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Prepare for the Staff Data Integration

Complete these steps before configuring the PowerSchool Student Information System (SIS) staff data integration.

Review the PowerSchool SIS Staff Field Mapping Template

Learn more about the PowerSchool data fields to import and how they match with Naviance fields.

Disable your Clever Staff Import

If your district has an existing Naviance-Clever integration for staff data, contact Naviance support to request a date and time to disable it before configuring the SIS integration.

Install the Naviance Plugin

You must have at least PowerSchool SIS version 22.7 and plugin version 1.2.14.

Find your PowerSchool SIS version at the end of the PowerSchool SIS sign-in page.
  1. From Naviance for Districts, navigate to the gear icon, then select Setup.
  2. Choose PowerSchool Data Integration, then click Configure.
  3. Select SIS Integration Setup, then click Edit SIS Integration Settings.
  4. From Select SIS, choose PowerSchool SIS.
  5. Select Download Configuration File. A zip file containing the plugin downloads.
  6. Sign in to PowerSchool SIS and from Setup, select System.
  7. From Server, select System Settings.
  8. Choose Plugin Management Configuration, then click Install.
  9. Click Choose file and select the zip file downloaded from Naviance.
  10. Click Install.

Review Naviance User Roles

Review your district- and school-level user roles.

  • Delete staff user roles you no longer use.

    Before deleting a user role, ensure no users are assigned to the role. If users are assigned, reassign those users to another user role and then delete the user role.
  • Update user role names to eliminate confusion when mapping Naviance user roles to your PowerSchool roles in the Naviance configuration process.

Job function:

  • Staff users not mapped to the Counselor or Teacher job function in Naviance are mapped to the Support Staff job function.

Roles:

  • To prevent staff from being imported in Naviance do not map their assigned role in Naviance. Only mapped roles in the Naviance configuration process are imported.

Review Staff Settings in PowerSchool SIS

Review these settings to import staff and create their accounts correctly in Naviance.

Settings for Counselor Role

  1. Sign in to PowerSchool SIS, and from Setup, select System.
  2. From Security, select Roles Administration.
  3. Select User Access.
  4. Choose the role to edit.
  5. Select Indicates a Counselor Role to map staff users to the counselor job function in Naviance.
  6. Click Submit.

Settings for Teachers

  1. Sign in to PowerSchool SIS, search for and select a staff member.
  2. Select Security Settings.
  3. Select Teachers and Affiliations.
  4. To import the user, you must do the following:
    1. Ensure Sign in to PowerTeacher is selected.
    2. From School Affiliations:
      1. Ensure the staff member is affiliated as a teacher at the correct schools and that you map the schools in Naviance.
      2. Ensure Staff Type is set to Teacher for the corresponding school.
  5. Click Submit to save any changes.
Staff who need Naviance accounts but not SIS access must have a SIS account with the aforementioned settings. However, do not assign security permissions.

Settings for District Staff and Administrators

  1. Sign in to PowerSchool SIS, search for and select a staff member.
  2. Select Security Settings.
  3. Select Admin Access and Roles.
  4. To import the user, you must do the following:
    1. Ensure Sign in to Administrative Portion of PowerSchool is selected.
    2. From Roles and Schools:
      1. Ensure the staff member is assigned a Role at the correct schools and that you map the schools and user roles in Naviance.
      2. Ensure the staff members is assigned a Role at the District Office (Home School) to create a district-level account in Naviance.
  5. Click Submit to save any changes.

Enable the Integration

  1. Sign in to PowerSchool SIS, and from System, select Setup.
  2. From Server, select System Settings.
  3. Choose Plugin Management Configuration.
  4. Select Enable for the Naviance plugin.
  5. From the Name column, choose Naviance.
  6. From the Function column, select Data Provider Configuration.
  7. Copy the Client ID, Client Secret, and PowerSchool SIS URL to be used when completing the Naviance Data Integration Setup.
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