User provisioning with Calendly enables you to provision and deprovision users in Calendly from Zoho Directory Admin Panel, enabling you to use Zoho Directory as a single source of truth.
Prerequisites
- Roles required in Zoho Directory:
- Organization Owner
- Organization Admin
- Permissions required in Zoho Directory:
- View apps
- Assign apps
- Import users
- Roles required in Calendly:
- Owner or App admin role
- Plan required in Calendly:
- Subscription for Enterprise plan for SCIM setup
In Calendly: Enable SCIM and Generate token
2. Click Admin Center in the left menu.
3. Click Login in the left menu, then go to User provisioning tab.
4. Enable Enforce SCIM for my organization toggle to connect SCIM.
5. Click Copy base URL, 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 base 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. Go to Applications, then click Add Application.
3. Use the search bar to find Calendly, then click Add.
4. Enter a Display name for Calendly and click Add.
5. Go to Provisioning tab, then click Configure.
6. Paste the base URL and bearer token copied from Calendly under the Sync endpoint and SCIM token fields, respectively.
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 Calendly 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.
- Create Users: Assigning a user to Calendly in Zoho Directory will create a new user account in Calendly. The user will be in pending status and must verify their account to become an active user.
- Update User profile: If a user account already exists in Calendly for a user, any changes made to the mapped fields in the user's profile in Zoho Directory will be synced with Calendly
- Delete Users: When a user is unassigned from Calendly in Zoho Directory, the existing user account will be deleted in Calendly.
- 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 activated 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 user profiles that can be imported will be displayed based on the following filters:
- 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.
- Update Users: Users in Calendly who already exist in Zoho Directory will have their profile attributes updated based on the source profile you choose. The selected user's existing details will be overwritten with the attributes from the chosen source.
- 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.
- Users to Deactivate: Calendly users who are active in Zoho Directory but inactive in Calendly will be listed here. These users will be disabled from Calendly during import.
13. Click Confirm Assignment.
14. Click Done.