Sync Salespath Users Automatically with User Sync

How User Sync works

User Sync keeps your Salespath users in step with your own roster, so you don’t have to create, edit, or disable users by hand.

• User Sync Profiles set the defaults each synced user receives: location, role, commission plan, title, and contact groups.
• Each user in your roster has a match term in the Location column. The match term tells Salespath which profile, and so which location, role settings, and commission plan, the user gets.
• Each night, Salespath imports your newest roster file and applies it through your profiles.

Setup takes four steps: create your profiles, turn on User Sync, test with a manual upload, then connect SFTP.

How to Enable User Sync

Set up User Sync Profiles

From the lefthand navigation menu, click Users > User Sync, then click the Sync Profiles tab.

Create profiles

• Generate profiles: In the banner at the top of the page, click Generate profiles for them to create a profile for every location that doesn’t have one yet. This is the fastest way to get started.
• Add a single profile: Click Actions > Add profile.

Each profile has a Name, Match Term, Default Location, and optional Location Group and Default Password. If you leave the password empty, a random password is generated and a reset email is sent to the user.

Under Roles provisioned at this location, each profile has separate settings for Salesperson, Site Manager, and Regional Manager. Turn on Provision this role only for the roles you need, then fill in that role’s settings. Salesperson-only settings, like commission plans, aren’t applied to Site Managers or Regional Managers.

Edit profile names and match terms

1. Click Actions > Quick edit.
2. Edit names and match terms directly in the table. You can paste a whole column from a spreadsheet, and pressing Enter moves down a row.
3. Click Save once you’re done. All changes save at once.

Change a setting across many profiles

1. Click Actions > Bulk edit role settings.
2. Choose the location group to update. Child groups are included.
3. Choose the setting to change, such as the commission plan for all Salespeople.
4. Review the result for each profile. If any fail, click Retry failed.

When you edit a profile, its settings are re-applied to all users already synced through it.

Turn on User Sync

1. Click the Setup tab.
2. Set Sync Provider to File Import.
3. Turn on Enable User Sync, then click Save Configuration.

Choose your sync behavior

These settings apply to both uploaded rosters and scheduled SFTP fetches. Click Save after making changes.

• Adopt existing users: When on, a roster row with no synced match is linked to an existing Salespath user with the same username, instead of failing. Turn this off once every user is synced.
• Deactivation threshold: If a run would deactivate more than this percentage of synced users, it stops and makes no changes. The default is 25%.

Import your roster file

Prepare your roster

1. On the Setup tab, click Download template.
2. Add every user to the file, with a match term in the Location column for each.
3. Save the file as .xlsx.

Column headers are matched by name, so column order doesn’t matter. Click Expected columns on the Setup tab to see this list in Salespath.

Existing Salespath users who aren’t synced yet are matched by username and brought into the sync automatically, as long as Adopt existing users is on.

Test with a manual upload

Before connecting SFTP, upload a roster by hand to see what the sync will do.

1. On the Setup tab, click Upload roster and select your file.
2. Salespath runs a preview first and shows exactly which users would be created, updated, or deactivated. Nothing changes yet.
3. Review the preview, then click Apply within 15 minutes to commit the changes.

Apply won’t go through if the file changed after the preview, or if it would deactivate more users than the preview showed. Run a new preview and try again.

Connect SFTP

1. In the SFTP source card on the Setup tab, enter your Host, Port, Username, Password, and Remote path (the folder that holds your roster files).
2. Click Save, then click Test connection to confirm it works.
3. Turn on Enable scheduled fetch and click Save.

Each night at 06:00 UTC, Salespath picks up the newest .xlsx file in your SFTP folder and applies it. It re-applies the newest file every night, even if it hasn’t changed, so any profile edits always reach your users. Salespath only reads from your SFTP server; it never writes to it.

To sync right away, click Run now. To see what a sync would do first, click the arrow next to Run now and select Preview.

Review run history

Every sync, whether scheduled, manual, or a preview, appears under Recent runs at the bottom of the Setup tab with its status. Click Refresh to see the latest runs. Open a run to see what happened to each row in your file.

You can sort results, search by username, Sync ID, or message, and filter by outcome. Run details are kept for 90 days.

Managing synced users

Users created or updated by User Sync can’t be edited manually in Settings > User Manager. To change a synced user, update their row in your roster file or edit their User Sync Profile. The change applies on the next sync.