I/O Task Integration
Integrating your Forma Cloud with I/O Tasks
You can integrate your Forma Cloud platform with your other company applications by exchanging CSV files via a shared SFTP folder
This integration will let you:
- Automate user status and profiles update
- Export a report of course progress
Other connectors are available, check the official documentation for a full guide
Custom I/O activities may be analyzed and implemented upon request
File exchange
File format
File must be in .csv format
Shared directory
You SFTP credetials are published in your client area, or ask our helpdesk team
Scheduling
The I/O task cron job is usualli processed nightitime at 2 am
Automating Users import
Creating and updating users
- Username: The username is the user's primary identifier and must be unique (e.g., the employee ID number, tax code, etc) and remain consistent over time, even if the user changes roles within the company. All automated operations will be based on this data, so it is essential that it is consistent and stable across all applications involved in the integration. It is also important that it is easy for users to remember, for example using the same username as other applications (this will also allow for SSO solutions)
- Email: Use email as forma username only if strictly required, i.e. you need it for SAML/OIDC integration and you still need it to be different from the email used for communications.
- Folder Identifier: define a field to be used to assign users to a org-chart node. Data should match exactly the org-chart code, and won't be saved to the user profile.
- Language: If no language is specified, imported users will use the default language and will see the platform in their default language when they log in. In international contexts, it's a good idea to also import the user's language and ensure the required languages are installed on the platform so they can see the platform in their native language when they log in.
- Password: the procedur can either import a password for each user from the file, or set a default password for all the users (in this case we recommend to configure mandatory password change upon first login). It is possible to send credentials to the newly imported users via email.
- Other user data: define if the system should import other data to user custom fields
Suspending users
- Suspension: userts removed from the imported file will be suspended on the platform
The IO Task feature will only suspend and won't remove any user
Other useful connectors
Export of users status on courses
This connector will generate a CSV file containing a list of users and their status on courses, and can be integrated with other user information from custom fields.
Enroll users to courses
Upload a CSV file containing a list of users and course codes to automatically enroll users