Sage

Audience: Administrators

 

Overview

Sage HR is an Human Capital Management software. OrgChart directly connects to Sage HR to import employee records.

The following article provides detailed information on:

• Frequently asked questions about OrgChart's integration with Sage
• Instructions on how to configure your Sage account to integrate with OrgChart
• Instructions on how to set up the Sage integration in OrgChart

Sage integration FAQ

1. Can I limit the fields that a user is able to pull from Sage?

   Yes. Reference the Sage Configuration section of this article for more information.

2. What fields can I pull from Sage?

   You can pull any fields associated with the base object that you query in Sage. Verify with your Sage system administrator that your designated OrgChart Service User has permission to query the field that you are trying to pull.

3. Can I merge data from a secondary source with Sage data?
   
   Yes. To learn how to aggregate data, please reference the Data Aggregation article.
   
   

4. Can I embed org charts (generated from Sage data) into my intranet?
   
   Yes. To learn how to create links to your org charts, please reference the Web Link article.
   
   

5. Can I add open requisitions into my org charts?

   Yes. Depending upon your org's data setup within Salesforce, it is possible to query open requisitions. Contact OrgChart Support for more information.

1. Can I filter which records are included in my org charts?

   Yes. OrgChart administrators can create Import Filters to limit the records that are included in your charts.

Configuring your Sage account to integrate with OrgChart

Configuring your Sage account to integrate with OrgChart requires the completion of two main steps:

• Obtain a valid security token
• Define a search query
• Build a search query

Obtaining a valid security token

1. Log in to sage.
2. Click on your name in the top right, and then click on Settings.
3. Click on Integrations, and then click on API.
4. Click on the Enable API Access button. Your API key is displayed.
5. Copy your API key into a separate document.

Defining a search query

OrgChart uses SOQL (Salesforce Object Query Language) to search your organization's Sage data for specific information.

Administrators must define a search query in order to pull employee data from Sage. Before defining a search query, Administrators must know the following:

• From which Sage object to pull the data 
• Which fields (associated with that Sage object) to query

Work with your Sage representative to locate the Sage object you'd like to query, as well as the data fields from the Sage object that you would like to pull into OrgChart.

Ensure that your query includes fields that can  map to at least the following required fields:

• Person ID - A unique code used to identify an employee
• Supervisor ID - The person ID of a supervisor, assigned to a direct subordinate, in order to create a hierarchy
• Name
• Title

Building a search query

To pull Sage data into OrgChart, use the SOQL SELECT syntax. The SOQL SELECT syntax consists of:

• SELECT
• Field API names separated by commas
• FROM
• Object's API name

The following is an example of a default Sage query:

SELECT ECF_Employment_Type__c, fHCM2__Email__c, fHCM2__First_Name__c, fHCM2__Name_Full__c, fHCM2__Surname__c, fHCM2__Unique_Id__c, Name, Tenure__c, UDF_Department__c, UDF_Department_Number__c, UDF_Manager_ID__c, UDF_Organization__c, UDF_Region__c, UDF_Work_Location__c, ECF_Start_Date__c, fHCM2__Job_Title__c, fHCM2__Employment_Status__c from fHCM2__Team_Member__c

Setting up your Sage integration in OrgChart

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. Click on the 'Click here to select data source' hyperlink under the Main data source heading.

3. Select Sage from the list of data sources. The Sage configuration menu is displayed.

4. Enter the following information into the corresponding text boxes:

• Username:  Username associated with the user that generated the API Key (we recommend using an API Service User)
• Password: Password used to login as the user that generated the API Key
• Security Token: API Key produced during the Sage configuration process
• Query: SOQL query used to define what data fields you'd like to import from which Sage Object. Optionally, click on the Default query button below the Query textbox to use the default query.
• Sandbox checkbox: Check if you are pulling data from a sandbox, rather than a production account

5. Click on Save.

6. The Load field mapping now? alert is spawned. Click on Load now to load the field mapping.

6. Once field mapping is loaded, save and refresh the base chart.