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Edusign and Yparéo: everything you need to know

Save time by connecting your Yparéo management software to your Edusign solution.

Written by Lucas Minarro-Rey

No more double entries! Your training data is automatically synchronized between Yparéo and Edusign. 🥰


Functioning

The connection between Edusign and Yparéo is bidirectional. Two distinct streams of information coexist:

  • Downstream synchronization 🛬 (Yparéo → Edusign): Your schedule (classes, students, instructors) is automatically imported into Edusign.

  • Upstream synchronization 🛫 (Edusign → Yparéo): Once attendance has been recorded and the sheets have been locked, attendance data (presences, absences, tardies) is automatically sent back to Yparéo.


Synchronization Frequency

Downstream and upstream synchronizations are separate processes.

🛬 Downstream synchronization (Yparéo → Edusign)

  • Twice a day: between 11:30 a.m. and 2:00 p.m., then between 6:30 p.m. and 10:00 p.m. — Paris time

Caution! Synchronization schedules may vary slightly.
For this reason, we advise against last-minute changes; it is best to submit your changes at least one day in advance for a class scheduled for the following day.

  • Retrieves the classes, students, and instructors for the next 7 rolling days

A course listed on Yparéo more than 7 days in the future will not yet be visible on Edusign.

Note: The synchronization window can be adjusted in Edusign up to a maximum of 14 days.

🛫 Upstream synchronization (Edusign → Yparéo)

  • Twice a day: between 11:30 a.m. and 1:30 p.m., then between 6:30 p.m. and 9:00 p.m. — Paris time

  • Send attendance and absence data from locked sheets to Yparéo

Note: Only sheets that have been locked since the last synchronization are included.


Data Segmentation — codeSite

If your organization has multiple sites or facilities, Yparéo allows you to segment data by site code. You can:

  • Connect a single site to an Edusign account

  • Connect multiple sites to a single Edusign account

  • Separate sites into distinct Edusign accounts

Our teams need to understand your organization in order to set up the integration.

Tip: You can use the site code filter to sync only the sites you want.


Installation

To set up the integration between Edusign and Yparéo, you must provide the following information to your Edusign contact.

Prerequisite Information

Parameter

Description

API URL

URL of your Yparéo instance (e.g., https://portailclient.com/netypareo/index.php)

API Token

Yparéo API Authentication Key

edusignToken

API access token, which you can retrieve from your Edusign account (if you are the account owner). We can handle this if necessary

Additional Settings

In addition to your login information, we'll need to know:

Parameter

Description

Site Code

If you have multiple sites: the site code(s) to synchronize

Default Absence Reason Code

Yparéo code to be used for absences for which no Edusign reason applies (typically the default code for unexcused absences).

Required: Without this code, attendance tracking will not start.

Reasons for Absence

First, you must set up your reasons for absence in Yparéo. Once you've done that, please provide us with the list (screenshot) so we can verify the information.

Email Type

Would you like to collect the learners' work or personal email addresses? (default: personal)

Additional Options Available

Please indicate the desired options to your Edusign contact.

Option

Description

Group Synchronization

Imports the primary group for each learner. Option to import all groups to which the learner belongs

Synchronization of Instructors/Tutors

Import internship supervisors and/or apprenticeship mentors as external contacts on Edusign

Synchronization of Student Tutors

Imports the guardians associated with students' addresses (often the parents)

Course Name (as seen by the learner)

Fill in the "Course Name" field on the Edusign student record with the name of the Yparéo course.

Importing Individual Courses

Synchronizes "short training" courses (one-on-one lessons)

Automatic Sending of Login Credentials

If enabled, participants and/or learners created in Edusign automatically receive an activation email

Online courses only

Synchronizes only the courses marked as "online" in Yparéo

Email a student or instructor via a personalized section

If the standard Yparéo email cannot be used, you can specify a custom Yparéo section to retrieve the email from there instead.

Is your connector already installed and do you want an option activated?
Contact us via chat.

