Support Center

Clever School Integration - A Guide for School Admin

Last Updated: Jul 02, 2019 11:34PM UTC

 

Steps for onboarding a new Clever School onto Bloomz:

Prerequisite:

First, you should contact Bloomz and get your school set up and get admin access to your school community on Bloomz.

Prerequisite setup on the Clever side:
Bloomz assumes that the Clever side data setup is done properly prior to engaging Bloomz on setting up the School account for a Clever school.

Here are the important setup requirements:

  1. Add Bloomz to the list of applications on the clever dashboard:  Unless the application is added on Clever dashboard, the integration will not work.  Below clever help link has the detailed instructions on how to setup a third party application on Clever dashboard: https://support.clever.com/hc/en-us/articles/203114997-How-do-I-add-or-remove-an-application-
  2. Setup the data sharing permissions for Bloomz application:  Once the Bloomz application has been setup, data sharing permissions have to be setup at each application level.  It mainly covers what all data can be accessed by Bloomz through Clever api interface - data entities like schools, sections, teachers, students, etc.  Detailed instructions for this setup are availabel at below Clever help link:https://support.clever.com/hc/en-us/articles/203115007-How-do-I-set-my-sharing-permissions-for-applications-
  3. Clever role setup:  School level import is allowed only for user with admin role on the Clever side.  Bloomz side setup alone will not be sufficient. The role of the user returned by Clever api calls should return ‘school_admin’.  Only when this role is setup properly on the Clever side, the school import is permitted. Information regarding the Clever roles is available at below Clever help link: https://support.clever.com/hc/en-us/articles/115001733726-What-admin-user-roles-are-available-

    May have to contact the district admin of the Clever for getting these roles setup properly.  Only, users with the Clever role ‘school_admin’ are recognized by the Bloomz.

Importing a Clever School:

  • Login to your Bloomz account (Can use ‘Sign In with Clever’ option also)

  • Select the School in the left menu

  • Click Classes icon in the top menu

  • Click Import from Clever button

 

 
  • This will take you to the below import screen

 
  • In the import screen, you will see that your school and the ‘Classes/Teachers/Students’ option is selected

  • Make sure you leave the second option ‘Parents/Contacts’ unselected as it is recommended to do the school onboarding in two steps

  • You can edit the Class Options below, if you want. By default, all 3 options are enabled. Please note that these options will be applied to all the imported classes.  

    • Behavior Management

    • Student Portfolios

    • Parent-Parent Communication

  • Click ‘Import

  • This will import all the classes of the selected school to your Bloomz school community along with teachers and students  (Based on the amount of data to be imported, this action may take several minutes and you will have to wait till the action is completed)

  • All the imported teachers will get invitation emails with the invitation code to register onto Bloomz

  • Using the invitation code, teachers need to join Bloomz to get access to their classes.

  • Once all the teachers join Bloomz, admin can perform the second step of importing the ‘Parents/Contacts following the same steps as above, but this time selecting the option ‘Parents/Contacts’ on the import screen. (Based on the amount of data to be imported, this action may take several minutes and you will have to wait till the action is completed)

  • This time, all the parent contacts are imported as parents into Bloomz into their respective classes and the school itself. They will get the invitation emails with invitation codes. Using the invitation code, parents can join Bloomz and get access to their classes and the school community.