How do I associate Parents to Student when using Clever Integration

Note: This document references views and actions that are only available to Echo Administrators

When using Clever integration, it may be difficult to associate parents to their students.  The following will show how you can do this in two simple CSV files.  In this example, we will create two new user accounts (John Parent, Suzy Counselor) and make them each an observer of two students (Henry Student, Adriana Student).

Step 1: Create the User.csv file

This file will be used to create New observer/parent user accounts.  The minimum required fields for this file are:

  • First Name
  • Last Name
  • Username
  • Password

To create an account for the two new users, the example User.csv file will look like:

First Name, Last Name, Username, Password
John,Parent,johnparent,password
Suzy, Counselor,suzycounselor,password

A table view of the User.csv file will look like:

First Name Last Name Username Password
John Parent johnparent password
Suzy Counselor suzycounselor password

Download the sample User 2017.csv file.

Step 2: Create the observers.csv file

Assuming that the student accounts are already created we can now create the observers. csv file.  This file will be used to make the observe user accounts observe student user accounts.  The minimum required fields are:

 

  • User ID
  • Observee ID

Here is an example of the observer.csv file:

User ID,Observee ID
//mydomain//johnparent,//mydomain//henrystudent
//mydomain//johnparent,//mydomain//adrianastudent
//mydomain//suzycounselor,//mydomain//henrystudent
//mydomain//suzycounselor,//mydomain//adrianastudent

A table view of the observers.csv will look like:

User ID Observee ID
//mydomain//johnparent //mydomain//henrystudent
//mydomain//johnparent
//mydomain//adrianastudent
//mydomain//suzycounselor //mydomain//henrystudent
//mydomain//suzycounselor
//mydomain//adrianastudent

In the example above, the user with username 'johnparent' from domain userspace 'mydomain' will be made an observer of the user with username 'henrystudent' and 'adrianastudent' from domain userspace 'mydomain'.  Same thing for 'suzycounsleor'. The 'mydomain' is your schools URL or Userspace.

Download the sample Observers 2017.csv

Step 3: Upload the Users 2017.csv file to Echo

Open the Users tool from the domain you are going to import the New Observer/Parent Accounts to be created, and select import. For more information see 'How do I Import Users?'

Step 4: Upload the Observers 2017.csv file to Echo

Open the Domain tool and select Import Observers from the 3 dot settings, in the same domain that you just created the observer/parent accounts.

Echo is constantly being improved based on the feedback from users and we strive to keep our documentation up to date.  If this document doesn’t match what you are seeing in Echo, please let us know.

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