The secure file transfer protocol (SFTP) sync allows school districts to “push” data to Clever. Districts generate five CSV files according to Clever's specified file format. These files include fields required by learning applications for each of the required five data types: schools, students, teachers, sections, and enrollments. The district then securely transfers these files to Clever.
1. Review SFTP instructions
Review Clever’s SFTP Instructions to learn how to format your CSV files and to identify which fields are required by Clever and your learning applications. If you’ve already signed up for a Clever account, download these instructions from the Sync Settings page in your Clever district dashboard. These instructions will be specific to your district and include fields required by your connected applications. Not yet signed up? Take a look at our general SFTP instructions here. If you have questions about the instructions, please request help before proceeding.
2. Export data
Export your data from your student information system (SIS). Be sure to export all required fields. Data can be exported directly from your SIS or through an SQL query. If you’re unable to produce the required fields, please contact your SIS directly. Clever is unable to troubleshoot data exporting from SIS and SQL for SFTP Syncs. We also recommend automating the process of exporting data from your SIS and uploading it to Clever.
3. Format files
4. Upload data
Securely transfer the data to Clever using one of these two options:
- Transfer your data to Clever via an SFTP client (e.g. Transmit, FileZilla, or WinSCP). Click here for instructions on uploading data with an SFTP client. You’ll need your SFTP credentials from your district dashboard > Sync Settings page. This SFTP option allows districts to write a script that automates the upload process.
- Another option is to upload files manually via Clever’s Web Upload tool, which you can find on your district dashboard > Sync Settings page. Need help using the Web Upload tool? See this article.
5. Update your data
To update the data in Clever when student, teacher, or roster information changes, repeat the steps above. Be sure to include all five files in your upload, and include ALL records for each file type. Your files should always contain all data. Clever will handle necessary additions, deletions, and updates. You can always check your sync status on your Clever district dashboard Home page - here are some common error messages.