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Integrating with Freshteam
Integrating with Freshteam
Roxanne Advincula avatar
Written by Roxanne Advincula
Updated over a week ago

To begin setting up your Freshteam integration, click on the Settings button and then on Integrations.

Next, click Add to SkyPrep under Freshteam. If Freshteam is under the "Disabled Integrations" list, click Configure.

Next, select Link Freshteam.

The first thing you need to do to link your Freshteam account is to add your subdomain.

On your Freshteam account, your subdomain is everything before .freshteam.com/home.

Copy and paste this into the subdomain field in Skyprep, then hit Submit.

Next you will need your Freshteam API Key.

To find you Freshteam API Key, follow these steps:

1. Log in to Freshteam and hover over your profile image on the top right corner of any page. Select API Key in the dropdown menu.

2. Select Copy and paste the API key below into SkyPrep.

Set the integration to Enabled and fill in Client Namespace, Username, and Password for your Freshteam account, and designate what user fields you want to use in the Expand Fields area. The expected format for Expand Fields is comma-separated text with no spaces, such as "contacts,employmentstatuses,managername".

Next, set the Time Between API Calls. This sets how quickly the integration can submit API requests which allows you to ensure you stay within your allowed API rate limit.

Termination Date Action lets you decide what happens if a termination date is added to a user's profile in Freshteam. If Reactivate terminated users in the LMS that are no longer terminated in Freshteam is turned on, user will be reactivated if the Termination Date was removed.

Enable Email Notifications on New User Creation will send a welcome email to your users when their accounts are created via the integration.

Remove users from groups they are no longer a part of in Freshteam will unenroll users from Groups they are removed from in Freshteam. This will also unenroll them from any courses and Learning Paths they are enrolled in via that Group.

Deactivate users in the LMS that are no longer in Freshteam will disable removed users, preventing them from being able to log in while retaining all of their training records.

Next, click on the Data Mapping field.

Here you can choose which SkyPrep Property is linked to your Freshteam values. The Primary Value is what will be used first, with Secondary Value being used if the Primary value is blank in a user's profile.

You can add additional SkyPrep Properties by adding additional Custom Labels in your Platform Settings area.

Finally, click on Import Rules. This area allows you to set rules to determine which users are added to your platform. To add a rule, click on Add Rule.

You can then set a rule and specify whether the user is added or skipped if they match the conditions.

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