How to Set Up an Integration (All LMS Types)

Modified on Tue, 24 Feb at 1:39 PM

1. When a School Requests an Integration

Agent must:

  1. Confirm LMS type:

    • TASS

    • Sentral

    • Other (via Wonde)

  2. Confirm school understands:

    • One-off integration charge applies once they proceed (including preview/testing)

    • RollCall will reflect the source system

    • We run a preview before activation

  3. Confirm preferred timing:

    • Immediate

    • Term break

Do not start configuration until cost is acknowledged.


2. Before Configuring Anything

Always:

  • Keep Nightly Sync OFF

  • Work in Preview only

  • Plan to run a Full Resync first time


3. First Preview – What Agents Check (All LMS Types)

Sanity check numbers before involving the school:

Student to Parent ratio guide:

  • 1,000 students → expect ~1,500–2,000 parents

  • If parents > 3x students → over-inclusion

  • If parents < students → too restrictive

Red flags:

  • All students deactivating

  • Thousands of new parents unexpectedly

  • Large number of engaged parents becoming inactive

If clearly wrong → adjust settings before sending to school.


LMS-SPECIFIC CONFIGURATION


Fill out the setting as per the specific LMS configuration:


ACTIVATION – ALL LMS TYPES

Only after:

  • Preview reviewed by agent

  • School confirms preview looks correct

Then:

  1. Run Sync Now

  2. Enable Nightly Sync

  3. Note activation date


ESCALATE TO DEV IF

  • 100% of students deactivating and identifier correct

  • API authenticates but returns no data

  • Parent mapping inconsistent across multiple runs

  • Tenant mapping not saving

  • Unexpected behaviour not explained by configuration

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