This process is best completed by IT Admin Users.
You can add students to Clipboard by integrating with your school SIS via Wonde. Learn how to set this integration up here.
When you're initially setting up this sync, the integration may take some time, so in some rare cases, we may ask you to manually add students and/or guardians to Clipboard via our CSV upload.
The following instructions are directed toward schools that will not be using any integration (e.g. Wonde, Database connector, Veracross API) to sync students to Clipboard.
To add students:
Adding internal students is only suited for schools without an integration setup.
Go to Students
Select More
Click Upload Students
Select Select upload type as the School (default), then click Next
Update to upload new parents/guardians, then Next
Add to Existing Students form will pop up. Upload a spreadsheet containing the details of the new students. Ensure this spreadsheet matches the Clipboard template shown below. You'll need to match up what your year groups are called with what they're named in Clipboard and ensure you include this in your CSV. Clipboard uses the following year groups: 'Pre-K', 'Kindergarten', 'Year 1', 'Year 2'...'Year 12'.
Save
To upload internal parents/guardians:
Adding internal guardians is only for schools that do not have an integration setup.
Go to Students
Select More
Select Upload Guardians
Select upload type as the School (default), then click Next
Update to upload new parents/guardians, then Next
Upload a CSV or Excel file in the format displayed in the next step, and click Next
Drag and drop or browse to choose the file
Then Save.
Please ensure you include the student emails and/or Student SIS IDs in the guardians upload, so our system can match them to their students (see the image below).
How do I add additional students to Clipboard?
Students can be added automatically via the integration with your SIS via Wonde, or you can manually add them if no integration is set up. Neither of these methods will remove existing students; they simply update them.
1. Automatically by Integration:
New students added into your SIS will be automatically added to Clipboard if you already have an integration running between your SIS and Clipboard via Wonde.
2. Manually:
If there is no integration set up, you can manually add them yourself by following the steps above.
Note: If a student already exists, they will be updated, otherwise it will create the new student.
If you have any problems, please email s[email protected] for assistance.
Updating the Student & Guardian SIS IDs
IT Admins, you can update Student & Guardian SIS IDs within Clipboard!
This is helpful in situations like when the school changes SIS or changes the way an integration occurs, whereby a different ID set is being used.
You can do this by following the process below:
Go to Students
Select More
Select Update Student SIS IDs or Update Guardian SIS IDs
Select upload type as the School (default - Select this to update existing Student SIS IDs of internal Students or Guardians.), then click Next
Upload a CSV or excel file in the format displayed in the next step, click Next
Drag and drop or browse to choose the file
Then Save.
If you would like to convert External Students or Guardians and have them changed to internal students, you can do this by adding a student SIS ID. Step 4 from above would change to External.
Go to Students
Select More
Select Update Student SIS IDs or Update Guardian SIS ID's
Select upload type as External (Select this option to convert external Students or Guardians to be your schools internal Students by assigning them a SIS ID.), then click Next
Upload a CSV or Excel file in the format displayed in the next step, and click Next
Drag and drop or browse to choose the file
Then Save.
Past Student Filter
In Clipboard, we can view past students on the Students page. Simply click the filter, then under Status, select Past Students.
You can also mark students in Clipboard as 'Past Student'. You’ll need to keep in mind if you are running the student sync via the integration, and they are included in the next sync this student will repopulate as a current student.
You can do this by:
Going to to Students
Select the Checkbox for the Student/s
Click on the three dots (More Button)
Mark as Past Student.
If you wish to mark a past student as a current student, you will need to filter the Status to ‘Past Students’, locate the student, mark the student and click on the More Button and select Mark as Current Student.
FAQ
Can I search for guardians associated with students on Clipboard?
As with students, guardians can also be searched for and found on the Students page.
Simply type in the Guardian name, and this will filter the student and their associated Guardians in the Student List.
You may also use the search bar to search by the guardian's email address.