Introduction
Docebo Connect is a Docebo module acting as a connector between your platform and third-party SaaS systems, helping you to integrate your platform with more than 400 third-party external systems, reducing the integration effort.
Docebo Connect offers a large catalog of connectors for the most popular SaaS systems, to manage automated workflows (called recipes) shared among systems in order to exchange and share data on the basis of triggers.
Please note that Docebo Connect takes advantage of the APIs and business logic already existing in the integrating systems and does not create new ones. In addition, Docebo Connect does not manage SSO flows with Identity Providers (such as SAML, OpenID Connect, etc), JavaScript integrations (such as Google Analytics or Google Tag Manager) or iframe integrations (such as Docebo OEM or Salesforce Canvas).
The integration for Accredible allows you to import course Credential Groups from Accredible as completed External Training in Docebo as well as exporting your completed courses or learning plans from Docebo to Accredible as Credential Groups.
For more information on the definition of terms and concepts used throughout this article, please read Docebo Connect Glossary of Terms.
Activating Docebo Connect
To activate Docebo Connect on your platform or sandbox, please reach out to your Docebo account manager. Please note that depending on the integration requirements, there may be associated costs.
Before you start
All the recipes for this integration can be found in the project's folder. This folder should be considered a “special folder” as all the recipes contained within are subject to automatic updates. As such, any customizations you make to recipes located within the folder can be overwritten by Docebo. In order to prevent such an occurrence, it is strongly advised to create a new project folder for any recipes you wish to use in production and copy or clone the recipes from the project's folder inside.
A complete list of recipes used by this integration, including which sub-recipe they call, can be found in the Recipes chapter.
Please note:
- The revocation of certifications in the direction from Accredible to Docebo is not supported.
- Updating certifications in the direction from Docebo to Accredible is not currently supported in real-time, certifications can be updated manually from Docebo to Accredible via the batch recipe.
Configuring the integration
Prior to using Docebo Connect for Accredible, you will need to configure the integration, following are the steps necessary to successfully set up the lookup tables and recipes.
Tip: Prior to using this integration you will also need to configure a webhook for the Event Dispatcher - Docebo to Accredible recipe. The instructions for recipe configurations can be found in the Recipes chapter.
External certifications
Activating external certifications
Please note: This integration requires certain areas of your platform to be activated by Docebo if you wish to use these recipes with external certifications. Please contact Docebo Support and request this specific phrase: "Activation of external certifications recipes additional feature support". This will direct the support staff to activate the additional functionality.
External certifications webhooks
Activating external certifications will also add three new webhook events:
- Certification awarded
- Certification revoked
- Certification updated
These events can be found in the Certification area of the list of available webhooks.
Manually assigning external certifications
This setting adds the ability to manually assign external certifications. To do so, access the Certifications and Retraining app by pressing the gears icon, locating Certifications and Retraining and pressing Manage.
Next, locate the Certification you wish to award in the list of certifications and press the number in the Awarded To column.
In the following screen, press the Award users button.
In the resulting window, place a checkmark next to the users you wish to assign the award to and press Next.
Next, set the issue and expiration dates of the certification. If the certification does not expire, press the checkbox labeled Always valid instead of setting an expiration date. Then, for the Association Type, select the External certification radio button. A dropdown menu labeled Source will appear, there select your certification provider (you may repeat this process to add more than one) and add the external link to the certification in the resulting textbox. Press the Confirm button to finalize your certification assignment.
Please note: The external certification can not be imported via CSV file and must be added manually.
Viewing External Certifications
As a learner you can view your external certification by going to the My Activities page and pressing the Certification tab. In the resulting Certifications and Retraining screen, you can find the link to the external certification at the end of the certification's row in the table.
Configuring the lookup tables
Docebo Connect for Accredible uses three different lookup tables. The first one is the standard integration-settings table where the settings for the integration are stored, next there is the Accredible Integration Mappings table which stores the mappings between Docebo Objects (such as Learning Plans and External Training) and Accredible Credential Groups. Lastly there is the Accredible Credential Groups table where Accredible Credential group data is stored.
Please note: All boolean values must be stated as either true or false in lower-case.
Integration Settings table
Click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the integration-settings table.
Please make sure that the table in the platform matches the table presented here, if any of the following rows are missing, please add them by typing the values in the relevant text boxes and then pressing the check mark icon to save the row.
