ClassTag Connect offers Single Sign-On (SSO) rostering integration with ClassLink or Clever. Alternatively, set up data with SFTP or use our manual process in the product.
ClassTag Sync is only available to ClassTag Connect customers. Please contact our Support Team at customersuccess@classtag.com if you are interested in upgrading your ClassTag Account.
1. Add the ClassTag Connect app on Clever.
2. Adjust the sharing rules on Clever.
You have full control over the information you share with ClassTag: Schools, Classrooms, Students, and Contacts. Please follow the steps in this article if you need more information about how to adjust the Clever sharing rules.
3. Match ClassTag Schools with Clever Schools.
You need to add Clever IDs to existing schools on ClassTag to match them with the schools on Clever. Please click here to learn how to add IDs to existing ClassTag Schools.
4. Update existing ClassTag classrooms.
Similar to matching ClassTag Schools with Clever, you can also sync existing Classrooms with Clever Sections. Please click here to see available options.
5. Modify sync settings.
Adjust ClassTag sync settings to make sure they meet your needs. Please click here to learn more.
6. Self-check.
Please review everything again and make sure everything is set up as you want it to. Open this article to know more about what else you have to check and consider before enabling the sync.
7. Enable and launch the sync.
Enable the sync and save settings when you’re ready. Please click here to see how.
8. Check the sync results.
After the sync is complete, please check the sync reports or verify that staff, students, classrooms, and parents/guardians are added to the District and School Directories and Classroom pages.
9. Clean up student data.
There are two main parts to cleaning up the student data. They are:
Archiving students who are not part of the sync.
Merging student duplicates. It helps to have all student data (announcements, backpacks, interaction logs, student attributes, other) linked to a single student vs spread across multiple students.
If you only sync one school, please archive students from the School Directory.
If you sync all schools in your district, you can archive students from the District Directory.
If you sync some but not all schools in a district, please archive students from a School Directory, and then repeat it for every syncing school.
You can feel free to select and archive all students in Directory. If your sync is enabled, the sync-managed students won't get archived. Meaning that you'll only archive students who are not part of the sync.
Please see this article for more information on how to archive students.
To merge student duplicates, please follow the steps in this article.
You are all set once all 9 steps are completed! Please do not hesitate to reach out to our Support Team at customersuccess@classtag.com if you experience any issues or have any questions related to these steps.