Add a new integration
Go to your profile photo (bottom left) > Integrations > + Integration > AFAS.
Choose a name for the integration yourself -> you can completely determine and fill it in yourself.
Filters
If necessary, work with a filter on email domain names -> For example, by filtering on @learned.io you only retrieve all employees from AFAS who have an email address ending in @learned.io. Handy if you also use AFAS 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 2 unique variables: You can create the Token and Subscription in AFAS. You can do this yourself using the link below, or you can request this from your system administrator:
Note: in this step you have to upload a file 'Employee Get Connector File' in AFAS. Request this file from your Learned contact person.
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".
Save the integration
When you have completed the settings, you can test the integration at the bottom of the module. This allows you to immediately see whether a successful link has been made between Learned and AFAS. 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.
Fields and actions
The table below provides an overview of the variables that are processed in Learned after you perform certain actions in AFAS.
Field in AFAS to Learned | Actions in AFAS |
firstName | HR > Employee > click Employee to change > General tab > modify 'First name' |
lastName | HR > Employee > click Employee to change > General tab > modify 'Birth name' |
HR > Employee > click Employee to change > Contact/other tab > modify 'Personal e-mail' | |
status | HR > Employee > click Employee to change > General tab > modify 'Status' (Employed/Employment ended) |
rolesAdded | HR > Employee > click Employee to change > Job tab > Click current job > modify 'Job' |
rolesRemoved | HR > Employee > click Employee to change > Job tab > Click current job > modify 'Job' |
teamsAdded | HR > Employee > click Employee to change > Job tab > Click current job > modify 'Organisational unit' |
teamsRemoved | HR > Employee > click Employee to change > Job tab > Click current job > modify 'Organisational unit' |
coachTeamsAdded | HR > Organisation charts > right click Team > properties > Manager tab > New > select user you want to set as coach |
coachTeamsRemoved | HR > Organisation charts > right click Team > properties > Manager tab > select user > click 'Delete' |