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Syncing accounts through Clever
Syncing accounts through Clever

How to sync your accounts through SmartPass using a Clever Rostering integration

Updated over a week ago

This guide provides step-by-step instructions on how to sync SmartPass with Clever.

With this integration, you will be able to sync your user records and provide SSO access directly from the Clever Dashboard to the SmartPass platform.

Integrate Clever and SmartPass

1. Add SmartPass to Clever

Follow these steps to add SmartPass as an app in Clever.

  1. Follow the prompts to send an integration request. You will need to sign in with a Clever district admin account.

  2. Share all records for the schools that have purchased SmartPass. Make sure to include students, teachers, staff, and/or district admins. Also, make sure to apply any filters if needed.

  3. Notify your Customer Success Manager over email or let our Support Team know about this by opening a chat thread and wait for us to link your Clever records to SmartPass and initiate the sync. This should take a few hours. Our team will let you know as soon as the accounts have been rostered.

Please Note:

If your school is onboarding, please send an email to your Customer Success Manager and let them know when all records are shared. This will greatly speed up the initial integration process.

  • Please include your Clever District Name and Clever School Name(s) (Optional, you can include the school ID) that need to be synced with SmartPass.

Your Customer Success Manager will reach out to our team internally to run the initial sync for your school, and confirm once it is ready.

FAQ

When does syncing occur?

The sync between SmartPass and Clever happens once every 24 hours at 11:00 PM EST. The sync usually takes a few hours to complete.

If you need to sync during the day, please contact our Support Team for assistance via chat or email.

What do I need to prepare for next school year?

As a new school year approaches, it's essential to ensure a seamless transition for your entire SmartPass system, including roster information.

Please view our๐Ÿ“ Back to School Checklist guide for Summer actions when using the Clever integration.

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