App Management: User Syncing and Provisioning

System admins can sync and provision users from a source account with Simpplr.

What is user syncing?

To keep your users' data up-to-date, you can synchronize profile data from your source account, like Google or Azure Active Directory, with Simpplr. Data from your selected source will be synchronized with Simpplr's People directory on a nightly basis.

System admins can sync and provision users using with the following source accounts:

  • Azure AD
  • Google Cloud Identity
  • UKG Pro
  • Workday (via JSON connector)
  • Simpplr User Services (via CSV connector)
  • Salesforce

What is user provisioning?

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User provisioning synchronizes the creation and deactivation of users between Simpplr and a chosen source, like Google. If Google is selected as the source account, when a user is created in Google, then a user is also created in Simpplr. Conversely, deleting users in Google will automatically deactivate them in Simpplr.

The following source accounts for syncing people data with Simpplr are:

  • Google
  • Azure Active Directory
  • Okta
  • Simpplr User Services (via CSV connector)
  • Salesforce

Note

User provisioning through Simpplr can only be done with Google. User provisioning with Active Directory and other platforms must be done through Salesforce.

Google setup

Make sure Simpplr has whitelisted your Simpplr service account in Salesforce before getting started.

Connect your environment’s people data to Google

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System admins can perform the following steps to select Google as the source for Simpplr's People data:

  1. Go to Manage App > Integrations > People Data.
  2. Select the Google checkbox to connect using admin credentials.
  3. After signing into the source account with admin credentials, your source account will be connected and you'll be redirected back to Simpplr. You'll now see the option to Disconnect account next to the selected source account.

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selecting Google for connection

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Google connected successfully

Note

If any other Google integration (Google Drive, Google Calendar, etc.) is already enabled, the domain used for syncing Simpplr People with Google should match the domain used elsewhere. If there's a domain name mismatch, you'll see "Connection failed - Domain name must match existing Google integrations." Also, user attributes like Job Title are only provisioned once. To continually sync user attribute data, see the Syncing sections below.

Set up Google user provisioning

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If your Simpplr environment is connected to Google, system admins will see an option to provision users from Google. To set up Google provisioning:

  1. Go to Manage App > People > User Provisioning.
  2. Select a provisioning source.
  3. Enter in the optional query field: SimpIntegration.IsSimpplrUser=true. This is the filter defined in Google as a custom field. This will enable syncing with Simpplr when a user is created in Google.
  4. Select Create new users or Don't create new users. If you're provisioning from Google, select Create new users. If you're only syncing with Google, select Don't create new users.
  5. Select Deactivate users
  6. If Create new users is selected, enter the suffix you want for the username in Salesforce (for example, companyname.com.simpplr). The Profile field is mandatory. Required fields cannot be unchecked, or the provisioning process will fail. Simpplr People data requires a batch execution setup to sync.

Email ID is the default parameter for syncing user data from Google with Salesforce. Once the batch job (see below section) is executed:

  • If the Create User field is selected:
    • New users are created in Salesforce from Google.
    • and Simpplr integrations is set to TRUE:
  • If the Deactivate User field is selected:
    • Users without Google account emails are set to inactive.

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optional query filter and new user creation

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selecting user deactivation

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entering the suffix for new username

Set up Google user data syncing

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Once your environment is connected to Google, system admins will be able to sync user data from Google:

  1. Go to Manage App > People > User Syncing.
  2. Select Google as the syncing source.
  3. Select which fields you want to sync between Google and Simpplr. 
  4. Go to Manage App > Setup > Schedulers. Run a batch execution to sync the data.

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selecting fields to sync between Google and Simpplr

Note

User syncing is one-way from the external system or file to Simpplr.  Changes in Simpplr do not flow back to the other system.

Batch sync and provision Simpplr people data with Google

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Once your environment is connected to Google, and Google is selected as the People data source, system admins are ready to batch sync and/or provision People data in Simpplr with Google's source data:

  1. Go to Manage App > Setup > Schedulers.
  2. To provision users on-demand, run ScheduleHourlySimpplrServices. This job is pre-scheduled to run every three hours, but can be run on-demand.
  3. To sync user people data on-demand, run ScheduleSimpplrServices. This job is pre-scheduled to run once a day, but can be run on-demand.
  4. Simpplr People data will be automatically synced or provisioned accordingly.

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options for a batch job under Schedulers

Azure Active Directory setup

Connect your environment’s people data to Azure Active Directory

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System admins can perform the following steps to select Azure Active Directory as the source for Simpplr's People data:

  1. Go to Manage App > Integrations > People Data.
  2. Select the Active Directory checkbox to connect using admin credentials.
  3. After signing into the source account with admin credentials, your source account will be connected and you'll be redirected back to Simpplr. You'll now see the option to Disconnect account next to the selected source account.

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select Active Directory for connection

 

Set up Active Directory user attribute syncing

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If your environment is connected to Azure Active Directory, system admins will be able to sync user attributes from Azure Active Directory:

  1. Go to Manage App > People > User Syncing.
  2. Select Active Directory as the syncing source.
  3. Select which fields you want to sync between Azure Active Directory and Simpplr. 
  4. To sync user people data, run ScheduleSimpplrServices. This job is pre-scheduled to run once a day, but can be run on-demand.

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selecting fields to sync between Azure Active Directory and Simpplr

Batch sync and provision Simpplr people data with Azure Active Directory

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Once your environment is connected to Azure Active Directory, and Active Directory is selected as the People data source, system admins are ready to batch sync and/or provision People data in Simpplr with Active Directory's source data:

  1. Go to Manage App > Setup > Schedulers.
  2. To provision users on-demand, run ScheduleHourlySimpplrServices. This job is pre-scheduled to run every three hours, but can be run on-demand.
  3. To sync user people data on-demand, run ScheduleSimpplrServices. This job is pre-scheduled to run once a day, but can be run on-demand.
  4. Simpplr People data will be automatically synced or provisioned accordingly.

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options for a batch job under Schedulers

Additional syncing fields from your source account

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Up to five additional fields can be synced from Google or Azure Active Directory into Simpplr. These fields can be mapped to a custom label in Simpplr, which allows the data to be used for segments, audiences, and/or optionally displayed on users' profiles.

When adding additional fields, a modal will open. Select the following:

  • The field to sync from. Add the Azure Active Directory attribute name.

  • Singular label for the field (for example, "Color")

  • Plural label for the field (for example, "Colors")

  • Whether or not the filter should be displayed on the People listing (true/false)

If the field names between Simpplr and Azure Active Directory aren't in sync, a text box will open for you to enter the field name in Simpplr as it appears in Azure Active Directory.

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option to Add field

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Add field modal

 

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