If your organization is a combined customer using Staffbase App/Intranet as well as Employee Email, you have the option to sync your App/Intranet user information to your list of Email contacts.
- Your synced contact information is kept up to date automatically on a regular schedule.
- Use your imported contacts to build custom distribution lists.
- Unlike Microsoft Entra ID and Workday, you can only set up a single integration with your Staffbase App/Intranet.
Note: This functionality is only available if you send emails directly from the Studio or the Employee Email web app. This article is not relevant if you have installed an add-in or extension and you send tracked emails from your email client.
Prerequisites
- You have a Staffbase App and/or Intranet instance already combined with your Employee Email instance
Contact Staffbase Support or your Customer Success Manager for details. -
You have an Employee Email account with the required access enabled
Staffbase recommends using an Admin or Parent Admin account
Note: If enabled, new Feature Access settings let you allow users to Create and edit integrations while restricting their ability to Edit field mapping and exclusions.
Both of these permissions are required for a user to connect Employee Email to Staffbase App/Intranet.
Contact Staffbase Support or your Customer Success Manager for details. - You have a Staffbase App/Intranet account with any level of access to the Studio
Staffbase recommends using a platform-wide Administrator account - At least some users are already created in your Staffbase App/Intranet
Connecting Employee Email to Staffbase App/Intranet
- In the Studio, navigate to User Settings > Email Contacts > Import.
- Click the Staffbase tile.
If you do not see this tile here, contact Staffbase Support or your Customer Success Manager.
Mapping Your Staffbase App/Intranet Fields
The Map fields tab opens, and the user attributes stored in your Staffbase App/Intranet, like names, titles, office locations, etc., are auto-populated under the Imported Field section.
Attributes are the characteristics that differentiate one recipient from another, which enable you to segment your audience and target your communications to specific groups.
From the dropdown menu corresponding to each value, select a field name to map the attributes from your AD to fields in Employee Email.
If you have a System Field and a Custom Field with the same name, review the sample data and only map the field that contains the most accurate data. Skip the less accurate field.
Optionally, select Skip this field for any of your imported fields except the Unique Contact ID, which defaults to Email.
If no option in the dropdown matches your imported field(s), create a new Text, Number, or Date field.
Completing and Confirming Your Import
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Click Sync to complete the import process.
A new page displays, showing a progress bar for your import.
Note: The import process usually takes 10-30 minutes but may require a number of hours for a very large organization. It cannot be stopped or restarted.
You can navigate the Studio or Employee Email web app while you wait. This will not disrupt the import. -
Navigate to Directory to view your imported data.
The All Contacts page opens. - Confirm all Staffbase App/Intranet users with a status of Registered or Pending are imported.
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To check for and fix any potential errors with your import, navigate to Sources > Integrations.
Editing or Deleting an Integration
- Navigate to Contacts > Sources > Integrations.
- Click the three dots next to your App/Intranet integration.
Any Employee Email user with the required access enabled can manually sync contacts from the integration that you have created or edit its field mappings.
Note: Starting November 9, 2022, if enabled, new Feature Access settings let you allow users to Create and edit integrations while restricting their ability to Edit field mapping and exclusions.
Both of these permissions are required for a user to connect Employee Email to Staffbase App/Intranet.
Contact Staffbase Support or your Customer Success Manager for details.
Only the Employee Email account that configured an integration, or a Parent Admin, can delete that integration.
When users are added or deactivated/deleted in your Staffbase App/Intranet instance, the next sync will also add or remove them as contacts in Employee Email.
Any contacts deleted from Employee Email that still exist in your Staffbase App/Intranet with a status of Registered or Pending will be brought in again on the next sync.
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