Watch the video before you dive into the article to view the steps and understand what is most important before you start🍿
❗Before you start setting up your integration on the integration hub, it's a good idea to disable your notifications in the communication tab (to ensure you're not sending off communication without being ready).
Step 1 - Find the integration hub in your settings
If you don't see the integration hub, please contact your Customer Success Manager or [email protected].
Step 2 - Find your integration
Once you've found your integration, simply click the integration to start the process.
Step 3 - Set up defaults
Ensure that you have set a default department, job profile, and permission.
Step 4 - Include vs Exclude
The screenshots below show that the page is divided into five sections: Users, Departments, Job profiles, Permissions and Settings. In all cases, except for settings, you have the option to include or exclude specific users or groups.
If you need to exclude/include singular users, go to the user tab, and if you need to exclude/include a group, go to either of the other ones.
Include: Users included will be updated by the integration.
Exclude: Users excluded will not be affected by the updated integration, and you can manage them manually.
Here's an example of how include and exclude are used:
Let's say you only want to integrate certain users from the system you are integrating with into your platform. In this case, you could choose to include a certain security group via the departments tab. Then only users matching this group will be affected.
💡Creating a group like this has different names depending on the system you use, but it is commonly known as Security Groups.
In addition to this, you'd like to avoid overwriting your own access when setting it up, despite being a part of the included group. To do this, exclude yourself by finding your own user in the dropdown menu under the User tab, selecting it and clicking the exclude button. If you do not include a specific group in the Departments section, all information from the system you are integrating with will be included in your setup.
Step 5 - Finalise your integration
Once you have decided on the above conditions, ensure that you have enabled the sync in the top right corner under Enabled, and then click the Next button. The platform will guide you through the remaining steps - just follow the instructions.
Within a short time, you've finalised the user integration to the platform🥳
Good to know💭 If you wish to map different fields after setting up the integration, we can help you with this. However, you must have set up the integration in the integration hub beforehand.
If you don't see your integration in the overview, please reach out to your Customer Success Manager or [email protected].