Configure Organizational Attribute data connections

In the Management Portal at Data Model > Data Connections, use data connections to synchronize data from an external source with your environment. Use Organizational Attribute data connections to synchronize organizational attributes and people attributes.

Configuration

Field

Explanation and Tips

Properties tab

In the Data Source field, specify the Data Source that contains the external data that you want to synchronize. You can configure Data Sources in the Setup and Sync Tool.

Mappings tab

Specify which external data you want to synchronize and how.

  • In the Assign attributes to field, specify the organizational context to which you want to assign the attributes. This item must also exists in the external data source, otherwise no items are synchronized.
  • In the Look up on field, specify the search method for organizational context in the external data.
  • In the Using data field field, specify the field or column in the external data that stores this search method.
  • In the Look up attribute on field, specify how to search for attributes in the external data. This allows you to use different designs of external data sources.
    • Row value:
      • In the Using data field field, specify the field or column in the external data that stores the name of the attributes.
      • In the And set value to field, specify the field or column in the external data that stores the value of the attributes.
    • Column name:
      • In the Using data field field, specify the column(s) in the external data that store the attribute information you want to synchronize. The selected column names are the names of the attributes.
  • In the Path separator field, specify the separator that is used in the external data. This field is only relevant if the data connection looks up on Name or Path + Name.
  • Select Allow updates and Allow deletes for additional synchronization options. These options are particularly useful if you have synchronized the data connection before.

Diagnostics

View information about the previous synchronization, including its duration and the number of affected records.

Example row value

Organizational Attributes Data by Row

In this example, the data connection looks up Organizational Attributes by row value:

This results in the following:

Example column value

Organizational Attributes Data by Column

In this example, the data connection looks up Organizational Attributes by column name:

This results in the following:

See also

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