Clever

To work with Clever, the instructions you follow depend on your rostering platform needs.

➔    In the Advanced Roster dialog box, select Clever from the School Information System (SIS) list and then click the Next button. The rostering wizard opens.

 

For complete details, refer to the guide associated with your Clever rostering needs, as shown below:

 

●      Clever API (recommended)

Rostering with Clever API (PDF)

 

 

●      Clever CSV

 

Click to view CSV guides

 

If changing from Clever CSV to Clever API, read this important information about the changing of Unique IDs:
Clever customers who start out on the Clever CSV solution and are looking to move to the Clever API notice that their Student/Staff IDs are changing. Click here to learn more about the impact of changing Rostering IDs

If you wish to retain previous saved user data, follow the steps in the Rostering with Clever guide offered here (PDF link above).

The ideal setup is to do this change off last year's data and be sure the username in the CSV and API are setup the same way. That way, every account gets updated to the Clever API based user IDs. If you have already rolled over to the new school year, then you need to wait until ALL users are rostered for the new school year because you will lose the historical data of any user not in the first import via the API.

 

FAQ: I setup sFTP but no data is being sent?

If you input the sFTP credentials into the HMH Core app within the Clever dashboard and the data does not send, do the following:

–      First, check that you have the correct username and password including the correct case sensitivity and no leading or trailing spaces.

–      If the usernames and passwords look correct, then confirm that you have Term Dates listed for your courses/classes. Although this data is not required by Clever, the OneRoster standard does utilize this information as to what courses/classes should be included in the data feed to us.