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

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

Next, click Add to SkyPrep under Zoho People. If Zoho People is under the Disabled Integrations list, click Configure.

Next, select Link Zoho People.

Select your region, then hit Submit.

Next, Authorize using Zoho People's website.

Set the integration to Enabled and fill in Client Namespace, Username, and Password for your Zoho People 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 Zoho People. If Reactivate terminated users in the LMS that are no longer terminated in Zoho People 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 Zoho People will unenroll users from Groups they are removed from in Ceridian Dayforce. 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 Zoho People 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 Zoho People 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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