How to upload data to the MGI using Clever Secure Sync

Students must be integrated into the MGI before they can be added to a test plan. The quickest and most secure method to integrate students is to upload data from your district’s School Information System.

Please note that while most students will be integrated through this data upload, you might occasionally need to add a student on an individual basis.

Overview 

The MGI supports several methods for data upload:

1. Clever Secure Sync– Automated data sync for districts using Clever as their SIS integration platform.
2. OneRoster API– Automated data sync from supported SIS platforms such as ClassLink, Infinite Campus, Skyward SMS 2.0, and Synergy.
3. OneRoster CSV– Manual upload via web interface or SFTP integration.

The Clever Secure Sync method of upload is described below. For help with the other two data upload methods, please consult OneRoster API and OneRoster CSV.

District Parameters Settings 

You must define your District Parameters Settings before you roster your data through MGI.

These parameters align with the type of Testing Measures you will administer your tests with and the rostering data you provide.

Please review the following sections in the MGI Parameter Settings.

• MGI Student Application Testing Measures (recommended)
• Test Distribution by Class through Screening Class Identification
• All Records Processing

Steps to Set Up Clever Secure Sync Integration

1. Confirm SIS Compatibility
   • Ensure your district uses Clever as its SIS integration platform.
2. Submit Clever Rostering Request
   • Sign in to your Clever District Administrator account at Clever District Administrator Login.
   • In the left-hand menu, go to Applications > Add Applications.
   • Search for Clever Rostering and click Request App to initiate the connection.
   • Alternatively, your assigned Lead Implementation Specialist may invite your district directly to the app.
   • If invited, you will receive instructions on how to locate and accept the invitation within your Clever portal.
   • For requested connections, the Lead Implementation Specialist will accept the request on behalf of your district.
   • The connection must be accepted before any data can sync.
   
3. Complete the MHS Student Rostering App Setup Guide
   • Once you've accepted the invitation, you'll need to complete the MHS Student Rostering App Setup Guide in Clever before data can begin syncing. This includes:
     • Set Sharing – Use the sharing recommendation provided in the MHS Student Rostering App or select the other options that best suit your district’s needs (see screenshot below).
     • Data Validation – Clever will automatically check your data to ensure it meets our rostering requirements.
     • Finalize – Once validation passes, you'll finalize the setup and begin sharing data with us.
   
4. Log in to the MGI Application
   • Navigate to Data Integration > Rostering > REST API, then select Clever from the provider dropdown.
   
5. Enter Clever District ID
   • Input your Clever District ID and verify the connection by selecting Test Connection.
6. Test and Activate Sync
   • Run a test sync to check data integrity.
   • If there aren’t any issues with your upload, select Next and Approve to complete the merge of your data into the MGI.
   • NOTE: To enable continuous updates from your SIS, you may configure an automatic sync schedule. For instructions, proceed to Automatic Data Sync for details on how to set up a schedule.

Automatic Data Sync 

Once your initial sync is approved, you can configure a schedule for automatic data updates directly within the REST API integration screen.

Set up a sync schedule

• Navigate to Data Integration > Rostering > REST API within the MGI application.
• Select the days of the week you wish the sync to occur (Sunday through Friday).
• Choose a time window for the sync. Syncs must be scheduled between 8:00 PM and 5:00 AM UTC to avoid peak usage hours.
• Set an expiration date for the schedule—up to 60 days from the first sync.
• Click Update Schedule to save your settings.

Once submitted, you will receive a confirmation that the schedule has been successfully created.

Troubleshooting

If you receive an error message stating “The connection was not successful and the schedule has not been created,” please:

• Verify that your API credentials (Client ID, Client Secret, Endpoint) are accurate
• Run a Test Connection to confirm successful integration
• Retry the schedule setup after resolving any connection issues

Sync Frequency Guidelines:

• Scheduled Basis: Syncs should occur daily/nightly or weekly during off-peak hours
• Testing Periods: Sync schedules automatically expire 60 days after initial setup
• Multiple Testing Terms: For districts with seasonal testing (e.g., fall and winter), a new sync schedule must be created for each term

This automated sync ensures student data remains current and aligned with your SIS, supporting accurate test planning and administration.