For customers new to our isolved integration.
This article explains how to set up your isolved integration and initiate imports.
Getting Started
If you do not already have a Built account, please connect with our team to set one up before initiating your isolved integration.
To initiate your isolved integration:
Contact your isolved direct account manager to initiate implementation of the integration.
The isolved implementation team will share API credentials with Built’s Customer Success Team.
The Built Customer Success Team will contact you to schedule an implementation call and initiate data imports.
Implementation
During your implementation call, our Customer Success Team will help you configure settings, teach you about the platform, and answer initial questions.
If you already have a Built account containing data, we will request permission from you via email to clear existing data to ensure information is not duplicated when importing directly from isolved.
Importing isolved Data Automatically and Manually
Once you’ve set up your isolved integration, you can schedule regular automatic imports. You can also initiate a manual import at any time.
We recommend configuring how Built handles positions for imported terminations and new hires, to determine if positions are automatically deleted or created.
To enable automatic imports in Built:
Only Company Admins and HR Admins can configure company settings. Learn more about managing user roles and permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Imports tab.
In the section titled isolved Import Settings, click the Edit button.
To enable automatic imports, select Yes.
Select your desired import frequency.
Enter an email address where the system will send notification emails each time the automated import process completes.
Click Save. Your first automated import will occur as specified in your import frequency.
To initiate a manual import in Built:
Only Company Admins, HR Admins, and HR Managers can import data.
From Built's main menu, navigate to the Org Chart page.
You can also import people or positions from the People page.
Click the import/export icon in the upper right corner of the page, then click Records from isolved. The system will confirm when your import is complete, displaying your import summary.
During the import, the system may prompt you to match new records from isolved to existing records in Built and/or correct any errors.
Notes about managing your isolved integration and import settings:
If you'd like to disable automatic imports, click your company name at the top of the main navigation and then navigate to Company Settings > Imports. (If the Imports tab is not initially visible, locate it by clicking More). Locate your isolved import settings and click the Edit button. Click the Enable Automatic Imports dropdown to select No and then click Save.
To deactivate your isolved integration, contact the Built Customer Success Team.
Please contact our Customer Success Team for additional assistance.
Additional Resources