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Set up a Clever sync

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Veronica D. Joseph
Customer Support
For Remind Hub district administrators

Rostering is the fastest and easiest way to roll out Remind across your organization. If your district or school uses Clever, you can create accounts and classes for everyone. Transfer data from your SIS via Clever to Remind to make it easy for members to start using Remind.

Review our Clever FAQs article for more information about Remind's Clever sync.

This article contains the following sections

  • Before you begin
  • Setting up a Clever sync
  • Troubleshooting a Clever sync
  • Nightly Clever syncs
  • Single sign-on (SSO) with Clever

Before you begin

  1. Make sure you're a district administrator. Please speak to the individual at your organization who set up your Remind Hub account if you need the role. They can provide you with district admin access from their administrator dashboard.
  2. You have access to your district's Clever account.
  3. Admin users in Remind are considered staff members in Clever. When you assign the staff role to a person in Clever, they'll be added as an admin in Remind. Review the Filters section in Clever to ensure your organization doesn't have a filter on staff users. filters - Clever.png
  4. To add people with the staff role, click the Edit sharing button in Clever and check Also share all staff with Remind.Edit sharing - Clever.pngShare staff - Clever.png
  5. Decide if you want SIS rostering enforcement enabled for your district. This allows you to remove the option for SIS-linked members to leave the organization.

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Setting up a Clever sync

Step 1: Add Remind in Clever

  • Add the Remind app to your district administrator account in Clever. 
  • If you don’t already use Clever, you can sign up for a Remind account here.

Step 2: Share data with Remind via Clever

  • Set sharing permissions for Remind to let Clever know what data you’d like to transfer.
  • We recommend sharing by the school, even if you've purchased Remind for your entire district.
  • Make sure to include the following data points:
student full name guardian full name  teacher full name  class name  admin full name
student ID  guardian mobile number or email teacher email class teacher staff role
student DOB guardian_preferred_language preferred_language class list of students   
student grade        
       preferred_language        
  • All data points are required except for preferred_language. However, We recommend providing the language preference for all teachers, students, and parents. You can learn more about sending auto-translated district and school-wide messages. If you choose to share this data:
    • You can add the preferred_language for teachers using Clever's teacher objects.
    • You must add the preferred_language for students and the guardian_preferred_language for parents to Clever's Student objects ext field. Clever does not currently provide a parent object. 
  • The default is set to English if we do not receive the preferred language. Users can add a preferred language to their account at any time.

Please keep the following in mind when sharing data via Clever:

    1. An account will be created for every parent/guardian contact shared with Remind. Before initiating a data share via Clever, we recommend you filter out emergency contacts and any individuals prohibited from contacting students. If our system detects more than five contact points for a student or if a user is linked to an emergency contact, we will place a hold on your sync.
    2. Remind classes will be created for every section shared with Remind. We recommend reviewing your data permissions sharing rules and excluding inactive or classes you do not want to create in Remind. You can also use Clever Custom Sections to create Remind classes for athletic teams, after-school clubs, and other groups.
    3. Students, teachers, parents, or administrators can change their preferred language in their profile settings. The new setting will override your shared language preference data with Remind.
    4. This is the link to the values list we accept for the preferred language. Two-letter ISO-639-1, BCP-47, or three-letter ISO-639-2 or ISO-639-3 code.

You can see the data you share with Remind in the Clever data browser. If necessary, please get in touch with Clever to adjust your sync settings.Data sharing selection - Clever.png

Step 3: Connect your schools in Remind

  1. Sign in to your Remind account. Click on the SIS sync tab from your district admin dashboard, and select Start SIS sync. SIS sync page - Clever.png
  2. Click sync with Clever, located at the bottom of the screen.Clever selection.png
  3. On the next page, click Continue with Clever. Continue with Clever.png
  4. Click Start Clever setup and follow the instructions on the next page to prepare your organization's data in your SIS and within Clever. Start Clever setup.pngPrepare Clever data.png
  5. In Clever, install the Remind app.
  6. In Remind, click I've installed the Remind app in Clever.Confirm installation of Clever app.png
  7. Log in to your Clever administrator account to connect your schools in Remind to your schools in Clever. If you’d prefer not to roster a school with Clever, deselect the school.Log in with Clever.png
  8. Match the Remind schools with the ones in Clever.Match Clever schools.png
  9. Review your selections and ensure the Clever schools match the corresponding Remind schools. Click Back on the bottom left if you need to correct any discrepancies. Click Next when you're ready to move forward. Confirm school selections.png
  10. Click the Go to SIS Sync button.Go to SIS sync page - Clever.png

Remind will process the sync and immediately create accounts and classes. Initial syncs can take anywhere from 20 minutes to 24 hours. For future syncs, processing time should be at most 8 hours.

Administrators will be able to see the classes created in their administrator dashboard. Please note teachers will need to log in to Remind to claim the account. Teachers with an active account and active users of Remind will immediately gain access to their rostered classes.

