How do I view the field mappings for my sync?
To view the mappings for your Clever auto sync, click "Customize field mappings" on the Sync Settings page of your Clever Dashboard.
How do I edit the field mappings for my sync?
To customize the mappings for your Clever auto sync, click "Customize field mappings" on the Sync Settings page of your Clever Dashboard.
Step 1: Locate the field you would like to customize and select "Edit" in the Actions column.
Step 2: Select the desired SIS field from the dropdown. Clever has gathered the most commonly requested mappings for each field. If the SIS field you need is not available, please submit a request to Clever's support team.
Step 3: Select "Update"
Step 4: Select "Save" at the bottom of the page.
Clever will automatically push a sync with your SIS. Depending on the size of the district, the sync may take up to an hour to complete.
Step 5: Most customizations will result in a sync hold due to significant changes in data. To release the hold, navigate to the Sync Report page and review the changes. If everything looks correct, click "Approve". If the changes look incorrect, please contact Clever Support. For more information on holds, please see this article.
Step 6: Once the data changes are approved, Clever will finish processing the data and you will see the account status change from "Processing" to "Sync Successful".
What do I do if the SIS field I need is not listed?
If the SIS field you wish to export is not available in the dropdown, please submit a request to Clever's support team.
The Clever field I want to edit is missing the "Edit" button.
Districts do not have the ability to edit certain sensitive fields such as SIS ids. If you wish to customize a field that is not editable, please submit a request to Clever's support team.