Workflow for Configuring Customers for Directory Services

The process to configure Customers in CSM to integrate with Directory Services differs slightly from configuring Users.

Complete the steps for Configuring CSM Directory Services settings before configuring Customers.

To configure Customers for LDAP:

  1. Map the CSM Customer Object to a Directory Service (this can be used for any Business Object).
  2. Enable Authentication for Customers.
  3. Import Directory Service Data into the Customer Business Object using the Import Data Wizard or a Scheduled LDAP Import Action.
  4. Batch Updating Customer Credentials after the Customer records are imported.