Integrations
How to integrate your &Open gifting platform with other tools
By &Open and 3 others4 authors29 articles
Overview: Integration with SalesforceAn overview of the many capabilities of the &Open Salesforce integration
Walkthrough: configuring Salesforce for synchronisation of giftingHow to configure SFDC to keep your campaigns in sync
Adding custom fields to SFDC Contacts and Leads to capture gifting activityHow to set up Salesforce so that all recipient activity is captured as it happens
Automating your Campaigns with SalesforceUse Salesforce's “Flow” workflow automation tools to populate your gifting campaigns
How do I automate gifting using the &Open Salesforce Integration?
How to disable automated Salesforce integrated gifting?
How is the status updated on CampaignMembers?This article covers which CampaignMember statuses are used by the &Open Salesforce integration.
How &Open uses Salesforce objects for campaignsSalesforce objects used by &Open for campaigns
How do I configure Single-Sign-On (SSO) for my account
Configuring single sign on with OktaSet up &Open an SSO SAML Integration for your gifting platform in Okta to provide your users with one-click logins
Configuring single sign-on with Google WorkspaceConfigure SAML-based logins for your team with Google Workspace’s SSO options
Mapping users to teams with single sign-onLearn how to automatically assign users to teams when using single sign on (SSO) with the &Open platform
How do I connect my HR system to the platform?Connect your staff HR system to the gifting platform in a few clicks and start generating staff gifting campaigns
Supported HR SystemsWhich HR applications can I integrate directly into the gifting platform to make running my campaigns easier?
What information is accessible through a HR integration?
Required and optional data fields for HR integrationsSet up access to the right fields so that your staff gifting can become seamless
Connecting your gifting platform to Hibob HRHow to integrate Hibob into your &Open gifting platform to make it easier to gift your employees.
Connecting your gifting platform to PersonioHow to integrate Personio into your gifting platform to make it easier to gift your employees.
Connecting your gifting platform to Workday HRConnecting your Workday staff database to the &Open gifting platform is easy and enables staff gifting features.
Connecting your gifting platform to BambooHRHow to integrate BambooHR into your &Open gifting platform to make it easier to gift your employees.
Deleting data from your HR integrations
Data Segmentation & Automation
Repeatable targeted gifting with our HR and CRM automation tools
How do I create a data segment?Creating a data segment in our updated automation tools
What is a data segment?Data segmentation in our updated automation tools
How do I create a birthday automation?Automate your gifting initiative using our new automation tools
How do I create a new hire automation?Automate your gifting initiative using our new automation tools
How do I create a work anniversary automation?Automate your gifting initiative using our new automation tools