What does the managed integration do?
This integration populates Tribal Habits with new and updated users from foundU on a scheduled basis (from 30 minutes to every 24 hours), including:
New users (Approved in foundU) are created in Tribal Habits
Updated users are updated in Tribal Habits
User data is populated (e.g. job title, location, office code - from fields or tags)
Manager data is populated (including email)
Deactivated users (Archived or Cancelled in foundU) are deactivated in Tribal Habits
What are the benefits of this managed integration?
Reduced administrative workload
First, this integration reduces the workload for your Tribal Habits administrators by automating user creation. New users will be automatically populated in Tribal Habits from foundU. Users can also be deactivated based on data from foundU.
Data consistency
Second, the integration eliminates data inconsistency. Users are updated automatically from foundU, ensuring that your Tribal Habits data matches your foundU data. This allows your organisation to use foundU as a single source of truth for user data.
Improved reporting
With more (and more accurate) user data, your Tribal Habits reporting and administration is also improved.
What’s required to set up the integration?
The integration is managed by Tribal Habits. Our team will set up the integration and manage it on your behalf. Error messaging for a failed user sync can be enabled and sent to a specified email address at your organisation, allowing your foundU or Tribal Habits administrators to be immediately notified if user data is incorrect or inconsistent.
The integration requires minimal setup in foundU. The main requirement is to set up tags for user data to be synced to Tribal Habits’ custom fields – e.g. location, job role or team. Our support team will then organise the integration. Once the integration is ready, we will require a small amount of time from your foundU or Tribal Habits administrators to finalise testing.
What is the integration process?
Our integration with foundU is a ‘managed integration’. This means our our Support team will create and run the integration on your organisation’s behalf. It also means that each integration can be customised to suit your organisation. Here are the major steps and options as we set-up this integration.
1 – Kick-Off Call
We begin with 30 minute kick-off call with your team to discuss your integration.
First, we will determine the appropriate 'user name' for your users in Tribal Habits. This will be either the foundU ID number or the work email address of the user.
For organisations using Single-Sign-On (SSO), this will typically be the work email address of your employees. This is usually because your SSO platform will typically use work email as the user name field, and we need to match that field between SSO, foundU and Tribal Habits.
For organisations without Single-Sign-On, and perhaps with employees who use personal email addresses, we may use the foundU ID number. The foundU ID number will not change for your users, even if they change their email address, so this is a great choice for organisations with frequent email changes among its users (such as in hospitality).
Second, we focus on the additional fields of user data you may want to sync from foundU into custom fields in Tribal Habits – such as location or job title. There are two ways to sync such data from foundU - Tags or User Details. Our integration supports either, so we will seek to understand your foundU set-up and match that.
Fields. For this version of the integration, we obtain details for each user from standard foundU fields - such as office code or location.
Tags. For this version of the integration, we obtain details for each user from the tags applied to each user (from the tag groups created in foundU).
Finally, we also review your use of Single-Sign-On to ensure an integration with foundU is compatible with data from your SSO environment.
We can also discuss the load of your initial users, which can also be completed through our integration (to initially load all your existing users and their data into your Tribal Habits platform).
2 – Integration Preparation
Our team then prepares the integration, which typically takes just a few days.
3 - Set-up Call
We then organise a second call with your team for the authorisation process. We require one of your foundU administrators for approximately 30 minutes to complete an authorisation process and then test the integration with our team.
Our team will step your administrator through the process, which is easy to follow and requires no IT experience. 😀
Specifically, we will:
5 minutes - Authorise your Tribal Habits integration in foundU. For this, we require either (a) temporary admin access to your foundU platform or (b) to step one of your foundU admins through the authorisation process.
15-30 minutes - Testing the various scenarios in the integration (new user, updated user, offboarded user and so on).
4 - Go Live
Once your integration is tested and ready to go, we can activate the integration when your team is ready! We actively monitor your integration for the first few weeks to ensure its all working as intended, or to fine tune any requirements. Your integration is then all set!