Student Contacts and Guardians
Quirky Behavior
If your integration relies on knowing the exact relationship a contact has with a student, be sure to upgrade to version 3.0. This version introduces a "student_relationship" field which defines the relationship each contact has with a specific student.
If your integration relies on knowing the exact relationship a contact has with a student, be sure to upgrade to version 3.0. This version introduces a "student_relationship" field which defines the relationship each contact has with a specific student.
A Contact record represents a guardian that is associated with one or more students.
Clever has evolving support for importing Student Contact records from supported student information systems.
The reliability, formatting, and source of student contact information vary depending on the underlying SIS or approach used to communicate this data to Clever.
In v2.0 of our Data API, we’ve made some significant improvements to the way student contact data is represented and managed in Clever. As part of this change, we are renaming Student Contacts to simply Contacts. The endpoint has also changed accordingly.
If you're upgrading from v1.2 contacts to v2.0 contacts, here's what you need to know.
If you’re looking for v1.2 documentation, you can find it here.
The Contact object
For a list of attributes and a sample response, please refer to the Contacts section of Clever's Data Model.
Keeping Contacts stable
It's important to note that the stability of a contact's Clever ID is dependent upon whether that contact has the sis_id field populated in a district's SIS.
-
If the contact record does have an
sis_id, the contact will retain the same Clever ID when any contact info changes (for example,phone,email, orname). The only case where a contact’s Clever ID will change is if that contact’ssis_idchanges (similar behavior to a student or teacher record). -
If the contact record does not have an
sis_id, any change to contact data will delete the contact record and create a new one with a new corresponding Clever ID.
Not all SISes have sis_id for contact data. In other cases, the field may exist but is not populated. If you find that districts you work with are missing sis_id for contact data, we recommend you contact the district directly or work with our districts team to populate this field.
Accessing Contacts
Contact data by student
Clever has offered support for retrieving contact data by student for some time. Given a Clever ID for a specific student, you can retrieve a collection of the contacts associated with that student using GET /students/{id}/contacts.
This approach is not recommended for applications requiring all contact data within a district, but works well for ad hoc access patterns.
Bulk contact data by district
If your application makes heavy use of contact data, you should use Clever's bulk lookup method at GET /contacts.
Our bulk fetch approach supports the starting_after and ending_before parameters, allowing you to paginate through larger collections. As with most Clever collection methods, you may also use the limit parameter to specify up to 10,000 records per request. Standard rate limiting applies.
Contact data by ID
In addition to accessing contact records by student and in bulk by district, you may also now look up individual contact records with GET /contacts/{id} if you already know the corresponding Clever ID — usually to refresh data you've already obtained.
Additionally, you can use GET /contacts/{id}/students and GET /contacts/{id}/district if you've somehow lost track of the associated students or district associated with that contact record.
Please note: If the contact does not have an
sis_id, then the contact's Clever ID is not stable - if any information changes on the contact record, the record will receive a new Clever ID.Conversely, if the contact has an
sis_id, the Clever ID will remain stable even if data changes on the record.
Data warnings and required fields
It is now possible to mark contact fields as required. As a result, it is also possible to generate data warnings when districts do not supply this data, or do not have important fields like "email" in their shared contact information. This will help your app identify error cases to build against before syncing a specific district's data. If you would like to set data warnings for student contact information, reach out to your account manager.
How Contact data varies
In most cases, Clever developers never need to worry about the underlying SIS a district uses.
Due to the wide variance in SIS support for contact records, we recommend applications making extensive use of Contacts data to be aware of these particulars and to be extra tolerant of unusual formatting as Clever does not normalize all data from these fields.
SFTP
Districts using our SFTP upload feature can share student contacts as part of the students.csv upload. The following fields are supported:
| contact field | SFTP spec field |
|---|---|
name | contact_name |
type | contact_type |
relationship | contact_relationship |
phone | contact_phone |
phone_type | contact_phone_type |
email | contact_email |
sis_id | contact_sis_id |
Limitations: Using SFTP limits the number of contacts a student can have 5 contacts maximum. No custom mappings are supported.
