Lucca
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Dernière mise à jour
The integration between Cards and Lucca allows you to:
import your collaborators into Cards
import your departments (configured in Lucca) into Cards (in the form of groups)
bring back Cards user statistics into Lucca, on collaborator files.
Once the integration is activated on your space (by us), you will be able to access its configuration by going to the "Integrations and applications" page, then clicking on "Configuration" on the Lucca block.
On this page you will need to fill in 2 fields:
Lucca key: this is the API key that Lucca provides you
Url: this is the url of your Lucca account.
On Cards, from this screen, you can decide whether or not to activate the synchronization of statistics (from Cards to Lucca).
If you activate the synchronization, additional fields appear. They allow you to choose in which fields the statistics will be uploaded on your employee files. More details below, in the "Statistics synchronization" section.
Once the configuration is saved, 2 additional tabs appear, for the synchronization of users and departments.
By going to the "User Sync" tab, you will arrive on a page that lists your collaborators present in Lucca:
Users are synchronized via their professional email. It is therefore necessary that each collaborator in Lucca has their email entered, and unique.
On this page you have the possibility:
to import all your collaborators into Cards, via the "Import all users" button
to import collaborators individually.
Before proceeding with an import, you can modify options via the panel on the right:
Notify created users: if "yes", then an email is sent to users whose account is created on Cards, so that they define their password or connect to the platform.
Connection mode: allows you to choose which connection mode will be used by the imported accounts. This option allows you to choose "SSO" if you have configured the SSO connection on your Cards account.
In the listing, you can see the users already imported.
Please note: if a user already exists on Cards (with the same email as a collaborator on Lucca), then the account is not created, but the connection is made between the Lucca collaborator and the Cards user.
By going to the "Synchro departments" tab, you will arrive on a page that lists your departments created in Lucca:
As with the collaborators page, you can:
Import all departments
Import departments individually.
When a department is imported, a group with the same name is created in Cards, and all collaborators in the department are given a Cards account if they don't have one yet. Department collaborators are also automatically placed in the group on Cards.
Here too, you have the choice of notifying new users or not, and choosing their login method.
Please note that synchronization is not done automatically. If you add collaborators to Lucca (account creation, or addition to a department), you will need to return to Cards and restart the department synchronization.
If you enable the option, you can upload training completion statistics by employee, directly into Lucca.
To do this, you must first configure the fields in Lucca.
The first thing to do is to create, if you wish, a section on your employee files. It is in this section that the completion and score statistics will appear.
You can otherwise decide to display the statistics in an already existing section.
Follow these steps to create a section in Lucca:
1/ Log in to Lucca with an administrator account (it is necessary to have sufficient rights to modify the sections)
2/ Go to the "HR Base" solution
3/ Then in "Settings" > "HR File"
4/ The list of your sections then appears. You can click on the "Add a section" button.
5/ Name it "Cards", then click Ok
Your section then appears in the left menu, you can move this section if you wish.
We will now create the fields that will receive the statistics information. Here we offer you default values and field names:
1/ Log in to Lucca with an administrator account (necessary to have sufficient rights to create custom fields)
2/ Go to the "HR Base" solution
3/ Then in "Settings" > "Data management"
4/ Here, click on the "New data" button. A window then appears:
5/ In the first step, select the data type "Compound data"
6/ In the second step:
enter the name of the data: "Formations Cards"
enter the code "e_formation"
you will then add the following "subfields" (by clicking on "Add new data):
field #1:
name: Title of the training
code: e_title
type: Text
field #2:
name: Link to the training
code: e_link
type: Hyperlink
field #3:
name: Progress of the employee
code: e_progress
type: Text
field #4:
name: Score of the employee
code: e_score
type: Text
field #5:
name: Date of the last completion of the training
code: e_last_completion_date
type: Text
Check the "Allow multiple occurrences" box and use the "Training title" field as sort data.
Click "Next".
The 3rd and final step allows you to choose in which section you want to display the statistics fields:
Select the "Cards" section created previously (or another section if you wish)
Check the box in the 1st column "Editable"
Validate by clicking on "Save".
Your fields are now ready on Lucca.
We can return to Cards to activate the synchronization. Go to the "Lucca" integration configuration page. In the right column, you can then activate the "Activate synchronization" option.
By activating the option, you will find the list of fields that we have configured on Lucca. If you have entered other "codes" for the fields, this is where you can enter them so that the link between Cards and Lucca works well. If you have used our default values, you do not have to enter the fields.
Click on "Save", and that's it ☺️
By going to a collaborator's file (synchronized with Cards), you will then see the statistics come up:
To get your Lucca key, follow the setup steps .
