Skip to main content

PeopleXD Evo members sync overview

Understand how members sync automatically creates and maintains Access Evo members accounts from your PeopleXD employee records.

I
Written by Isabelle Grey
Updated over 3 weeks ago

Members sync automatically creates and maintains Access Evo user accounts for your employees. When you set up a new employee in PeopleXD, their Access Evo member record is created automatically. When an employee leaves, their Access Evo account is deactivated based on your leaver rules.


How members sync works

PeopleXD is the source of truth for your employee records. Members sync transfers employee data from PeopleXD to Access Evo in one direction only. Changes made to member records in Access Evo don't sync back to PeopleXD.


How this supports other Access Evo applications

When you connect other applications to Access Evo, employees already exist as users. You don't need to set up and invite users again to the system. You just need to update their access to provide permissions to the other applications.

When an employee leaves, their record is automatically deactivated on Access Evo. This removes the risk of forgetting to revoke access for other applications they can access through Access Evo.


What data is synced

Members sync transfers these data points from PeopleXD employee records to Access Evo member records:

  • Email

  • Forename

  • Surname

  • Reports to manager

  • Job title

  • Department

  • Location

  • Status

You can't change which data points are synced. The list is pre-defined and not configurable.


When data is synced

Members sync runs at different frequencies depending on the type of update.

Frequency

What gets synced

Real time

  • New starter setup, including future hires

  • External user setup

  • Change of email address

Nightly

Changes to:

  • Forename

  • Surname

  • Reports to manager

  • Job title

  • Department

  • Location

πŸ“ŒNote: Only updates to the synced data points trigger a sync to Access Evo. If you update a non-synced field, such as category, this doesn't create a record sync for the employee.

Did this answer your question?