The plugin ZIP from your Customer Success Manager.
1
Install the plugin
Open https://<your-moodle-instance>/admin/tool/installaddon/index.php.Select Choose a file… and upload the ZIP from your Customer Success Manager. Select Show more… and set Plugin type to Local plugin (local).
Upload the plugin ZIP and select Local plugin.
Select Install plugin from the ZIP file. Select Continue after validation, then Continue after the server checks.At the plugins check, select Upgrade Moodle database now.
Complete the plugin installation with the Moodle database upgrade.
If an Upgrading to new version message appears, select Continue.
2
Configure the plugin
Use these settings:
Setting
Value
Required?
LTI preconfigured tool type ID
Select the correct StudyStash LTI Activity Module
Yes
StudyStash activity name
StudyStash
No
Placement in General section
Bottom
No
Select the StudyStash tool and choose the activity settings.
Select Save changes, then open https://<your-moodle-instance>/local/studystash_optin/index.php.
Open the rollout plugin to manage courses and sync tasks.
3
Choose courses with a CSV
Open Opt-In Courses and select Download CSV template.
Use the Opt-In Courses tab to upload your course list.
Enter one Course ID number or Short name per row. A header row is not required. For example:
SHORTCOURSE-ID-111SHORTCOURSE-ID-222
Select Choose File to upload the CSV, then Preview CSV. Check that every row is valid and matches the intended course.
Review the matched course details before applying the list.
Select Apply opt-in list when the preview is correct.
4
Preview the sync
On Status, select Dry Run and wait for the task to finish. Larger course lists may take longer.
Run a preview before changing course activities.
Open Logs and check the planned behaviour for each course before continuing.
5
Sync the courses
When the preview is correct, return to Status and select Sync StudyStash to Courses to apply the changes.
Upload a replacement CSV containing only the courses you want to keep. Each upload replaces the existing opt-in list.This changes the selection for future syncs; it is not an instruction to delete an existing course activity.
Course ID or Course ID number?
Use the Course ID number or Short name in your CSV.
Field
Meaning
Course ID
Moodle’s internal, system-generated identifier. It is assigned when the course is created and cannot normally be changed.
Course ID number
An optional, editable field set by an administrator or course creator, often used to match a course with an external system.
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[data-active=\"true\"]{border-color:var(--ss-accent);background:var(--ss-tint);color:var(--ss-accent)}}"}],"page":{"pagePath":"integrations/moodle-opt-in-sync","slug":"/integrations/moodle-opt-in-sync","pageMetadata":{"icon":"/assets/lms/moodle.png","title":"Moodle rollout: opt-in","sidebarTitle":"Opt-in courses","description":"Add StudyStash only to courses in your CSV opt-in list.","href":"/integrations/moodle-opt-in-sync"},"description":{"compiledSource":"\"use strict\";\nconst {jsx: _jsx} = arguments[0];\nconst {useMDXComponents: _provideComponents} = arguments[0];\nfunction _createMdxContent(props) {\n const _components = {\n p: \"p\",\n ..._provideComponents(),\n ...props.components\n };\n return _jsx(_components.p, {\n children: \"Add StudyStash only to courses in your CSV opt-in list.\"\n });\n}\nfunction MDXContent(props = {}) {\n const {wrapper: MDXLayout} = {\n ..._provideComponents(),\n ...props.components\n };\n return MDXLayout ? _jsx(MDXLayout, {\n ...props,\n children: _jsx(_createMdxContent, {\n ...props\n })\n }) : _createMdxContent(props);\n}\nreturn {\n default: MDXContent\n};\n","frontmatter":{},"scope":{}},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const 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upgrade.`,\"data-og-width\":`1207`,width:`1207`,\"data-og-height\":`293`,height:`293`,\"data-path\":`assets/107282435/107479086-image-20260316-005318.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479086-image-20260316-005318.png?w=280\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=7f7921f3b70558d7ac6a76aa1adb18e3 280w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479086-image-20260316-005318.png?w=560\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=ebd5b2c3aa3fc829d93b838216b437f6 560w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479086-image-20260316-005318.png?w=840\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=a28e97c021065251fedbd082245adb35 840w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479086-image-20260316-005318.png?w=1100\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=ea91f04435204790168507422dd95707 1100w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479086-image-20260316-005318.png?w=1650\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=9a708b4e9d2aa3bb681b27ded624276b 1650w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479086-image-20260316-005318.png?w=2500\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=c96ae21ec9e326a59408b80850e3be34 2500w`})}),_jsxs(_components.p,{children:[`If an `,_jsx(_components.strong,{children:`Upgrading to new version`}),` message appears, select `,_jsx(_components.strong,{children:`Continue`}),`.