Sync from Active Directory/LDAP server
Note: Before you install the Zoho One sync tool, ensure that you meet the system requirements.
-
Sign in to Zoho One
, then click Directory in the left menu.
-
Go to Directory Stores, then click Add Directory.
-
Click Add under Active Directory, then click Download.
Note: You must have added and verified a domain in Zoho One to download the "Sync agent". Click here to learn how to add and verify a domain in Zoho One.
-
Go to the location of the downloaded file. Install it in the Domain Controller (DC), or a system connected to the DC.
- Open the file named SyncTool.exe, which you can find in the installation path. After opening the tool, go to Zoho Sign-in.
- Click Sign-in as admin.
- Click the
icon adjacent to the Login URL to copy it. Note down the Verification Code, as you need to enter it manually in the later steps.
- Open a browser, paste the copied Login URL in the search bar. You may be asked to sign in to your Zoho One account.
- Enter the Verification Code when prompted. Click Verify.
- Click Accept to grant Zoho One the access to the data mentioned. You'll be signed in to the Sync Tool shortly.
-
Go to LDAP Configuration, then sign in with your LDAP domain's administrator credentials. Sign in to all the required domains.
- Choose the required OUs and objects to sync with Zoho.
- To further filter the objects to sync, go to Exclusion Rules, then click Add Rule. Select the type of objects to filter out, select the field name and exclusion criteria, then enter the values. Click Add.
- Go to Attributes, then map the LDAP fields with the Admin Panel's fields. The list of attributes available to choose from are:
- Email ID
- Secondary Email
- SAM Account Name
- First Name
- Last Name
- Display Name
- Employee ID
- Job Title
- Department
- Work Location
- Date of Joining
- Reporting To
- Mobile
- Phone
- Website
- Fax
- Post Office Box
- Street Address
- City
- State
- Country
- Postal Code
-
If you have users without a domain-based custom email address, consider using the Replace Domain option under the Email Address attribute. Learn more about replacing the domain.
- Go to Sync Settings, then set the following:
- Default Password: This one-time password will be used for all newly-created Zoho user accounts. Users will be prompted to set a new password during their first sign-in.
- User Settings: This setting dictates how the Sync Tool will handle user accounts deleted in the AD server.
- Create LDAP Group: This setting creates a Zoho One collaboration group named after your Portal Name, for all users synced from AD through this tool.
- Create Groups for OUs: This setting creates a Zoho One collaboration group named after the OU, for each OU that is being synced.
- Go to Directory Sync, and review the list of all users and groups that are yet to be created, updated, or disabled. Click Sync.
Note: You can check the users and groups that are eligible for sync by clicking View Count in Select OUs. Note: You can see the status of all the users/groups after the sync. Zoho CRM Training Programs
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