You will receive a confirmation email with details of your sync and the next steps. If you’d like to change your Clever sync configuration settings in the future, contact the Remind Implementation team.

Step 4: Send teacher, student, and parent notifications

After you complete the Clever sync, you must notify teachers, students, and parents about their new accounts. Any district or school administrator can manually trigger notifications from each school’s SIS sync report. You can learn more about the first teacher, student, and parent notifications here.

Step 5: Add student mobile numbers to Clever-rostered accounts (optional)

Since Clever doesn’t store student phone numbers, student accounts created via Clever sync will only include email addresses. Students can add their mobile number to Remind by following these instructions.

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Troubleshooting a Clever sync

Remind has several safeguards to ensure accurate data is transferred from Clever. Please review the articles below for information on addressing sync holds and errors/alerts.

  • Sync holds: A school's sync will be placed on hold if Remind suspects a data configuration issue with your Clever sync. You'll be notified via email when a sync is put on hold. You can learn more about sync holds here.
  • Errors and alerts: Errors are issues in your SIS that prevent teacher or student accounts from being created. You must address these as soon as possible. Alerts are minor data errors in your SIS that, if fixed, would make Remind more useful and productive for your school community. Learn more about sync errors & alerts.

Return to top


Nightly Clever syncs

Remind syncs with Clever every night between 11 p.m. and 5 a.m. PT. When new classes or accounts are added or removed from your SIS, these updates will be automatically reflected in Remind. User actions in Remind (like changing the name of a class) will not be affected by these syncs.

You should send Clever rostering notifications to teachers, students, and parents who are added to Remind from Clever about their new Remind account.

Once a Remind account has been created, users can update their contact information directly in Remind.

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Single sign-on with Clever

Single sign-on (SSO) with Clever allows teachers and students to log in to Remind directly from Clever using their Clever credentials. Remind doesn't support Clever SSO for administrators at this time.

You can learn more about SSO with Clever here.

Have additional questions about Clever rostering with Remind? Check out our SIS rostering FAQs.

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Related articles

  • Clever sync FAQs
  • Formatting files for a CSV 2.0 sync
  • My Clever sync status is on hold
  • My CSV sync status is on hold
  • Use Active Directory with SAML 2.0

Related articles

  • Clever sync FAQs
  • Formatting files for a CSV 2.0 sync
  • My Clever sync status is on hold
  • My CSV sync status is on hold
  • Use Active Directory with SAML 2.0

Can’t find what you’re looking for? Get in touch!

  1. Help Center
  2. Administering Remind Hub
  3. Rostering - Clever

Set up a Clever sync

Avatar
Veronica D. Joseph
Customer Support
For Remind Hub district administrators

Rostering is the fastest and easiest way to roll out Remind across your organization. If your district or school uses Clever, you can create accounts and classes for everyone. Transfer data from your SIS via Clever to Remind to make it easy for members to start using Remind.

Review our Clever FAQs article for more information about Remind's Clever sync.

This article contains the following sections

  • Before you begin
  • Setting up a Clever sync
  • Troubleshooting a Clever sync
  • Nightly Clever syncs
  • Single sign-on (SSO) with Clever

Before you begin

  1. Make sure you're a district administrator. Please speak to the individual at your organization who set up your Remind Hub account if you need the role. They can provide you with district admin access from their administrator dashboard.
  2. You have access to your district's Clever account.
  3. Admin users in Remind are considered staff members in Clever. When you assign the staff role to a person in Clever, they'll be added as an admin in Remind. Review the Filters section in Clever to ensure your organization doesn't have a filter on staff users. filters - Clever.png
  4. To add people with the staff role, click the Edit sharing button in Clever and check Also share all staff with Remind.Edit sharing - Clever.pngShare staff - Clever.png
  5. Decide if you want SIS rostering enforcement enabled for your district. This allows you to remove the option for SIS-linked members to leave the organization.

Return to top


Setting up a Clever sync

Step 1: Add Remind in Clever

  • Add the Remind app to your district administrator account in Clever. 
  • If you don’t already use Clever, you can sign up for a Remind account here.

Step 2: Share data with Remind via Clever

  • Set sharing permissions for Remind to let Clever know what data you’d like to transfer.
  • We recommend sharing by the school, even if you've purchased Remind for your entire district.
  • Make sure to include the following data points:
student full name guardian full name  teacher full name  class name  admin full name
student ID  guardian mobile number or email teacher email class teacher staff role
student DOB guardian_preferred_language preferred_language class list of students   
student grade        
       preferred_language        
  • All data points are required except for preferred_language. However, We recommend providing the language preference for all teachers, students, and parents. You can learn more about sending auto-translated district and school-wide messages. If you choose to share this data:
    • You can add the preferred_language for teachers using Clever's teacher objects.
    • You must add the preferred_language for students and the guardian_preferred_language for parents to Clever's Student objects ext field. Clever does not currently provide a parent object. 
  • The default is set to English if we do not receive the preferred language. Users can add a preferred language to their account at any time.

