This article contains the following:
1. Overview
2. Syncing student contacts to Clever
3. SFTP and SIS-managed SFTP Syncs
4. Clever-Managed Auto Syncs
Overview
Student contacts are typically parents, family, guardians or close friends of students who can be contacted by the school or district in the event of an emergency or other important communication need. Clever supports multiple contacts for each student. Once in Clever, this data can be synced to your district's connected applications.
To review student contact data in Clever, district admins can navigate to the district dashboard > Support Tools > Data Browser > Contacts tab.
Clever recently released an update to enhance data quality for student contacts and we now refer to them as "Contacts". However, there are still some applications that have not updated to our newest version, so we continue to keep both the "Student Contacts" and "Contacts" tabs visible in the Data Browser.
Syncing student contacts to Clever
Depending on if your district is syncing rostering data to Clever via a Clever-managed auto sync, SIS-Managed auto sync, or SFTP sync, student contact data will vary. This section details the requirements and processes for the different sync types.
SFTP and SIS-managed SFTP Syncs
For SFTP syncs and SIS-managed SFTP syncs, the following six fields (i.e. columns) can be added to the students.csv upload to Clever:
- Contact_type (required): Primary, Secondary, Parent/Guardian, Emergency, Family, Other.
- Contact_name (required): The name of the contact.
- Contact_relationship: Parent, Grandparent, Self, Aunt/Uncle, Sibling, Other
- Contact_phone: 10- or 11-digit phone number without any characters (e.g. parentheses, dashes)
- Contact_phone_type: Cell, Home, Work, Other
- Contact_email: Contact email address in the standard email format of username@demo.com
Multiple student contacts:
- For students with multiple contacts, create multiple rows for the student; one for each contact.
- Each row will contain the identical student details (e.g. student_id, student_number, etc.), but will have different contact information on each row.
Clever Tip: There is no limit to the number of student contacts that can be synced to Clever via an SFTP sync!
Clever-Managed Auto Syncs
These are the required and optional fields for syncing student contacts to Clever:
Required:
- Contact_type (required): Primary, Secondary, Parent/Guardian, Emergency, Family, Other.
- Contact_name (required): The name of the contact.
Optional:
- Contact_relationship: Parent, Grandparent, Self, Aunt/Uncle, Sibling, Other
- Contact_phone: 10- or 11-digit phone number without any characters (e.g. parentheses, dashes)
- Contact_phone_type: Cell, Home, Work, Other
- Contact_email: Contact email address in the standard email format of username@demo.com
Find your Clever-Managed Auto Sync below for instructions specific to your SIS!
Aeries
We currently pull one contact record per student, from the following fields on the Student endpoints of the Aeries API:
- ParentGuardianName
- ParentEmailAddress
Infinite Campus Auto Sync
Students can have many (up to 6-7) contacts in Infinite Campus. Clever pulls from these fields:
- contacts.email
- contacts.homePhone
- contacts.householdPhone
- contacts.workPhone
- contacts.cellPhone
- contacts.firstName
- contacts.lastName
- contacts.householdName
- contacts.relationship
If you would like for us to customize the Infinite Campus field that we pull from, please see the instructions for requesting a custom mapping in the Customization section of the Infinite Campus Help Center article.
Infinite Campus API Sync
By default, the Infinite Campus API sync pulls student contacts from the following fields:
|
Clever Field |
Infinite Campus Field |
|
Contact_name |
identity.firstName + identity.lastName |
|
Contact_type |
This is flagged within IC: Guardian/Relative = Census > Relationships |
|
Contact_phone |
contact.homePhone |
|
Contact_email |
contact.email |
Customization of the IC API sync is not available at this time.
Illuminate
If you have questions about student contact data for your Illuminate Auto Sync, please reach out to our support team for more information.
PowerSchool
By default, Clever pulls student contact info from the following fields in PowerSchool:
- Emerg Contact 1
- Emerg Contact 2
- Emerg Contact 3
- Emerg Phone 1
- Emerg Phone 2
- Emerg Phone 3
- Emerg 1 Ptype
- Emerg 2 Ptype
- Emerg 3 Ptype
- Emerg 1 Rel
- Emerg 2 Rel
- Emerg 3 Rel
The PowerSchool Auto Sync can be customized so that Clever pulls student contacts from different fields than those listed above. Visit our PowerSchool Help Center article for instructions on requesting a custom mapping!
SchoolInsight
If you have questions about student contact data for your SchoolInsight Auto Sync, please reach out to our support team for more information.
Skyward Auto Sync
Clever pulls eight fields for Skyward emergency contact, forming cohesive student contacts in Clever:
- E1_Full_Name
- E1_Relation_Dsc
- E1_Cell_Phone
- E1_Pri_Phone
- E1_Street_Addr
- E1_City
- E1_State
- E1_Zip_Code
It is not possible to have more than one contact record per student. However, we can customize the sync to pull from other fields instead.
- For example: If you want to use Parent_Name and Parent_Phone instead of E1 Full Name and E1 Cell Phone, we can do that!
Skyward API Sync
Clever syncs student contacts from the guardian endpoint and pulls multiple contacts per student. We can customize the Auto Sync to pull student contact information from different fields, as long as those fields are accessible via Skyward’s API. Contact Clever support for more information!