Configure provisioning for PlanMyLeave with Zoho Directory
User provisioning with PlanMyLeave enables you to provision and deprovision users in PlanMyLeave from Zoho Directory Admin Panel, enabling you to use Zoho Directory as a single source of truth.
Prerequisites
- A user account in PlanMyLeave with Administrator role.
- SSO must have been set up.
In PlanMyLeave: Enable SCIM and generate token
1. Sign in to your PlanMyLeave account.
2. Click SETUP, then click SCIM User Provisioning under Security Management.
3. Copy User Provisioning URL and Client Key. They will be used in Zoho Directory to set up provisioning.
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 PlanMyLeave.
3. Go to Provisioning, then click Configure.
4. Paste the User Provisioning URL and Client Key you copied from PlanMyLeave in the Sync endpoint and SCIM Token fields.
5. Click Authorize.
6. Select the profile fields that have to be synced with PlanMyLeave, and map the relevant Zoho Directory fields with them. If you'd like to have a constant value to be set in PlanMyLeave for any fields, click Edit next to the field, enter the value in the Hardcoded value field, then click OK.
Note: All PlanMyLeave fields will be mapped to the relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plans in Zoho Directory.
7. Click Save and Next.
8. Choose which of the changes made in Zoho Directory have to be synced with PlanMyLeave:
- Create users: Assigning a user to PlanMyLeave in Zoho Directory automatically creates a new user account in PlanMyLeave.
- Update user profile: If a user account already exists in PlanMyLeave for a user, any changes made to the mapped fields in the user's profile in ZD will be synced with PlanMyLeave.
- Delete users: Unassigning PlanMyLeave for the user from ZD will delete the user's account in PlanMyLeave.
- Activate and deactivate users: If a user account already exists in PlanMyLeave for a user, assigning them to PlanMyLeave in ZD will activate the user in PlanMyLeave. Additionally, activating or deactivating a user in ZD will also activate and deactivate them in PlanMyLeave.
9. Click Save.
10. If you'd like to have the users currently in PlanMyLeave to be imported to ZD, click Import. It is advisable to import users to ZD during initial setup or when activating the app after a while. A list of users that can be imported will be displayed.
11. The following filters can be used to select users to import:
- All Users: All the users that can be imported from PlanMyLeave to ZD.
- New Users: Users that are present in PlanMyLeave, but not in ZD. These users will be created in ZD, and PlanMyLeave will be assigned to them.
- Update Users: Users already present in ZD. Any changes in the user profile for these users will not be synced, and the field values from PlanMyLeave will be used to overwrite the values in ZD.
- Users to Activate: Users inactive in Zoho Directory but active in PlanMyLeave will be activated while importing.
- Users to Deactivate: Users active in Zoho Directory but inactive in PlanMyLeave will be deactivated while importing.
12. Click Confirm Assignment.
13. Click Done.
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