It is never too late to set up an integration, even after your platform is live. However, there is a few things that you might want to be cautious of, so keep reading to hear our best recommendations.
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Before you begin the setup, it is recommended that you watch the video at the top of this article to understand how an integration is configured. After this, you should be considerate of the following:
To avoid unwanted communication, you should disable new learning emails and activation emails if these are currently enabled.
Disable sharing rules to avoid users accidentally being added to an incorrect sharing in case your data needs to be re-mapped.
Before getting started, I also recommend aligning on what you want your integration to achieve and reviewing the different settings accordingly.
Begin the set-up by including a small test group of 3–5 people before rolling it out to everyone. This allows you to check whether their job profile, department, and permissions are correct. If they are not, we can remap the fields for you.
The integration goes live as soon as it is set up.
Remember to follow all the blue links to get directed to the place in our help center that talks about the topic you need.
Quick tip💡 If you already have an active integration, it must be paused before you proceed.
If needed, you can also be provided with a test platform to test how your user data will look on a platform were no content is live. Reach out to our support if needed.