Zoho People

Integrating Zoho People with Empuls for automated user data management

Updated over a week ago

Empuls and Zoho People help you automate user data management and seamlessly drive people initiatives across your organisation.

With this integration, you can:

  • To connect Empuls with Zoho People, follow a hassle-free process. To initiate the process, you must be an admin on both systems.

  • Automatically sync data to Empuls when you add new hires, delete exited employees, and update employee data in Zoho People.

  • Import employee birthday and work anniversary data from Zoho People to celebrate these special days with automated greetings and gifts.

Once this integration is enabled, the data sync once every 24 hours between Empuls and your Zoho People account will happen.

How to set up this integration?

Step 2: Log in with your Zoho People account

Step 3: Click “Add Client ID” in the top right corner. If you don’t have any clients configured, skip to the next step.

Step 4: Among the different options, select “Server-Based Applications.

Step 5. Use the following details to create a connection for a new server-based application

Step 6: Click “Create” and “Continue” on this page for the next step.

Step 7: Copy “Client ID” and “Client Secret” details on the Client Secret tab. Click on Continue.

Step 8: Select your ZOHO Data Center where your Zoho People Account is hosted. Click on CONTINUE.

Step 9: Copy-paste the Client ID and Secret ID in the respective boxes. Click on ESTABLISH CONNECTION.

Step 11: Give authorization from your Zoho Account. Click on PROCEED.

Step 12: Select and map data fields. Click on NEXT.

Step 13: Define filtering criteria to avoid account creation for external consultants. Click on NEXT.

Step 14: Download data to validate

Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.

Step 15: In this step, you can choose between two data sync options:

  • Run Date Sync Once Now: Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.

  • Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

Select the date and time of your choice. Click on Save and Finish.

You will now see a message confirming that the Zoho People were added successfully.

How to edit this configuration

Step 1: Log in to your Empuls account.

Step 2: Click on Settings from the left-hand menu.

Step 3: Navigate to Other Settings section and click on Integrations.

Step 4: Navigate to the Active Integrations section and click on the Zoho People app.

Step 5: Click on the three dots beside the REMOVE Zoho People text box. Then click on Edit Configuration.

Step 6: Click on SAVE

You will get the message that the configuration has been updated successfully.

How to turn off this integration?

Step 1: Log in to your Empuls account.

Step 2: Click on Settings from the left-hand menu.

Step 3: Navigate to the Other Settings section and click Integrations.

Step 4: Navigate to the Active Integrations section and click on the Zoho People app.

Step 5: You can turn off the integration by simply clicking on REMOVE Zoho People.

Step 6: It will ask whether you want to remove Zoho People? Click on REMOVE.

Questions? Contact us at [email protected]. We are more than happy to help you!

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