Introduction: SyncPortal

SyncPortal is an integration designed to sync your employee information in WhosOnLocation with an external Data Source. You must have the Account Owner or IT Support user role assigned to access this integration.

Previously, WhosOnLocation provided a simply Active Directory Sync tool which could be used to manage your employee information in WhosOnLocation. However, any other third-party employee databases needed to be synced using a custom script through our API.

With SyncPortal, you can manage your WhosOnLocation employee information using any third-party employee database system, map any custom headings to fields in WhosOnLocation, create rules to manipulate the data being imported to fit your setup, and view a record of each import including what was added, changed, or any errors.

Please Note: While our SyncPortal is currently only used for managing employees, we have plans to include Service Provider management in the future.

How It Works

SyncPortal is used as a connector between your external Data Source and WhosOnLocation.

  1. Information from your Data Source comes into SyncPortal.
  2. Fields from your Data Source are matched with fields in WhosOnLocation.
  3. Custom rules are applied to manipulate the data.
  4. Any changes from your Data Source, including adding or removing employees are applied.

You can then view all of the changes through the Sync Logs. This will include who has been added, who and what has been edited, what rules were applied, and any errors that occurred.

Features of SyncPortal

SyncPortal lets you set up multiple Sync Profiles which are used to sync from multiple sources or scripts. Each profile can have custom headers for field mapping and rules for managing the data.

Custom field mapping allows you to use any headers in your Data Source and ensure that they are mapped to the correct fields in WhosOnLocation.

SyncPortal gives you the ability to create rules to apply to your data. These can set global roaming, locations, departments, and automatically manipulate your data so that it is imported to your specific requirements.

Sync various third-party employee databases using sources ranging from Active Directory to a CSV file. Some Data Sources will need to use external tools to send the information to SyncPortal and others, such as Active Directory, will be able to send information though a simple script.

View the results of each sync using the Sync Logs. Including what was added or changed, what rules are being applied to which people and why, and if there were any errors in the import and the details of those.

Test your database sync by setting your Sync Profile to Dry Run. This will not import, edit, or delete any information, but will show a log of what would have happened if it did. This allows you to pick up any errors with your import, ensure that all data is being synced correctly, and all rules are in place before going live with your SyncPortal.

Information Managed Through SyncPortal

SyncPortal can manage any contact details for an employee, their location and department, and, through rules, their role types and Global Roaming status.

You can automatically sync information to the contact detail fields for employees using the built-in field mapping to translate your Data Source headers into WhosOnLocation fields.

The following information is not managed through SyncPortal: Employee tokens, inductions, and qualifications.

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