Setup and Sync from Active Directory/LDAP server

Setup and Sync from Active Directory/LDAP server

System requirements

Zoho Directory Sync Tool READ and REPLICATING DIRECTORY CHANGES permissions for the domains that need to be synced
  1. .NET Framework - 4.6 or later
  2. Browser - Internet Explorer 9 or later
  3. Operating System - Windows 7 or later
  4. Password Sync Agent Administrative privilege in Active Directory for the domains that need to be synced.
  5. .NET Framework 2.0 or 3.5 installed in all domain controllers, along with the HTTP Activation and Non-HTTP Activation features.
Message queuing service enabled and running before installing the Password Sync Agent. The domain controllers must have had a full installation, rather than a server core installation.
  1. Sign in to Zoho Directory , then click Admin Panel in the left menu.
  1. Go to Active Directory, then click Download.

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

  1. Choose the required OUs and objects to sync with Zoho.
    1. Note: You can check the users and groups that are eligible for sync by clicking View Count in Select OUs.
  2. 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.
  3. 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
  4. 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.

  1. 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.
  2. Go to Directory Sync and review the list of all users and groups that are yet to be created, updated, or disabled. Click Sync.
    Note: You can see the status of all users and groups after the sync.

    Access your files securely from anywhere

      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





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    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

                                                                                                              • Introduction to Zoho Directory

                                                                                                                Zoho Directory (ZD™)  Zoho Directory (ZD™) is a centralized admin console for easy management of all services in our organization. The prime feature of Zoho Directory is the unification of user management (i.e) all features including adding a user, ...
                                                                                                              • Active Campaign

                                                                                                                Active Campaign is a marketing and sales automation platform that includes a CRM built for small-to-medium-sized businesses. By integrating Active Campaign with Zoho Cliq, you can monitor campaigns, automation, contacts, and deals and get ...
                                                                                                              • How to view Active, Inactive, Paid and Invited users?

                                                                                                                Users in an organization are segregated under four categories and they are: Active users - All the current users in an organization are defined as active users. Inactive users - All users who the admin has marked as Inactive and has blocked them from ...
                                                                                                              • Cliq Media Server IP Ranges

                                                                                                                ID Addresses Region Protocol Port 1 13.126.238.174, 3.109.249.200, 43.204.40.101, 169.38.120.89, 169.38.120.81, 169.38.68.42, 13.232.60.6, 169.38.120.79, 169.38.120.78, 13.127.198.179, 13.235.232.143, 13.127.5.213, 169.148.132.75, 169.148.132.76, ...
                                                                                                              • How do I setup custom domain in Cliq?

                                                                                                                Custom domains are unique brand names, and you can customize your Cliq organization to reflect your brand's domain name. The custom domain that you set will be reflected in place of cliq.zoho.com in all places, i.e. Cliq homepage, migration tools ...
                                                                                                                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