Rostering
      Back to home
      1. EarlyBird Knowledge Nest
      2. Setup and Troubleshooting
      3. Rostering

      EarlyBird Rostering

      Instructions for adding class rosters to EarlyBird

      Welcome to setting up a new school year with EarlyBird! Whether this is your first year or you're a veteran using our comprehensive literacy screener, this guide will help you understand:

      • How to roster for the upcoming school year
      • Answers to FAQs about this process

      This year, we are excited to provide an improved rostering process based on our customer's feedback, which now includes the rostering options listed below, if you are unsure which section to follow, please reach out to support@earlybirdeducation.com:

      Rostering with PowerSchool API

      Rostering with an SIS via OneRoster API

      Rostering with ClassLink

      Rostering with an SIS via OneRoster Extract with sFTP

      Rostering with the EarlyBird .csv

      Tags

      Important Note: We are now offering options for nightly sync! It is important to note that if you opt in for nightly sync manual changes to your rostering data may be overwritten. 

      Rostering with PowerSchool API

      This method does require a Plugin to be installed in PowerSchool, please follow the steps below to enter the required information:

      1. To start this process you will receive an email similar to the screenshot below, please click “Review Data” button:
      2. To ensure your data is secure, we need to confirm your identity. You will see a page like the one below, please click the “Send Verification Code”:
      3. This will send you an email which can be entered in the pop-up box. The code will expire after 10 minutes and a new one would need to be requested.
      4. Once your identity is confirmed, you will be taken to a page to enter your PowerSchool API Endpoint, OAuth2 Client ID and OAuth2 Client Secret. This allows the systems to connect directly, with little to no manual interference. This information can be found on the “Plugin Summary Page” in PowerSchool after the Plugin has been installed.
      5. Once the information is entered please click “Save and Done"
      6. Once completed you will receive the following message. Please feel free to reach out to your Rostering Specialist to let them know these steps have been completed.

      Rostering with an SIS via OneRoster API

      This method requires a connection to your SIS via the OneRoster API v 1.1, below will walk you through the steps to enter the needed API information. Please note this connection requires OneRoster v 1.1 using OAuth2 if asked in your SIS.

      1. To start this process you will receive an email similar to the screenshot below, please click “Review Data” button:
      2. To ensure your data is secure, we need to confirm your identity. You will see a page like the one below, please click the “Send Verification Code”
      3. This will send you an email which can be entered in the pop-up box. The code will expire after 10 minutes and a new one would need to be requested.
      4. Once your identity is confirmed, you will be taken to a page to enter the API Endpoint, Token, Client ID and Client Secret. This information can be found in your SIS, typically by creating a new OneRoster connection; if asked, you will need OneRoster v 1.1 and OAuth2. 
      5. Once the information is entered please click “Save and Done”
      6. Once completed you will receive the following message. Please feel free to reach out to your Rostering Specialist to let them know these steps have been completed.

      Rostering with ClassLink

      This method requires a connection to your ClassLink instance, below will walk you through the steps to enter the needed information.

      1. To start this process you will receive an email similar to the screenshot below, please click “Review Data” button:
      2. To ensure your data is secure, we need to confirm your identity. You will see a page like the one below, please click the “Send Verification Code”:
      3. This will send you an email which can be entered in the pop-up box. The code will expire after 10 minutes and a new one would need to be requested.
      4. Once your identity is confirmed, you will be taken to a page to enter the API Endpoint, Token, Client ID and Client Secret. This information can be found in your SIS, typically by creating a new OneRoster connection; if asked, you will need OneRoster v 1.1 and OAuth2. 
      5. Once the information is entered please click “Save and Done”
      6. Once completed you will receive the following message. Please feel free to reach out to your Rostering Specialist to let them know these steps have been completed.

      Rostering with an SIS via OneRoster Extract with sFTP

      This method requires a OneRoster Extract and to enter the required sFTP information. The steps below will walk you through how to get the sFTP information 

      1. To start this process you will receive an email similar to the screenshot below, please click “Review Data” button:
      2. To ensure your data is secure, we need to confirm your identity. You will see a page like the one below, please click the “Send Verification Code”
      3. This will send you an email which can be entered in the pop-up box. The code will expire after 10 minutes and a new one would need to be requested.
      4. Once your identity is confirmed, you will be taken to a page with the needed sFTP information, please copy this into your SIS. 
      5. Once the information is entered please click “Save and Done”
      6. Once completed you will receive the following message. Please feel free to reach out to your Rostering Specialist to let them know these steps have been completed.

      Rostering with the EarlyBird .csv

      This method requires you to build out 5 .csv files and upload them as one .zip file.

      1. To start this process you need to create the necessary .csv files using the EarlyBird Roster Spec. Please ensure the the files are saved as a .zip file, if you need any assistance during this process please reach out to support@earlybirdeducation.com
      2. Once the files are zipped and ready for upload please use the link that was sent to you by your rostering specialist, this link will take you to a page like the one below:
      3. Please click to upload or drag and drop your .zip file into the box.
      4. Once the upload is complete, please click submit.
      5. Once we receive the file our rostering specialists will upload the files and reach out to confirm and validate your EarlyBird Roster.

      Tags 

      If you are interested in using Tags with the nightly sync, we will need an additional file to be uploaded via an sFTP server.

      1. To start this process you need to create the necessary .csv file using the EarlyBird Tag Spec. 
      2. Fill out the file matching the specs, or use your SIS to generate the file to match the specs
      3. When the files are ready, we will send you an email similar to the screenshot below, please click “Review Data” button:
      4. To ensure your data is secure, we need to confirm your identity. You will see a page like the one below, please click the “Send Verification Code”:
      5. This will send you an email which can be entered in the pop-up box. The code will expire after 10 minutes and a new one would need to be requested.
             
      6. Once your identity is confirmed, you will be taken to a page with the needed sFTP information, please copy this into your SIS, or into an sFTP client to upload the files
      7. Once the information is entered please click “Save and Done”
      8. Once completed you will receive the following message. Please feel free to reach out to your Rostering Specialist to let them know these steps have been completed.