IP Address to Whitelist

52.47.74.210

Email Addresses to Whitelist

To prevent our emails from ending up in your spam folder, we suggest that you whitelist the following addresses:

  • edusign.fr / *.edusign.fr / *.*.edusign.fr

  • edusign.app / *.edusign.app

  • edusign.com / *.edusign.com / *.*.edusign.com


🛬 Downstream synchronization — Yparéo to Edusign

Downstream synchronization automatically retrieves your schedule from Yparéo and converts it into attendance sheets on Edusign.

Attendance Sheets

When you create or edit sessions on Yparéo, all the information associated with them will be synced back to Edusign in the form of attendance sheets. This information transfer only occurs during synchronization to automatically create or modify presence sheets showing:

  • Course Name

  • Their start and end time

  • The training room

  • The speaker(s)

  • The learner(s)

  • The associated training (if the option is enabled)

  • The group(s) (if the option is enabled)

Learners

Once synchronization is complete, any student who has a class scheduled on Edusign during the synchronization window will be automatically added. You will then find all profiles/sheets of your learners in the Learners menu, which will display:

  • Their name (mandatory)

  • Their first name (mandatory)

  • Their email (mandatory)

  • Their phone number (optional)

  • The name of their training (optional)

  • Their company (optional)

Speakers

Similarly, once synchronization is complete, the instructor who has a class scheduled on Edusign during the synchronization window will be automatically added. You will then find all profiles/cards of your speakers in the Speakers menu showing:

  • Their name (mandatory)

  • Their first name (mandatory)

  • Their e-mail (mandatory)

Note: A user (learner or instructor) will only be created on Edusign once the attendance sheets are linked to that individual. In other words, don't worry if you don't see all the sheets/profiles of your learners and speakers on Edusign. They will only appear in the app once they have a training session scheduled within the synchronization window.


🛫 Upload Synchronization — Uploading attendance data to Yparéo

Upstream synchronization transfers attendance data (presences, absences, tardies) from Edusign to Yparéo. It applies to both learners and instructors.

Functioning

  1. The instructor has the students sign in on Edusign

  2. The attendance sheet is locked (manually or automatically)

  3. During the next synchronization, Edusign sends attendance data to Yparéo

Only locked sheets trigger the synchronization. As long as a sheet is not locked, no data is sent to Yparéo.

Data sent back

For each locked sheet, the connector sends the following to Yparéo:

  • Learners' attendance status: present, absent, or excused

  • Speakers' attendance status: Attendance is recorded only when the speaker has signed the attendance sheet. If there is no signature, no attendance data is sent to Yparéo.

  • Reason for absence (if configured): The reason entered in Edusign is automatically sent along with the corresponding Yparéo code

Reasons for Absence

If absence reasons were configured during installation, the reason entered in Edusign is automatically sent to Yparéo along with the corresponding code.

Important: You must first set up your absence reasons in Yparéo. Once you've done that, please send us the list (screenshot) so we can set up the mapping in the connector.

A default reason for unexcused absences must be set during installation.


Common Problems and Checks

Verification

Details

Period Covered

Is the session within the next 7 days? Sessions that have already taken place or are too far in the past are not imported

Site Code

If a site code filter is configured, the session must belong to an authorized site

Missing Learners

Does the learner have a valid email address in Yparéo? (Check the type of email account configured: work or personal)

Missing speakers

Does the speaker have a valid email address in Yparéo?

Hidden Groups

Is the group synchronization option enabled?

Absences Not Reported

Is the worksheet properly locked in Edusign? Only locked sheets trigger the data synchronization

Reasons for Absence

Have the reasons been configured in both Yparéo AND the Edusign connector?

If you have any questions, you can contact Edusign support by including:

  • An example of such a session (Yparéo screenshot)

  • Synchronization Date and Time

  • The configured site code (if applicable)


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For further information, visit our help center.

💬 If you can't find what you're looking for, contact us via the chat. 💬

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