Configure Settings

12.1 Single Sign-On (SSO)

Single Sign-on (SSO) is a way for users to securely access various applications and environments using only one set of login details. With this method, a company can control its employees' access to Visdum through an "Identity Provider" (IdP).

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Visdum supports SSO through the OIDC identity authentication protocol. Currently, Visdum supports SSO through four providers; Microsoft, Google, Okta and OneLogin. More are being continuously added.

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Learn more about OIDC here.

12.1.1 Microsoft

1. Login to portal.azure.com
2. Navigate to the Tenant that you want to connect with Visdum
3. Go to Manage | App registrations | New Registration

1. Complete the new app registration form with the values below:

4. Capture the following details from the App Home Page and share them with the Visdum Implementation team for configuration:

1. Application (client) Id and 
2. Directory (tenant id) 

4. Go to Manage | Authentication

1. In the “Front-channel logout URL” field enter “https://visdum.com/api/auth/sso/logout”
2. Select “Access tokens (used for implicit flows)”
3. Select “ID tokens (used for implicit and hybrid flows)”
4. Click “Save”

12.2 How to setup an Integration

12.2.1 How to setup HubSpot Visdum Integration

1. Connect your HubSpot CRM Account

1. Go to “Settings” on the left navigation bar and select “Integration”. 
2. On the Integration menu, Select “HubSpot” and click on “Next” 
3. Connect your HubSpot account to Visdum.

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2. Select your Account

Choose the HubSpot CRM account that you would like Visdum to connect to, from the displayed list as shown below.

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3. Grant Access

Once you click on the HubSpot button in the previous screen you will be prompted to grant Visdum access to your CRM. After you click on ‘Grant Access’ you will be redirected back to the Visdum app.

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Success!

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12.2.2 Using SFTP

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If native integration and API connections are not an option then SFTP could be an option too. SFTP is a file transfer protocol. Configuring an SFTP integration will allow you to export data to or import data from a variety of sources.

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Following info will be needed to establish an SFTP connection:

1. Host: the SFTP host name.
2. Port: the port for the SFTP host.
3. Username: the username for the SFTP host.
4. User Public SSH key: the public SSH key details for the user account.
5. User Private SSH key: the private SSH key details for the user account.
6. Host key: SFTP uses SSH to connect to the SFTP server. Host keys are .pub files usually stored in the /etc/ssh directory. They are used for authenticating computers over the SSH protocol. Open the .pub file. Copy the key for this SFTP server.

12.2.3 Using SQL Connection

The Visdum SyncDB connector supports integration with any JDBC or ODBC compliant database, such as Oracle Database, SQL Server, MySQL, Amazon Redshift and more.

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12.2.4 Using API Keys 

1. Login to Visdum as an admin
2. Go to Settings | Generate API Key
3. Copy the key string and keep it secure
4. Go to Data | Raw Data | Click on the three dots → “Download JSON file”
5. Get the Endpoint URL & Postman Collection file from the Visdum Support Team
6. [Optional] Test connection and request format using the postman file.
7. Send actual data file in JSON format through a “POST” request to the Visdum endpoint.
8. Receive response - “Success” or “Error: xxxxx” 
9. [Optional] For added security, work with Visdum Support to whitelist your domain or IP.

Review the Developer and API Documentation for details.

12.3 Currencies

If the sales reps are situated across different geographies and you deal with multiple currencies, you may need to set up conversion rates across different currencies.

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Select the editable cells to add conversation rates and Submit. 

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For Example : 

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