

Our engine polls for new files, parses each row against your provisioning rules, evaluates conditions, and determines the correct AD action — create, update, disable, move, or reset.

03

AD accounts are created, updated, or disabled automatically

The result executes against your Active Directory — on-premise or Azure AD — with zero manual intervention. Every action is logged and a write-back file is placed on your SFTP for Slate to confirm.

Slate File Types

Every Slate SFTP file, handled

OnboardConnect maps each Slate export file to the correct AD action automatically.

File Trigger AD Action
active_students.csv Slate enrollment confirmed Create account (or re-enable if previously disabled)
withdrew_students.csv Student withdrawal recorded in Slate Disable AD account, move to withdrawal OU
graduated_students.csv Commencement / graduation status in Slate Disable active account + move to graduated OU
password_reset.csv IT-initiated reset request logged in Slate Trigger password reset via configured method, log outcome

Requirements

What you need from Slate

OnboardConnect works with every Slate license. There are no custom Slate fields, no Slate API keys, and no Slate professional services engagement required.

If your Slate instance can run a Scheduled Export — which is standard in every license tier — you have everything you need.

The short list

  • Scheduled Export

    The built-in Slate feature that pushes CSV files to SFTP on a schedule. Available in every Slate license.

  • SFTP drop folder

    Either your institution's own SFTP server or the dedicated endpoint we provision for you at no extra cost.

  • 5 student data fields

    First name, last name, institutional ID, email, and enrollment status. That's all OnboardConnect requires to provision an account.

Write-Back

Results flow back to Slate too

After OnboardConnect processes a file, it writes a results file back to your SFTP folder containing the outcome of each provisioning action — account created, already exists, failed, or skipped.

Slate can pick up that results file using its own Scheduled Import, allowing your Slate records to reflect the current AD account status without any manual reconciliation.

This closes the loop: Slate owns enrollment data, OnboardConnect owns identity execution, and the two stay in sync automatically.

Results file fields

  • Student institutional ID (matches Slate record)
  • Provisioning action taken (created / updated / disabled / skipped)
  • AD username assigned
  • AD environment targeted
  • Timestamp of action
  • Outcome status (success / error)
  • Error detail (if applicable)

Get Started

Ready to connect Slate to your AD?

We'll walk through your Slate export structure and show you how OnboardConnect maps to your exact configuration.