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Step 3: Add an inter-system relation between the CSV and AD systems (tutorial)

In this step, we'll use inter-system relations to establish a link between employees in the CSV source system and accounts in the AD target system.

  1. Go to Processing > Relations.
  2. In the A pane, select the HR500 system, the employees table, and the employee_id column.
  3. In the B pane, select the AD system, the Users table, and the employeeID column. ### Tip For AD target systems, it's also common practice to use extension attributes or custom schema attributes as unique identifiers. The identifier should be a non-mutable, writable attribute in AD.
  4. Click Match.
  5. The Left, Common, and Right tabs are populated with user records. - The Left tab contains records in system A that don't have matching records in system B. - The Common tab contains records that are now matched between systems A and B, based on the unique identifiers you selected. - The Right tab contains records in system B that don't have matching records in system A. In this example, the HR500 system contains 585 users, the AD system contains 20 users, and 0 users are common to both systems.
  6. Click Add.
  7. The new relation is populated into the Inter-System Relations pane.
  8. Click Save.
  9. Collect both systems' data once again, by going to the Overview and clicking Collect for each system.

Next: Step 4: Filters