Sapling - Lessonly Integration Guide

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:

1. Create Users: When a user completes the Preboarding (Sapling profile), they will automatically be created in Lessonly.

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

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

4. 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.

Once profiles are created, Sapling will be able to immediately start syncing the changes (please be aware that matching of profiles is done based on the work email address in Lessonly). 

This article covers the following topics:

• How It Works
• Setting up the Integration Step by Step
  • Step #1. Retrieve your Lessonly API Key
  • Step #2. Enable the Lessonly Integration in Sapling
  • Step #3. Confirm the Integration settings
• Overview - Lessonly
• Integration Fields
• Key Factors to be aware of
  • Field Names in Sapling & Lessonly
  • Filters in Sapling
• 💡 Looking to do more?

How It Works

Setting up the Integration Step by Step

Step #1. Retrieve your Lessonly API Key

1. Navigate to Settings → API & Webhook

Step #2. Enable the Lessonly Integration in Sapling

1. Navigate to the Integrations → Learning & Development → Lessonly

2. Enter your Lessonly subdomain URL and API key retrieved from Lessonly

Step #3. Confirm the Integration settings

1. Review the Integrations filters and make your selection

2. 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

 

💡 Looking to do more?

• Check out our API

• Check out our Customer Success Stories

• Lessonly Status Page