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For more information on how to acquire PowerSchool extensions, please visit our article on Importing Customizations into SchoolEngage.

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Contact Sync Settings

The Contact Sync Settings allow you to configure which contact information is synced from PowerSchool into SchoolEngage.

Note

The Contact Sync is specifically designed to support SMS sendouts, enabling districts to communicate with emergency contacts. If your district does not use this feature, enabling the sync is unnecessary and may increase the number of parent accounts in the system with little benefit.

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How to Enable Contact Sync

  1. Enable Contacts Sync:
    To activate the Contact Sync, check the “Contacts” checkbox.

  2. Prerequisite for Toggles:
    The Contacts checkbox must be selected before enabling any other toggles.

Info

Note: Only staff members with the appropriate permissions can modify Contact Sync settings.

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Toggles and Criteria

Contacts

This is the core contact sync, which pulls in contact information from PowerSchool.

Criteria for Contact Sync:

  • The contact must have at least one active student (enrollment status of 0).

  • The contact must have a PowerSchool Guardian ID.

  • The contact must have a PowerSchool Contact ID.

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Student-Contact Relationship

This toggle syncs the relationship between students and their contacts from PowerSchool, along with their relationship details.

  • You can refine the sync by selecting specific flags, such as Active Contacts, Emergency Contacts, or Lives With, to determine which relationships to include.

  • Communication Behavior: When a message is sent, all contacts associated with a student will receive the message. Note that these flags are not displayed on user profiles.

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Example

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This setup will pull in:

  • Contacts

  • Relationships where the contacts have the at least one of the following flags in PowerSchool:

    • Active

    • Emergency

If a contact doesn’t have either Active or Emergency flags, they will be skipped during the sync.

Contact Phones

This toggle will bring in contact phone numbers from PowerSchool