Prerequisites

1. In Zoho Directory
   
1. Roles that can perform this action:
   
1. Organization Owner
   
2. Organization Admin
   
2. Permissions required to perform this action:
   
1. View apps
   
2. Assign apps
   
3. Import users
   
2. In Calendly
   
1. Super admin or App admin role
   
2. Active subscription for users
   

In Calendly: Enable SCIM and Generate token

1. Sign in to your Calendly admin account.
   
2. Click on Admin center in the left panel.
   
3. Click Login and then, go to User provisioning tab.
   
4. Enable Enforce SCIM for my organization to connect SCIM.
   
5. Click Copy base URL and then, click Generate new bearer token and choose the expiration time of the token in When do you want this token to expire.
   
   
6. Make sure to copy and save the URL and bearer token, as you will need them to configure provisioning in Zoho Directory.
   

In Zoho Directory: Set up provisioning

1. Sign in to Zoho Directory, then click Admin Panel in the left menu.
   
2. Click App Management, the Applications module opens by default.
   
3. Click Add Application.
   
4. Use search bar to find and add Calendly.
   
   
5. Go to Provisioning, then click Configure.
   
6. Paste the base URL and bearer token you copied from Calendly in the Sync endpoint and SCIM token fields.
   
7. Click Authorize.
   
   
8. Select the fields to sync with Calendly, and map a relevant Zoho Directory field with them. If you'd like to have a constant value set in Okta for any field, hover over the field, click Edit, enter the value in the Hardcoded Value field, and click OK.
   

   By default, all Calendly fields will be mapped to a relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plans in Zoho Directory.
9. Click Save and Next.
   
10. Under Settings, select the profile actions in Zoho Directory that must reflect in Calendly.
    
1. Create Users: Users assigned to Calendly in Zoho Directory will be added as new users in Calendly.
   
2. Update User profile: For users who already have an account in Calendly, changes made to be mapped fields in the user profile in Zoho Directory will reflect in Calendly.
   
3. Delete Users: Unassigning users from Calendly in Zoho Directory will reflect in deleting the user from Calendly.
   
4. Activate and deactivate Users: Activating and deactivating users in Zoho Directory will activate or deactivate them in Calendly. Additionally, users who have an account in Calendly will be deactivated when they are assigned to the app in Zoho Directory.
   
11. Click Save.
    
12. If you wish to import users from Calendly to Zoho Directory, click Import. It is advisable to import users during initial setup or when activating the app after a while. A list of users profiles that can be imported will be displayed based on the following filters:
    
1. New Users: Users in Calendly who do not have an account in Zoho Directory. Users you select here will be added to Zoho Directory and, Calendly will be assigned to them.
   
2. Update Users: Users in Calendly who are already exist in Zoho Directory will have their profile attributes updated based on the source profile you choose. The selected users existing details will be overwritten with the attributes from the chosen source.
   
3. Users to Activate: Calendly users who are inactive in Zoho directory but active in Calendly will be listed here. These users will be activated in Zoho Directory and assigned to Calendly.
   
4. Users to Deactivate: Calendly users who are active in Zoho Directory but inactive in Calendly will be listed here. These users will be deactivated in Zoho Directory.
   
13. Click Confirm Assignment.
    
14. Click Done.