Knack partnered with EAB in 2025 to create a Playbook explaining how to use Knack and EAB's Navigate360 together. The Playbook is designed to serve as a guide for how to get the benefit of the combined platforms in support of your Student Success efforts.
The Playbook outlines 4 key recommendations:
Add Knack links into student self-service contexts and utilize Journeys to encourage students to utilize the Knack tutoring resources available to them
Utilize Attributes about Knack usage and incorporate them into your student stratification process to enhance your ability to identify and support students effectively.
Keep Student Success professionals and Faculty informed on Knack tutoring utilization by populating Notes when tutoring sessions occur
Measure and communicate the impact of Knack tutoring through the use of an analytics framework provided along with the Playbook
Please review the Playbook in full for further details.
Knack's Integration
Knack's integration focuses on recommendations #2 and #3 by providing structured files on an automated basis that can be ingested into Navigate.
Knack can generate CSV files containing Attributes and current values to load to Navigate. These files can be provided on a nightly basis for automatic ingestion into Navigate via EAB's SFTP server.
Knack can also generate CSV files containing the content to load for Notes for each tutoring session as it occurs. These files can also be provided on a nightly basis for automatic ingestion into Navigate via SFTP.
Integration can include one or both of these types of data points. Some customization is available as described below for Attributes.
Attributes
5 Custom Attributes can be populated on Students to support analytics use cases in Navigate’s Reporting functionality.
Attribute | Description | Value |
Knack Student (Ever) | The count of student sessions if the student has at least 1 completed session. | Count (e.g., |
Knack Early Engagement Student | Set for students who completed a session in the currently active term within 3 weeks of the start date. |
|
Knack Frequent Student | Set for students who completed 3 or more sessions within the currently active term. |
|
Knack Continuing Student | Set for students who have a future session scheduled within the active term. |
|
Knack Tutor | The count of tutor sessions if the student has at least 1 completed session as a tutor. | Count (e.g., |
Attributes appear on a Student’s profile in Navigate360 and can be used for reporting queries.
Session Notes
Notes of this form will be populated automatically on a Student’s profile when each tutoring session occurs.
Setup Process
The general setup process requires a few coordination steps between Knack's Partner Operations team and your institution:
Confirm with Knack if both Attributes and Notes will be utilized.
Configure SFTP access -- EAB support is needed to create a secondary SFTP connection for Knack to utilize
Knack will provide a public key for you to configure
Institution will provide to Knack the EAB SFTP server host name (usually
sftp.campus.eab.com) and username to use
Configure User Custom Attribute Field values
Attribute definitions have to be pre-created by an Administrator in Navigate
Create the following custom attribute definitions
Custom Field name:
Knack Early Engagement StudentData Type:
Short Answer (string)Import field name:
knack_early_engagement_student
Custom Field name:
Knack Frequent StudentData Type:
Short Answer (string)Import field name:
knack_frequent_student
Custom Field name:
Knack Student (Ever)Data Type:
Decimal (Float)Import field name:
knack_student_ever
Custom Field name:
Knack Continuing StudentData Type:
Short Answer (string)Import field name:
knack_continuing_student
Custom Field name:
Knack TutorData Type:
Decimal (Float)Import field name:
knack_tutor
Confirm with Knack if all attributes should be populated. Any of the individual attributes can be enabled/disabled
Create a new import configuration under
Administration>Data Import with Custom TemplatesSelect
Add New Importand create one from theUser Custom Attributes: Create Custom TemplatetemplateSet the
Import ModetoAdd New Records and Update Existing Records (Upsert)Download this empty sample file to use as input for the
Select CSV File to UploadoptionVerify that all
Imported File Headershave a correspondingTarget Navigate360 Fieldunder theMappingsectionClick
Save Templateand provide a name for the template
Provide the resulting path value to Knack
To load User Custom Attribute files via SFTP, Knack will need this value from the import configuration:
Data Import Custom Template Full SFTP Path (Upsert)
Configure and provide Note values
To load Note files via SFTP, Knack will need these values from your institution:
Group ID-- This value is available underSettings>Group Configuration & AccessInstitution ID-- This value will need to be provided by EAB Support if not already known
Create a new note reason
Navigate to
Administration>Note ReasonsAdd a new note reason specifically called
Knack Session
Knack configures its systems to automatically generate and deliver Attributes and Notes CSV files on a nightly basis
Prior to running imports, raw CSV files containing the Attribute and Notes data that will be sent to EAB directly can be accessed on Knack's SFTP server for review. Please discuss further with the Knack team during setup if you would like to review raw data before starting automated imports.