Add the following rows if they do not already exist:
Integration | Key | Value |
---|---|---|
ACCREDIBLE |
EXTERNAL_TRAINING_INSTITUTE_NAME |
Accredible credentials are imported as External Training, this field will be used as their Institute Name |
ACCREDIBLE |
ACCREDIBLE_DEFAULT_EXPIRATION_DAYS |
Number of days the credentials created in Accredible is valid from the
|
ACCREDIBLE |
ACCREDIBLE_TO_DOCEBO_BATCH_SYNC_START_DATE |
While this integration performs synchronization in real-time, it also provides a utility for running a batch synchronization between Docebo Objects and Accredible Credentials. This date value establishes the furthest point in time in terms of Issue date in Accredible for those items should be evaluated by the batch utility. |
ACCREDIBLE |
DOCEBO_TO_ACCREDIBLE_BATCH_SYNC_START_DATE |
While this integration performs the synchronization in real-time, it also provides a utility for running a batch synchronization between Docebo Objects and Accredible Credentials. This date value establishes the furthest point in time, the Course completion date of the user in the Docebo Learn platform for those items should be evaluated by the batch utility. |
ACCREDIBLE |
COURSE_ADDITIONAL_FIELD |
Name of the course additional field created in the Docebo Learn platform for the credential groups to be added. |
ACCREDIBLE |
NOTIFICATION_MAIL_ID |
The email value that should be used by the recipes of this integration for error notification purposes. |
ACCREDIBLE |
ACCREDIBLE_INTEGRATION_MASTER |
Docebo Certifications can be synchronized either from Accredible to Docebo, Docebo to Accredible or both ways. If If If no value is provided then bi-directional synchronization will take place. |
ACCREDIBLE |
SYNC_REVOCATION |
Set this boolean value to true to disable the negative synchronization of Docebo Objects and Accredible Groups such as all the actions that include revocation and deletion of items. Set this value to false to enable this feature. |
ACCREDIBLE |
BATCH_OVERWRITE_BEHAVIOUR |
This setting will be used as input by the integration in order to direct its behavior in all the cases where a Docebo to Accredible synchronization is being processed that results in a creation or update of an Accredible credential. Possible values:
|
ACCREDIBLE |
REAL_TIME_OVERWRITE_BEHAVIOUR |
This setting will be used as input by the integration in order to direct its behavior in all the cases where a Docebo to Accredible synchronization is being processed that results in a creation or update of an Accredible credential. Possible values:
|
ACCREDIBLE |
LEARNING_PLAN_ADDITIONAL_FIELD |
The name of the learning plan additional field created in the Docebo platform where the badge templates are added. |
Once all the values are added the lookup table should look like this:
Accredible Credential Groups table
The Accredible Credential Groups table is populated by the Synchronisation from Accredible to Lookup table and Synchronisation from Accredible Lookup table to Docebo LMS recipes and requires no manual configuration.
To access the Accredible Credential Groups table, click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the Accredible Credential Groups table.
The layout of the table is as follows:
Column name | Column description |
---|---|
Accredible Group ID |
The ID of the group from Accredible. Value type: Integer |
Accredible Group Name (Identifier) |
The name of the group from Accredible. Value type: String |
IsActive |
A boolean flag that specifies if this entry should be skipped by the integration. Value type: Boolean |
Dropdown Element ID |
The numeric ID of the badge template as a course additional field dropdown value. This value is assigned by the Docebo Learn platform during an update of the additional field. Value type: Integer |
As an example, a populated Accredible Credential Groups table would look similar to this:
Accredible Integration Mappings table
The Accredible Integration Mappings table is utilized by both the Docebo to Accredible (map Learning Plans with Accredible Credential Groups) and Accredible to Docebo (map Accredible Credential Groups with External Training) flows.
To access the Accredible Integration Mappings table, click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the Accredible Integration Mappings table.
This lookup table is used by the integration to map relations between Docebo Objects (Learning Plans, External Training) and Accredible Credential Groups and vice-versa. All values in this table must be configured manually. The columns and the expected values they contain is explained here:
Column name | Column description |
---|---|
Credential Group ID |
The ID Credential Group in Accredible. Value type: String |
Credential Group Name (Identifier) |
The Name of the Credential Group in Accredible. Value type: String |
Learning Plan ID |
The ID of the associated learning plan in Docebo Learn. The ID of the Learning Plan can be obtained by accessing the Admin Menu in Docebo Learn and then selecting Learning Plans from the left menu. The list of all available learning plans displays the code as the first column. Value type: String |
Import As External Training |
Specifies if the related Credential Group should be imported as External Training in Docebo Learn. If set to Value type: Boolean |
Certification Code |
The code of a certification in Docebo Learn. Value type: String |
IsActive |
This It is skipped if the value is set to Value type: Boolean |
When completed, as an example, the table would look similar to this:
Configuring the connector
Navigate to your project folder and press the down arrow on the Create button in the top right corner of the window. In the resulting drop-down menu, select Connection. In the resulting New connection screen, type Accredible into the search text box and in the search results field, select the Accredible connector.
Next, in the Connect to Accredible window, give your connection a meaningful name and in the Location drop-down menu select the top level where you have stored your Accredible recipe clones. Next, enter your Accredible API key and in the Environment drop-down menu select Production. Then, press the Connect button.
Changing the credential in a course
In the event you need to delete or archive a credential in a course you can do so directly in Accredible. The behavior in Docebo will be as follows:
Archived credentials remain in the Accredible Credential Group lookup table but their associatedIsActive
field changes from true
to false
. Deleted credentials are deleted from the Accredible Credential Group lookup table entirely.
Next, if you are not using real-time synchronization or you are running the synchronization for the first time, in order to affect an immediate synchronization and enact the changes, run the following recipes in order:
- Synchronisation from Accredible to Lookup table
- Synchronisation from Accredible Lookup table to Docebo LMS
Please note: If you do not run these recipes manually immediately, your changes can take up to three hours to be actualized.
The course will remain marked completed in Docebo and the course additional field associated with the external badge or credential will be reset to the default value.
Recipes
Best practice: All recipes, except for the list following, should be started for this integration to run properly.
The following recipes can be run as scheduled but are recommended to be used manually:
- Synchronisation from Accredible to Lookup table
- Synchronisation from Accredible Lookup table to Docebo LMS
The following recipes should never be started, instead they should be run manually only:
Utility recipes
Retrieve course additional field from Docebo LMS
This recipe is responsible for creating a course additional field in Docebo if it is not present based on the value provided in the Key: COURSE_ADDITIONAL_FIELD
in the integration-settings lookup table.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Integration master flow check
This recipe is responsible for checking the ACCREDIBLE_INTEGRATION_MASTER
value in the integration-settings lookup table, to utilize the correct synchronization flow to; Docebo to Accredible, Accredible to Docebo or bidirectional.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Credential Groups Synchronization
Synchronisation from Accredible to Lookup table
This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect usage: Common recipe actions.
This recipe retrieves the credential groups from the Accredible environment and populates them to the Accredible Credential Groups lookup table.
- Trigger
- Triggered automatically daily at 2:00 Pacific Time Zone
- Calls to other recipes
-
- Entries deletion and mapping deactivation notice
-
Synchronisation from Accredible Lookup table to Docebo LMS
This recipe is called twice, once for the synchronization of the course additional field and the second call is to synchronize the learning plan additional field.
Synchronisation from Accredible Lookup table to Docebo LMS
This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect usage: Common recipe actions.
This recipe performs the following functions:
- It is responsible for creating the course additional field (dropdown field) in Docebo.
- The populated values in the Accredible Credential Groups lookup table are used as dropdown elements for the created course additional field
- Only the values set to true in the
IsActive
column in the Accredible Credential Groups lookup table will be added as dropdown elements in the course additional field and the Dropdown Element ID column will be populated with the respective element ID from the Docebo platform. - If the value of
IsActive
is changed and not set to true, the dropdown element will be removed from the course additional field if it was previously added and the respective value from the Dropdown Element ID column will be removed.
- Only the values set to true in the
Please note: The Accredible Group Name (Identifier)
is the identifier used while creating the group in the Accredible environment, not the actual name.
- Trigger
- Triggered automatically every five minutes
- Calls to other recipes
Schedule/Manually run Accredible lookup table to Docebo LMS sync
This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect usage: Common recipe actions.
The recipe is used to call Synchronisation from Accredible Lookup table to Docebo LMS sub recipe either manually or via schedule.
- Trigger
- Triggered automatically every five minutes
- Calls to other recipes
-
-
Synchronisation from Accredible Lookup table to Docebo LMS
This recipe is called twice, once for the synchronization of the course additional field and the second call is to synchronize the learning plan additional field.
-
Synchronisation from Accredible Lookup table to Docebo LMS
Entries deletion and mapping deactivation notice
This recipe is responsible for sending notification emails in the credential groups deleted to the admin value in the integration-settings lookup table field NOTIFICATION_MAIL_ID
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Docebo to Accredible Synchronization
Event Dispatcher - Docebo to Accredible
This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect usage: Common recipe actions.
This recipe is responsible for real-time synchronization by receiving webhooks events from the Docebo platform when a learner completes a course.
To configure the webhook, open this recipe and click on the first item in the recipe editor. In the resulting slide-in window, press the Copy button next to the Workato webhook address.
Next, access the Admin menu, locate Webhooks and press Manage to access the configuration page. Press the plus button to create a new webhook and in the resulting slide-in window give your webhook a name and paste the Payload URL from the Connect recipe. For improved performance, press the checkbox labeled Allow the platform to group payloads in the Payload Collection section. Then, press Next.
In the following screen, place a checkmark next to Learner completed course in the Enrollments section, as well as Certification awarded, Certification updated and Certification revoked in the Certification section. Then, press Create.
Next, press Save Changes to save your webhook. Returning to the list of webhooks, locate the webhook you just created and press the Actions menu at the end of the row of the webhook. In the resulting menu, select the Activate option to activate the webhook.
The status of the webhook will change to Active.
- Trigger
- Triggered via HTTP Webhook
- Calls to other recipes
Batch Sync - Docebo to Accredible
The recipe performs a batch synchronization for all the courses in the Docebo platform with Accredible. This process is similar to a real-time synchronization but here the recipe processes all the courses present in the Docebo platform.
- Trigger
- This recipe should be run manually and not started. If it is started, it will be triggered every five minutes automatically.
- Calls to other recipes
Create/Update credentials in Accredible
The recipe is responsible for either creating or updating a credential for the provided user.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Assign Accredible credential for Course Additional Field element
This recipe retrieves the selected course additional field from the user completed course and retrieves the corresponding credential group details from Accredible Credential Groups lookup table for the retrieved course additional field value.
- Trigger
- Triggered via function call
- Calls to other recipes
Assign Accredible credentials for Learning Plans
The recipe is responsible for retrieving the Learning Plans associated with the course.
- Trigger
- Triggered via function call
- Calls to other recipes
Retrieve Certification Awards
This recipe is responsible for collecting all the certification awards from Docebo.
- Trigger
- Triggered via function call
- Calls to other recipes
Retrieve enrolled users by course ID
This recipe retrieves the enrolled users from the course, specifically users with status completed and have completed the course on or after the DOCEBO_TO_ACCREDIBLE_BATCH_SYNC_START_DATE
provided in the integration-settings lookup table will be retrieved for processing.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Retrieve Learning Plan from Course
The recipe retrieves all the Learning Plans associated with the course based on the course_id
input.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Filter learning plans retrieved from course
This recipe is responsible for filtering the retrieved Learning Plans from a course by mapping them with the Accredible Integration Mappings lookup table with the filter if IsActive
is set to true
.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Assign Accredible credentials to users
This recipe assigns the respective Accredible credential to the users.
- Trigger
- Triggered via function call
- Calls to other recipes
Retrieve Accredible groups ids for user completed LPs
This recipe is responsible for retrieving the respective credential group IDs from the Accredible Integration Mappings lookup table for the user's completed Learning Plans.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Filter unassigned credentials
This recipe filters unassigned credential groups to users by checking if the user has already been assigned with the credential groups in the Accredible Environment.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Process Certifications
This recipe is responsible for processing the certification awards from the Docebo platform.
- Trigger
- Triggered via function call
- Calls to other recipes
Accredible to Docebo Synchronization
Event Dispatcher - Accredible to Docebo
This recipe can be scheduled to run.
- Trigger
- Triggered every day at 1:00:00 am.
- Calls to other recipes
Batch Sync - Accredible to Docebo
This recipe retrieves all the entries from the Accredible Integration Mappings lookup table where IsActive
is set to true
.
- Trigger
- Triggered via function call
- Calls to other recipes
Process Accredible to Docebo flow
This recipe retrieves all the entries from the Accredible Integration Mappings lookup table where IsActive
is set to true
.
- Trigger
- Triggered via function call
- Calls to other recipes
Retrieve lookup table values
The recipe is used to retrieve the configurations present in the integration-settings lookup table.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Retrieve Credentials from Accredible
The recipe is responsible for retrieving all the issued credentials from the Accredible environment through pagination and processing of the credentials.
- Trigger
- Triggered via function call
- Calls to other recipes
Process credentials
The recipe processes the events retrieved from Accredible.
- Trigger
- Triggered via function call
- Calls to other recipes
Retrieve user details from Docebo LMS using user mail id
This recipe retrieves the user details from Docebo Learn based on the user's email address from Accredible.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Check if credential not issued through Docebo to Accredible Sync
This recipe is responsible for checking if the credential issued in Accredible is assigned by Docebo to Accredible Sync flow.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Create/Update external training for user
This recipe creates a new external training if the credential is assigned in Accredible or updates the external training if it is already present in Docebo.
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None
Create/Update Certifications for user
This recipe creates or updates certifications for a user in the Docebo platform based on the actions performed in the Accredible environment:
- If credentials are issued, the certification is awarded
- If credentials are updated, the certification is updated
- Trigger
- Triggered via function call
- Calls to other recipes
Check certification awards existence
This recipe is responsible for checking if the certification has already been awarded
- Trigger
- Triggered via function call
- Calls to other recipes
-
- None