***Note**: If you need help finding these URLs, refer to the [SAML Console](https://help.classlink.com/s/article/SAML-Console) page within the ClassLink Help Center for a step-by-step guide on locating your IdP credentials.*
***NOTE**: Preventing Duplicate Contacts for Existing pickAtime Accounts*
If your school has used pickAtime without integration, imported data files manually, and now wants to enable a ClassLink integration, duplicate contact records may occur due to differing contact IDs (teacherID, studentID, parentID).Recommendation: Clear old data before the new import.
##### **Steps to remove old data:** 1. Create a new event using a past event as a template to preserve settings, notifications, and appointment fields. 2. (Optional) Export reports from past events on the Reports page. 3. Delete all past events except the new one. 4. 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). 5. Run the new integration import.This ensures clean data syncing without duplicates. Contact support@pickatime.com if needed.
##### **FAQ: We recently switched to ClassLink. Parents can sign in, but when they try to link their child, they receive the error: "We are unable to find your student records with the values you have supplied." And when we view the contact record for that student, the security value field is blank. How do we fix this?** A: This error occurs because student Security Values (Dates of Birth) were not included in the initial data import. When a parent enters a birth date to verify their student, the system finds an empty field in pickAtime and denies the match. The security values (student DOB) are located in the **Rosters > Demographics** section in ClassLink. Most likely, this step may have been skipped when the pickAtime app was initially added. Please review the [following](https://help.classlink.com/s/article/Applications-Adding-Applications-Modifying-Permissions) page to ensure you have enabled this permission for the pickAtime app. Once permissions are updated, run the data import again. This will populate the missing birth dates in pickAtime and allow parents to successfully link their students. # Clever Integration ### **How the Integration Works** The integration with Clever will bring in students, teachers, classes, and enrollment, and no SSO. 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. **For any of our integrations, we do charge a 3rd-party integration fee of $230 annually per school attached. ** 1. 1. To start the process, we would send you an invite from Clever. 2. 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. ### **Locating Data within a Term in Clever** 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. To review your information, go to the Data Browser, and under Terms and Sections, you can review the data that is within each section. pickAtime offers the Clever v3.0 API data importer with the option to switch between the v2.0 and v3.0 versions per a request to pickAtime Support.
#### **Data Transfer** The integration will give your students and teachers different IDs from your SIS.  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.There is the option to import parent and relationship data, if available within your school's Clever account.
#### **Removing Classes from Your Event** In the Admin UI tool, open the event, and go to the Class Editor 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. To remove a single class, click the red x to the left of the class name within the Class Editor. However, these classes will 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. 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. #### **NOTE: Preventing Duplicate Contacts for Existing pickAtime Accounts** 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).Recommendation: Clear old data before the new import.
**Steps to remove old data:** 1. 1. Create a new event using a past event as a template to preserve settings, notifications, and appointment fields. 2. (Optional) Export reports from past events on the Reports page. 3. Delete all past events except the new one. 4. 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). 5. Run the new integration import. This ensures clean data syncing without duplicates. Contact support@pickatime.com if needed. # Microsoft Entra ID (Formerly Azure AD) pickAtime offers SSO integration with Microsoft Entra ID. This option will allow your participants to access pickAtime from the Entra ID Portal without the need to create an account. This guide walks you through configuring Microsoft Entra ID (Azure AD) SSO for PickATime. ### **Setting up Entra ID** Required for Setup - You must be an admin - This setup is for single-tenant only - Please review the [Multifactor authentication](https://learn.microsoft.com/en-us/entra/identity/conditional-access/policy-all-users-mfa-strength) and [Conditional Access](https://learn.microsoft.com/en-us/entra/identity/conditional-access/concept-conditional-access-policies) policies if applicable for your situation. #### **Setup Steps** 1. Login Entra ID 2. Navigate to App Registrations 3. Click “New Registration.” 4. Name, i.e., PickAtime 5. To control who can use this application or access this API, set Accounts in this organization directory only (Default Directory only - Single tenant). 6. Applicable URIs A. Go back to the PickATime app and go to **Global Setup/Business/Integration Options**, and within the Single Sign On drop-down menu, select Azure Ad. You will then see the redirect URL.  B. Copy and paste the URI in the Redirect URI field within Entra ID. The format will resemble: https://pickatime.com/client?ven=11600000&azuresso=on 7. The app 'PickAtime' will appear in the sidebar. 8. Click Authentication. 9. Then, under the “Settings” tab, navigate to Web and SPA settings, check the boxes 'Access tokens' and 'ID tokens', and click 'Save' at the top.  10. On the sidebar, click 'Overview'. You will then copy and paste the 'Application (client) ID' and 'Directory (tenant) ID' into the pickAtime [Global Setup/Business](https://help.pickatime.com/books/additional-event-features/page/global-setup-business-page) page, Advanced Options, Azure AD Integration section.  