This is the fifth step of syncing Clever with ClassTag. If you intend to see the high-level view of how to start syncing with Clever, please click here.
If you are done with the first four steps, please proceed.
After you add the ClassTag Connect app to your District on Clever, ClassTag will approve the request and create an initial sync configuration for you. You can then adjust the settings to make sure the sync meets your needs.
To adjust the settings, please follow the steps below.
1. Go to the District page.
2. Go to the Settings tab.
3. Click SIS Rostering.
4. Click "District-Level Daily Sync".
Now, adjust the following to how you want the sync to happen.
Update the contact details of active users
Contact Types and Relationships
Choose what ID the students should have on ClassTag - STUDENT ID or STUDENT NUMBER. You can always change this setting.
Allow the Clever sync to manage guardians
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 notify ClassTag support about it.
Unarchive classrooms that re-appear in the roster data
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.
Allow the sync to update contact details of active users
If your Clever data is the most up-to-date source of user contact details, you may choose to enable this option.
If enabled, it will automatically update the contact details of all users who are part of the sync including the automated guardian SFTP sync users. The sync will also update user login on ClassTag for people who login using email or mobile phone. Users will receive email notifications about the update and will not be able to update their own contact details.
If the setting is disabled, the sync will manage user contact details only until they register their ClassTag Account.
Contact Types & Relationships to Sync
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:
Type:Parent/Guardian AND Relationship:Parent
Type:Parent/Guardian AND Relationship:Other
Type:Primary AND Relationship:Parent
Type:Primary AND Relationship:Other
Save settings now. Do not enable the sync yet.