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

Sync from Active Directory/LDAP server

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 , then click Admin Panel in the left menu.
  2. Go to Directory Stores.
  3. Under Active Directory, click Add.



  4. Click Download.



  5. Install the downloaded file in the Domain Controller (DC), or a system connected to the DC.
  6. Open the tool, go to Zoho Sign-in, then sign in with your Zoho Directory admin credentials.
  7. Go to LDAP Configuration, then sign in with your LDAP domain's administrator credentials. Sign in to all the required domains.



  8. Choose the required OUs and objects to sync with Zoho.
  9. Note: You can check the users and groups that are eligible for sync by clicking View Count in Select OUs.
  10. 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.
  11. Go to Attributes, then map the LDAP fields with the Admin Panel's fields. The list of attributes available to choose from are:
    1. Email ID
    2. Secondary Email
    3. SAM Account Name
    4. First Name
    5. Last Name
    6. Display Name
    7. Employee ID
    8. Job Title
    9. Department
    10. Work Location
    11. Date of Joining
    12. Reporting To
    13. Mobile
    14. Phone
    15. Website
    16. Fax
    17. Post Office Box
    18. Street Address
    19. City
    20. State
    21. Country
    22. Postal Code
  12. 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.



  13. Go to Sync Settings, then set the following:
    1. 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.
    2. User Settings: This setting dictates how the Sync Tool will handle user accounts deleted in the AD server.
    3. 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.
    4. Create Groups for OUs: This setting creates a Zoho Directory collaboration group named after the OU, for each OU that is being synced.
  14. Go to Directory Sync and review the list of all users and groups that are yet to be created, updated, or disabled. Click Sync.
  15. 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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media




                              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 ...
                                                                                          • Import users to Zoho Directory from other cloud identity solutions

                                                                                            Transferring user information from one identity provider to another can be tedious, and requires utmost care and effort, since even one mistake can lead to data breaches or loss. Zoho Directory provides you with different ways to import your users. ...
                                                                                          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