Configure Directory Sync Between Active Directory and Zoho Directory

Configure Directory Sync

Prerequisites: The Identity Connect Agent must already be installed - See Install the Identity Connect Agent.
This article covers choosing what to sync and mapping fields correctly.

Step 1: Select Organizational Units (OUs)

  1. From the Admin Panel, navigate to Active Directory.
  2. Choose which OUs you want to sync to Zoho Directory.

         

  3. Select object types to include:
    1. Users
    2. Groups
    3. Security Groups
    4. Custom LDAP Query - Enter a valid LDAP query and click Save to sync based on specific LDAP attributes.
  4. Review the chosen OUs:
    1. Edit or remove any existing OU preferences
    2. To add more OUs, click Add OUs.
  5. When you're done, click Add and Continue.

Step 2: Map Zoho Directory fields with your LDAP fields

This is important for making sure user data is correctly transferred.
  1. Toggle between User Mapping and Group Mapping.
  2. Fields will be auto-suggested, but you can map them manually.
  3. Use the tabs to filter by All Fields, Mapped, or Unmapped fields. For example, you can map the Zoho Directory "Last name" field to your LDAP "Surname" attribute.

         

  4. For custom attributes:
    1. Click Edit next to one of the default attributes displayed.
    2. Select Custom AD attribute.
    3. Enter a name for the attribute and save it.

Step 3: Define sync criteria

On the SET SYNC CRITERIA screen, specify which users or groups should be included in the sync. Switch to the Groups tab if needed.
  1. Select the import type: Based on criteria or All users.
  2. If using criteria, define the Field, Relationship, and Value.
  3. Click Save and Next.
Next steps:
  1. Optional: Configure Password Sync Agent
  2. Continue to User Sync Settings and Lifecycle Behavior

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