Below are Identity Provider (IdP)–specific details and field mappings for Personify. For general information about the Scorecard Single Sign-on (SSO) integration, please refer to this article.
Required Credentials
We need the following for all integrations (repeat or new):
- PersonifySSOUrl
- ServiceEndpointUrl
- OdataServiceUrl
- RoleServiceUrl
If new, we also need:
- VendorUsername
- VendorPassword
- VendorID
- VendorBlock
- OdataUser
- OdataPassword
Field Mapping
The following fields are mapped from Personify to Scorecard. Fields are updated upon login.
The client should update their Scorecard Settings >>> Users >>> Account Options to ‘Show user profile editor link on landing page’ = ‘No’. The end-user should not edit their profile fields directly in Scorecard, because this data will come from Personify. If the end-user does so, it will be overwritten when the user logs in next.
Personify Field | Scorecard Field | Notes |
FirstName | SubmitterFirstName | Required |
LastName | SubmitterLastName | Required |
NameCredentials | SubmitterCredentials | |
CompanyName | SubmitterOrganization | |
CompanyName | SubmitterAddress1 | |
Address1 | SubmitterAddress2 | |
Address2 | SubmitterAddress3 | |
City | SubmitterCity | |
State | SubmitterState | |
AddressCountryCode | SubmitterCountry | |
PostalCode | SubmitterZip | |
PrimaryPhone | SubmitterTelephoneOffice | |
WorkEmail | SubmitterEmail | Required |
MasterCustomerID | SubmitterMemberID | Required |
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