How to Roster with Clever

Clever rostering allows administrators to automatically sync schools, teachers, classes, and students from Clever into the Merge 3D Platform. Once connected, roster information is updated automatically, reducing manual account management throughout the school year.

Before You Begin

To roster with Clever, you will need:

• An active Merge 3D Platform subscription that supports rostering.
• Administrator access to both the Merge 3D Platform and your Clever Dashboard.
• Your district's Clever administrator available to complete the setup if needed.

Connect to Clever

1. Sign in to the Merge 3D Platform as an administrator.
2. Select Settings from the left-hand menu.
3. Select Rostering.
4. Choose Clever.
5. Select Connect to Clever.
6. Sign in using your Clever administrator credentials when prompted.
7. Approve the permissions requested by Merge 3D Platform.

Select Schools to Sync

After connecting:

1. Choose the schools you want to synchronize.
2. Review your selections.
3. Save your changes.

Start the Initial Sync

1. Select Sync Now.
2. The first synchronization may take several minutes depending on the size of your district.
3. Once complete, your schools, teachers, classes, and students will be available in the Merge 3D Platform.

Automatic Synchronization

After setup, Merge 3D Platform automatically syncs roster updates from Clever, including:

• New teachers and students
• New classes
• Student enrollment changes
• Removed users or archived classes

This helps ensure your roster stays current throughout the school year without requiring manual imports.

Verify Your Roster

After the sync finishes:

1. Open Schools or Classes from the Dashboard.
2. Verify that teachers, students, and class enrollments appear correctly.
3. If recent changes were made in Clever, allow time for the next scheduled synchronization or manually run a sync if the option is available.

Troubleshooting

If your roster is not syncing correctly:

• Confirm your Clever connection is active.
• Verify the correct schools were selected during setup.
• Check that users and classes exist in Clever.
• Allow time for the synchronization to complete.
• Run another sync if available.

If you experience issues, contact support@merge3d.ai with your district name and a description of the problem so we can assist with troubleshooting.