SIS-Managed Auto-Sync
Limitations: Contacts field support varies district-to-district.
contact_relationshipis often missing and sometimes you may findcontact_typecontaining data you'd typically look for incontact_relationshipphone_typecannot be setcontact.sis_idis supported for Infinite Campus, IC OneRoster API, Skyward, and Skyward API only
PowerSchool
| Supported fields | Imports: |
|---|---|
nametyperelationshipemailphonephone_type | Father Mother Guardian EmergContacts |
Infinite Campus
| contact field | SIS field(s) |
|---|---|
name | contacts.firstName + " " + contacts.lastName |
type | always "other" |
relationship | contacts.relationship |
email | contacts.email |
phone | contacts.cellPhone or contacts.workPhone or contacts.homePhone or contacts.householdPhone |
Skyward
| contact field | SIS field(s) |
|---|---|
name | E1 Full Name |
type | always "other" |
relationship | E1 Relation Dsc |
phone | E1 Pri Phone or E1 Cell Phone |
iNOW
| contact field | SIS field(s) |
|---|---|
name | GuardianFirstName + " " + GuardianLastName |
type | "guardian" |
phone | GuardianTelephoneNumber |
email | GuardianEmailAddress |
Limitations: Contacts information from iNOW can sometimes cause sync issues with Clever. For districts experiencing these issues, contact information may be missing entirely. Districts can help alleviate these issues by using our SFTP upload approach instead.
Aeries
| contact field | SIS field(s) |
|---|---|
name | First Name + " " + Last Name |
email | EmailAddress |
phone | CellPhone |
relationship | RelationshipToStudent |
type | ContactOrder |
Tyler SIS
We support Emergency and Primary contacts from Tyler SIS.
Emergency contacts:
| contact field | SIS Field(s) |
|---|---|
name | Em1Name |
type | "emergency" |
relationship | Em1Relation |
phone | Em1Hphone |
phone_type | "home" |
Primary contacts:
| contact field | SIS Field(s) |
|---|---|
name | PrntPriName |
type | "primary" |
relationship | PrntPriRelation |
email | PrntPriEmail |
phone | PrntPriCell |
phone_type | "cell" |
Illuminate
Guardians:
| contact field | SIS field(s) |
|---|---|
name | contact_name_prefix + contact_first_name + contact_middle name + contact_name_suffix |
type | legal_guardian (default: "guardian") |
email | contact_email_address |
phone | primary_phone or mobile_phone_1 or work_phone_1 or home_phone_1 |
| phone_type | cell or work or home depending on which field is used above |
Emergency contacts:
| contact field | SIS field(s) |
|---|---|
name | contact_name_prefix + contact_first_name + contact_middle name + contact_name_suffix |
type | emergency_contact (default "emergency") |
email | contact_email_address |
phone | primary_phone or mobile_phone_1 or work_phone_1 or home_phone_1 |
phone_type | cell or work or home depending on which field is used above |
SchoolInsight
| contact field | SIS field(s) |
|---|---|
name | Contact First Name + " " + Contact Last Name |
type | Contact Custodial Status (default: guardian) |
relationship | Contact Relationship |
email | Contact Email |
phone | Contact Cell Phone or Contact Work Phone or Contact Home Phone or Contact Other Phone |
phone_type | cell or work or home depending on which field is used above |
Migrating from v1.2 to 2.0 Contacts
It’s important to note that if you plan to use v2.0 contacts, you must do a full data sync (not only an Events sync) to completely refresh all contact data in your database.
Key Changes
Contacts now have more stable ID
Previously, if any field on a contact changes, for example, a phone number, we delete the contact and create a new one with a new Clever ID.
Now, contacts will retain the same Clever ID when contact info changes. The only case where a contact’s Clever ID will change is if that contact’s sis_id changes (identical to a student or teacher record). This should provide much more stability for contacts, and allow you to better track changes if that’s important to your application.
*If you are using Events, we now generate a contacts.updated event for the contact. More details here.
Contacts can now have multiple students
Previously, every student-contact relationship was represented by its own record, so a guardian with 3 children would appear as 3 separate records in our API (each with its own Clever ID).
Now, contacts have multiple students associated with a single contact object, represented by an array of student IDs.
