How to leverage Aptly Integrations

Leveraging Integrations with Aptly

Introduction

Integrating Aptly with other systems and applications can significantly enhance its functionality and efficiency. This guide outlines the benefits of various integrations and provides a basic how-to for setting them up.

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Benefits of Integrating Aptly with Other Systems

Single Sign-On (SSO) Integration:

1. Benefits: Enhances security and user convenience. Reduces password fatigue and simplifies access control.
2. Common Providers: Okta, Google SSO, Microsoft Azure AD.

Directory Sync (e.g., ActiveSync):

1. Benefits: Automatically syncs user accounts and roles, ensuring up-to-date information across systems.
2. Common Uses: Syncing with Microsoft Exchange, Office 365.

HRIS Integrations (e.g., Workday, ADP):

1. Benefits: Streamlines HR processes by syncing employee data, roles, and organizational changes directly with Aptly.
2. Common Uses: Auto-updating delegation and signatory lists as per HR changes.

ERP and Financial System Integrations (e.g., Netsuite, SAP):

1. Benefits: Facilitates real-time data sharing for financial decision-making and maintains consistency across financial and authority systems.
2. Common Uses: Managing financial delegations and approvals.

Collaboration Apps (e.g., Microsoft Teams, Slack):

1. Benefits: Enhances communication and collaboration around delegations, approvals, and updates.
2. Common Uses: Instant notifications, discussion threads on delegations.

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Setting Up Integrations

Single Sign-On (SSO) Setup:

1. Access Aptly’s integration settings.
2. Select the SSO option and input your SSO provider details.
3. Follow the provider’s instructions to complete the integration.

Directory Sync with ActiveSync:

1. In Aptly’s settings, navigate to directory sync options.
2. Enter your ActiveSync credentials and configure the sync parameters.
3. Test the connection and initiate the sync process.

HRIS Integration (Workday, ADP):

1. Go to the HRIS integration section in Aptly.
2. Select your HRIS provider (e.g., Workday, ADP) and input necessary credentials.
3. Define the data fields and frequency of sync.
4. Test and enable the integration.

ERP and Financial Systems (Netsuite, SAP):

1. Within Aptly, find the ERP integration module.
2. Choose your ERP system and provide the required access credentials.
3. Set up data mapping and synchronization settings.
4. Test the connection to ensure seamless data flow.

Collaboration App Integration (Microsoft Teams, Slack):

1. In Aptly, select the option to integrate with collaboration tools.
2. Choose your platform (e.g., Teams, Slack) and follow the authorization process.
3. Configure the types of notifications and interactions you want to enable.

Best Practices for Integrations

• Regularly Update Integration Settings: As your organization evolves, so should your integrations.
• Monitor and Troubleshoot: Keep an eye on the integrations for any errors or issues.
• Ensure Data Security: Always prioritize security, especially when integrating with systems that handle sensitive data.

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Conclusion

Leveraging integrations with Aptly can significantly streamline processes, enhance security, and improve efficiency in delegation and signatory management. By following these steps, organizations can make the most out of Aptly’s integrative capabilities.