Prepare for the Student Data Integration

PowerSchool Student Information System (SIS) Preparation

Before configuring the PowerSchool SIS student data integration in Naviance, complete the following steps.

Review the PowerSchool SIS Student Field Mapping Template

Learn more about the PowerSchool data fields to import, how they match with Naviance fields, and Naviance data fields not supported by your PowerSchool SIS.

Set up non-supported data fields via a manual data import or an automated import using SchoolSync™.

Review and Verify Your GPA Calculation Method

If importing GPAs, obtain the GPA calculation method used for weighted and unweighted GPAs.

1. In your PowerSchool SIS, go to Setup and select District.
2. Choose Grading Section.
3. Select GPA Calculations and then Calculation Methods.

Enable Class Rank

If importing GPAs into Naviance, enable Class Rank at each school for which you will be importing data, whether Class Rank is used or not.

1. In your PowerSchool SIS, go to School Setup and select Class Rank Settings (Grades).
   • If the class rank method is already defined, take note of the GPA calculation methods used.
   • If defining a class rank method, click New to create and assign new class rank methods using a specific GPA calculation method. In Naviance, matching for the GPA Calculation Methods is pulled from the GPA Calculation Method that is associated with the Class Rank Method. For this setting, you will need at least two Class Rank Methods, one for Weighted GPA and another for Unweighted GPA.
2. Select Class Rank Recalculation and ensure the frequency is set to daily.
3. After you have updated the class rank methods, select Recalculate Now.
4. Repeat these steps for all schools that you are importing into Naviance.

Verify Fields for the SIS Import

Review a list of commonly used PowerSchool SIS fields, then use Quick Export to select the field names to be used in your SIS import and confirm that the data populates correctly.

1. From the PowerSchool District Office or School Start page, select All to choose all students.
2. Select Importing & Exporting from the menu.
3. From the Export section, select Quick Export.
4. In the Quick Export text box, enter all SIS fields to submit an export, then verify the accuracy of the fields.
5. Enter the GPA methods based on your findings.
6. Using the Quick Export results, find students who have different values for Sched_YearOfGraduation, ClassOf, and StudentCoreFields.Graduation_Year.

7. Confirm which field reflects the student's forecasted year of graduation. That field will be used when mapping to the Class_Year in Naviance unless you use a custom field for Class Year.

   

   If you do not choose the correct class year, it will cause cascading data issues.

Verify the Student Email Field

If student email will be included in the data integration, verify the student email field to use. The Quick Export does not include email.

1. On the PowerSchool District Office Start page, select All to choose all students.
2. Choose Importing & Exporting from the menu.
3. From the Export section, select Data Export Manager.
4. From the Category drop-down list, select Show All.
5. Export from the PSM_StudentContact table, then select the ID, EMAIL, First Name, and Last Name fields.
6. Select Next, then choose Next.
7. Click Export to run and download the export file.

If the student's email address is not in the file, and there is no custom field for student email, it is likely that student email addresses are stored in EmailAddress.EmailAddress.

Disable your Clever Student Import

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

SIS ID is a required field to identify and match existing students in a PowerSchool data integration.

• If migrating from the legacy Clever integration, confirm the student IDs in Naviance are the same as the student IDs in your SIS.
• If migrating from the new Clever integration, PowerSchool recommends taking a screenshot of the Matching fields page of your current Clever student integration to ensure you use the same field mapping in the PowerSchool data integration.

Update SchoolSync

Remove any fields you will import via the SIS integration from your automated SchoolSync imports, then update field mapping in Naviance.

Install the Naviance Plugin

Locate your PowerSchool SIS version at the bottom of the PowerSchool SIS sign-in page.

• If you have PowerSchool SIS version 21.11 or later, the Naviance plugin is installed.
• If you have PowerSchool SIS version 21.10 or earlier, you must install the plugin.
  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 will download.
  6. Sign in to PowerSchool SIS, from Setup, select System.
  7. From Server, select System Settings.
  8. Select Plugin Management Configuration and then click Install.
  9. Click Choose file and select the zip file downloaded from Naviance.
  10. Click Install.

Enable the Integration

1. Sign in to PowerSchool SIS, and from Setup, select System.
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 for use in the Naviance Data Integration Setup.

eSchoolPlus SIS Preparation

Before configuring the eSchoolPlus SIS student data integration in Naviance, complete the following steps.

Enable the Integration

1. From your district eSchoolPlus account, open the Menu and select Administration.
2. Choose General Setup, and then select District.
3. From Search Results, find your district then click its name.
4. On the District Definition page, navigate to the Integrations section.

5. Select Enable Integration for Naviance.

   

   If already selected, clear Enable Integration and click Save. Then, select Enable Integration again.
6. From the lists, choose a Home Phone Type and a Mobile Phone Type.
7. Click Save.

8. Save the information in the Integration Details dialog box for use in Naviance.
   

   

   You will need the eSchoolPlus SIS Domain, OIDC Discovery URL, Client ID, and Client Secret when configuring the integration in Naviance.
9. Click OK.

Review the eSchoolPlus SIS Student Field Mapping Template

Learn more about the eSchoolPlus data fields to import, how they match with Naviance fields, and Naviance data fields not supported by your PowerSchool SIS.

Review a list of common eSchoolPlus SIS student data fields.

Set up non-supported data fields via a manual data import or an automated import using SchoolSync™.

Disable your Clever Student Import

If your district has an existing Clever integration for student data, contact Clever support and request a date to disable it.

SIS ID is a required field to identify and match existing students in a PowerSchool data integration.

• If migrating from the legacy Clever integration, confirm the student IDs in Naviance are the same as the student IDs in your SIS.
• If migrating from the new Clever integration, PowerSchool recommends taking a screenshot of the Matching fields page of your current Clever student integration to ensure you use the same field mapping in the PowerSchool data integration.

Update SchoolSync

Remove any fields you will import via the SIS integration from your automated SchoolSync imports, and then update field mapping in Naviance.