Integrating your Paxton Access allows you to sync your employee directory into VisiPoint. Any changes then made to these user profiles in the Paxton Access will be automatically reflected in VisiPoint the next time the system completes a sync.
Please note, you must have a VisiPoint Cloud subscription on the Enterprise plan to use this feature. Contact our team at firstname.lastname@example.org to upgrade.
Add new integration
To add a new integration with Paxton Access, click on Integrations from the left navigation within your VisiPoint dashboard.
You will then see a box named Paxton Access.
Click on the plus symbol and the following pop-up screen will appear for you to enter the key details from your Paxton Access account:
Each company can have multiple integration connections with Paxton Access.
Any directory has groups of users. These groups should be mapped to the user types created in your VisiPoint dashboard. You can map multiple groups (from Paxton Access) to the same user type in VisiPoint.
If you do not map a group to a user type, this means that these users will not be imported into VisiPoint. You would need to create a new integration using the Server URL you wanted to map this user group at a later stage.
All the fields used in Paxton Access (First Name, Family Name etc) should be mapped to the ones that exist in the company’s VisiPoint dashboard (First Name, Last Name etc).
You cannot map multiple fields from Paxton to one field in VisiPoint. If there are fields that are not mapped, their values will not be imported into VisiPoint.
The first time you create your Paxton Access integration, you will need to enter your credentials. When these have been authenticated you will be directed to the Integration Settings page.
On this page, you can:
- Give a name to the integration
- Select one or more sites for this integration
- Set the period for the automatic sync process
- Select the default action to be taken when any user record is deleted from the directory
- Map directory fields to VisiPoint fields
- Map directory groups to VisiPoint user type
These 6 steps will be done for each new integration.
You will then start the importing process, where the system will import all of the mapped users from Paxton to VisiPoint.
As the import begins you will see a message with the import status, similar to the one below.
Then the validating process will start to check the imported data, to categorise any errors or duplications of users already in VisiPoint.
Once this has been completed, you will be directed to a grid showing the Errors List (if any exist), the Duplicates List (if any exist), and the records with no issues. You will need to fix all of the errors and duplicates before then confirming the sync.
If the first sync was interrupted for any reason, the integration status will be saved as a “Draft”. You can resume it at any time and complete the process.
If you go back into Integration Settings and change the mapped fields or groups after importing the records from Paxton, a message will appear informing you that if you continue all the data will be imported again, taking into consideration the new mapping.
The errors that may appear are:
- One of the required fields (First Name or Last Name) in VisiPoint is empty, i.e. you didn’t map any fields from Paxton to the required fields in VisiPoint
- The email address field has a non-email format value, i.e. you mapped a non-email field into the email address field in VisiPoint
- The user exists in more than one directory group
You can click the edit button to edit the users that have errors.
When you fix an error, it will disappear from the Error List.
During the first sync process, you will not be able to start fixing the duplicates until you fix all of the existing errors.
If an imported user record has the same first name, last name and email address or phone number as a user that already exists in VisiPoint, then they will be listed in the duplicates grid.
Here, you will be able to select duplicated users and merge them into one user profile.
You can also choose to skip a record, i.e. the one imported from Paxton will not be synced to VisiPoint.
When you fix any duplicates, they will disappear from the Duplicates List.
During the first sync process, you will not be able to check all the records ready to be synced until you fix all the existing duplicates.
All records list
This list will appear during the first sync process. It will display all the records that have no issues after you have fixed each of the errors and duplicates.
When you click “Sync”, you will see one final pop-up screen to confirm the records sync.
A message showing the status of your sync will then be displayed.
Ongoing sync process
After syncing the Paxton Access records into VisiPoint, the directory’s user ID will be added to the user’s record in the VisiPoint database. This means if this record is updated in Paxton Access, the system will be able to update the corresponding record in VisiPoint during the next sync.
The sync process will be run automatically for every chosen period. You will be able to set this period as daily, weekly or monthly. You can also choose to run the sync manually at any time.
When the sync process is run again (after the first sync is done) manually or automatically, the imported user records that don’t have any errors or duplicates will be imported directly. Any errors or duplicates will be listed in their grids, for you to resolve.
If there are any errors or duplicates detected after the sync process is done, an email/SMS notification will be sent, informing you that there are some issues for you to resolve.
If a record is deleted from the directory, it should be automatically deleted from/deactivated in/kept in VisiPoint based on the action you selected on the Integration Settings page.
You can deactivate the integration, which will stop the automatic sync, but you will still be able to run manual syncs.
List of integrations and status
When you navigate to the Integrations page from the menu on the left of your dashboard, you will see a grid of your integrations (if you have any set up). The status will be shown for each. You can check the definition of each status below:
The image below shows the status column and the available actions for each integration.
- View – Redirects to a page where you can check all of the details of the integration
You will be able to deactivate the integration to stop the automatic sync schedule or, reactivate it if it is currently deactivated.
There will be statistics showing the number of errors, duplicates & records synced successfully.
- Force Sync – This allows you to run the sync manually.
- See Errors – This option will appear if there are errors in the integration. If you click this you will be redirected to the Errors grid.
- Sync Logs – If you click this, it will display the syncs this integration has completed.
- Edit – Redirects you to the Integration Settings page to make adjustments. The mapping fields will be disabled if there are unsolved errors or duplicates.
- Remove – This allows you to remove this integration. A pop-up will appear asking you to confirm that you want to remove the integration.
- Continue – This option will only appear if the integration status is “Draft“. If you click this, you will be directed to the last screen before the first sync process was stopped.
If you need any help implementing this integration please reach our support team from the live chat bubble within your dashboard.