Please keep the following in mind when sharing data via Clever:

    1. An account will be created for every parent/guardian contact shared with Remind. Before initiating a data share via Clever, we recommend you filter out emergency contacts and any individuals prohibited from contacting students. If our system detects more than five contact points for a student or if a user is linked to an emergency contact, we will place a hold on your sync.
    2. Remind classes will be created for every section shared with Remind. We recommend reviewing your data permissions sharing rules and excluding inactive or classes you do not want to create in Remind. You can also use Clever Custom Sections to create Remind classes for athletic teams, after-school clubs, and other groups.
    3. Students, teachers, parents, or administrators can change their preferred language in their profile settings. The new setting will override your shared language preference data with Remind.
    4. This is the link to the values list we accept for the preferred language. Two-letter ISO-639-1, BCP-47, or three-letter ISO-639-2 or ISO-639-3 code.

You can see the data you share with Remind in the Clever data browser. If necessary, please get in touch with Clever to adjust your sync settings.Data sharing selection - Clever.png

Step 3: Connect your schools in Remind

  1. Sign in to your Remind account. Click on the SIS sync tab from your district admin dashboard, and select Start SIS sync. SIS sync page - Clever.png
  2. Click sync with Clever, located at the bottom of the screen.Clever selection.png
  3. On the next page, click Continue with Clever. Continue with Clever.png
  4. Click Start Clever setup and follow the instructions on the next page to prepare your organization's data in your SIS and within Clever. Start Clever setup.pngPrepare Clever data.png
  5. In Clever, install the Remind app.
  6. In Remind, click I've installed the Remind app in Clever.Confirm installation of Clever app.png
  7. Log in to your Clever administrator account to connect your schools in Remind to your schools in Clever. If you’d prefer not to roster a school with Clever, deselect the school.Log in with Clever.png
  8. Match the Remind schools with the ones in Clever.Match Clever schools.png
  9. Review your selections and ensure the Clever schools match the corresponding Remind schools. Click Back on the bottom left if you need to correct any discrepancies. Click Next when you're ready to move forward. Confirm school selections.png
  10. Click the Go to SIS Sync button.Go to SIS sync page - Clever.png

Remind will process the sync and immediately create accounts and classes. Initial syncs can take anywhere from 20 minutes to 24 hours. For future syncs, processing time should be at most 8 hours.

Administrators will be able to see the classes created in their administrator dashboard. Please note teachers will need to log in to Remind to claim the account. Teachers with an active account and active users of Remind will immediately gain access to their rostered classes.

You will receive a confirmation email with details of your sync and the next steps. If you’d like to change your Clever sync configuration settings in the future, contact the Remind Implementation team.

Step 4: Send teacher, student, and parent notifications

After you complete the Clever sync, you must notify teachers, students, and parents about their new accounts. Any district or school administrator can manually trigger notifications from each school’s SIS sync report. You can learn more about the first teacher, student, and parent notifications here.

Step 5: Add student mobile numbers to Clever-rostered accounts (optional)

Since Clever doesn’t store student phone numbers, student accounts created via Clever sync will only include email addresses. Students can add their mobile number to Remind by following these instructions.

Return to top


Troubleshooting a Clever sync

Remind has several safeguards to ensure accurate data is transferred from Clever. Please review the articles below for information on addressing sync holds and errors/alerts.

  • Sync holds: A school's sync will be placed on hold if Remind suspects a data configuration issue with your Clever sync. You'll be notified via email when a sync is put on hold. You can learn more about sync holds here.
  • Errors and alerts: Errors are issues in your SIS that prevent teacher or student accounts from being created. You must address these as soon as possible. Alerts are minor data errors in your SIS that, if fixed, would make Remind more useful and productive for your school community. Learn more about sync errors & alerts.

Return to top


Nightly Clever syncs

Remind syncs with Clever every night between 11 p.m. and 5 a.m. PT. When new classes or accounts are added or removed from your SIS, these updates will be automatically reflected in Remind. User actions in Remind (like changing the name of a class) will not be affected by these syncs.

You should send Clever rostering notifications to teachers, students, and parents who are added to Remind from Clever about their new Remind account.

Once a Remind account has been created, users can update their contact information directly in Remind.

Return to top


Single sign-on with Clever

Single sign-on (SSO) with Clever allows teachers and students to log in to Remind directly from Clever using their Clever credentials. Remind doesn't support Clever SSO for administrators at this time.

You can learn more about SSO with Clever here.

Have additional questions about Clever rostering with Remind? Check out our SIS rostering FAQs.

Return to top

Was this article helpful?
Yes No
2 out of 3 found this helpful

Why wasn’t this article helpful?

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Related articles

  • Clever sync FAQs
  • Formatting files for a CSV 2.0 sync
  • My Clever sync status is on hold
  • My CSV sync status is on hold
  • Use Active Directory with SAML 2.0

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