Twig: Rostering with Clever

 

In this article, we’ll cover the following steps for rostering and onboarding your district with Clever and Twig Science:

Step 1: Connect to Clever

The Twig Science platform supports integration with Clever for both:

  • Instant Login (SSO)
  • Secure Sync (Rostering)

 Note

Before we begin, you should be either piloting or have an active subscription for Twig Science, and be set up on Clever. For information on how to set up Clever, before adding Twig Science as an application, please go to: Clever Support: Setting up Clever.

Use the sections below to walk through the setup process. You’ll find guidance on adding the Twig Science app in Clever, configuring data sharing rules, and important considerations to stay within your licensing limits.

Set up the Twig Science app in Clever

For information on how to add apps to Clever, read: For Clever Admins: Apps - Add/request or remove apps.

Below are the steps for adding the Twig Science App to your dashboard:

  1. Log in to Clever.
  2. Click on Applications in the side navigation.
  3. Click Add Applications.
  4. Search for Twig Science.search Twig Science.png
  5. Click the Request App button to the right of the application.
  6. You’ll now need to complete the application form, which will ask whether you’ve purchased Twig Science. As part of this process, you’ll also be prompted to set your intended launch dates for the application. Find out more information about this process here: For Clever Admins: Apps - Add/request or remove apps
Setting up sharing rules

To ensure only the necessary student data is shared, create a data sharing rule that limits access to students who require Twig Science. This rule should filter based on criteria such as program enrollment, course participation, or specific access flags, depending on your system’s configuration.

For more detailed support on setting up sharing permissions, read this Clever article: Sharing Permissions: Overview

 Caution

Keep in mind that sharing all district data may push you over your license limit. The number of students shared will need to be less than or equal to the number purchased.

Step 2: Enable Rostering Sync and SSO

The steps below outline how to fully integrate Twig Science with Clever. Use each section to explore key setup areas, including rostering with Secure Sync and enabling Instant Login (SSO).

Enable Clever Secure Sync (Rostering)

Twig Science supports Clever Secure Sync to create and manage user records in the platform. This section outlines the data sharing requirements and synchronization options.

There are two ways to sync your data with Clever:

  • Web Upload Tool
    Use this method if you don’t have an automated SIS integration with Clever. You’ll manually upload the  required CSV files directly through Clever’s portal. Download sample CSV files here: Download Sample CSV Files
  • SFTP Client
    Recommended if you want to automate the data upload process. This method is ideal for districts that generate roster data regularly and prefer a scheduled, hands-free sync.
    Detailed instructions can be found here: Clever SFTP Setup Guide.

Data Access and Sharing Permissions

Twig Science will request access and will sync the following data via Clever:

Students Teachers Sections/classes Schools

Mandatory fields:

  • clever_id
  • name_first
  • name_last

Optional fields:

  • sis_id
  • state_id
  • student_number
  • name_middle
  • email

 Caution

Important: Do Not Reuse User IDs

Each clever_id and sis_id must be unique and permanently assigned to a single user. These IDs should never be reused or reassigned—even if a student has left the school or district, or after a school year rollover. Reusing IDs can lead to serious issues with data integrity, user accounts, and access within the Twig Science platform. Our system does not support ID reuse under any circumstance.

 

Initiating Sync

Once you have set up sharing rules we will receive notification of your request to connect. It may take us up to 24hrs to process your request.

On connection, we will run an initial sync (unless you request otherwise), and will let you know when this is completed. Subsequently, automatic syncs will take place every night. 

Testing Sync

Use the Clever data browser to test the sync has been successful. Use Clever data browser to log in as a teacher and a student to ensure the data has been synced correctly. 

Enabling Clever Instant Login (SSO)

Clever Instant Login allows your users to use their Clever login (or badge) to sign into the Twig Science platform. You can do this via your Clever dashboard, or from the Twig Science login page.

We support the following roles:

  • Students, Teachers and Administrators: users will be able to access the Twig Science application from their Clever dashboard, by pressing on the Twig Science application icon. As a result they will be automatically logged in the Twig Science application.
  • District Account Owner:  Accounts will be provided by your CSM. This account provides the district with a single non-Clever user account.  Please contact Twig Science if you have not been provided with a District Account Owner login. 

Step 3: Manage Nightly and On-Demand Syncs

There are two ways to sync regularly with Twig Science:

  • Automated Nightly Sync: Twig Science will sync with Clever every night at approximately 12:00 AM PT. Any new records that are not found in Twig Science will be added. Updates will be done for existing records. Missing records will be deactivated in Twig Science.
  • On-Demand Sync: The district account owner can trigger an on-demand sync if an update is needed sooner than the automatic nightly Clever-Twig Science sync. Use your District Admin user account to trigger a sync.

Step by step guide to managing and triggering on-demand syncs

You can manually sync data at any time using your district admin credentials.

Discover how to trigger a sync with our interactive step by step guide below.

14 STEPS

1. Welcome to our Clever Rostering Self-Service Sync Guide!

Follow these simple steps to start and monitor a Clever on-demand sync.

Click on 'Begin' to start the guide.

Step 1 image

2. Navigate to https://app.twigscience.com/login and click the 'District ID' box.

Enter your District ID. In this example we are using SELFSERV. Please check with your Customer Success Manager if you're unsure what your District's ID is.

Step 2 image

3. Type in your District ID and click 'Next'.

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4. Type in your District Admin Username and Password.

Note: District Admins cannot log in with Clever or Classlink.

Step 4 image

5. Click 'Log in'.

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6. This is your Admin Dashboard.

You can see the latest sync status displayed here.

You can also access Assessment Reports and Integrations.

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7. To start an on-demand sync, click on the 'Integrations' button.

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8. This is the Integrations page. It will display a list of all recent syncs, scheduled or on-demand, the sync date, started by, and the status.

Note: Scheduled syncs are ran on a automatic nightly basis.

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9. To start an on-demand sync click 'Sync Now'.

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10. The sync will now run and may take up to 30 minutes to complete.

Click 'Okay' to dismiss this notification.

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11. Your sync will now display the status of 'processing' .

The status of your sync will display in real-time, you do not need to refresh your page.

Once complete, you will normally receive a 'Successful' message.

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12. If a sync should fail you'll see the error message 'Failed' as displayed here.

Should this happen, please reach out to your Customer Success Manager for further support.

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13. Your sync is now complete. Any new users or amendments will be added to your Twig Science Roster.

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14. Guide complete!

Thank you for using our Support Center resources.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2166497/Twig-Science---Clever-Rostering-Self-Service-Sync-Guide