Tovuti has been built to make online learning simple and accessible. ADP is an all-in-one finance platform that helps businesses of all sizes efficiently manage their payrolls.
The current integration with ADP is one-way. User information is pulled in from ADP and synced to update Tovuti users. User updates made in Tovuti are not synced back to ADP.
This article outlines the following concepts:
Go to Configuration > Click Integrations > click Setup Integration to connect Tovuti and ADP.
Setup tab
In the Setup tab, follow the steps to Connect to ADP. Click Connect.
Provide the following integration information, found in the ADP Developer Self-Service Portal:
- Client ID
- Client Secret
- Mutual SSL Certificate File
- Private Key File
Click Connect.
Import Employees that are already created in the ADP account. To set filters for which users are imported, view the User Filter tab.
Settings tab
In the Settings tab, toggle Yes or No to the following settings:
- Send Welcome Emails - users receive a welcome email with their login credentials
- Enable Auto User Deprovisioning - users will automatically be disabled in Tovuti when they are set to inactive or Terminated Status in ADP
User Filter tab
In the User Filter tab, enable and set conditions for users to be imported from ADP to Tovuti. Set the toggle to No for Enable User Filter to bypass the filter and import all ADP users.
If User Filters are utilized, it is recommended to configure the conditions in this tab before completing the Import Employees step in the Setup tab.
For the Conditions Must All Be Met toggle, set Yes to require that all the listed conditions be met for the User to be imported. Toggle No to set that only one of the conditions must be met for the User to be imported.
Click the green “+” icon (1) to add a condition. Select an option in the Field column (2). Select a Condition (3) and a Field Value (4).
In the image above, because Conditions Must All Be Met is set to No, only users who are either Accountants or Training Managers will be imported to Tovuti.
User Group Mapping tab
In the User Group Mapping tab, set up how imported Users will be organized into Tovuti User Groups. Select if any User Groups should be excluded from mapping.
Click the green “+” icon (1) to add a User Group map. Select a Field (2) and the Field Value (3). Select the Tovuti User Group (4) to which the User will be added.
In the image above, any ADP user with the Job Title “Teacher” will automatically be added to the Education Admins User Group.
Wildcard Characters
When adding Field Value queries, use an asterisk to signify a “wildcard” character. A wildcard character represents any number of any characters.
For example: An Admin wants all users with a “208” area code in their Mobile phone to be added to the Idaho user group. Adding an * after 208 means that any phone number starting with 208 is included in the proper user group mapping.
Custom Field Mapping tab
In the Custom Field Mapping tab, define how the fields in a User’s ADP account will import to their Tovuti profile.
Toggle Yes to Enable Field Mapping to import profile fields from ADP. If set to No, only “first name” and “last name” will be included for imported Users.
Toggle Yes to Define Field Mapping to customize profile field mapping. If set to No, all available fields in ADP that match Tovuti will be mapped.
Click the green “+” icon (1) to add a custom Profile Field map. Select an ADP Field (2) and select the Tovuti Profile Field that is connected (3).
Click Save.