Read this article before you set up an integration in the integration hub to determine which steps you should consider before getting started.
IMPORTANT📣
Before starting with your new integration, you should disable your communication settings to avoid accidentally sending out activation emails to users who should not get them.
We recommend asking yourself the following questions:
- What data should I control manually, and what would I like to happen automatically
- Should users who are no longer in the system be deactivated in the platform?
- Which users should not be controlled by the integration?
Once you know this information, you are ready to set up your settings and manage the include vs. exclude list.
Click these links to learn more about the include vs. exclude list or about the settings.
It is recommended that all Platform Owners in the platform are added to the excluded list to avoid losing access to vital platform functionalities after saving your new integration. Should you forget this step, you can reach out to support@learningbank.io to get assistance getting your access back.
Tip💡
Test it by including one user and compare the data in the platform with what you have in your system.
Once you have asked yourself all these questions, you are ready to set up your integration in the integration hub. Follow this guide step by step when setting it up, and remember to
keep the answers to the above questions in mind while doing so.
Contact support@learningbank.io if you need further assistance🚀