Introduction
Sapling can sync new hire data with your Lessonly account, saving your HR, and People Operations team time from manual data entry and removing the risk of errors.
With the Lessonly integration, Sapling will:
Create Users: When a user completes their Sapling profile, they will automatically be created in Lessonly.
Update User Attributes: When a user attribute is changed in Sapling, the corresponding user profile in Lessonly will automatically be updated.
Deactivate Users: When a user is offboarded in Sapling, the corresponding user in Lessonly will automatically be disabled.
Link Users: Link all existing Sapling team members to a user account in Lessonly based on email address.
Note: Sapling users created before enabling the integration wouldn't be created in Lessonly automatically and they need to be manually created in Lessonaly to establish the sync for those user's profiles.
As you enable the integration for the first time. Sapling can only link existing Sapling users with their respective existing Lessonly accounts using Company email as a unique identifier. This will enable sync for those users. However, Sapling cannot create new Lessonly profiles for existing Sapling users.
How It Works
Setting up the Integration Step by Step
Step #1. Retrieve your Lessonly API Key
Navigate to Settings → API & Webhook
Step #2. Enable the Lessonly Integration in Sapling
Navigate to the Integrations → Learning & Development → Lessonly
Enter your Lessonly subdomain url and API key retrieved from Lessonly
Step #3. Confirm the Integration settings
Review the Integrations filters and make your selection
Save changes and that’s it!
Overview
Lessonly is the powerfully simple way for teams to learn and practice like never before.
Integration Fields
Sapling is continually expanding the number of fields that sync between Sapling and Lessonly.
Here is a full list of Sapling and Lessonly Integration Fields.
Key Factors to be aware of
Field Names in Sapling & Lessonly
To ensure a consistent data flow, once you activate this integration, we'll attempt to match all existing employees between Sapling and Lessonly.
For the Fields to sync correctly, the naming conventions must match between Sapling and Lessonly.
Filters in Sapling
Sapling supports filtering, and allows you to identify what users you want to keep synced based on the following:
Location
Department
Employment Status