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OrgChart Help Guide

Sage Connector Setup

Audience

Audience: Administrators

Overview

Sage HR is an Human Capital Management software. OrgChart directly connects to Sage HR to import employee records. The following article provides step-by-step instructions for setting up a Sage Connector in OrgChart.

Setting up a Sage Connector

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

    5_2_1_CS_Source.png

  4. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

  5. Click on Sage, and then click Select.

    5_2_1_Sage_Select.png

  6. Enter the following information into the corresponding text boxes:

    • User ID: Username associated with the user that generated the API Key (we recommend using an API Service User)

    • Password: Password used to login as the user that generated the API Key

    • Security Token: API Key produced during the Sage configuration process

    • Sandbox Checkbox: Check if you are pulling data from a sandbox, rather than a production account

    • Query: SOQL query used to define what data fields you'd like to import from which Sage Object. Reference the Sage Connector Configuration article for more information.

  7. Click on Save, and then Refresh.