`]})]}),_jsxs(Step,{title:`Configure the plugin`,titleSize:`h2`,id:`configure-the-plugin`,children:[_jsx(_components.p,{children:`Use these settings:`}),_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Setting`}),_jsx(_components.th,{children:`Value`}),_jsx(_components.th,{children:`Required?`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`LTI preconfigured tool type ID`}),_jsx(_components.td,{children:`Select the correct StudyStash LTI Activity Module`}),_jsx(_components.td,{children:`Yes`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`StudyStash activity name`}),_jsx(_components.td,{children:`StudyStash`}),_jsx(_components.td,{children:`No`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Placement in General section`}),_jsx(_components.td,{children:`Bottom`}),_jsx(_components.td,{children:`No`})]})]})]}),_jsx(Frame,{className:`ss-screenshot`,caption:`Select the StudyStash tool and choose the activity settings.`,children:_jsx(OptimizedImage,{loading:`lazy`,src:`https://mintcdn.com/studystash-help/UbXlxW0z5agaJ_Cy/assets/93847554/94076937-new-settings.png?fit=max\u0026auto=format\u0026n=UbXlxW0z5agaJ_Cy\u0026q=85\u0026s=b883baaf648cfe582ee07d3102a989ee`,alt:`Select the StudyStash tool and choose the activity settings.`,\"data-og-width\":`2223`,width:`2223`,\"data-og-height\":`548`,height:`548`,\"data-path\":`assets/93847554/94076937-new-settings.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/studystash-help/UbXlxW0z5agaJ_Cy/assets/93847554/94076937-new-settings.png?w=280\u0026fit=max\u0026auto=format\u0026n=UbXlxW0z5agaJ_Cy\u0026q=85\u0026s=cb3a753457dbb4659b0e1177b559c651 280w, https://mintcdn.com/studystash-help/UbXlxW0z5agaJ_Cy/assets/93847554/94076937-new-settings.png?w=560\u0026fit=max\u0026auto=format\u0026n=UbXlxW0z5agaJ_Cy\u0026q=85\u0026s=12e4b7300d3c6bfeb45f13bdecbdaf06 560w, https://mintcdn.com/studystash-help/UbXlxW0z5agaJ_Cy/assets/93847554/94076937-new-settings.png?w=840\u0026fit=max\u0026auto=format\u0026n=UbXlxW0z5agaJ_Cy\u0026q=85\u0026s=f04f21fe828d48097aba898859e89ff9 840w, https://mintcdn.com/studystash-help/UbXlxW0z5agaJ_Cy/assets/93847554/94076937-new-settings.png?w=1100\u0026fit=max\u0026auto=format\u0026n=UbXlxW0z5agaJ_Cy\u0026q=85\u0026s=eac4f443299ae6f5143b92f59d8bd753 1100w, https://mintcdn.com/studystash-help/UbXlxW0z5agaJ_Cy/assets/93847554/94076937-new-settings.png?w=1650\u0026fit=max\u0026auto=format\u0026n=UbXlxW0z5agaJ_Cy\u0026q=85\u0026s=dfc04b8f33e571ca5ea1ed92f8403ab7 1650w, https://mintcdn.com/studystash-help/UbXlxW0z5agaJ_Cy/assets/93847554/94076937-new-settings.png?w=2500\u0026fit=max\u0026auto=format\u0026n=UbXlxW0z5agaJ_Cy\u0026q=85\u0026s=04769aac6fb3143bb44d1e5b8fe45a5b 2500w`})}),_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Save changes`}),`, then open `,_jsx(_components.code,{children:`https://\u003cyour-moodle-instance>/local/studystash_optin/index.php`}),`.`]}),_jsx(Frame,{className:`ss-screenshot`,caption:`Open the rollout plugin to manage courses and sync tasks.`,children:_jsx(OptimizedImage,{loading:`lazy`,src:`https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987534-image-20260316-004242.png?fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=eb7ebe3fe96caeea7434e0021168860e`,alt:`Open the rollout plugin to manage courses and sync tasks.`,\"data-og-width\":`985`,width:`985`,\"data-og-height\":`410`,height:`410`,\"data-path\":`assets/107282435/106987534-image-20260316-004242.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987534-image-20260316-004242.png?w=280\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=2c7cb83544f5b6079cda2f93966978dc 280w, 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https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987534-image-20260316-004242.png?w=2500\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=d871b557ade6ab71f3af5d91b0ff6f9c 2500w`})})]}),_jsxs(Step,{title:`Choose courses with a CSV`,titleSize:`h2`,id:`choose-courses-with-a-csv`,children:[_jsxs(_components.p,{children:[`Open `,_jsx(_components.strong,{children:`Opt-In Courses`}),` and select `,_jsx(_components.strong,{children:`Download CSV template`}),`.`]}),_jsx(Frame,{className:`ss-screenshot`,caption:`Use the Opt-In Courses tab to upload your course list.