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Adding District and School Clever ID's to Bound and Starting the Initial Sync

How to add a District or School's Clever ID to Bound to enable student record syncing.

Written by Nathan Haila

For Schools

  1. Have the school or district share their Clever district name with you.

  2. Go to https://apps.clever.com/bound/districts/invite-districts and type their district name into the search bar.
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  3. Follow invite instructions outlined at https://support.clever.com/hc/s/articles/215120718?language=en_US.

  4. Have the school or district accept the invitation in their email.

  5. Copy the school/district’s OAuth Token from their District Overview page in Clever. This is crucial for establishing a connection between Bound and Clever.
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  6. For Schools:

    1. Go to State->Schools
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    2. Find the school you want to connect and click the edit icon

    3. Click the Settings option at the top of the page.
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    4. Click the ‘Add Setting’ button in the top right corner.

    5. Select ‘Clever-ID’ in the settings dropdown and paste the OAuth Token into the value field. Click ‘Save’.
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    6. A ‘Synced Schools’ section should now appear on the same page displaying all of the schools from the school’s Clever District page. Select all schools that should have their students synced to Bound. After selecting the appropriate schools, click ‘Save Schools’.
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    7. At this point, the connection should be established between Bound and Clever.

    8. Check the "Allow Automated Syncing" box to enable ongoing nightly syncs between the SIS and Bound, then click "Save." If this is not selected, a school will have to manually sync student records. (Default assumption is that schools will want this box checked).
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Initiating Student Information Syncing

If Student Database Has No Records

  1. If a district or school has no student records, you can start the first sync:

    1. Navigate to the school’s Students page, click the ‘Manage Students’ dropdown and select "Sync Students" or wait for the first sync to take place overnight.
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If Student Database Already Contains Student Records: Use the Matchmaker Tool

  1. Navigate to the school’s Students page, click the ‘Manage Students’ dropdown and select ‘Export Students For Clever’. This will download a CSV of student data.
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  2. Go to https://apps.clever.com/bound/matchmaker, select the appropriate district, and match against students. Upload the CSV from the previous step when prompted. Click "Submit." This will start Clever’s matchmaker tool which checks for any student matches between Clever and Bound.

  3. Once the matchmaker tool has finished running, you will receive an email with the results.

    1. If no matches were detected:

      1. The email will say “Matchmaker request failed.” This is normal and nothing to worry about. No further action is needed for the matching process.

    2. If any matches were detected:

      1. The email will provide a link to download matching results. Click this link.

      2. Open the downloaded file and copy all of the text inside.

      3. Navigate back to the school’s student listing page and inside the ‘Manage Students’ dropdown, select ‘Match Students.’
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      4. Paste the copied file text into the text box in the Student Match page. Click ‘Import’. (NOTE: This text MUST be copied from a text editing program. Do not attempt this from Excel, Numbers, etc..)
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      5. This will start matching students within Bound. This should take a few minutes.

  4. Go back to the state school’s settings page and check the "Allow Automated Syncing" box to enable ongoing nightly syncs between the SIS and Bound, then click "Save."
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  5. At this point, Bound will automatically sync students from the SIS to Bound on a routine nightly basis. You are also able to manually sync students at any time by clicking ‘Sync Students’ in the Manage Students dropdown.

For Districts

  1. For Districts:

    1. Go to State->Districts

    2. Find the district you want to connect and click the edit icon
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    3. Click the Settings option at the top of the page.
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    4. Click the ‘Add Setting’ button in the top right corner.

    5. Select ‘Clever-ID’ in the settings dropdown and paste the OAuth Token into the value field. Click ‘Save’.
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    6. A ‘School Matching’ section should now appear on the same page displaying all of the schools from the bound district along with dropdowns containing the schools from the Clever district. Go through and match the appropriate clever schools to their corresponding Bound schools. Click ‘Save Matchings’
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    7. At this point, a connection should be established between Bound and Clever.

    8. To initiate student information syncing, follow the instructions earlier in this article for the school level, but follow them at the district level.

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