Add a new integration
Go to your profile photo (bottom left) > Integrations > + Integration > Nmbrs
Choose a name for the integration yourself -> you can completely determine and fill it in yourself.
Filters
Optionally work with a filter on email domain names -> For example, by filtering on @learned.io you only retrieve all employees from Nmbrs who have an email address ending in @learned.io. Handy if you also use Nmbrs to store customer relations or suppliers that you do not want in Learned.
Generate API keys
To make the link between the two systems, you must then enter 3 unique variables: You can request the Username, Token and Domain from your system administrator, or use the link below:
Module settings
There are modules for managing members, teams and roles. You can activate this as you wish and determine whether you want to work with automatic or manual synchronization. For more information about the modules, please refer to the articles below:
Important: Always start with the "manual" option. Test the import/synchronization or the cleanup. Only when you are sure that the results are as expected, we recommend that you set the modules to "automatic".
Testing the API
When you have completed the settings, you can test the integration at the bottom of the module. With this you can immediately see whether a successful link is made between Learned and Nmbrs. When the connection is successful, you can add the integration.
Update integration
If you want to update certain settings on the integration, you can do that by opening the integration via your profile photo - Integrations. Click on the pencil of your integration to edit it.
Data fields
The table below gives an overview of the variables that are processed in Learned after you perform certain actions in Nmbrs.
Field in Nmbrs to Learned | Action in Nmbrs |
firstName | Employees > select employee > click Personal info box on the right of the picture > modify First Name |
lastName | Employees > select employee > click Personal info box on the right of the picture > modify Surname |
Employees > select employee > click Personal info box on the right of the picture > modify Business email | |
status | Employees > select employee > General > Employee settings > make transition > Former payroll |
rolesAdded | Employees > select employee > Home > Employment > click on 'Job Title' |
rolesRemoved | Employees > select employee > Home > Employment > more... > Job Title > History > Remove with 'X' |
teamsAdded | Employees > select employee > Home > Employment > click on 'Department' |
teamsRemoved | Employees > select employee > Home > Employment > more... > Department > History > Remove with 'X' |
Additional rights that need to be enabled in Nmbrs
In case you are working with an external partner that manages your Nmbrs environment they need to check the following:
Go to Settings > User Settings > User templates, in the API settings for the user template assigned to the user that has the token with which they are connecting to Learned.
The ones that are relevant to Learned, and should be enabled are:
Employee Services:
PersonalInfo_GetAll_AllEmployeesByCompany
Department_GetAll_AllEmployeesByCompany
Function_GetAll_AllEmployeesByCompany_V2
List_GetByCompany
Company Services:
List_GetAll
Debtor Services:
Department_GetList
List_GetAll
Function_GetList