23.01.2024
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How to Connect PeopleForce as Data Destination

Configuring PeopleForce Data Reception

The integration will allow you to create tasks or an absence request, add a time track, a candidate, and also add a candidate to a vacancy in PeopleForce based on data from other systems. For example, you can transfer contact data from your website, landing page, or Google Sheets to PeopleForce to add a candidate. Integration will allow you to automate the data processing process as efficiently as possible using the different services you use.

Let's go through the entire PeopleForce setup steps together!

Navigation:
1. What will the integration with PeopleForce do?
2. How to connect your PeopleForce account to ApiX-Drive?
3. How to set up data transfer to PeopleForce in the selected action?
4. Example of data that will be sent to your PeopleForce.
5. Auto-update and update interval.

Once you have set up a Data Source system, such as Google Sheets, you can begin setting up PeopleForce as a Data Ingestion.

To do this, click “Start configuring Data Destination”.

How to Connect PeopleForce as Data Destination | Go to setup the Data Destination

Select the system as Data Destination. In this case, you must specify PeopleForce.

How to Connect PeopleForce as Data Destination | System selection

Next, you need to specify an action, for example, “Add CANDIDATE”.

How to Connect PeopleForce as Data Destination | Action selection

- Create TASK - the ApiX-Drive system, based on data from the Data Source block, will create a task in your PeopleForce account..

- Create an absence REQUEST - the ApiX-Drive system, based on data from the Data Source block, will create a request for the absence of an employee in your PeopleForce account.

- Add WORKING TIME TRACK - the ApiX-Drive system, based on data from the Data Source block, will will add a track of the employee’s working time in your PeopleForce account.

- Add CANDIDATE - the ApiX-Drive system, based on data from the Data Source block, will add a candidate in your PeopleForce account.

- Add a CANDIDATE to a vacancy - the ApiX-Drive system, based on data from the Data Source block, will add a candidate to a vacancy in your PeopleForce account.

The next step is to select the PeopleForce account to which the data will be sent.

If there are no accounts connected to the ApiX-Drive system, click “Connect account”.

How to Connect PeopleForce as Data Destination | Account connection

In the window that opens, you must specify your API Key from PeopleForce.

After this, the page will reload and the saved account will automatically selected.

How to Connect PeopleForce as Data Destination | Entering login details

In order to obtain this data, log into your PeopleForce personal account in Settings, in the Security section, click API Keys.

How to Connect PeopleForce as Data Destination | Go to settings
How to Connect PeopleForce as Data Destination | Go to settings

If you do not have a generated API Key, click Generate.

How to Connect PeopleForce as Data Destination | Creating an API key

In the Name field, give your connection a name and click Save to create it.

How to Connect PeopleForce as Data Destination | Creating an API key

Next, copy your API Key and paste it into the appropriate field in your ApiX-Drive account.

How to Connect PeopleForce as Data Destination | API key in your PeopleForce account

When the connected account appears in the "active accounts" list, select it.

Attention! If your account is on the "inactive accounts" list, check your access to this login!

How to Connect PeopleForce as Data Destination | Account selection

Now you need to configure the connection of the Data Source fields using Google Sheets as an example with the corresponding fields in PeopleForce.

To add a variable, click on the field in which you need to transfer data and select the desired variable from the drop-down list.

How to Connect PeopleForce as Data Destination | Assigning Fields
How to Connect PeopleForce as Data Destination | Assigning Fields
How to Connect PeopleForce as Data Destination | Assigning Fields
How to Connect PeopleForce as Data Destination | Assigning Fields
How to Connect PeopleForce as Data Destination | Assigning Fields

Now you can see the test data.

If you want to send test data to PeopleForce in order to check the correctness of the settings, click “Send test data to PeopleForce” and go to your PeopleForce to check the result.

If you want to change the settings, click "Edit" and you will go back a step.

If you are satisfied with everything, click “Continue”.

How to Connect PeopleForce as Data Destination | Test data
How to Connect PeopleForce as Data Destination | Test data

This completes the Data Reception setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

How to Connect PeopleForce as Data Destination | Enable auto-update

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.      

How to Connect PeopleForce as Data Destination | Update interval
How to Connect PeopleForce as Data Destination | Update Priority

To enable auto-update, switch the slider to the position as shown in the picture.

In order to perform a one-time connection trigger, click on the arrow icon.

How to Connect PeopleForce as Data Destination | Enabling auto-update

This completes the setup of PeopleForce as a Data Destination! See how simple it is!?

Now you don’t have to worry, ApiX-Drive will do everything on its own!