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[WIP]Roster sync

Arti Gupta
Roster sync allows you to connect Toddle with your SIS to automatically sync users, classes, and enrolments.

What can I do on this page?

Use this page to set up and manage SIS roster synchronization.
Click on Sync setup to begin the configuration.
Choose the school and the SIS that you are integrating with.
Enter and verify your SIS credentials.
Click on Manage sync to begin the sync for your school.
Grades mapping
Click Fetch data to retrieve all the grades from your SIS.
Match the fetched SIS grades with the corresponding grades in Toddle.
Click Refetch if you need to retrieve the latest grade data again.
Click Edit to update existing mappings.
Once you’ve completed the mapping, click Save changes to apply them.
Subject mapping
Click Refetch to retrieve the latest subjects from your SIS, if required.
Review the mapped subjects between your SIS and Toddle.
Click Edit to update existing mappings.
Once you’ve completed the mapping, click Save changes to apply them.
Existing data mapping
Map the existing data in Toddle with the corresponding records from your SIS by using Fetch data button.
Once the data is fetched, match the SIS records with the corresponding entries in Toddle.
Click Refetch to retrieve the latest data from your SIS, if required.
Toddle exclusion
Use the Classes, Students, Staff, or Family members tabs to exclude the Toddle data from sync.
Excluded records will be prevented from being modified, archived, or updated in future sync cycles.
Use the Remove icon to take a record out of exclusions if needed.
SIS exclusion
Use the Classes, Students, Staff, or Family members tabs to select SIS records that you want to exclude from being synced into Toddle.
Excluded records will be prevented from being modified, archived, or updated in future sync cycles.
Click Refetch to retrieve the latest records from your SIS, if required.
Dashboard
Use the Dashboard to run new syncs and view the history of previous sync jobs.
Click Sync to generate a new sync request.
Review the request under Classes, Students, and Staff before approval.
Use the toggle to enable daily sync.
Click the gear icon to choose the daily sync time and assign sync administrator(s) who will receive email notifications for daily sync.
Delete any rejected sync jobs using Actions (three-dot menu).
Sync settings
Control how data from your SIS is created, updated, archived, and preserved in Toddle.

Things to keep in mind

A new sync cannot be started if another sync is already in progress for the same school.
Ensure SIS credentials remain valid to avoid sync failures.
Sync setup is a one-time process and needs to be done only for the first time.
Changes made here will apply only to future syncs and will not impact sync requests that are under review or already completed.

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