When all the above are completed, you would use the URL in the following format: https://pickatime.com/client?ven=11600000&azuresso=on 11. Next, navigate to Enterprise Applications in Entra ID, select the corresponding Application, and go to “Users and Groups.” Here, add groups that you want to have access to the PickATime account.  ### **How to add/invite users into Entra ID Active Directory** 1. Select Entra ID Active Directory 2. In the sidebar, select Users 3. The 'All Users (Preview)' page would appear. 4. Click 'New User' at the top, then set the radio button 'Invite user', then enter the email address and click the ' Invite button. *Note: On the 'All Users (Preview)' page, you can select your user contact on the profile tab. Then make sure that the selected user has an email address in the Contact Info section, Email field.* ### **Single Sign On with Entra ID** ##### **Step 1 – In pickAtime ** In the Admin UI tool, go to the [Global Setup/Business](https://help.pickatime.com/books/additional-event-features/page/global-setup-business-page)/Single Sign On, SSO Provider = Azure AD Copy and paste the Client ID and Tenant ID  ##### **Step 2 - In Entra ID** Go to App Registrations → select your existing pickAtime app 1. Check the pickAtime Account ID with the Environment 2. Check Settings (check Access to Tokens) ##### **Navigate to Authentication** 1. In Redirect URIs, click Add URI 2. Paste the new Redirect URL 3. Click Save #### **Testing the URL** Once you have set up the integration, test the SSO by having a user access pickAtime via the portal. # Veracross - Setting Up the Integration This guide explains how to connect Veracross with pickAtime. Please note that the setup process is completed inside the Veracross Axiom backend. ### **Before You Begin** You must have one of the following Veracross roles or permissions: - System Administrator - IT Administrator - API Administrator - Integration Manager If you do not see the integration settings described below, contact your school’s Veracross administrator or IT department. ### **Step 1: Confirm API Permissions** Before creating the integration, your Veracross account must have the **OAuth\_App\_Admin** security role assigned.**Important:** Even standard System Administrator accounts cannot create API integrations unless this permission is specifically enabled.
Without this role: - Integration setup buttons may be hidden - Fields may appear read-only - OAuth applications may not be accessible If needed, ask your Veracross administrator to assign this permission. ### **Step 2: Log Into Veracross Axiom** 1. Log into your school’s Veracross Axiom dashboard using your administrator credentials. 2. Open the **Identity & Access Management** section. 3. Under the Configuration area, select **OAuth Applications** This page manages third-party integrations. ### **Step 3: Create a New OAuth Application** 1. Select **Add Record** or **Add OAuth Application** 2. Fill out the basic application information. #### **Recommended settings:** ##### **Name** Enter a recognizable name such as: - pickAtime Integration - pickAtime Scheduling Sync ##### **Internal Notes** Add a short description for your staff. For example: “Integration used for conference scheduling and roster imports.” ##### **Contact Email** Enter the support or technical contact email address. ### **Step 4: Configure API Permissions (Scopes)** Once the application is created: 1. Open the **Scopes** tab on the left-hand side. 2. Enable the permissions required for your integration. #### **Required Scopes for Imports** Enable the following permissions: 1. staff\_faculty:list 2. staff\_faculty:read 3. parents:list 4. parents:read 5. students:list 6. students:read 7. relationships:list 8. relationships:read 9. academics.config.grading\_periods:list 10. academics.config.grading\_periods:read 11. academics.classes:list 12. academics.classes:read 13. academics.enrollments:list 14. academics.enrollments:read #### **Required Scope for Single Sign-On (SSO)** If using Single Sign-On, also enable: 1. sso After selecting the required permissions, click **Save** or **Update.** Your Veracross integration application is now created. ### **Step 5: Copy Client ID and Client Secret** Return to the General tab of the OAuth application. You will see two important credentials: **Client ID -** A unique identifier for the integration. **Client Secret -** A secure password-like key used to connect systems. Copy both values. [](https://help.pickatime.com/uploads/images/gallery/2026-05/TWZimage.png)Important: The Client Secret may only be fully visible once immediately after creation. If you leave or refresh the page, it may become hidden for security reasons.
### **Step 6: Add Credentials to pickAtime** 1. Log in to your pickAtime administrator account. 2. Navigate to **Global Setup / Business/Integration Options/Veracross Integration**. [](https://help.pickatime.com/uploads/images/gallery/2026-05/Dgsimage.png) Enter: - School Domain - Client ID - Client Secret - Integration Type Then click **Connect** ### **Step 7: Add Redirect URLs for SSO (If Using)** If your school is using Veracross Single Sign-On (SSO), add the following redirect URLs to the allowed redirect list inside Veracross: - [https://pickatime.com/client](https://pickatime.com/client) - [https://www.pickatime.com/client](https://www.pickatime.com/client) If these URLs are missing, users may receive an authentication or redirect error when attempting to log into pickAtime through Veracross. ### **Step 8: Run Your First Sync** Once connected, create an event and run the importer inside pickAtime. --- ### **Recommended Best Practices** Before opening scheduling to families: - Run a test import - Verify that the information has been added to pickAtime correctly - Test the scheduler as a parent ### **Need Help?** If you need assistance: - Contact your Veracross administrator - Reach out to your school’s IT department - Contact pickAtime Support