New normalized fields
In an effort to provide more standardized contact data, we now normalize the following fields:
type - Primary, Secondary, Parent/Guardian, Emergency, Family, Other
phone_type - Cell, Home, Work, Other
relationship - Parent, Grandparent, Self, Aunt/Uncle, Sibling, Other
A Contact record represents a guardian that is associated with one or more students.
Clever has evolving support for importing Student Contact records from supported student information systems.
The reliability, formatting, and source of student contact information vary depending on the underlying SIS or approach used to communicate this data to Clever.
In v2.0 of our Data API, we’ve made some significant improvements to the way student contact data is represented and managed in Clever. As part of this change, we are renaming Student Contacts to simply Contacts. The endpoint has also changed accordingly.
If you're upgrading from v1.2 contacts to v2.0 contacts, here's what you need to know.
If you’re looking for v1.2 documentation, you can find it here.
The Contact object
For a list of attributes and a sample response, please refer to the Contacts section of Clever's Data Model.
Keeping Contacts stable
It's important to note that the stability of a contact's Clever ID is dependent upon whether that contact has the sis_id field populated in a district's SIS.
-
If the contact record does have an
sis_id, the contact will retain the same Clever ID when any contact info changes (for example,phone,email, orname). The only case where a contact’s Clever ID will change is if that contact’ssis_idchanges (similar behavior to a student or teacher record). -
If the contact record does not have an
sis_id, any change to contact data will delete the contact record and create a new one with a new corresponding Clever ID.
Not all SISes have sis_id for contact data. In other cases, the field may exist but is not populated. If you find that districts you work with are missing sis_id for contact data, we recommend you contact the district directly or work with our districts team to populate this field.
Accessing Contacts
Contact data by student
Clever has offered support for retrieving contact data by student for some time. Given a Clever ID for a specific student, you can retrieve a collection of the contacts associated with that student using GET /students/{id}/contacts.
This approach is not recommended for applications requiring all contact data within a district, but works well for ad hoc access patterns.
Bulk contact data by district
If your application makes heavy use of contact data, you should use Clever's bulk lookup method at GET /contacts.
Our bulk fetch approach supports the starting_after and ending_before parameters, allowing you to paginate through larger collections. As with most Clever collection methods, you may also use the limit parameter to specify up to 10,000 records per request. Standard rate limiting applies.
Contact data by ID
In addition to accessing contact records by student and in bulk by district, you may also now look up individual contact records with GET /contacts/{id} if you already know the corresponding Clever ID — usually to refresh data you've already obtained.
Additionally, you can use GET /contacts/{id}/students and GET /contacts/{id}/district if you've somehow lost track of the associated students or district associated with that contact record.
Please note: If the contact does not have an
sis_id, then the contact's Clever ID is not stable - if any information changes on the contact record, the record will receive a new Clever ID.Conversely, if the contact has an
sis_id, the Clever ID will remain stable even if data changes on the record.
Data warnings and required fields
It is now possible to mark contact fields as required. As a result, it is also possible to generate data warnings when districts do not supply this data, or do not have important fields like "email" in their shared contact information. This will help your app identify error cases to build against before syncing a specific district's data. If you would like to set data warnings for student contact information, reach out to your account manager.
How Contact data varies
In most cases, Clever developers never need to worry about the underlying SIS a district uses.
Due to the wide variance in SIS support for contact records, we recommend applications making extensive use of Contacts data to be aware of these particulars and to be extra tolerant of unusual formatting as Clever does not normalize all data from these fields.
SFTP
Districts using our SFTP upload feature can share student contacts as part of the students.csv upload. The following fields are supported:
| contact field | SFTP spec field |
|---|---|
name | contact_name |
type | contact_type |
relationship | contact_relationship |
phone | contact_phone |
phone_type | contact_phone_type |
email | contact_email |
sis_id | contact_sis_id |
Limitations: Using SFTP limits the number of contacts a student can have 5 contacts maximum. No custom mappings are supported.
