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Clever Rostering Guide and Checklist ✅

Ready to get your users rostered via Clever? Smooth setup requires sharing the right data! Please follow these instructions carefully. ⏳ Timeline: It generally takes about two weeks from when data is shared to complete rostering. Please plan accordingly!

Asma Khatut avatar
Written by Asma Khatut
Updated over a week ago

In This Article:


Part 1: Required Data to Share via Clever ➡️

We need all the fields below shared from Clever to ensure classes are created correctly and avoid login issues.

  • Grade level (for K-12 curricula)

  • Organization (school and school principal)

  • Students (with valid email, first/last name)

  • Teachers (with valid email, first/last name)

  • Staff/Admins (valid email, first/last name, associated school(s) - only share active admins)

  • District Admins (valid email, first/last name - only share active admins)

  • Course Start Date & End Date

  • Course

  • Section

  • Period for each class

  • Primary Teacher for each class

  • Term (if rostering by term)

  • Included Terms

⚠️ Important: Please only share the specific terms and classes that you want rostered onto ChalkTalk.


Part 2: Default Settings & SSO ⚙️

  • We typically roster by term (fall/spring) and by curriculum.

  • We support SSO via Clever, Classlink, and Schoology.

Have questions? Contact us here.

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