Institutions using Technolutions Slate can configure an automated data flow with Element451 using secure file transfers. This integration allows institutions to exchange prospect and engagement data between the two systems using scheduled CSV files delivered over SFTP.

The integration supports sending prospect data from Slate into Element451 and importing Element451 engagement data, such as chatbot conversation summaries, into Slate.

🔁 Supported Integration

• Method: File-based transfers
• Format: CSV
• Direction: Bi-directional
• Delivery:
  • Slate Query → Secure SFTP → Element451 import schedule
  • Element Export → Secure SFTP → Slate Source Format

Integration Architecture

Typical data flow:

1. Slate exports a query of prospects or contacts.
2. The file is delivered to the Element451 SFTP server.
3. Element451 imports and updates person records.
4. Element451 exports leads and conversation activity.
5. Files are delivered to the Slate SFTP server.
6. Slate imports the data using Source Formats and Import Automations.

Quick Start Implementation

Follow these steps in order to configure the integration.

Required Slate Field