Veeva CRM Data Synchronization

Overview

This article describes how to synchronize personnel data from BambooCloud IDaaS to Veeva CRM, realizing data flow from BambooCloud IDaaS to Veeva CRM.

Prerequisites

You have administrator permissions for the BambooCloud IDaaS Enterprise Center platform.

Synchronization Configuration

BambooCloud IDaaS Configuration

1. Log in to the BambooCloud IDaaS Enterprise Center platform, choose Resources > Applications, and add the pre-integrated application Veeva CRM System.

   

2. Configure application parameters. Key parameters are as follows.

   

   Parameter	Description
   Server Address	Server access address
   Username	Administrator account
   Password	Administrator password

3. After configuration is complete, enter the application details, switch to the Object Model > Application Account Model page, select Mapping Definition, and configure the default value of "Role" according to actual customer needs, as shown below.

   

4. Switch to the Authorization Management > Application Account page, click Authorization Policy to enable automatic user authorization, select the user scope, click the Save button, and then click Execute Add.

   

5. After execution is successful, switch to the Authorization Management > Synchronization Events page to view the corresponding synchronization event results.

   

   TIP

   • Application organization synchronization is not supported.
   • User deletion synchronization is not supported, and user password synchronization is not supported.

View Synchronization Results

Log in to the Veeva CRM management backend and view the synchronized user information.