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 support@classtag.com if you are interested in upgrading your ClassTag Account.
1. Prepare an SFTP folder
In order to set up an automated SFTP sync, you need to have an SFTP folder to drop OneRoster-formatted CSV files. You can use a folder on your SFTP site. If you don’t have one, ClassTag support will be happy to create a folder for you on our server. Please reach out to our Support.
2. Send OneRoster CSV files to the SFTP folder
Please upload the following OneRoster files to the SFTP folder:
users.csv
classes.csv
enrollments.csv
If it is easier for you to upload a ZIP archive with OneRoster CSV files, that’s also supported. ClassTag will automatically extract the necessary files before processing.
Please double-check your files and make sure that you’re not oversharing data with ClassTag.
3. Match ClassTag schools with OneRoster schools
You can add external sources to existing schools on ClassTag to match them with the schools on OneRoster. Please click here to know more about how to add external sources to existing ClassTag Schools.
4. Update existing ClassTag classrooms
Similar to matching ClassTag Schools with OneRoster schools, you can also sync existing Classrooms with OneRoster Classrooms. Please click here to see other options or how to sync the Classrooms.
5. Modify sync settings
You can adjust the sync settings to share targeted data from OneRoster. Please click here to see more information.
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. Merge Duplicated Students.
If you chose not to archive all students before the sync, there will most likely be duplicates. To merge them, please follow the steps in this article.
You are all set! Please do not hesitate to reach out to our Support Team at support@classtag.com if you experience any issues with these steps.