This document will walk you through all of the data requirements for setting up SchooLinks.

We have compiled a “fact sheet” for each of the SISs that we frequently work with, to show some of the best practices around data interchange with SchooLinks:

SIS Data Integration Reference

If you are having problems with any part of the data integration process- extracting, transforming, or uploading your data please contact your Customer Success Manager. We're always happy to problem solve with you and figure out how to make the onboarding process go smoothly.

We have designed this process to be as simple and quick as possible and we're always looking to improve. Please let us know what would make this process easier for you!

Data Support Assistance: [email protected]


Introduction

Data Integration Introduction and Overview

Single Sign On

Data Upload UI and SFTP Server

CSV File Upload File Conventions

Rostering, Account Provisioning, and Platform setup

Rostering Setup

Adding Staff Rosters (Caseloads Sections, etc)