This article covers the following:
- What is a hold?
- How do I read my Sync Report?
- The changes in the hold are intentional
- The changes in the hold don't look right
- Rollovers causing a hold
What is a hold?
When Clever encounters a significant change in the data received in the sync compared to what is currently in the Clever account, we place the sync on hold. This is a safeguard to prevent potentially incorrect or undesired changes from being synced by connected applications. You will receive an email asking you to review the hold on the Sync Report Page of your Clever Dashboard. When your sync is on hold, the sync status in your Clever Dashboard will look like this:
Click “Review Hold” to access the Sync Report.
You can access your Sync Report by logging into the Clever Dashboard. You will see a table summarizing the changes to your data that caused the hold. A hold is triggered if the number of records in a file decreases by over 10%, or if over 75% of records in a file change. Clever does not place a hold on your upload when new records are added.
For more details on what changed since your last successful upload, click 'Download CSV' next to the data type. This will allow you to view a CSV file of all of the updates and deletions for that data type.
Great! Press the blue button that says 'Approve Changes'.
Clear Hold: If the changes don't exceed 30% deletions for any data type, then clicking this button will release the hold on your sync. Clever will immediately start processing your new data.
Release to Clever Support: If the changes exceed 30% deletions for any data type, clicking this button will open up a ticket with Clever Support. Be sure to include a message including details about the change. Clever Support will review the hold and release it if everything looks okay, or reach out for more information if there are any concerns.
1. Click 'Discard Changes'.
2. Review and revise your data.
3. Submit another upload.
If the revised upload matches your existing data in Clever closely enough, the new upload will override the hold and process automatically.
1. Click 'Discard Changes'.
2. Contact Clever Support for further assistance.
Rollovers causing a hold
Rolling over your SIS will likely cause a hold on your account- this is expected! Typically, rollover holds will contain very large changes--we often see the changes of the following nature when you finish scheduling for the new school year:
Sections: 100% deleted, 100% created
Students: 100% updated, 10-25% deleted, 10-25% created
Teachers: 10-20% deleted, 10-20% created
These types of changes are expected and normal in the post-rollover hold. If you're not sure about the hold, download the associated files to check that the data looks correct and, of course, feel free to submit a request to Clever Support if you'd like any help!