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How to enable the Clever integration and sync roster from Clever to LiftEd

Updated over a month ago

I. Single Sign On

Enable the CentralReach (LiftEd) Tile

  1. Log into the Clever District Admin Portal.

  2. 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

  1. Students are referred to as students in both platforms

  2. Classes and Caseloads in LiftEd are referred to as sections in Clever

  3. Staff in LiftEd are referred to as admin, staff, and teachers in Clever

    1. Staff will need to be mapped according to the "Mapping of LiftEd Roles to Clever Roles" below

    2. 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
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  • Configure Data Sharing Rules

    • Once application is added, From your Clever admin panel:

      • Go to the sharing rules for the CentralReach app.

        (Students, Teachers, Staff, Classes and Schools)


        ​

  • 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):

  1. Log in to LiftEd with SuperAdmin credentials.

  2. Navigate to SuperAdmin Tools → Integrations.

  3. Under Clever Integrations, enable the integration.

  4. 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.
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​

  • 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.
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  • 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

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