Step 1: Log in to your account and click on “Integrations” from the navigation panel on the left.
Step 2: If this is your first attempt at setting up the integration, click on “Sync Connections”.
Step 3: Once you are on the Sync Connections page, click the ‘Add New Connection’ button on the top right.
Step 4: Select ‘Active Directory/LDAP’ from the “Connection Type” dropdown and then create your own name of the connection in the “Integration Name” field. Then, fill out the required fields in the Active Directory Server and Authentication section. Once all the information is entered, click the “Test & Save” button to ensure that a successful connection has been established.
Step 5: Go back to the “Integrations” menu on the left side of your screen and select “Sync Schedule“. Click on the ‘Schedule New Data Sync’ button located on the top right.
Note: Setting up the data sync allows you to choose the type of data you want to sync while also allowing you to set up a schedule for the sync.
Step 6: Select your Sync Connection from the dropdown and click on “Test Connection”. Once the connection is successful, you can map your fields. When you’re done mapping the fields hit “Next”.
Step 7: Select the ‘Person Filter’ from the drop-down menu or select custom and enter the name. Also, select the ‘Card Template’ from the drop-down menu and map the field accordingly, then click on the ‘Next’ button at the bottom right of the page.
Step 8: Select whether you want to sync data ‘Daily’ or ‘Manual Only’. If you select the Daily option, you can choose the time of the daily sync execution. If you select the Manual Only data sync, you will be able to use the “Sync Now” option on the dashboard page.
Step 9: Here you will need to choose one of the following options:
Option 1: Add New Data & Ignore Existing Records. Select if you’d like to receive notifications, then click ‘Save’.
Option 2: Add New Data & Update Existing Records. Select the actions for existing records missing from your system, then click ‘Save’.
Step 10: Here you will need to ‘Select the actions for existing records missing from your system’ and click on ‘Save’.