Skyward Document Viewer Integration

This integration adds a single PDF attachment for a student named "Special Programs" when the student participates in one or more special programs. This PDF provides links to a "document viewer" screen of each special program plan document in SameGoal, including a dropdown to view all attachments and additional views (including at-a-glance summary views).

In Skyward link

Add a new attachment type:

1. Add a new attachment type named "SameGoal" with description "Special Programs Documentation".
2. Navigate to Administrative Access > Student > System Configuration.
3. On the Student Profile Pop-Up Attachments tab, change the Student Attachments to Display setting to either Show All Student Attachments or Show Selected Student Attachments.
4. Grant appropriate users access to this attachment type.

Create an Integration Access Record:

1. Navigate to Administrative Access > API > Integration.
2. Select the Integration with Product Name SameGoal Document Viewer.
3. Select the Integration Accesses tab, and then click Add Integration Access.
4. Set a Name, Key, and Authentication Type for the Integration Access. This access defaults to expire a year after its creation date; you may extend or even delete this expiration. For Custom API Entities, select your District Entity and any entity for which SameGoal will attach documents.
5. After the Integration Access is created, SameGoal will be able to generate a secret to pair with this key.

In SameGoal link

• Email tier2help@samegoal.com from your district email with subject “Complete SameGoal Document Viewer Integration” (no additional information needed).
• Our technical team will verify that the Integration Access record has been created for your district.
• Our technical team will generate the required secret for this Integration Access record. Full API credential information for this integration will then appear in SameGoal. To view/verify this information:
  • Login to SameGoal as an administrative user.
  • Visit Settings (left menu) > District Information.
  • Under STUDENT INFORMATION SYSTEM INTEGRATION, locate Skyward Qmlativ.
  • The “add Doc Viewer” section will be expanded and contain API Base URL, Client Key and Client Secret.
• You will receive a confirmation reply email once SameGoal setup is complete.
• This integration runs nightly. PDF attachments should appear the following morning.