Creating Synchronizers

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Creating Synchronizers

How to Create Synchronizers | Use the User Group Configuration Tool to create custom synchronizers.

Prerequisites: Users require site administrator permissions to complete this task.

Use the User Group Configuration Tool view to integrate Sales Force, LDAP, or ADFS synchronizers for other user application stores. Configuring an Active Directory synchronizer imports membership data used to populate groups in Cartella. All of the contacts for a given company are converted to Cartella users and associated with the appropriate customer group.

Note: See Microsoft: Active Directory Federation Services for ADFS details.

Note: Choose whether or not to configure the synchronizer in the Cartella user interface or in Cartella.config. See Advanced Setup: Syncing to Custom User Store to configure the synchronizer via Cartella.config.

To create a synchronizer:

Log in to Cartella.
Navigate to Settings > Configuration Management > User Group Sync.
Click Create New Syncher to create a synchronizer.
Enter the name in the User Group Synch Name field.

Select one of the authenticators or synchronizers from the drop-down list:

List Item	Description
Sales Force Authenticator	Authentication for Salesforce. Important: If you select this option, navigate to Syncing to Salesforce for details.
LDAP Authenticator	Authentication for LDAP. Important: If you select this option, navigate to Syncing LDAP for details.
ADFS Syncher	Authentication for custom user stores.

Clear or select the Add Seat on Creation checkbox in the Connection Info section.

Note: Selecting this option adds created users to the Cartella seat count.

If you select ADFS Syncher from the drop-down list, enter the following fields in the Group Mapping Info section:

Note: If you selected Sales Force Authenticator or LDAP Authenticator, view the Description notes in the table above to proceed.

Field	Description
Name Key	Name key.
Group Format String	Group format string.

Enter the following fields in the User Mapping Info section:

Field	Description
External ID Key	ID of the external key.
Login Name Key	Email for the login name key.
Login Name Format String	Format string for the login name.
First Name Key	First name.
Last Name Key	Last name.
Email Key	Email for Salesforce.
Phone Key	Phone number.
Company Key	Company.

Optional: Click Add Field in the User Mapping Info section to enter additional values for:

Field	Description
Store Key	Key for store.
Cartella Key	Key for Cartella.

Note: Add additional fields as needed.

Note: Click Remove to remove the added fields.

Click Save Changes.
Cartella saves and syncs the new synchronizer.