SIS-Managed Auto-Sync
Limitations: Contacts field support varies district-to-district.
contact_relationshipis often missing and sometimes you may findcontact_typecontaining data you'd typically look for incontact_relationshipphone_typecannot be setcontact.sis_idis supported for Infinite Campus, IC OneRoster API, Skyward, and Skyward API only
PowerSchool
| Supported fields | Imports: |
|---|---|
nametyperelationshipemailphonephone_type | Father Mother Guardian EmergContacts |
Infinite Campus
| contact field | SIS field(s) |
|---|---|
name | contacts.firstName + " " + contacts.lastName |
type | always "other" |
relationship | contacts.relationship |
email | contacts.email |
phone | contacts.cellPhone or contacts.workPhone or contacts.homePhone or contacts.householdPhone |
Skyward
| contact field | SIS field(s) |
|---|---|
name | E1 Full Name |
type | always "other" |
relationship | E1 Relation Dsc |
phone | E1 Pri Phone or E1 Cell Phone |
iNOW
| contact field | SIS field(s) |
|---|---|
name | GuardianFirstName + " " + GuardianLastName |
type | "guardian" |
phone | GuardianTelephoneNumber |
email | GuardianEmailAddress |
Limitations: Contacts information from iNOW can sometimes cause sync issues with Clever. For districts experiencing these issues, contact information may be missing entirely. Districts can help alleviate these issues by using our SFTP upload approach instead.
Aeries
| contact field | SIS field(s) |
|---|---|
name | First Name + " " + Last Name |
email | EmailAddress |
phone | CellPhone |
relationship | RelationshipToStudent |
type | ContactOrder |
Tyler SIS
We support Emergency and Primary contacts from Tyler SIS.
Emergency contacts:
| contact field | SIS Field(s) |
|---|---|
name | Em1Name |
type | "emergency" |
relationship | Em1Relation |
phone | Em1Hphone |
phone_type | "home" |
Primary contacts:
| contact field | SIS Field(s) |
|---|---|
name | PrntPriName |
type | "primary" |
relationship | PrntPriRelation |
email | PrntPriEmail |
phone | PrntPriCell |
phone_type | "cell" |
Illuminate
Guardians:
| contact field | SIS field(s) |
|---|---|
name | contact_name_prefix + contact_first_name + contact_middle name + contact_name_suffix |
type | legal_guardian (default: "guardian") |
email | contact_email_address |
phone | primary_phone or mobile_phone_1 or work_phone_1 or home_phone_1 |
| phone_type | cell or work or home depending on which field is used above |
Emergency contacts:
| contact field | SIS field(s) |
|---|---|
name | contact_name_prefix + contact_first_name + contact_middle name + contact_name_suffix |
type | emergency_contact (default "emergency") |
email | contact_email_address |
phone | primary_phone or mobile_phone_1 or work_phone_1 or home_phone_1 |
phone_type | cell or work or home depending on which field is used above |
SchoolInsight
| contact field | SIS field(s) |
|---|---|
name | Contact First Name + " " + Contact Last Name |
type | Contact Custodial Status (default: guardian) |
relationship | Contact Relationship |
email | Contact Email |
phone | Contact Cell Phone or Contact Work Phone or Contact Home Phone or Contact Other Phone |
phone_type | cell or work or home depending on which field is used above |
Migrating from v1.2 to 2.0 Contacts
It’s important to note that if you plan to use v2.0 contacts, you must do a full data sync (not only an Events sync) to completely refresh all contact data in your database.
Key Changes
Contacts now have more stable ID
Previously, if any field on a contact changes, for example, a phone number, we delete the contact and create a new one with a new Clever ID.
Now, contacts will retain the same Clever ID when contact info changes. The only case where a contact’s Clever ID will change is if that contact’s sis_id changes (identical to a student or teacher record). This should provide much more stability for contacts, and allow you to better track changes if that’s important to your application.
*If you are using Events, we now generate a contacts.updated event for the contact. More details here.
Contacts can now have multiple students
Previously, every student-contact relationship was represented by its own record, so a guardian with 3 children would appear as 3 separate records in our API (each with its own Clever ID).
Now, contacts have multiple students associated with a single contact object, represented by an array of student IDs.
New normalized fields
In an effort to provide more standardized contact data, we now normalize the following fields:
type - Primary, Secondary, Parent/Guardian, Emergency, Family, Other
phone_type - Cell, Home, Work, Other
relationship - Parent, Grandparent, Self, Aunt/Uncle, Sibling, Other
Updated 9 months ago