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 ClassTag Connect rostering app on ClassLink.
From launchpad - https://www.myapps.classlink.com/home, go to ClassLink Roster Server.
Then click Apps in the top navigation panel, then +ADD to add a new app.
Type ClassTag, find the Rostering app by ClassTag Inc., click +Add.
Once you click +Add, you will be asked to set up permissions for the ClassTag app. You may choose to grant ClassTag with full, rule-based or legacy custom permissions. Learn more here.
Please make sure that you’re not oversharing data with ClassTag.
When you've set up app permissions, click Add App & Exit and confirm the action if asked.
❗ Important note: After you've added the ClassTag app, please make sure you Enable it on the Apps page by clicking a toggle in the ENABLED column.
Now, find and add SSO ClassTag app.
2. Add ClassTag Connect SSO app on ClassLink.
To add ClassTag's SSO app on ClassLink, please go to ClassLink Management Console > click Applications > Add & Assign Apps > App Library.
Once you're in the App Library, search for ClassTag. Add the OAuth2 app.
Once the ClassTag app is added to your local library, please click Assign > Roster Server > find and add ClassTag > select profiles to assign the app > click Add Selected to complete the SSO OAuth2 app setup.
3. Match ClassTag schools with ClassLink schools.
You need to add SIS IDs to existing schools on ClassTag to match them with the schools on ClassLink. Please click here to learn more about how to add IDs to schools on ClassTag.
4. Update existing ClassTag classrooms.
Similar to matching ClassTag Schools with ClassLink, you can also sync existing Classrooms with ClassLink Classes. Please click here to see available options.
5. Modify ClassTag 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.