Set up the ADP Data Connector for Pingboard

To enable syncing between your Pingboard and ADP, follow these steps:

In Pingboard

  1. Click Admin and select Add-Ons from the drop-down menu
  2. Click Browse and select the ADP, then click Enable
  3. On the next page, click Connect to ADP to travel to ADP's site for the next steps

 

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In ADP

  1. Click the blue Try the Free Edition button (there is no paid version of the Pingboard Data Connector app)
  2. If you're not already signed in to ADP, you'll be asked for your login credentials
  3. On the next page, make sure that Pingboard Org Chart Connector is selected (it should be by default) and click Continue
  4. On the payment method selection page, select ADP Invoice and click Continue (you will not be charged by ADP or Pingboard for using the Pingboard Data Connector app with an existing Pingboard account)
  5. Check the box next to the order button to agree to the App's Terms of Service, then click Place Order – you'll be taken back to the ADP App page in Pingboard
  6. If you're asked to authorize the Pingboard app in your ADP Consent Manager before continuing, follow the next steps – otherwise, skip to the next section
  7. Click on the blue ADP Consent Manager text to travel back to ADP
  8. On the authorization page, read over the ADP Marketplace Terms of Service, then click I Agree and Close
  9. On the next page, click Manage next to the Pingboard API icon
  10. Select Allow on the Consent Request pop-up, then click Continue
  11. Travel back to your Pingboard account to finish your setup

 

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In Pingboard

  1. Turn on Sync Employees from ADP to Pingboard
  2. Choose which employee types you want to sync:
    1. Select Sync On-Leave Employees to make sure that anyone placed on-leave in ADP will remain in your Pingboard account for the duration of their leave
    2. Select choose specific employees to manually select which active employees are synced and which are left out of your Pingboard account
  3. Choose whether you'd like each sync with ADP to overwrite existing data in Pingboard or only add new data for new employees
  4. Choose Send Pingboard invites to new employees if you'd like them to receive notice that they have access to Pingboard as soon as they're synced

The initial import can take around 5 minutes, longer if you're syncing a large number of employees. If any unwanted employees or accounts appear in Pingboard after syncing, delete them from the Employees page to remove them and break the sync for those individuals.

Congratulations, your ADP integration is complete!

 

Tip Pingboard uses the Email field as our unique identifier, so if you see any duplicates created in Pingboard after syncing, remove any that don't include an email address or have an email address that doesn't match what's in ADP.

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