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Getting Started with Edia's IT Setup Wizard

This guide walks IT administrators through connecting their district's Student Information System (SIS) to Edia using the IT Setup Wizard - a self-service tool designed to make setup straightforward from start to finish.

Need-to-Know

The IT Setup Wizard eliminates back-and-forth emails and support calls by guiding you through each step of your SIS connection, from selecting your system to testing the connection and submitting your configuration. Most districts complete setup in under 30 minutes.

Use this guide for:

  • First-time SIS integration setup

  • Connecting PowerSchool, Aeries, Genesis, Synergy, SchoolTool, eSchoolData, or SFTP-based systems

  • SFTP attendance file configuration

  • Post-submission troubleshooting

Note: The IT Setup Wizard handles data integration only—rostering and attendance sync. Single Sign-On (SSO) setup (Google, Microsoft, Clever, ClassLink) is configured separately by your Edia customer success manager (CSM).

Before You Begin

Make sure you have the following ready before starting the wizard:

  • An invitation link from your Edia CSM, sent via email. Links are valid for 30 days.

  • Your SIS credentials. The specific credentials depend on your system - see the SIS-Specific Setup Instructions section below.

  • A desktop or laptop browser. The wizard works best on a full-sized screen.

Step-by-Step Walkthrough

Step 1: Select Your SIS

Open your invitation link and choose your Student Information System from the list of supported systems (PowerSchool, Aeries, Genesis, Synergy, SchoolTool, eSchoolData, or an SFTP-based option).

Step 2: Configure and Test the Connection

Enter the credentials and connection details for your SIS. The specific fields depend on which system you selected—see the SIS-Specific Setup Instructions section below for details. The wizard will run a live connection test to confirm everything is working before you move forward.

Step 3: Add Your SSH Public Key (SFTP Only)

If your integration uses SFTP, you'll be asked to provide an SSH public key.

  1. Generate an ed25519 key pair on your system (if you don't already have one).

  2. Open the resulting .pub file (your public key).

  3. Copy and paste the full contents of the .pub file into the wizard.

Step 4: Set Up Your Attendance CSV (SFTP Only)

If your integration uses SFTP, configure how attendance data is uploaded.

Requirements:

  • The file must be named exactly attendance.csv (all lowercase).

  • It must be uploaded to your SFTP home directory at least twice per day.

  • The file must include these required columns:

    • att_date — the date of attendance

    • student_number — the student's ID number

    • period_number — the class period

    • code — the attendance code

Step 5: Review and Submit

Review all of your settings on the summary screen. When everything looks correct, click Submit.

⚠️ Important: The invitation link becomes single-use after you submit. If you need to make changes after submission, contact your Edia CSM to receive a new link.

Step 6: You're Done!

After submission, you'll see a confirmation screen.

If you're on SFTP, your SFTP credentials will be displayed here, including the hostname, username, and port (port 22). Save these credentials—you'll need them to configure your SIS to push files to Edia's SFTP server.

SIS-Specific Setup Instructions

Find your system below for the credentials and steps required.

PowerSchool

  1. Download the Edia plugin file from the wizard. This file is unique to your district—do not use a plugin file from another district.

  2. Log in to your PowerSchool Admin portal.

  3. Install the plugin file in PowerSchool.

  4. Enable the plugin.

  5. Set the API access level to Full Access.

  6. Copy the Client ID and Client Secret from PowerSchool.

  7. Paste the Client ID and Client Secret back into the wizard.

Aeries

  1. In Aeries, generate an API certificate with read access to: Students, Attendance, and Schedules.

  2. Important: The API certificate is displayed only once. Copy and save it immediately.

  3. Enter the API certificate in the wizard.

Genesis / Synergy / SchoolTool (OneRoster)

  1. In your SIS, create OneRoster OAuth2 credentials.

  2. Enter the following in the wizard:

    • Base URL — your SIS's OneRoster endpoint

    • Auth URL — the OAuth2 authorization URL

    • Client ID

    • Client Secret

    • OneRoster version — select either 1.1 or 1.2

eSchoolData

  1. Contact eSchoolData support to request your API credentials.

  2. Once you receive them, enter the credentials in the wizard.

SFTP-Based Integrations (OneRoster SFTP, Clever SFTP, ClassLink SFTP)

  1. Generate an SSH key pair (ed25519 recommended).

  2. In Step 3 of the wizard, paste the contents of your .pub file.

  3. In Step 4, configure your attendance CSV upload schedule.

  4. After submission, configure your SIS to upload attendance.csv to Edia's SFTP server on the schedule you set up.

After Submission

Here's what happens once you submit the wizard:

  • Edia's team is automatically notified and will begin the initial data sync process.

  • Direct API integrations (PowerSchool, Aeries, OneRoster-based systems, eSchoolData): Edia begins syncing data automatically—you're all set.

  • SFTP integrations: You'll also need to configure your SIS to push the attendance.csv file to Edia's SFTP server at least twice per day. Your Edia CSM will confirm once data is flowing.

  • Expect a follow-up from your Edia CSM within a few days to confirm everything is working correctly.

Troubleshooting

The link isn't working The invitation link may have expired (links are valid for 30 days) or may have already been used after a previous submission. Contact your Edia CSM to send a new invite.

The connection test failed Double-check your credentials and connection details. Common causes include:

  • PowerSchool: The plugin is not enabled, or API access is not set to Full Access.

  • Aeries: The API certificate is missing required permissions (Students, Attendance, Schedules).

  • OneRoster (Genesis, Synergy, SchoolTool): The base URL or auth URL is incorrect.

  • General: A firewall is blocking Edia's servers from reaching your SIS.

If you've verified everything and the test still fails, contact your Edia CSM for assistance.

I accidentally submitted but something is wrong The invitation link is single-use after submission. Contact your Edia CSM to receive a new invite or to have your settings updated.

I left the wizard and need to come back Your progress is saved automatically. Re-click the original invitation link to pick up where you left off—as long as you haven't submitted yet.

SFTP isn't receiving files Verify the following:

  • File uploads are happening at least twice per day.

  • The file is named exactly attendance.csv (all lowercase).

  • The file is placed in your home directory on the SFTP server.

  • All required columns are present: att_date, student_number, period_number, code.

Need More Help?

Contact your Edia customer success manager—we're here to help.

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