Darwinbox is a Human Resource Management System (HRMS) designed for efficient employee management and engagement. Integrating Darwinbox with HappyFox Helpdesk enables automatic synchronization of employee details to streamline operations.

Applicable Plans: ✔ Pro  ✔ Enterprise Pro  ✔ All Unlimited agents plan

With Darwinbox Contact Sync, you can:

• Sync employee details from Darwinbox to HappyFox as contacts.

• Map additional fields from Darwinbox to HappyFox as custom contact fields.

Notes:

• Sync occurs automatically every day at 12:00 AM (based on your HappyFox account timezone).

• Sync is also triggered whenever the configuration is saved in the Helpdesk account.

Note: This integration is currently in beta, please reach out to our support in case you face any trouble during installation.

Integration setup Prerequisites:

• Your HappyFox agent role must have the Manage Apps permission.

Steps to Configure Darwinbox Contact Sync:

• Go to Apps > Contact Management, select Darwinbox, and click Install.
• Provide the Darwinbox Server URL, Username and Password, and API Key and Dataset Key.
• Map Darwinbox contact fields (e.g., name, email, phone) to HappyFox contact fields.
• Map Darwinbox fields to HappyFox custom fields.

• Enable or disable overwriting of existing custom field values during sync. When enabled, HappyFox custom fields will be updated with values from Darwinbox if there is a difference.

• Enable or disable Send account information email to contacts imported synchronization.

• Click Save.

After each sync, you can view:

• Timestamp: Date and time of the sync.

• Record Counts: Number of successfully synced and failed records.

• Error Log: A downloadable CSV file listing errors for failed syncs.
  

CSV Log Details:

• Email: The unique email of the contact.

• Type:

  • Existing: Updated an existing HappyFox contact.

  • New: Added a new HappyFox contact.

• Sync Status: Success or Failure.

• Result: Contact synced successfully

• Error Details: Reason for failure (e.g., datatype mismatch, empty required fields).

Note: Only the latest sync log is available for download.

Accessing Synced Contacts:

• Synced Darwinbox contacts can be accessed from the Contacts module in HappyFox. Clicking the Darwinbox icon next to a contact will redirect you to the contact's detail page in Darwinbox.
  
   

Frequently Asked Questions:

• Does the sync work both ways?
  No, this is a one-way sync. Changes made in Darwinbox are reflected in HappyFox, but not vice versa.
   

• Will deleting contacts in Darwinbox remove them from HappyFox?
  No, deleted contacts in Darwinbox are not removed in HappyFox.
   

• Are updates to Darwinbox fields reflected in HappyFox?
  Yes, if the overwrite toggle is enabled, changes in Darwinbox fields are updated in HappyFox during the next sync.
   

• How can I delete or disable the sync account?
  To delete or disable the sync account, click on the menu next to Last Sync At and select Delete or Disable.
   

• How can I access the configuration form to change the sync settings?
  Click on the settings gear icon next to "Synced Account" to access the configuration form and update the sync settings.
   

• How do I disable the Darwinbox integration?
  To disable the integration, click "Disable this app" on the Darwinbox Integration page.  If disabled, the synced contacts will not be removed from the Helpdesk account.