Skip to main content
Version: Next

Resource Synchronization

Introduction​

Synchronization allows you to automatically populate the Process Studio directory from external sources. This avoids duplicate data entry and ensures that information (email, department, manager) is always up to date.

Supported sources:

  • LDAP Directory / Active Directory (Most common)
  • CSV Files (For partners or specific HR data)

LDAP / Active Directory Synchronization​

LDAP import connects Process Studio to your enterprise Active Directory.

1. Configure LDAP Filter​

This step defines WHO to import (Users, Groups, Roles).

  1. Go to the Organization module.
  2. Click on Synchronization (or Import/Export Configuration).
  3. Select LDAP and create a new configuration.

LDAP Configuration

Key parameters:

  • Server: Domain controller address (e.g.: ldap.entreprise.local).
  • Authentication: Service account (read-only) to query AD.
  • Filter: LDAP query to target active users.

Filter example:

(&(objectCategory=person)(objectClass=user)(!(userAccountControl:1.2.840.113556.1.4.803:=2)))

This filter excludes disabled accounts.

Filter example

2. Map attributes​

You need to associate AD fields with Process Studio fields.

Field mapping

Active Directory AttributeProcess Studio Field
sAMAccountNameLogin (Identifier)
displayNameFull name
mailEmail
departmentDepartment
titleJob title
managerManager (for hierarchy)

3. Execute LDAP import​

Once the filter is ready, return to the main Organization view:

  1. Click on the arrow under the LDAP button in the ribbon.
  2. Select the synchronization profile you just created.
  3. (Optional) Check "Open records after import" to verify imported data.
  4. Click Start import.

LDAP import execution

CSV Synchronization​

If you don't have a centralized directory, CSV import is the alternative.

1. Configure CSV Filter​

  1. In the Synchronization view, click on CSV.
  2. Fill in:
    • Source path: Location of the file to import.
    • Archive path: Where to move the file after processing.

CSV Configuration

2. File format​

The file must be structured with a clear separator (Semicolon recommended). Example:

Login;Nom;Prenom;Email;Service
jdupont;DUPONT;Jean;j.dupont@email.com;Commercial

Automation (Agents)​

To keep data up to date without manual intervention (e.g.: new employee arrival), you need to schedule these imports.

  1. Access the Control Panel > Scheduled Tasks (Agents).
  2. Create a task that executes the synchronization profile (LDAP or CSV) created above.
  3. Define the frequency (e.g.: Every night at 02:00).