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Samesystem integration

Learn how to set up an integration with Samesystem to automate user creation, updating, and deletion.

About the integration

The integration with Samesystem helps you automate creation, updating, and deletion of users in Ziik.

Requirements in Ziik

You need to be a platform admin to configure integrations in Ziik.

How to set the integration up

  1. On desktop, click the Admin cogwheel and then Integrations
  2. Click Create integration
  3. Choose Samesystem
  4. Give the integration a Name
  5. Provide your Samesystem Client ID and authenticate yourself with your Samesystem username and password.
  6. Click Verify connection

 

How to configure the integration

Import mode

Choose whether you wish to synchronise users from all departments in Samesystem, or only users from selected departments.

Unit mapping

Select which Departments in SameSystem should be linked to which Units in Ziik. Users assigned to any of the mapped Departments in SameSystem will automatically be assigned to the corresponding Unit in Ziik

Role mapping

Choose which Titles in Samesystem should be linked to which Roles in Ziik. Users assigned to any of the mappedTitles in Samesystem will automatically be assigned to the corresponding Role in Ziik.

Defaults:

The below default user settings can be configured. The defaults only apply to new users, and can be edited by users themselves in their profile settings.

Show birthdays
All -  Users will be able to see all other users' birthdays in their calendar  
Unit - Users will be able to see birthdays of users in their own Unit
None - Users will not see any birthdays in their calendar

Default language
- What language should the Ziik platform be set to for new users?

Synchronisation policies

Hijack Policy
If a user not created through the integration already exists in Ziik, and that user has the same email address as one found in Samesystem, decide how the integration should behave:

  • Update (overwrite) the Ziik profile with information from Samesystem, or
  • Ignore users that were not created through this integration

 

Ignore users with incomplete memberships
Users with incomplete memberships are users with a Department or Title in Samesystem without a matching Unit or Role in Ziik.

Enabled - Users with incomplete memberships will not be synchronised to Ziik.

Disabled - Users will be created and updated in Ziik despite having an incomplete membership. These users can be found in Ziik by navigating to the Admin Panel -> User Administration -> Unassigned.

Import blocked users
No - users blocked in Samesystem will not be imported. If they have already been imported, and are subsequently marked as blocked, they will be deleted from Ziik.

Yes - users blocked in Samesystem will be imported to Ziik. Users marked as blocked after having been imported will remain unchanged in Ziik.

Send welcome emails
Yes - users will automatically be invited to sign up and login as soon as they are created in Ziik
No - users will not automatically be invited. Someone must manually send welcome emails to new users

 

Integration inner workings

Importing users from Samesystem

New users created in Samesystem will be synchronised to Ziik if they:

  • Have a first name
  • Have a last name
  • Have an email
  • Have an active contract
  • If multiple users have the same email address within Samesystem, only the first one will be imported and the second one will be ignored

If the setting “Ignore users with incomplete memberships” is enabled, a valid membership is required to import a user. If we weren’t able to assign a complete membership to the user based on their properties in Samesystem, the user will be ignored and only imported once all requirements have been met.

Synchronization of users’ Unit & Role memberships:

  • A user’s contract in Samesystem consists of a Department and a Title. Based on the mappings configured they will be assigned Unit and Role membership when imported to Ziik.
  • If you in Ziik manually add a role to a unit membership that was created through the integration, the integration will not overwrite the change.
  • If you in Ziik  remove a role in a membership that was created through the integration, the role will not be restored/replaced by the integration
  • If a membership created through the integration is updated in Samesystem, placing a user in a different unit, the new unit membership will replace the old one in Ziik.
  • If a membership created through the integration is updated in Samesystem, placing a user in a unit that they already have been assigned to manually in Ziik, the membership will be linked and any additional roles will be added to the existing membership.
  • If a membership created through the integration has been updated in Samesystem, changing a user's set of roles, only the roles previously created by the integration are subject to removal. Any roles assigned manually in Ziik need to be deleted manually.
  • If a linked unit membership is manually deleted in Ziik, the membership will automatically be recreated the next time the integration runs.
  • If a linked user, with only manually created memberships, is updated such that the user should be placed in another unit, an additional membership will be created with the assigned roles.
  • If roles in a membership that was created through the integration are changed manually in Ziik, the integration will not overwrite the changes

Updating users from Samesystem

When a user or their contract is updated in Samesystem, the user is also updated in Ziik. However, users not considered valid, will be deleted. Users are considered invalid when they’re missing first name, last name, email, or an active contract.

Delete users in Samesystem

When a user’s contract reaches its end date in Samesystem, they are deactivated in Ziik and marked to be deleted in 90 days. These users can be viewed in Ziik by navigating to Admin Panel -> User Administration -> Deactivated.