`,children:_jsx(OptimizedImage,{loading:`lazy`,src:`https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479078-image-20260316-004330.png?fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=108277c2acb8f61cbbdfc9ff39d191f1`,alt:`Use the Opt-In Courses tab to upload your course list.`,\"data-og-width\":`1233`,width:`1233`,\"data-og-height\":`301`,height:`301`,\"data-path\":`assets/107282435/107479078-image-20260316-004330.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479078-image-20260316-004330.png?w=280\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=5b415a4fd0e1e9c33c39fb6c206fdf03 280w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479078-image-20260316-004330.png?w=560\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=3bb1e4d853a9bf958a0fa0919eaaade8 560w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/107479078-image-20260316-004330.png?w=840\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=83a0907cec6f499440b246a9a4c8471a 840w, 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A header row is not required. For example:`]}),_jsx(CodeBlock,{filename:``,numberOfLines:`3`,language:`text`,children:_jsx(_components.pre,{className:`shiki shiki-themes github-light-default dark-plus`,style:{backgroundColor:`#ffffff`,\"--shiki-dark-bg\":`#0B0C0E`,color:`#1f2328`,\"--shiki-dark\":`#D4D4D4`},language:`text`,children:_jsxs(_components.code,{language:`text`,numberOfLines:`3`,children:[_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{children:`SHORTCOURSE-ID-111`})}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{children:`SHORTCOURSE-ID-222`})}),`\n`,_jsx(_components.span,{className:`line`,children:_jsx(_components.span,{})})]})})}),_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Choose File`}),` to upload the CSV, then `,_jsx(_components.strong,{children:`Preview CSV`}),`. Check that every row is valid and matches the intended course.`]}),_jsx(Frame,{className:`ss-screenshot`,caption:`Review the matched course details before applying the list.`,children:_jsx(OptimizedImage,{loading:`lazy`,src:`https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987542-image-20260316-005709.png?fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=6cc892df7d4563e6e806f08e4881c353`,alt:`Review the matched course details before applying the list.`,\"data-og-width\":`947`,width:`947`,\"data-og-height\":`278`,height:`278`,\"data-path\":`assets/107282435/106987542-image-20260316-005709.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987542-image-20260316-005709.png?w=280\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=9bfb362fd5af9541276497b39e041b4b 280w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987542-image-20260316-005709.png?w=560\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=4a4193afdd049ecf984bf863ccb8c654 560w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987542-image-20260316-005709.png?w=840\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=7847363646bdd35cadbbc291bba044b0 840w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987542-image-20260316-005709.png?w=1100\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=60f9bbce6dc2c89c8831c10256f4b5ed 1100w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987542-image-20260316-005709.png?w=1650\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=28ff601e43ad01d50d277f4946a048d5 1650w, https://mintcdn.com/studystash-help/FFz54l9hIeIDPaHl/assets/107282435/106987542-image-20260316-005709.png?w=2500\u0026fit=max\u0026auto=format\u0026n=FFz54l9hIeIDPaHl\u0026q=85\u0026s=83d38bf18c7f767e4b102b6341a1d72b 2500w`})}),_jsxs(_components.p,{children:[`Select `,_jsx(_components.strong,{children:`Apply opt-in list`}),` when the preview is correct.`]})]}),_jsxs(Step,{title:`Preview the sync`,titleSize:`h2`,id:`preview-the-sync`,children:[_jsxs(_components.p,{children:[`On `,_jsx(_components.strong,{children:`Status`}),`, select `,_jsx(_components.strong,{children:`Dry Run`}),` and wait for the task to finish. 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Each upload replaces the existing opt-in list.`}),_jsx(_components.p,{children:`This changes the selection for future syncs; it is not an instruction to delete an existing course activity.`})]}),`\n`,_jsxs(Accordion,{title:`Course ID or Course ID number?`,id:`course-id-or-course-id-number`,children:[_jsxs(_components.p,{children:[`Use the `,_jsx(_components.strong,{children:`Course ID number`}),` or `,_jsx(_components.strong,{children:`Short name`}),` in your CSV.`]}),_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Field`}),_jsx(_components.th,{children:`Meaning`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:`Course ID`}),_jsx(_components.td,{children:`Moodle’s internal, system-generated identifier. 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