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Set up Student Information System (SIS) sync with Clever

How to setup Student Information Systems (SIS) to sync student records with Bound.

Bound can connect to SIS's like Clever to automatically sync your student rosters. The systems sync nightly to keep your student records up to date, and you can force a manual sync at any time.

This article covers setup, what syncs, and troubleshooting. If you're not sure whether your school uses Clever, ask your district IT administrator.

If your district uses ClassLink or another rostering system, see the article Syncing Student Roster Without Clever.

If you're looking for assistance with Clever falling out of sync, see this article: Bulk update student graduation year


Setting Up Clever Syncing

Your Bound representative will send your district's contact an invitation to connect through Clever.

  1. Share the following information with your Bound Director or Onboarding Specialist:

    1. Your Clever district or school name.

    2. The name and email address of the individual at your district or school who should receive the invite to connect to Bound's application in Clever.

  2. Accept the email invitation. Your Bound representative will send recommended settings alongside the invite, with instructions to complete setup.

You can do this in Clever by going to Applications > Bound > Sharing Settings

If your school already has students manually entered in Bound and you're connecting to Clever for the first time, your Bound representative will run a matching process before the first sync. This matches your existing student records to their corresponding Clever IDs so that no duplicate records are created.


Sync Manually

Go to the Students tab. In the top right corner, click Manage Students.

If you see "Sync Students"

  1. From the dropdown, click Sync Students.

The sync will take at least 3 minutes to complete. The fields managed by your SIS (Student Information System) can only be edited directly in your SIS.


What Data Syncs to Bound

Fields can only be edited in your SIS. If you make changes in Bound, those fields will be overwritten on the next sync.

Field

Synced

First and Last Name

Yes

School ID

Yes

Gender

Yes

Graduation Year

Yes

Date of Birth

Yes

Lunch Status (Free, Reduced)

Yes

Guardian / Contact Name

Yes (If Sharing is Enabled)

Guardian / Contact Email

Yes (If Sharing is Enabled)

Guardian / Contact Phone

Yes (If Sharing is Enabled)

Guardian / Contact Relationship to Student

Yes (If Sharing is Enabled)


Excluding Guardian / Contact Information

If you do not want guardian/contact info synced to Bound, disable it in your Clever dashboard.

  1. Go to Clever.com and log in to your district dashboard.

  2. Go to Applications > Bound > Settings.

  3. Under Advanced Settings, click Customize Fields Shared With Bound.

  4. Click Edit Contact Fields > Turn Off Contract Sharing.

  5. Save your changes. Contact data will not be included next sync.

Note: If you disable contact sharing while you have active records in Bound, they will be set to inactive after the next sync. If you have questions, contact your Bound Representative.


Sync Indicators

When Bound is connected to your SIS, the Students page and each student's profile show when Bound last synced and whether each student record is synced.

Students List

  • Last Synced: Shows the date and time Bound last synced with your SIS. It appears at the top right of the student list.

  • Last Synced With Errors: The label turns yellow when at least one student imported from your SIS is still pending.

  • Skipped: The label adds " - N Skipped" when students failed to sync, where N is the number of students.

The SIS Status column shows each student's sync status:

  • SYNCED: The student record is active and synced with your SIS.

  • SYNC FAILED: The student was imported from your SIS but is still pending, so the record hasn't finished syncing.

  • UNSYNCED: The student record isn't linked to a record in Clever. If this student should be in your SIS, contact your Bound representative.

When some students didn't sync, the Students page also shows an alert that starts with "Not all students were properly synced."

Note: If you see SYNC FAILED, Last Synced With Errors, or a Skipped count, contact Bound Support. See Questions and Issues below for what to include.

Student Profile

  • Synced with SIS: Appears under a synced student's name and class on their profile. Fields your school syncs from your SIS can only be edited in your SIS.


SIS Platforms that Sync with Bound Via Clever

A list of the SIS platforms that sync with Bound via Clever can be found in this Clever support article.


Questions and Issues

If the sync isn't running, students are missing, or you're seeing unexpected records, contact your Bound representative or reach out to Bound Support. Please include:

  • Your school and district name

  • Whether you're using standard Clever or AnySchool

  • A description of what you're seeing

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