To help sync your Active Directory with our system we provide a PowerShell template that can be easily configured and/or modified to connect to your Active Directory, export users to a CSV file, and upload the CSV to our servers for processing. To use this template, you will need to be familiar with the following:
- PowerShell (version 3 or above)
- The names of the Organization Unit(s) in ActiveDirectory to be synced with our system
- Scheduling jobs with the PowerShell script
In order to obtain the PowerShell template, sign in to your account, and then visit the Active Directory Integration page. This page will provide detailed instructions for how to use the script as well as the script itself. You can also cross-reference the column titles for the CSV conversion here.
If you have multiple locations you will need to specify this for each contact. Verify that the location is spelled exactly as it is on your account under Locations > edit > identifier (no capitals or spaces). If you would like a single contact in more than one location, duplicate the contact, one for each location with the proper location identifier for each. If your configuration is global they will automatically be added to All Locations.
What about LDAP?
If your organization uses vanilla LDAP instead of Active Directory, the PowerShell template should give you a good idea of what a script will need to do in order to sync with our system. If you have an account with us, the Contact Import Integration page will is another good resource that outlines the details of the CSV file that you will need to create, as well as how that file will need to be transmitted to us.