The Sage People – Litmos integration template lets you sync the newly hired team members from Sage People and creates user records in Litmos. This template is comprised of a set of prebuilt integration flows, which automate the workflow by syncing the clients, charges, projects, project budgets, project tasks, and client contacts between Sage People and Litmos.
The Celigo quickstart bundle contains workflows you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.
Keep your Sage People and Litmos account credentials ready:
-
Sage People – verify APIs and authorization
-
Before you set up a Sage People connection below, ensure you have the API and authentication details for your OpenAir app.
-
Refer to the Sage People help documentation to learn more about APIs and authorization.
-
To install the Sage People – Litmos template:
-
Navigate to integrator.io > Marketplace.
-
From the available templates, select either Sage People or Litmos .
-
Find the Sage People – Litmos template and click Preview . The Installtemplate page appears.
-
Review the template’s contents and the ReadMe file, and click Installnow to begin.
-
Add your credentials and install the template.
-
In installation step 3, for the adaptor package, the setup page detects whether this integration bundle is already installed with the Salesforce connection that you provided. If it cannot be confirmed, you are redirected to Salesforce where you can install the bundle as follows:
-
Sign in to your Sage People account. The Install Celigo integrator adaptor package page opens.
-
Select the profile on which you want to install the package.
-
Accept the acknowledgment.
-
Click Installforadmins only.
-
Click Install.
-
Click Done.
-
Return to integrator.io and click Verifynow.
Additional record mapping is required to integrate the template’s exports and imports with your OpenAir and Salesforce apps.
Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button and then run or schedule each flow.
-
If required, use the developer console in Sage People/Salesforce in order to configure the SOQL on the exports.
-
Create custom fields and user custom fields as needed in Litmos. You can remove the "user custom fields" if you don't need to use them.
-
Create a custom field on the Team Member in Sage People in order to write back the Litmos User ID. This makes it easier for the update flow that requires the Litmos User ID in the request and eliminates the need for a lookup to find the Litmos User ID.
-
Configure the import mappings as needed. For the Litmos User record, the template includes the mandatory, standard, and custom fields. Please refer to the Litmos API documentation for more details.
-
The imports will have a “source” parameter that should be configured according to your Litmos configuration. This placeholder uses ‘xyz’.
-
This template also includes imports for Litmos User Custom Fields. If you haven’t set these up in Litmos, you can remove the bubbles. If you have, please update the ‘fieldnames’ accordingly. In the postResponseMap hooks described in step 2, set the JSON data using the custom settings.
-
Update the export delta settings as required.
This integration flow syncs new team members between Sage People and Litmos. When new team members are hired via Sage People this integration flow syncs the newly hired team members from Sage People and creates user records in Litmos.
-
Create a custom field on the Team Member XYZ in Sage people for the Litmos User ID. This will be helpful for the writeback and other flows in the template.
-
A custom field on the Team Member in Sage People should also be created for that Litmos User ID. This will be helpful for the writeback and will be beneficial for other flows in the template.
-
Configure the following static mapping according to your business requirements in the Import Litmos users step before running the flow.
-
Add additional mappings as needed.
-
You are to configure the source parameter per your Litmos configuration by replacing ‘xyz’.
Import Litmos Users
|
Source record field (Sage People) |
Destination record field (Litmos) |
|
id |
litmosUserID |
Results mapping
|
Lookup response field |
Source record field |
|
litmosUserID |
Celigo_U_Litmos_User_Id__c |
This integration flow syncs newly updated team members between Sage People and Litmos. When a new team member is updated via Sage People this integration flow syncs the newly updated team members from Sage People and updates user records in Litmos.
This integration flow syncs newly terminated team members between Sage People and Litmos. When a new terminated team member is updated via Sage People this integration flow syncs the newly terminated team members from Sage People and updates the user records in Litmos.