Rostering in Merge EDU


Rostering is taking information from one system - such as Classlink or Clever - transforming that data, and then pushing it to another system - in this case the Merge EDU Platform. Rostering defines student, teacher, and classroom data and the relationship among each, and then converts that data into rosters that are used by the third-party applications.

Note: Rostering is NOT AVAILABLE for Merge EDU free trials 

Follow the steps below to begin rostering in Merge EDU:

Step 1. Setup sharing rules in your Rostering Tool

Sign in to your roster tool, such as Classlink or Clever, add the Merge EDU app, then set up your sharing rules. 

If you are using Clever like the example below, you will need to add the Merge EDU and the Merge SSO applications.

For Classlink, you will only need to add the Merge EDU application.

If you are only sharing data for a specific campus vs a district, be sure to ONLY send over the data from that campus. 

Please email if you need help with setting up your sharing rules in your rostering tool.

Step 2. Sign in to your Admin account on the Merge Dashboard using your single sign-in tool

Be sure you join your school/district Merge EDU subscription as an administrator. You will need admin access in order to roster. If you need help with this step contact the Merge EDU Subscription Owner for your campus or district, or email

When you sign in to the Merge Dashboard ( use the same single sign-on tool for your roster (not a username/password). Check out this help article to learn more about Single Sign On tools.

Step 3. Use the Roster page

Select "Roster" from the left side menu, then select "Import" and allow time for the roster import to complete. It may only take a few minutes to several hours, depending on how much data you are sending over. Do not close the tab until it completes, but feel free to work in another tab or window.


If you are using a OneRoster 1.1 formatted CSV file (should be in one ZIP file), tap “Browse” to select the file, then “Upload”.

Step 4. Once rostering is complete, have teachers and students sign in

Everything should now be ready for teachers and students to sign in! They should go to the Merge Dashboard or apps, then tap their corresponding SSO tool to sign in. This step will activate their account and sign them in.


Check out this help article on how to sign-in to the Merge Dashboard and Apps.

If you encounter any issues or errors while using the Rostering in Merge EDU, please let us know right away! You can contact us at

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