Skip to main content

Compass Incoming and Outgoing Integration

Learn about the Compass Incoming and Outgoing Integration

Updated yesterday

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 Conditions

Absences

Preexplained Absence

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.

Teams

Clubs

Automatically syncs Team changes to Compass Clubs.

Team Memberships

Club Enrollments

Team Sessions

Club Instances

Changes to session start times require deletion and re-creation.

Team Session Membership

Club Instance Enrollments

Student Sessions

Club Instances

Changes to session start times require deletion and re-creation. Students sync as their own Clubs, with their names as the Club name.

Student Session Membership

Club Instance Enrollments

Fixtures

Club Instances

Results

Club Dashboard – Description

Location

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

Additional Fields

Club Instance Description

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

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 Instance in Compass, with all current Team members enrolled

  • Update session details: Updates the Club Instance in Compass

  • Change session start or end time: Will NOT update the Session start or end time.

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

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

Student Sessions

  • Create a new Student Session: Automatically creates a corresponding Club Instance in Compass. The student will sync as a part of the Club Category's Non-team Sessions Club.

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

  • Change session start or end time: Will NOT update the Session start or end time.

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

Currently, you must delete the session and recreate it with the new time in Clipboard. This will remove the old Club Instance and create a new one in Compass

Fixtures

Fixtures sync to Compass as Club Instances 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.

The Compass integration functionality being released in April includes:

  • Attendance Writeback – Sync Present and Absent status to Compass

  • Incoming Staff Sync – Sync new staff from Compass to Clipboard

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.

Did this answer your question?