Recently, I’ve had several questions about syncing your corporate structure relationships. When I saw the Import Relations xslt file in Super Admin, I had the same question. Like I said in my previous post, I have been the one to maintain the onboarding structure before, so I am always looking for a way to improve a user’s experience and decrease the level of maintenance required to support the module.
The below example will walk you through the steps for syncing your corporate structure relationships.
Determine Corporate Structure Levels
In Onboarding, go to Onboarding > Reference Files > Corporate Structure
OR
In Super Admin, go to See Also > Corporate Structure
Creating the Integration Center Report
1. Go to Admin Tools > Company Settings > Integration Center and select click My Integrations
2. Click the Create button and then select Scheduled Flat File Output Integration
3. Search for “Department” and select Department (FODepartment)
4. Select Department (externalCode) and the parent code. (It could be under Navigations)
5. Uncheck Start Date
6. Click Select
7. Enter Integration Details
8. Click Next
9. Click the child code and change the label to ChildID
10. Click the parent code and change the label to ParentID
11. Click ChildID and select Insert Field > Insert Fixed Value Field (You can create a calculated field to calculate count but for demo purposes, we will use a fixed value field)
12. Click OK
13. Repeat steps to create ParentOrgLevel
14. Click OK
Your report should now look like this:
15. Click Next
16. Expand the Advanced Filters section and click Browse
17. Search and select ‘Status (status) in Department (FODepartment)’
18. Click Change Association to “Status”
19. Enter A in the Value field to only include Active Departments
20. Click Next
21. Enter Destination Settings
22. Click Save
Modify the Foundation Import File
1. In Super Admin, Go to Integration > Import/Export Settings
2. Under the Integration section, export the FoundationImport file.
3. Save a backup of the file
4. Add the below code right above the last </FoundationImportConfiguration>
5. Save as a new file
6. Return to Import/Export Settings in Super Admin and import the new foundation import file
Modify the Foundation Import Field Mappings
1. In Super Admin, Go to Integration > Import/Export Settings
2. Under the Integration section, export the FoundationImportFieldMapping file.
3. Save a backup of the file
4. Add the below code right above the last </FoundationImportFieldMapping>
5. Save as a new file
6. Return to Import/Export Settings in Super Admin and import the new foundation import field mapping file
Run the Integration Center Reports
1. In Provisioning, go to Manage Scheduled Jobs
2. Find your Relations Sync Report and select Run Now from the Actions drop down
Check Import Status in Onboarding Audit Report
1. Once your report has been picked up from the ftp site, the file should no longer be listed in the inbound folder.
2. Other than checking your corporate structure, you can determine the status of the import by going to Onboarding > Settings > Audit Report
3. Select the blank option from the Type dropdown, enter INTEGRATION in the Event Code textbox and click filter
4. Find the import file and see if it is complete
Once your report runs successfully and is processed by Onboarding, your corporate structure relations will be available in Onboarding
Once again, I hope this post will make managing your Onboarding Corporate Structure a little easier. Please stay tuned for part three on syncing position and additional attributes.
The below example will walk you through the steps for syncing your corporate structure relationships.
Determine Corporate Structure Levels
In Onboarding, go to Onboarding > Reference Files > Corporate Structure
OR
In Super Admin, go to See Also > Corporate Structure
Creating the Integration Center Report
1. Go to Admin Tools > Company Settings > Integration Center and select click My Integrations
2. Click the Create button and then select Scheduled Flat File Output Integration
3. Search for “Department” and select Department (FODepartment)
4. Select Department (externalCode) and the parent code. (It could be under Navigations)
5. Uncheck Start Date
6. Click Select
7. Enter Integration Details
- Integration Name: Onboarding Relations Export
- Output File Type: csv
- Header Type: Simple
8. Click Next
9. Click the child code and change the label to ChildID
10. Click the parent code and change the label to ParentID
11. Click ChildID and select Insert Field > Insert Fixed Value Field (You can create a calculated field to calculate count but for demo purposes, we will use a fixed value field)
- Label: ChildOrgLevel
- Default Value: 3 (Your child corporate structure level)
12. Click OK
13. Repeat steps to create ParentOrgLevel
- Label: ParentOrgLevel
- Default Value: Your Parent Level (In this demo, it’s 2)
14. Click OK
Your report should now look like this:
15. Click Next
16. Expand the Advanced Filters section and click Browse
17. Search and select ‘Status (status) in Department (FODepartment)’
18. Click Change Association to “Status”
19. Enter A in the Value field to only include Active Departments
20. Click Next
21. Enter Destination Settings
- Enter SFTP Server Host Address, username, and password
- File Name Prefix: <case sensitive Company ID>_Relations_Sync
- Date Suffix Format: yyyyMMdd
- File Extension: csv
- File Folder: /ONB/Inbound
22. Click Save
Modify the Foundation Import File
1. In Super Admin, Go to Integration > Import/Export Settings
2. Under the Integration section, export the FoundationImport file.
3. Save a backup of the file
4. Add the below code right above the last </FoundationImportConfiguration>
5. Save as a new file
6. Return to Import/Export Settings in Super Admin and import the new foundation import file
Modify the Foundation Import Field Mappings
1. In Super Admin, Go to Integration > Import/Export Settings
2. Under the Integration section, export the FoundationImportFieldMapping file.
3. Save a backup of the file
4. Add the below code right above the last </FoundationImportFieldMapping>
5. Save as a new file
6. Return to Import/Export Settings in Super Admin and import the new foundation import field mapping file
Run the Integration Center Reports
1. In Provisioning, go to Manage Scheduled Jobs
2. Find your Relations Sync Report and select Run Now from the Actions drop down
Check Import Status in Onboarding Audit Report
1. Once your report has been picked up from the ftp site, the file should no longer be listed in the inbound folder.
2. Other than checking your corporate structure, you can determine the status of the import by going to Onboarding > Settings > Audit Report
3. Select the blank option from the Type dropdown, enter INTEGRATION in the Event Code textbox and click filter
4. Find the import file and see if it is complete
Once your report runs successfully and is processed by Onboarding, your corporate structure relations will be available in Onboarding
Once again, I hope this post will make managing your Onboarding Corporate Structure a little easier. Please stay tuned for part three on syncing position and additional attributes.
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