Introduction

Sapling can sync new hire data with your Kallidus Perform account, saving your HR, and People Operations team time from manual data entry and removing the risk of errors.


With the Kallidus Perform Integration, Sapling will:

  1. Create Users: When a user completes their Sapling profile, they will automatically be created in Perform.

  2. Update User Attributes: When a user attribute is changed in Sapling, the corresponding user profile in Perform will automatically be updated.

  3. Deactivate Users: When a user is offboarded in Sapling, the corresponding user in Perform will automatically be disabled.

How It Works

Setting up the Integration Step by Step

Step #1. Retrieve your Perform API Key

  1. Reach out to your Kallidus Recruit Customer Success Manager.

Step #2. Enable the Perform Integration in Sapling

  1. Navigate to the Integrations → Kallidus→ Perform

  2. Enable the Kallidus Perform Integration

  3. Enter your Perform subdomain URL and API key

Step #3. Confirm the Integration settings

  1. Review the integration filters and make your selection

  2. Save changes and that’s it!

Overview

Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way.

Integration Fields

Sapling is continually expanding the number of fields that sync between Sapling and Kallidus Perform.

  • Here is a full list of Sapling and Kallidus Learn and Perform Integration Fields.

Key Factors to be aware of

Kallidus Learn and Kallidus Perform

  • If you are leveraging Learn, Perform, or both, there is only one API call needed to create user profiles.

  • You will only need to enter your subdomain URL and API Key once.

  • In Sapling, you will enable both if you are using both integrations.

Employee Syncing

  • To ensure a consistent data flow, once you activate this integration, we'll attempt to match all existing employees between Sapling and Kallidus Perform.

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

Field Mapping Coming Soon

The integration with Sapling and Kallidus Perform will allow for Field Mapping. This is in the works and excited to share more about this in the upcoming weeks.

💡Looking to do more?

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