LMS Integration Instructions

Welcome to PersonalFinanceLab! We want to make integrating our platform with your Learning Management System (LMS) as simple and efficient as possible, saving you valuable time. That’s why we’ve implemented Single Sign-On (SSO) powered by Edlink. This means you and your students can access PersonalFinanceLab directly through your LMS login, without needing to remember extra usernames or passwords. Edlink is a service that allows us to make this connection securely and easily.

Important Note: This integration process requires assistance from our PersonalFinanceLab LMS Integration Team. Self-service setup is not available. You will work in tandem with one of our Account Managers who will facilitate the integration.

LMS Integration with Edlink Guide

Before You Begin:

Contact Your Account Manager: Your Account Manager will provide you with a unique link to begin the LMS integration process. You will need this link to proceed.
School Administrator Required: The following steps must be completed by a school administrator with appropriate LMS permissions.

Step-by-Step Instructions:

Overview Page

After clicking the unique link provided by your Account Manager, you will be taken to the Edlink Overview page.
Click ‘Get Started’ or ‘Enter’ to continue.

Account Page

Use your school administrator email account to set up your Edlink account.
Choose a secure password and accept the Terms & Conditions to continue.

District Page

Start typing the name of your school district and select the correct option from the dropdown menu.
If the district is already claimed, you can request permission to join the team from this page.
If your school doesn’t exist, scroll down to the bottom and add it to the list.

Click ‘Claim Organization’ to continue.

Sources Page

Select the LMS or SSO that your school uses from the list provided. Then, click ‘Continue.’

The steps moving forward are assuming you’re using Schoology, click one of the options below to reference guides for the most popular data sources, or to view the full library of guides.

If your data source is not listed: Please contact your Account Manager. Our team will work with Edlink to explore integration options.

Select the location for data storage and click ‘Confirm.’

Configure Your Data Source

Custom URL (If Applicable): If your school uses a custom URL for your LMS (e.g., https://myschool.schoology.com or https://schoology.myschool.edu), enter the full URL (including https://) in the text box.
No Custom URL: If you do not have a custom URL, check the box labeled ‘No Custom URL.’

Click ‘Connect’ to connect your account. You will be prompted to log into your LMS platform to authorize Edlink to access your account.

A window will pop up; click ‘Approve’ (or the equivalent authorization button) to grant Edlink access. You will be taken back to the Configure Your Data Source page.

You should see that your account has been connected. Click ‘Validate Configuration’ to complete the integration.

Validation Results

Teacher Account Error: If you are using a teacher account, you will see an error message. The integration must be configured by a school administrator.

Administrator Account Success: If you are using a school administrator account, you should see a success message. Click ‘Continue Setup.’

Integration Confirmation

Congratulations! If you see confetti, you’ve successfully completed this stage of the integration process!
Click on ‘View Edlink Dashboard’ to proceed to the next section: Configuring SSO Rostering.