Canvas Guides (en)Recent Updates

Recent Updates

  • Service Cloud allows some options to be customized for the Field Admin role including user type, case routing, and notifications. However, these options are not currently visible to Field Admins.

    This lesson shows what customization options in each area look like when they are enabled in Service Cloud. If you are interested in enabling an option or have additional questions, please contact your Customer Success Manager (CSM) or submit a Service Cloud help request.

  • If your institution is using an Edu App Center whitelist, you can manage your whitelist directly in Canvas. To apply the whitelist, you will need to know the API token created for your Edu App Center organization. The access token syncs the External Apps list at both the account and course levels to only show apps from the Edu App Center whitelist set up for the organization.

    Admins can manage the app list at any time to remove or replace an access token. When an account or subaccount does not include an access token, the External Apps list displays the default app list provided by Canvas. Whitelists can only be managed at the account and subaccount levels.

    Canvas only accepts one API token for an organization. A token applied at the account level automatically filters down to to all subaccounts. The Edu App Center supports creating multiple tokens for an organization, but each token directs to the same whitelist. If you want to create separate whitelists that apply to individual subaccounts, you'll need to create additional organizations in the Edu App Center and create API tokens for each whitelist.

  • SIS data can be uploaded through the SIS Imports link in Account Settings. SIS data is only accessible at the account level and cannot be added to sub-accounts.

    The SIS Import page supports a few formats for standard imports to Canvas: Instructure formatted CSV or zipfile of CSVs, IMS Enterprise Specification XML zip, or Banner Grade Exchange Results XML. Files can be set for a full batch update and to override UI changes.

    Please ensure you are aware of the risks associated with these upload options. For more details about these risks, please view the SIS Imports lesson.

    API Practice

    Before importing SIS information, practice using the API to manage SIS data. You should also use your test environment to avoid conflicts with your live production data. Once you have confirmed your data in your test environment, you can re-apply your SIS integration to your production environment.


    • SIS Imports must be enabled by your Customer Success Manager before files can be uploaded to your account.
    • Importing SIS files is an account permission. If you do not have access to manage SIS files, your institution has restricted this feature.
    • Before setting permission for a user role, you must ensure the role you want to assign the user already exists in your account. Learn how to create an account-level role.
  • When you integrate a student information system (SIS) in Canvas, In courses, only assignments are automatically configured to send grades to the SIS; graded discussions and quizzes have to be configured on a case-by-case basis. However, at the account level, you can configure all assignment types to be sent to your SIS automatically.

    Even after setting all assignments to be sent to the SIS, instructors can still manage assignments in their courses and manually remove individual assignments, graded discussions, or quizzes that they do not want to send to your SIS. Assignments can be managed from the Assignments page and Quizzes page, or they can be managed when creating an SIS assignment, SIS graded discussion, or SIS quiz.

    Note: Student information systems must be configured by your Customer Success Manager. You cannot configure your SIS submissions unless a specific feature option is enabled for your account. Learn more about feature options in the account features lesson.

  • In the Quotas tab, you can set default account quotas for courses, users, and groups. You can also set quotas by Course ID or Group ID.

  • Updated on: May 15, 2020

    How do I set details for an account?

    As an admin, the Account Settings tab contains multiple settings you can control and change in your Canvas account.

    Note: This lesson indicates the settings that you can manage for your entire account. Other integrations may be available with the assistance of your Customer Success Manager. For a full list of integrations available in Canvas, please view the Canvas integrations lesson.

  • Updated on: May 15, 2020

    How do I use Canvas Data files?

    Canvas Data files should be used to create queried reports in ODBC analytics tools. Common tools include Tableau, SQL Workbench/J, Excel, and R. Analytics tools can also access the Redshift database.

    As part of the Canvas Data Portal, the Canvas Data Schema includes documentation that explains all the table data that is exported from Canvas. This documentation shows all the available files and the data in each file.

    For full Canvas Data use, data files should live in a database. Once you have downloaded your institution's flat files, table headers must be added to the files before analysis can be run through your preferred database.

    If your institution does not have its own data warehouse, Amazon Redshift is available as a premium option to host and run analytical data. Please contact your Customer Success Manager for more information.

    When using an IP Address Whitelist, software files should be set up from a computer that can access the whitelisted IP address.

    For help with using Canvas Data in various software platforms and sample queries, please view the Canvas Data Group in the Canvas Community.

  • In the Canvas Data Portal, the Current Users section shows admins who have been given access to the Canvas Data Portal, along with their permissions. You can edit permissions for existing admins, add new admins, and delete admins.

  • When your Customer Success Manager or Implementation Consultant enables Canvas Data for your account, Account Settings includes the Canvas Data Portal link. This link allows the Canvas Data Administrator to manage Canvas Data.

    Note: Any Canvas admin in your account can view the Canvas Data Portal link, but unless they have been granted access by the Canvas Data Administrator, they cannot view the page content.

    The Canvas Data Portal allows the Canvas Data Administrator to:

    • view recent data exports
    • view current users
    • manage IP address whitelist
    • generate credentials for Redshift
    • generate credentials for Canvas Data API access (used for downloading flat files)
  • Updated on: May 15, 2020

    What is Canvas Data Services?

    Canvas Data is a service from Canvas that provides admins with optimized access to their data for reporting and queries. Customers can combine their Canvas Data with data from other trusted institutions, as well as other key systems across campus such as a student information system (SIS).

    The Canvas Data Administrator for an institution must be a Canvas admin. The Canvas Data Administrator must understand data governance procedures and policies for the institution and also have enough technical proficiency to understand IP address ranges and database connection strings.

    Canvas Data Administrators can download flat files or view files hosted in an Amazon Redshift data warehouse. The data will be an extracted and transformed version of a school's Canvas activity and can be accessed using any open database connectivity (ODBC) analytics tool to generate custom data visualization and reports.

    ‬To enable Canvas Data, please contact your Customer Success Manager.