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Compass Incoming and Outgoing Integration

Learn about the Compass Incoming and Outgoing Integration

Overview

The Compass SIS Writeback integration automatically syncs data from Clipboard to your Compass School Information System, reducing manual data entry and keeping systems in sync.

Benefits

  • Reduced Administrative Overhead - Eliminates manual data entry and updates across multiple systems.

  • Improved Data Consistency - Ensures Compass reflects the most current extracurricular information from Clipboard.

  • Time Savings - Automates routine data management tasks for Activities and Teams.

  • Error Reduction - Minimises mistakes from manual data transfers between systems.

What Data Does Clipboard Sync from Compass?

Incoming Integrations

Field in Clipboard

Students

First name

Last name

SIS ID

Compass ID

Legal first name

Email

Gender

Birth date

Campus

Campus code

Boarder

House

Year group

Homeroom

Guardians

First name

Last name

SIS ID

Email

Phone number

Student Photos

Student Photos

Medical Conditions

Medical Condition fields in Compass that sync to Clipboard under the Medical Condition:

  • Title

  • Description

  • Symptoms

  • Actions

Medical Action Plan attachments (i.e., files) cannot be synced to Clipboard via the Compass integration at this time.

Absences

Preexplained Absence

Staff

Refer to this document for more information on the Incoming Staff Sync.

What Data Can Be Synced to Compass?

Clipboard Entity

Compass Entity

Notes

Activities

Club Categories

Initial sync creates all Activities as Club Categories. Archive only syncs when the Activity has no Teams.

Note - the integration does not support archiving Departments or Activities in Clipoard

Teams

Clubs

Automatically syncs Team changes to Compass Clubs.

Note - the integration does not support hiding Teams in Clipboard

Team Memberships

Club Enrollments

Team Sessions

Club Sessions

Team Session Membership

Club Session Enrollments

Student Sessions

Club Sessions

Student Session Membership

Club Session Enrollments

Fixtures

Club Sessions

Results

Club Dashboard – Description

Location

Club Session (Parent & Sublocation) and Session Description (Address)

Additional Fields

Club Session Description

Includes: Student & Parent Notes, Bus Departure Time, Arrival Time.

Attendance (Clipboard Roll Marking)

Attendance (Compass Club Session Roll)

  • Syncing Present as Present

  • Syncing Absent (both Explained and Unexplained) as Not Present

  • Attendance Notes field from Clipboard into Compass as Comments in the roll

See image below

How the Integration Works

Once set up, the Compass Writeback integration works automatically in the background, ensuring Clipboard remains your centralised system for managing all extracurricular Activities and Teams, with Compass receiving these updates automatically.

Team Sessions

  • Create a new Team Session: Automatically creates a corresponding Club Session in Compass, with all current Team members enrolled

  • Update session details: Updates the Club Session in Compass

  • Cancel a Team Session: Marks the Club Session as cancelled in Compass

  • Delete a Team Session: Removes the corresponding Club Session from Compass

Student Sessions

  • Create a new Student Session: Automatically creates a corresponding Club Session in Compass. The Club Category and Club Name in Compass are the Activity name from Clipboard.

  • The student will sync to Compass on Sessions as Attendees

  • Update session details (location, description, type): Updates the Club Session in Compass

  • Delete a Student Session: Removes the corresponding Club Session from Compass

The integration does not sync the Session Title from Clipboard

Example of Individual lessons syncing from Clipboard to Compass:

Fixtures

Fixtures sync to Compass as Club Sessions following the same behaviour as Team Sessions above.

It's important to note that, as per the notice in the screenshot below, Clipboard must be the source of any changes to the Team, not Compass, as Clipboard is the source of truth for that Team.

What's Next?

This integration is new, and Clipboard and Compass will continue to build and develop it to be the best-in-class two-way integration between an Extracurricular Management System and a Student Information System.

You can view our community roadmap here to find out what's being built next.

How to Set Up the Compass Incoming and Outgoing Integration

The Compass SIS Writeback integration is currently in Early Access. For more information and to request early access, please reach out to Clipboard Support at support@clipboard.app.

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