Sync Tool - Sync from AD | Admin Guide - Zoho Directory

Sync from Active Directory/LDAP server

Sync from Active Directory/LDAP
      Note: Before you install the Zoho Directory sync tool, ensure that you meet the system requirements.

Prerequisites

Roles required to perform this action:
  1. Organization owner
  2. Organization admin

Sync from Active Directory/LDAP server

  1. Sign in to Zoho Directory.

  1. Go to Directory Stores, then click Add Directory.    

  1. Click Add under Active Directory, then click Download.

             

Note: You must have added and verified a domain in Zoho Directory to download the "Sync agent". Click here to learn how to add and verify a domain in Zoho Directory.

  1. Go to the location of the downloaded file. Install it in the Domain Controller (DC), or a system connected to the DC.  

  1. Open the file named SyncTool.exe, which you can find in the installation path. After opening the tool, go to Zoho Sign-in.

  1. Click Sign-in as admin.

 

 

  1. 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.

 

 

  1. Open a browser, paste the copied Login URL in the search bar. You may be asked to sign in to your Zoho Directory account.

  1.  Enter the Verification code when prompted. Click Verify.  

  1. Click Accept to grant Zoho Directory the access to the data mentioned. You'll be signed in to the Sync Tool shortly.  

 

 

  1. Go to LDAP Configuration, then sign in with your LDAP domain's administrator credentials. Sign in to all the required domains.


 

  1. Choose the required OUs and objects to sync with Zoho.

            Note: You can check the users and groups that are eligible for sync by clicking View Count in Select OUs.

  1. 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.

  1. Go to Attributes, then map the LDAP fields with the Admin Panel's fields. The list of attributes available to choose from is:

    • 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

  1. 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.


  1. 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 Active Directory server.

    • Create LDAP Group: This setting creates a Zoho Directory 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 Directory collaboration group named after the OU, for each OU that is being synced.

    • Sync Email Deletion: This setting dictates what happens when a user's secondary email address is deleted/edited in the AD server. If checked, the change is directly synced with Zoho Directory. If unchecked, delete actions are not synced; edit actions will add the updated email as a new secondary email address, and leave the old address intact.

  1. 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 see the status of all users and groups after the sync.

 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Zoho Directory Sync Tool - Troubleshooting

                                                                                                            Prerequisites Roles required to perform this action: Organization Owner Organization Admin Troubleshooting This document contains error messages you may encounter when you're setting up and using the Zoho Directory Sync Tool, and the methods to ...
                                                                                                          • Zoho Directory Sync Tool - Overview

                                                                                                            Zoho Directory Sync Tool performs a one-way synchronization from your existing LDAP server to the Zoho Directory Admin Panel. This enables you to maintain all your user identities in a single place, without having to add, edit, or disable user ...
                                                                                                          • Reset tool

                                                                                                            Prerequisites The Sync Tool must have been installed and run at least once. Roles required to perform this action: Organization Owner Organization Admin Reset tool Open the Sync Tool. Go to Settings. Click Reset Zoho Directory Sync Tool, then Delete. ...
                                                                                                          • Sync passwords

                                                                                                            Prerequisites The Sync Tool must have been installed and run at least once. Roles required to perform this action: Organization Owner Organization Admin Sync passwords Open the Sync Tool. Go to Password Sync, then click Install Agent. Choose the ...
                                                                                                          • System requirements

                                                                                                            Prerequisites Roles required to perform this action: Organization Owner Organization Admin Zoho Directory Sync Tool READ and REPLICATING DIRECTORY CHANGES permissions for the domains that need to be synced .NET Framework - 4.6 or later Browser - ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources