How to complete a manual Clever/Classlink sync

1. How District Admins can manually force a sync "Edit":

• "Edit" is similar to the nightly automatic sync and is the first recommended option for completing a manual sync because it does not delete any school/teacher data, even if data is not being shared in Clever/Classlink. 

• Neither "Edit" nor "Reset" will update user roles. Contact Lab-Aids if any user roles need to be changed.

Clever Force Sync: Navigate to the Settings >> Clever Sync V2 menu and click the "Edit" option. Proceed through the screens and click "Start Sync".

• You do not need to make any changes in these screens in order to complete a manual sync. But, the options exist to select new schools, enter/update a sync expiration date, and subscribe to sync emails.

• The sync will initially show "In Progress". Refresh the screen after an hour or two to see the status has changed to "Launched". 

Classlink Force Sync: Navigate to the Settings >> OneRoster V2 menu and click "Edit". Click "Test Connection" and you should see a green "Awesome! Your connection is successful" box underneath. Click "Next", proceed through the screens, and click "Start Sync".

• You do not need to make any changes in these screens in order to complete a manual sync. But, the options exist to select new schools, enter/update a sync expiration date, and subscribe to sync emails.

• The sync will initially show "In Progress". Refresh the screen after an hour or two to see the status has changed to "Launched". 

• Selecting new schools will sync any new schools not previously selected.

• Deselecting schools in this screen will stop those schools from syncing from Clever, but it will not delete them from the portal. If you want to delete extraneous school data, you can force a manual sync "Reset" or contact Lab-Aids. 

Once the sync has completed, check the Roster > Class/Teacher/Student menus to check for the data that was previously missing. 

2. How District Admins can manually force a sync "Reset":

• "Reset" sync will delete any data not currently being shared with Lab-Aids in Clever/Classlink. "Reset" will sync only the data being shared with us at that time.

• "Reset" retains license assignments for schools and teachers who are still being shared with us in Clever.

• "Reset" can be useful at the beginning of a new school year, or if new data is not being synced with the nightly sync or the "Edit" sync. 

Navigate to Settings >> Clever Sync V2 or Settings >> OneRoster V2 (for Classlink). Click "Reset". A disclaimer message will appear. Type Yes to have old data deleted and click "Reset".

• Refresh the screen to see the sync displays as "In Progress". The sync can take an hour or more to finish, depending on how much data is being synced.

• District admin needs to assign licenses to any new teachers, since new teachers don't automatically receive licenses.

• Teachers need to assign books to any new students, since new students don't automatically receive content previously assigned to a class.

• District admins will need to add school admins for any new schools synced.

  • School >> School Admin >> Add School Admin. If you do not have a real person to add as a school admin, you can create a dummy admin with an @lab-aids.com email address. For example, thompsonadmin4@lab-aids.com.

Please contact Lab-Aids with any questions.