Manually Uploading (i.e. side-loading) User Emails to Clever

This article contains the following:
1. Overview
2. Enabling email uploads
3. Formatting your CSV files
4. How to upload your email files
5. Updating emails
6. Viewing email upload errors

Overview

When setting up Clever Instant Login with Google, you will need to have Google emails populated in the email field within Clever. If your district does not store Google emails in your SIS, you can upload an additional CSV of emails for your users and the data will be merged within Clever.

Student_emails.csv and teacher_emails.csv files can only be uploaded via the web browser. SFTP transfer is not supported. 

Enabling email uploads

If the district uses Google as a login method for Clever, the district can enable email uploads by following these steps:

1. Navigate to district dashboard > Portal > SSO Settings.
2. In the configuration for 'Google Authentication', click on 'Edit Settings'.
3. On the pop-up screen, select 'Google email addresses are NOT stored in my district's SIS'.
   
   
4. Select 'Next'.
5. On the next screen, check the box next to 'I'll manually upload emails'.
   
6. Select 'Save'.
7. Upload your files from your district dashboard > Sync > Upload page in Clever. 

If your district does not use Google as a login method for Clever but would like to be able to upload emails through a .CSV file, please contact our team and we will enable this feature for your district. 

Formatting your CSV files

In order to use this tool you will need to create a CSV file that contains two columns: student_id/teacher_id & email

File Name: student_emails.csv

Field	Required	Format	Description
student_id	Y	String	Student’s sis_id, so Clever can tie the email to the associated student. Must be valid Student ID of an existing student and match the value Student ID on the student profile:
email	Y	Email	Student's email address. Must match format x@y.z

File Name: teacher_emails.csv

Field	Required	Format	Description
teacher_id	Y	String	Teacher's sis_id, so Clever can tie the email to the associated teacher. Must be valid Teacher ID of an existing teacher and match the value Teacher ID on the teacher profile:
email	Y	Email	Teacher's email address. Must match format x@y.z

This file will need to contain a list of the email and the corresponding sis_ids for users. For Google districts, this file will be created using a combination of information from your SIS and your Google admin console. 

Teachers and students emails require separate uploads. As such, if you wish to upload both student and teacher emails, you will upload two files:

• student_emails.csv
• teacher_emails.csv

How to upload your email files

To upload user emails, navigate to district dashboard > Sync > Upload page in Clever. Find the 'Emails' section and select UPLOAD STUDENT_EMAILS CSV or UPLOAD TEACHER_EMAILS CSV as appropriate.

Once you have selected the CSV file(s) from your local directory and the cloud status turns green, select 'Upload' to upload user emails to Clever.

Updating emails

In order to update information after the initial upload you’ll be able re-upload the email files(s) with additional information, or you’ll be able to include emails in the SIS data feed for new users who are not listed in the additional file.

Viewing email upload errors

To view errors for your email uploads, navigate to your district dashboard > Sync > Upload page and select 'student_emails_errors.csv' or 'teacher_emails_errors.csv' on the right hand side.