Our HRIS integrations are now available on all of our packages.
Our Cezanne HR integration allows you to sync your employee data with Learnerbly automatically.
Before you get started
We recommend before setting up the integration you read our guide on how the integration works to make sure it fits with how you want to manage Learnerbly. Take a look at our guide and FAQs on 🔗 How our HRIS integrations work.
You can see what Cezanne HR fields we sync with Learnerbly further down this article.
What Cezanne HR shares with us
Cezanne HR shares your employees’ names, work email, start date and leaving date with us. It doesn’t share line managers or departments, so approvers and groups stay managed in Learnerbly and the integration won’t change them.
It doesn’t share home addresses either, so we take each employee’s country from a Cezanne HR field you choose when you connect. That field must hold a two-letter country code (e.g. GB, DE, ES). Employees without a valid code in that field won’t be added to Learnerbly.
If for whatever reason you don’t want to add a country for someone, you can always add them manually.
What will happen to your existing data
Once integrated, changes in your HRIS will override any changes manually made on Learnerbly to the fields we sync. The integration will:
Update any users that currently exist with their name, email and country from Cezanne HR
Add any employees that are in Cezanne HR but not in Learnerbly, from their start date
Archive any users that are past their leaving date
Leave your approvers and groups in Learnerbly exactly as they are
⚠️ Important things to be aware of:
We match employees to existing Learnerbly users by their work email, so please make sure it’s the same in both
New employees will be added to Learnerbly, but they won’t get a budget or an invitation until you decide
New users won’t have an approver until you add one in Learnerbly
Who you’ll need
A Learnerbly Admin, to connect the integration on Learnerbly.
A Cezanne HR administrator who can create Authorised Applications in Administration, to create the API credentials.
No coding is needed: everything is done in the Cezanne HR and Learnerbly screens. Learnerbly connects through our integration partner, Merge, and only reads employee data; we never write anything back to Cezanne HR.
Step 1: Create your API credentials in Cezanne HR
A Cezanne HR administrator creates an Authorised Application for Learnerbly in Administration > Authorised Applications > Add New. Our integration partner, Merge, has a step-by-step guide with screenshots: CezanneHR: How to create a CezanneHR OAuth app. Merge’s guide uses “Merge” as an example name; you can call the application Learnerbly.
Before moving on, check that the application has:
Enable All Users ticked, under Advanced Configuration.
These two Allowed Callbacks, each on its own line:
x-cez://oauth-callback/
All three Application Scopes turned on: Token Information, API read access and API write access. Merge asks for all three. Learnerbly only reads employee data and never writes anything back to Cezanne HR.
Then copy the Client ID and Client Secret and keep them somewhere safe: you’ll need them in Step 2.
If you can’t see Authorised Applications or the Add New button, your account may not let administrators create applications. In that case, ask Cezanne Support to set one up for you. This can take a few days, so we recommend asking early.
Step 2: Connect Cezanne HR to Learnerbly
Go to your Admin Hub Settings. Note only Learnerbly Admins can set up an integration.
Click ‘Connect’ on the card titled HRIS Integration.
Select Cezanne HR. The next screen lists what Learnerbly can read from Cezanne HR: click Next, paste the Client ID and Client Secret from Step 1 and click Next again.
On the Map additional fields screen, click Map fields. Under Your Cezanne HR fields, pick the field that holds each employee’s two-letter country code for the Learnerbly field home_country and click Save.
⚠️ Please don’t skip this step: without it, we can’t tell which country your employees are in, so none of them will be added to Learnerbly until the mapping is in place.
If none of the fields shown holds the country as a two-letter code, contact us via our Chat message before finishing the setup.
Click Finish setup. Your data will start syncing: the HRIS card will show Connected and Syncing data... until the first sync completes, usually within a few minutes and at the latest the next weekday morning at 08:00 UTC. After that it shows when we last synced.
If you skipped the Map fields step, please don’t connect again with the same credentials. Click Manage on the HRIS Integration card and complete the Map fields step. If you need a hand, contact us via our Chat message.
How to know your integration is set up
Once you've connected Cezanne HR and Learnerbly, we'll start syncing your employees within a few minutes, or at the latest the next weekday morning at 08:00 UTC. You'll see that you are successfully connected and your sync is in progress on your Settings page.
Integration is syncing
Integration has synced
What fields do we sync with
Learnerbly | Cezanne HR | Notes |
First Name | First name |
|
Last Name | Last name |
|
Work email | We also use this to match employees to existing Learnerbly users. | |
Start Date | Start date | Users will be created on the day of their start date. |
Termination Date | Leaving date | Users will be archived on Learnerbly at midnight on the day of their leaving date. |
Content Region | The country field you map | We use the two-letter country code in that field to automatically assign employees to a content region. |
Approver | Not synced | Add approvers on Learnerbly. The integration won’t change them. |
Group | Not synced | Assign groups on Learnerbly. The integration won’t change them. |
After you've set up the integration
Your employee data will continue to sync every morning Monday to Friday at 08:00 UTC. Cezanne HR will act as your source of truth for the fields above, so if you change an employee’s name, email or content region in Learnerbly, it will be overwritten by the data in Cezanne HR the next day. Approvers, groups and budgets stay yours to manage in Learnerbly.
Add approvers and groups
In your Admin People table, filter by Learners without approvers and edit each profile to add their approver. You can assign their groups from the same screen; see Can I assign more than one ‘Group’ to a user?
Bulk assign budgets and send invitations
Now that your employees are users on Learnerbly, you can still decide exactly when they get access. To do this, assign them a budget and send them an email invitation.
In your Admin People table, filter by Learner without budgets and then select the employees required. Click Bulk Actions and then Add Budgets and complete setup.
Once budgets have been assigned, then filter the People table by Learners who haven't been invited to Learnerbly to send them an email invite.
How to disable your integration
If you'd like to disable your integration, please contact us via our Chat message.