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.
If you decide to sync parents/guardians' information separately, please follow the instructions below.
The steps are the same but if you are syncing only at the School Level, please make sure to do all these on the School settings page.
ClassTag Sync is only available to ClassTag Connect customers. Please contact our Support Team at email@example.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 the CSV file. 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 the guardians.csv file to the SFTP folder.
The guardians.csv file must use specific formatting to upload successfully. You'll find the complete guide on how to create this file here.
Please review the sync, file, and other settings and make sure everything is set up as you want it to.
Automated guardian sync works as part of a daily sync
Guardian SFTP sync works as part of a daily sync, meaning that if the daily sync runs at a District level, the guardian sync should be set up at a district level too.
File name and format
The file name is “guardians”.
The format is “.csv”
The encoding is UTF-8 or ASCII. If your file uses another encoding (e.g. ISO-8859-1) and cannot be converted to UTF-8, please let us know about it at firstname.lastname@example.org.
If you’re not sure about the file encoding, you may feel free to proceed with the setup. We’ll be able to help you at a later stage if encoding-related issues arise.
Multiple role users' treatment
To support users who are staff members and guardians or are parents of multiple children, ClassTag allows its users to have multiple roles under one account.
To achieve this, it is up to you to ensure that all roles for the same person use the exact same name, email, and phone in SIS.
If the contact information is different for different roles, people may end up having several independent ClassTag accounts which is not an optimal solution.
Please make sure that your file includes the guardianSisId column filled with the guardian's correct SIS IDs. This ID is required for the sync to correctly identify guardians when their contact information changes.
4. Enable the sync.
ClassTag will create an initial sync configuration for you. You can then adjust the settings to make sure the sync meets your needs.
a. Go to the District or School page (depends if you're setting up the sync at the District or School level)
b. Click Settings
c. Click SIS Rostering
d. Click Automate Uploading Guardians via SFTP
e. Click the Enabled button
SFTP Login - your SFTP log-in email.
SFTP Password - your actual SFTP password.
SFTP Host - The SFTP domain where your files are accessed and shared.
SFTP Path - where the files live in your SFTP server.
5. Launch the sync.
The sync is now enabled and will automatically run as part of Daily sync in the evening.
To run the full sync now, please click the Start SIS Sync button at the top of the SIS Rostering page.
6. Check sync results.
After the sync is complete, please check the sync reports or verify family rosters visually on District and School Directory and Classroom pages.