# Clever Integration

### **<span class="rvts0"><span class="rvts57">How the Integration works</span></span>**

<span class="rvts146">The integration with Clever will bring in students, teachers, classes, and enrollment, and </span><span class="rvts147">no SSO</span><span class="rvts146">. You will do a one-time import to bring in the initial data. Optionally, the data could be synced nightly at 1 AM. Once the data has been imported, it will be available on your account in the Admin tool, and you will then be able to create the slots for your parents and open them up for booking. </span>

**<span class="rvts146">For any of our integrations, we do charge a 3rd-party integration fee of </span><span class="rvts147">$230 annually per school attached. </span>**

1. <span class="rvts146">To start the process, we would send you an invite from Clever.</span>
2. <span class="rvts146">Once accepted, we will set up your account for the Clever data sync, and you will create an event on your account. Then, when you import your files, you will see that the importer is set up for Clever. You will select the Terms to import, which will kick off the sync. </span>


### **<span class="rvts0"><span class="rvts57">Locating Data within a Term in Clever</span></span>**

<span class="rvts146">Clever places the data into different Terms. These Terms may or may not match what your school has in its SIS. We encourage you to review the data before importing.</span>

<span class="rvts146">To review your information, go to the Data Browser, and under Terms and Sections, you can review the data that is within each section.</span>

![](https://pickatime.com/help/lib/NewItem%2011.png)

#### **<span class="rvts0"><span class="rvts57">Data Transfer</span></span>**

<span class="rvts146">The integration will give your students and teachers different IDs from your SIS.</span>

![](https://pickatime.com/help/lib/NewItem%2010.png)<span class="rvts146"> </span>

<span class="rvts146">To do the data transfer, go to the Importer under Main Navigation. Select the event, your school, and the term. Once you have done the initial import into your event, the integration will do a nightly sync for individual events. </span>

#### **<span class="rvts0"><span class="rvts57">Removing Classes from Your Event</span></span>**

<span class="rvts23">In the Admin UI tool, open the event, and go to the </span><span class="rvts39">Class Editor</span><span class="rvts23"> tab. Tick the box labeled 'show only classes' on the far side. This will present a list of all the classes you have imported. Select the classes to be removed and then click on the Delete Class option. This will remove all of those classes.</span>

<span class="rvts146">To remove a single class, click the red </span><span class="rvts148">x</span><span class="rvts146"> to the left of the class name within the Class Editor. </span>

<span class="rvts146">However, these classes </span><span class="rvts147">will </span><span class="rvts146">reappear when the nightly data import occurs. To maintain the nightly sync and not have the classes appear within the event, select the Hide option within the Class Editor under the ‘Type’ column for the class. </span>

<span class="rvts146">The nightly sync can be disabled by clicking the "Stop Sync For the Selected Event" or "Stop Sync For All Events" buttons. When you do this, you will see a confirmation prompt, and in the dialog for "Stop Sync For All Events", a list of events with sync enabled will be displayed.</span>

#### **<span class="rvts0"><span class="rvts57">NOTE: Preventing Duplicate Contacts for Existing pickAtime Accounts</span></span>**

<span class="rvts20">If your school has used pickAtime without integration, imported data files manually, and now wants to enable a Clever integration, duplicate contact records may occur due to differing contact IDs (teacherID, studentID, parentID).</span>

<p class="callout info"><span class="rvts21">Recommendation:</span><span class="rvts20"> Clear old data before the new import.</span></p>

**<span class="rvts20">Steps to remove old data:</span>**

1. <span class="rvts20">Create a new event using a past event as a template to preserve settings, notifications, and appointment fields.</span>
2. <span class="rvts20">(Optional) Export reports from past events on the Reports page.</span>
3. <span class="rvts20">Delete all past events except the new one.</span>
4. <span class="rvts20">Go to Global Setup / Contacts / Advanced Options, then click Delete All Contacts. In the pop-up, select Level to delete: Admin Level - Event Administrator (this removes contacts with lower access level and contacts with customer access level - parents and students).</span>
5. <span class="rvts20">Run the new integration import.</span>


<span class="rvts20">This ensures clean data syncing without duplicates. Contact support@pickatime.com if needed.</span>