--- title: How to set up a ClassLink Data Sync description: This article will provide district administrators with the information needed to conduct a ClassLink Data Sync in Planbook. --- [Skip to content](https://help.planbook.com/knowledgebase/articles/2017127-how-to-set-up-a-classlink-data-sync#main-content) English Show submenu for translations ![Header and Footer Extended (1400 x 600 px) (1)](https://help.planbook.com/hs-fs/hubfs/Header%20and%20Footer%20Extended%20(1400%20x%20600%20px)%20(1).png?width=1400&height=600&name=Header%20and%20Footer%20Extended%20(1400%20x%20600%20px)%20(1).png) Open main navigation Close main navigation - English Show submenu for translations - Planbook Website Planbook Website Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Planbook Help Center](https://help.planbook.com/?hsLang=en) 2. [Integrations & SSO](https://help.planbook.com/integrations-sso?hsLang=en) 3. [Articles](https://help.planbook.com/integrations-sso?hsLang=en#articles) # How to set up a ClassLink Data Sync ## This article will provide district administrators with the information needed to conduct a ClassLink Data Sync in Planbook. ![](https://help.planbook.com/hs-fs/hubfs/Knowledge%20Base%20Import/user-solid-Jan-30-2025-04-11-57-6094-PM.png?width=15&height=15&name=user-solid-Jan-30-2025-04-11-57-6094-PM.png) Please note that this feature is only available to **District Administrator** accounts in Planbook. Planbook allows you to select schools, teachers, and school years to automatically sync via ClassLink Roster Server. To set up ClassLink Sync from your Planbook account: 1. Click the **User Settings** icon in the top-right menu. 2. Select the **Integrations** option. 3. Click the **Integrate ClassLink** button. 4. Under **Integrate Classlink**, enter your Roster Server Endpoint and Keys. Note that you can locate this information in your ClassLink Roster Server Console. 5. Once all information has been entered, click **Continue**. 6. Under **Org Mapping**, select the schools to sync between your SIS and Planbook.  *Be sure to adhere to [Org Mapping requirements outlined here.](https://help.planbook.com/knowledgebase/articles/2017145-overview-rostering?hsLang=en)* - Use the **ClassLink Org Name** column (left side) to select each school you wish to sync. - Use the **Planbook Org Name** column (right side) to then choose the matching school in Planbook. We will attempt to locate the best match, based on schools currently in Planbook, but you can also use the dropdown to select any existing Planbook school, or select **Add** to create a new school in Planbook. 7. Once the appropriate schools have been selected, click **Continue**. 8. Under **Teacher Mapping**, select the teachers to sync between your SIS and Planbook. - Use the **ClassLink Teacher Name** column (left side) to select each teacher you wish to sync. - Use the **Planbook Teacher Name** column (right side) to then choose the matching teacher in Planbook. We will attempt to locate the best match, based on teachers currently in Planbook, but you can also use the dropdown to select an existing Planbook teacher, or select **Add** to create a new teacher account in Planbook. 9. Once the appropriate teachers have been selected, click **Continue.** 10. Once all the correct mappings have been completed, an **Analysis Report** will generate and compile all of the warnings in one place. Here any warnings can be corrected. 11. Under **School Year Mapping,** select the school year(s) to sync between your SIS and  Planbook. You can now group academic sessions if desired. Note that selecting a school year is **NOT** required, and we recommend you only select a school year when you wish to also roster classes and students from your SIS into Planbook. We also recommend that you select only ONE school year for mapping, as each selected year will be added to all teacher accounts. 12. Once the appropriate school year has been selected, click **Continue**. 13. Under **Sync Time**, select a time for the automatic weekly sync to occur. You can also adjust the sync to run daily if preferred.  Note that you can also run additional syncs manually when needed. 14. Once a sync time is selected, click **Finish**. 15. Review and **agree** to all changes to continue. Please note that any teachers added via the sync will also be added to your school account for billing purposes. 16. Click the **Save** (checkmark) icon in top-right menu to save your changes. 17. Once all selections are made, you will be directed to Status page to preview all selections. Your daily rostering sync with Planbook is now activated! If desired, you can click **Sync Now** to run an immediate sync, and review your selected items. 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