SchoolInsight Auto Sync

SchoolInsight Auto Sync Functionality
✓ Syncs data from SchoolInsight every two hours, by exporting via the Query Builder in Reports
✓ Syncs all teacher records (including those marked as inactive), unless customization is requested
X Cannot sync co-teachers at this time

Customization
SchoolInsight syncs can be customized to sync nightly, instead of every two hours.

Syncs can also be customized to pull additional fields available through the Query Builder in Reports. To request additional fields, please fill out this form.

Clever can filter exports from SchoolInsight to limit the schools, teachers, or students included in the sync.To request additional customization or filtering for your SchoolInsight sync, please contact Clever Support.

School Year Rollover
By default, Clever exports data for the current site year in SchoolInsight. To sync data for a different site year, request assistance from Clever Support.

If you receive this error message when changing to a new school year, it means that your enrollments have not been set for the new term and our sync cannot access them:

Once the new enrollments are finalized, your sync will start running again.

Permissions
Clever requires specific permission levels in order to facilitate an automatic sync with SchoolInsight. In addition to these permissions, we also recommend the following:

1. Create an individual SIS account only for Clever -- no one else should log in with the same credentials
2. Limit Clever's SIS account to the access described in the attached document.

The following document outlines the specific account permissions required for SchoolInsight: