For the complete documentation index, see llms.txt. This page is also available as Markdown.

Step 6 — Connect a Source System

Connect the HR or identity system that AOH Sync reads people from. Adding a Source System automatically creates an Account Import connector for it. (~5 minutes)

1

Open Source Systems and add a new source

Navigate to Source Systems in the left sidebar. Click + Add Source System and choose the system type from the dropdown.

Add Source System dialog showing a type-selection dropdown with options including HR platforms, relational databases, file feeds, and LDAP directories

Available types include HR platforms (Gusto, ADP), relational databases (SQL Server, MySQL, and others), file feeds (CSV upload or CSV over SFTP), and LDAP directories.

2

Enter the connection details

After selecting your source type, the form expands with fields specific to that type. Supply the required details:

  • HR platforms (Gusto, ADP) — enter your API credentials.

  • Relational databases (SQL Server, MySQL, and others) — complete the connection form with your host, port, credentials, and database details.

  • File feeds (CSV) — for CSV over SFTP, enter the SFTP host and path; for a direct CSV upload, use the Download Template option to get a correctly structured file, then upload it.

  • LDAP — enter the directory server host, bind credentials, and base DN.

Source System connection form showing the SQL Server example — fields for System Name, Database driver (fixed per type), Database host, Database port, Database username, and Database password

The connection form shown here is for a SQL Server source. Fields vary by type; CSV types show a Download Template option and a file upload control instead.

3

Save and confirm the Account Import connector

Click Save. AOH Sync tests the connection and adds the new Source System to the list. At the same time, AOH Sync automatically creates an Account Import connector for it — this connector is responsible for bringing Account records from the source into AOH Sync and linking them to Identities by a join key.

Connectors page showing a newly created Account Import connector for the connected source system

Each connected Source System gets its own Account Import connector. You can see it on the Connectors page immediately after saving.

How to check it worked

The new source appears in the Source Systems list, and an Account Import connector for it appears on the Connectors page.

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