HaloCRM Active Directory Integration
Integrate Active Directory with CRM software to seamlessly synchronise users and agents
Active Directory Integration
If you’re from the retail sector, or a larger organisation with lots of staff, you’re more than likely to have all of your employees stored in an Active Directory structure of containers.
If your LDAP containers are in good order, you can mirror the structure within HaloCRM, all at the click of a button. Even if your LDAP structure needs some attention, HaloCRM can adapt the tree structure to how you wish to structure it, whilst running an ongoing, regular sync of data.
Should anyone leave the organisation, HaloCRM will inactivate those that are no longer active in the directory, if no tickets exist for them. If they are still with you, bring over all the information about them in your AD into HaloCRM!
Our Active Directory integration also includes single sign-on functionality – so your employees can sign into the agent Halo, or customer portal seamlessly.
Key aspects of the Active Directory integration
- Import all of your customers accounts from AD to HaloCRM.
- Map data from their entries directly to HaloCRM fields.
- Choose what information is mapped, what has usefulness.
- Map containers to site level, populate users in an instant.
- Setup an ongoing sync with your AD, to ensure data quality.
- Set the sync on your terms, so as not to overburden resources.
- Also import Agent accounts, as well as employees.
- Use single sign-on functionality of automatic log on.
If you have access to Customer’s Active Directories, HaloCRM can integrate with their containers, to populate your Area/Client tree-view as part of an ongoing sync. The Active Directory wizard allows Sites to be linked to OU Containers in the Active Directory. If your Active Directory is in good order, and sensibly organised, HaloCRM can easily mimic this.
The functionality within HaloCRM that allows Active Directory information to be mapped to their relevant HaloCRM fields within the setup. Leave the Active Directory as the Master Database, and update HaloCRM on an ongoing Active Directory sync.
To find out about our other integrations available, visit our integration page.
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