This is the fifth step of syncing ClassTag with Clever. To see the high-level sync setup guide, please click here.

If you've completed the previous four steps, please proceed.

To update ClassTag sync settings, you need to know District ID and District OAuth Token. If you don't have them yet, please let us know at customersuccess@classtag.com, and we will provide them for you.

To adjust the settings, please follow the steps below.

1. Go to the District page.

2. Go to Settings from the ellipses on the header.

3. Click SIS Rostering.

4. Click District-Level Daily Sync.

Now, adjust the following to how you want the sync to happen.

Choose what ID the students should have on ClassTag - STUDENT ID or STUDENT NUMBER. You can always change this setting.

If you want ClassTag to sync guardians from Clever, make sure this setting is ON.

If you want ClassTag to pull the guardian information from other sources (e.g. you plan to use the guardians.csv file), please leave this option OFF and review the automated SFTP sync for guardians setup guide linked at the bottom of this page.

This setting makes sure that the classrooms you share from Clever are always active on ClassTag. If a teacher archives a Classroom on ClassTag and it remains active on Clever, turning this setting on will unarchive the Classroom on ClassTag when the daily sync completes.

If your Clever data is the most up-to-date source of user contact details, you may choose to enable this option. Please read this article to learn more about the setting.

Choose all relationships and types of contacts that you want to add to ClassTag from Clever.

The sync will only manage guardians who have ANY of the specified Types AND have ANY of the specified Relationships.

Example: With the setup from the image below, the sync will add people whose Type is either Parent/Guardian or Primary AND whose Relationship is either Parent or Other. Meaning, that there are four types of users added to ClassTag:

Save settings now. Do not enable the sync yet.