Instructions
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Review the data fields supported by the Naviance and eSchoolPlus SIS integration. To import student data fields not supported by eSchoolPlus SIS, Naviance recommends importing those fields using a manual data import or by an automated data import with SchoolSync™.
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Note the required data field and determine any additional data fields to import for students.
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Complete the pre-integration preparation steps.
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Configure the integration in Naviance.
If you are a Clever user and take advantage of eSchoolPlus SIS Integration:
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You cannot sync student data with Clever.
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You cannot use the new Clever integration for staff.
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You can continue to use Clever for single sign-on (SSO).
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To set up the Clever SSO experience, create a SAML connection in Naviance and then use the External Link feature in Clever to add Naviance.
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To retrieve the Naviance link needed for the Clever external link feature, set up student SAML and retrieve the Bookmark URL.
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Student Data Fields for Integration
|
Order |
Naviance Field |
Requirement |
Definition |
SIS Data Field List Options |
Default Selection |
|---|---|---|---|---|---|
|
1 |
Class Year (four digits) |
Required |
The year the student is expected to graduate; associated with the student's grade. |
Varies: For Active students, convert grade (reg.grade) to Class Year in Naviance If current date is between Jan 1 and Jul 15, then Class Year = Current Year + (12 - Grade) If current date is between Jul 15 and Dec 31, Then Class Year = Current Year + 1 + (12-Grade) For Graduated students, get class year from reg_academic.graduation_date |
Class Year based on Current Grade |
|
2 |
Enrollment Status |
Required |
The field to track student's enrollment status, such as Currently enrolled, Graduated, or Transferred out. |
Currently enrolled students: reg.current_status = P (Preregistered) or A (Active)
reg.current_status =G (Graduated) reg.current_status = I (Inactive) reg_entry_with.withdrawal_code |
Status |
|
3 |
High School Student ID |
Required |
The student number known to students and staff, not internally generated IDs. |
reg.student_id |
Student ID |
|
4 |
Last Name |
Required |
The legal last name of the student. |
reg.last_name |
Last Name |
|
5 |
School ID |
Required |
The ID of the school that the student attends within the district. |
reg.building reg_entry_with.building |
Building |
|
6 |
City |
Optional |
The student's physical or mailing address. |
(Do not import) reg_contact.city |
Mailing Address (City) |
|
7 |
Counselor |
Optional |
The name or employee ID of student's assigned counselor. |
(Do not import) reg.counselor |
(Do not import)
|
|
8 |
Date of Birth |
Optional |
The student's date of birth. |
(Do not import) reg.birthdate |
Birthdate |
|
9 |
Decile |
Optional |
The integer representing the student's rank in terms of decile. |
(Do not import) mr_stu_gpa.cum_decile
|
(Do not import)
|
|
10 |
|
Optional |
The preferred email address of student for receiving emails from the school; can be a school email address or student's personal email address. |
(Do not import) reg_contact.email |
Email Address |
|
11 |
Ethnicity |
Optional |
The standard ethnicity categories are:
|
(Do not import) reg_personal.hispanic reg_ethnicity.ethnic_code reg_personal.fed_race_ethnic |
Federal Race |
|
12 |
Federation ID |
Optional |
This ID is required if 'Federated ID' is the Federation Type used for SAML SSO Setup. |
(Do not import) sec_global_id.global_id |
(Do not import) |
|
13 |
First Name |
Required for eDocs but otherwise optional. |
The student's egal name. required for college applications. |
(Do not import) reg.first_name |
First Name |
|
14 |
Gender |
Optional |
The gender of student:
|
(Do not import) reg.gender_identity |
Gender |
|
15 |
Home Phone |
Optional |
The home phone number of student. |
(Do not import) reg_contact_phone Phone_type must be the code your district uses for home phone, usually H. |
Home_Phone |
|
16 |
Middle Name |
Required for eDocs but otherwise optional. |
The student's legal name. |
(Do not import) reg.middle_name |
Middle Name |
|
17 |
Mobile Phone |
Optional |
The mobile phone number of student. |
(Do not import) Select custom field |
(Do not import) |
|
18 |
Original Class Year |
Optional |
The year the student expected to graduate upon entering grade 9, sometimes called the Cohort Year. |
(Do not import) reg_academic.graduation_year |
(Do not import) |
|
19 |
Rank |
Optional |
The integer representing the student's rank in class. |
(Do not import) mr_stu_gpa.cum_rank |
(Do not import) |
|
20 |
State |
Optional |
The student's physical or mailing address. |
(Do not import) reg_contact.state |
Mailing Address (State) |
|
21 |
State Student ID |
Optional |
The student's state student ID Number. |
(Do not import) reg_personal.state_report_id |
State Reporting ID |
|
22 |
Street Address |
Optional |
The student's physical or mailing address. |
(Do not import) reg_contact.street_number street_prefix street_name street_suffix street_type |
Mailing Address (Street) |
|
23 |
Unweighted GPA |
Optional |
The student's grade-point average. Include up to four decimal places. |
(Do not import) mr_stu_gpa.cum_gpa Gpa_type must be the same code used for unweighted GPA. |
(Do not import) |
|
24 |
Weighted GPA |
Optional |
The weighted student grade-point average. Include up to four decimal places. |
(Do not import) mr_stu_gpa.cum_gpa |
(Do not import)
|
|
25 |
Zip |
Optional |
The student's physical or mailing address. |
(Do not import) reg_contact.zip |
Mailing Address (Zip)
|
|
26 |
Groups |
Optional |
The Student Group ID code set up in Naviance. |
(Do not import) The field that corresponds to your group. |
(Do not import) |
|
27 |
Naviance Student Username |
Optional |
This ID is required if Federated ID is the Federation Type used for SAML SSO setup. |
(Do not import) reg_contact.login_id |
No student login created |
|
28 |
Homeroom |
Optional |
The homeroom of student. Set up homerooms in individual school accounts first. |
(Do not import) reg.homeroom_primary |
(Do not import) |
Alumni Student Data Fields for Integration
|
Order |
Naviance Field |
Requirement |
Definition |
SIS Data Field List Options |
Default Selection |
|---|---|---|---|---|---|
|
1 |
Date of Birth |
Required |
The student's date of birth. |
reg.birthdate |
Birthdate |
|
2 |
Diploma Type |
Required |
The supported diploma types are:
|
reg_entry_with.withdrawal_code |
Diploma Type |
|
3 |
FERPA Block Requested |
Optional |
A yes or no indicator of whether the student requested a FERPA Block. Unless you indicate yes, the system defaults to no. |
reg_personal.ferpa_name |
Ferpa Name |
|
4 |
First Name |
Required |
The student's legal first name. |
reg.first_name |
First_Name |
|
5 |
Graduation Date |
Required |
The student's date of high school graduation. |
reg_academic.graduation_date |
Graduation Date |
Student Data Fields Not Supported by Data Integration
|
Data Field |
Requirement |
Example |
Information |
|---|---|---|---|
|
Nickname |
Optional |
Nita |
The nickname of the student. |
|
Country |
Optional |
US |
The student's physical or mailing address. |
|
Citizenship 1 |
Optional |
US |
Enter the two-letter ISO country code for primary and secondary citizenships. |
|
Citizenship 2 |
Optional |
CA |
Enter the two-letter ISO country code for primary and secondary citizenships. |
|
AP Courses |
Optional |
4 1 |
Enter the number of AP or Honors classes the student is enrolled. |
|
Counselor Comments |
Optional |
No example. |
No information. |