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Prepare for the student integration (OneRoster)

All Naviance District Edition clients using OneRoster can integrate data with Naviance to create student records.

Set up prerequisites

  1. Confirm you have a district Naviance account. Contact your account manager if you don’t.

  2. Set up SFTP if it has not previously been set up for Naviance course-related data.

If your Student Information System (SIS) does not offer SFTP, you can set up Structured Query Language (SQL) with WinSVC, a free SFTP client for Microsoft Windows.

Prepare student data in OneRoster

  1. Confirm the data in your SIS follows the OneRoster standard format before starting the OneRoster student integration process in Naviance.

  2. Ensure all students who need Naviance accounts are loaded into your SIS. Then, export them in the OneRoster format. If using ClassLink, export the OneRoster-format CSV ZIP file from ClassLink. Review the users import fields for more details on creating your export.

  3. Check the student data fields available to Naviance via the OneRoster CSV (version 1.1).

  4. Verify that students in the OneRoster file have metadata extension fields.

Prepare files

You must create orgs, manifest, users, and demographics files to include in your ZIP file.

  1. Export data from your SIS to create orgs, manifest, users, and demographics files.

  2. Create a ZIP file using the following naming convention: NavianceOneRoster.zip

    • Include the manifest, orgs, users, and demographics data files in the ZIP file.

    • Only ZIP files with a max size of 1GB will be accepted.

  1. Sign in to ClassLink Roster Server.

  2. From Exports, select OneRoster CSV. 

  3. Select the OneRoster version (v1.1). 

  4. Ensure that metadata fields are appropriately shared. 

  5. Generate export and download the ZIP. Then, verify filenames and headers exactly match the spec. Optionally, review or edit CSVs with a text editor to avoid Excel auto-formatting.

  6. Rename the file to NavianceOneRoster.zip. This is not case sensitive. 

  7. If your export provides individual CSVs, select the required files and compress them into a .zip archive.

    • Place all files at the ZIP root. Do not use subfolders.

    • Ensure the manifest.csv accurately lists each file name present.