Table of Contents

Clever AnySchool Rostering
For App Partners
For District Administrators: Set Up an AnySchool Data Source

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Clever AnySchool Rostering

Use AnySchool to roster schools that are not already on Clever through your Clever Secure Sync integration.

AnySchool is included with a Clever Complete integration and extends Secure Sync for schools that are not on Clever. You do not need to build or maintain a separate integration. After a district administrator connects a data source, Clever exposes the data through the Clever API using the same schema as other Secure Sync districts.

The setup flow is hosted by Clever and white-labeled to align with your application’s branding.

For App Partners

Complete these steps in your Clever App Dashboard. You can then share the district administrator section of this page with the person who will connect the district’s roster data.

Enable AnySchool for your application

To learn more about AnySchool or request a demo, contact your Application Success Manager. If your app is still in development, contact Partner Engineering at [email protected].

Invite an AnySchool district

1. In the App Dashboard, go to Home > Invite Districts > Add an AnySchool District.
2. Enter a name for the district.
   • Clever uses this name to identify the district in the context of your application’s connection.
3. On the district overview page, select Send email invite.
4. Enter the district administrator’s email address.
5. Ask the district administrator to complete For District Administrators: Set Up an AnySchool Data Source.

After Clever processes the district’s data, the district data is available through the Clever API. Use the district-app token to query the district as you would any other Secure Sync district. For request guidance, see Exploring the Clever API.

For additional invitation guidance, see For App Partners: Rostering schools via the AnySchool district setup flow.

Match existing records

When you convert an existing customer to an AnySchool sync, match the customer’s existing records to the data coming through Clever. You can build your own matching workflow or use Clever Matchmaker to bootstrap matches for students, teachers, sections, and schools.

For matching guidance, see Matching Records.

Optional: Test your sync with AnySchool

Test your application’s CSV upload workflow and downstream API behavior before inviting a live district.

1. Contact your Application Success Manager. Provide your development app’s client ID and request that AnySchool be enabled for the app.
2. In the App Dashboard, go to Home > Invite Districts > Add an AnySchool District.
3. Create a test district and select Send email invite from the district overview page.
4. Enter an email address you can access as the district email address.
5. Open the invitation email, verify the email address, and start the AnySchool setup flow.
6. Select CSV Upload as the data source.
7. Download the AnySchool demo dataset.
8. Upload users.csv and sections.csv through the setup flow, then select Save.

After Clever processes the upload, you receive an email at the district email address. Retrieve the district-app token and query the Clever API to verify the data.

Test workflow recordings

Invite an AnySchool district

Upload CSV data

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For District Administrators: Set Up an AnySchool Data Source

The exact fields and instructions vary by selected data source.

1. Open the AnySchool invitation email and follow the link to start setup.
2. Select a supported data source.
3. Enter the requested credentials or complete the provider-specific connection steps.
4. Optionally select an SSO provider.
5. Review the configuration and confirm the setup.
6. Wait for Clever to process the roster data.

After processing completes, the data is available to the application through the Clever API using the same schema as other Secure Sync districts.

Data source requirements

SFTP Directory uploads

SFTP (Secure File Transfer Protocol) lets you automate roster-file transfers instead of completing one-time manual CSV uploads. Both methods use the same processing backend, but SFTP Directory provides persistent credentials for automated transfers.

1. Select SFTP Directory as the data source.
2. Record the SFTP credentials displayed in the setup flow:
   • SFTP upload URL: sftp://sftp2.clever.com
   • SFTP port: 22
   • SFTP username: Automatically generated for the school organization.
   • SFTP password: Automatically generated. Select the eye icon in the setup flow to reveal it.
3. Connect an SFTP client with these credentials.
4. Upload the required files to the anyschool subdirectory:
   • users.csv
   • sections.csv
5. Confirm that Clever retrieved and normalized the files without errors.

For complete setup instructions and troubleshooting, see SFTP Directory uploads.

Optional: Set up SSO

You can select an optional SSO provider separately from the roster data source. Available providers include:

• Google
• Canvas
• ClassLink
• Microsoft Entra
• Microsoft ADFS
• RapidID
• Okta

If you use ClassLink for roster data, select ClassLink as the roster data source and configure the ClassLink connection as described above. For identity providers outside this list, contact the application partner’s support team.

For more setup guidance, see Rostering applications with AnySchool.