I. Single Sign On
Enable the CentralReach (LiftEd) Tile
Log into the Clever District Admin Portal.
Go to Applications → Search for “CentralReach”. Approve and enable the tile for the users who will use LiftEd.
Test SSO Login via Clever
Go to the Clever Portal.
Click on the CentralReach (LiftEd) tile.
Confirm:
You are redirected to the LiftEd login page.
You land in the correct account with class and student data synced.
II. Rostering Overview
The data sync of the roster occurs nightly
Overview of Clever nomenclature to LiftEd nomenclature
Students are referred to as students in both platforms
Classes and Caseloads in LiftEd are referred to as sections in Clever
Staff in LiftEd are referred to as admin, staff, and teachers in Clever
Staff will need to be mapped according to the "Mapping of LiftEd Roles to Clever Roles" below
There is a custom field called "ext.lifted_role" that will need to be populated in Clever for LiftEd Roles BCBAs through Assistant/Aides on the below table
Mapping of Lifted Roles to Clever Roles
Lifted Role | Clever Role | ext.lifted_role |
District Administrator | admin | null |
Principal | staff | null |
School Administrator | staff | null |
BCBA | teacher | 3 |
Resource Specialist | teacher | 2 |
Special Education Teacher | teacher | 2 |
Speech Therapist | teacher | 2 |
Teacher | teacher | 2 |
Therapist | teacher | 2 |
Behavior Specialist | teacher | 2 |
Case Manager | teacher | 2 |
Educator | teacher | 2 |
Instructor Specialist | teacher | 2 |
Assistant / Aide | teacher | 1 |
Note: if the custom field "ext.lifted_role" is not present or null for a teacher, the teacher will be treated as an Educator in the above table.
III. Rostering SetUp
Configure Data Sharing Rules
Once application is added, From your Clever admin panel:
Data Sync Set Up
Once CentralReach (LiftEd) is added in Clever and data sharing rules are configured by the district, the following integration setup must be completed by the LiftEd team (SuperAdmin access required):
Log in to LiftEd with SuperAdmin credentials.
Navigate to SuperAdmin Tools → Integrations.
Under Clever Integrations, enable the integration.
Enter the District ID provided by Clever for the corresponding district.
Note: These steps must be completed on the LiftEd side by a SuperAdmin to activate the Clever integration for the district.
Data Rostering files Upload
1. Login into Clever district login
2. Go to Sync in left Nav Bar and click Upload
3. Screen displays to upload all data files
4. Once data files are successfully uploaded it will be show in the Sync status “Sucessful”
Note: All the files to be upload at once not one by one.
Run the Sync
1. Once data files are successfully uploaded
2. Go to LiftEd -> Super Admin Tools -> Integrations
3. Click on “Sync” in Clever Integration
4. System will run the Clever to Lifted Data Rostering.
Once Sync completes the data sync, it will update the datetime stamp.
Verify the Data Rostering
Once Clever Secure Sync is completed, follow the steps below to confirm that your district's data has synced correctly into LiftEd:
Check for Complete Data in LiftEd
After sync, verify that all expected Classes, Schools, Teachers, and Students appear in LiftEd.
This data should match the records uploaded or shared via Clever.
Verify Updates for Existing Records
If any roster data already existed in LiftEd, the sync will update those records based on the latest data from Clever.
You should see the most up-to-date class, user roles, and student associations after sync.
Add Custom Data
Custom data allows to create rostering data, including fields and records, directly from the Clever Dashboard.
Note: It has been observed that data added through Clever’s “Custom Data” feature (instead of file uploads) may take slightly longer to sync into LiftEd.
Sample Data Files (CSV Format)
The file names for the CSV files should be the following (all lowercase letters):
1. schools. csv
School_id
School_name
State_id
School_address
School_city
School_state
School_zip
School_phone
Low_grade
High_grade
Principal
Principal_email
ext.gradelevel (Custom Field)
2. staff.csv
School_id
Staff_id
Staff_email
First_name
Last_name
Title
Username
3. enrollments.csv
School_id
Student_id
Section_id
4. teachers.csv
School_id
Teacher_id
Teacher_number
State_teacher_id
Last_name
First_name
Teacher_email
Title
ext.lifted_role (custom field)
5. students.csv
School_id
Student_id
Student_number
State_id
Last_name
Middle_name
First_name
Gender
Dob
Grade
Race
Hispanic_Latino
Ell_status
Frl_status
Iep_status
Student_zip
Student_email
Contact_name
Contact_type
Contact_relationship
Contact_phone
Contact_email
Username
Password
Sample Data files : https://centralreach365-my.sharepoint.com/:u:/g/personal/ritu_arora_centralreach_com/EVItvaFH9bdCj4YgNmix_HgB2jqro-zlDWug_7eDRs0C1w?e=VDgmgJ
Clever References for Data Rostering :
For Clever Admins: Syncing custom (i.e. extension) fields to Clever - https://support.clever.com/hc/s/articles/360024370912?language=en_US
SFTP Syncs: Uploading data to Clever
Custom Data: Overview (i.e., sections, students, contacts, teachers, staff & fields)
https://support.clever.com/hc/s/articles/360035757332?language=en_USSFTP & Manual Upload: How do I format my CSV files?
https://support.clever.com/hc/s/articles/203114867?language=en_USSFTP Syncs: Troubleshooting CSV formatting errors
https://support.clever.com/hc/s/articles/218518698?language=en_US