With SAP SuccessFactors, you can manage your global workforce, talent, and HR processes in one platform. The SAP SuccessFactors integration makes it easy to import your employee directory into Perk and keep user accounts up to date automatically.

Note: The SAP SuccessFactors integration is currently available on request. Contact your Perk account manager to have it turned on for your account before following the steps below.

Understanding the SAP SuccessFactors integration

The SAP SuccessFactors integration lets you:

• Provision users — onboard and offboard employees directly from your employee directory.
• Auto-fill employee profile information on Perk.
• Trigger manual syncs to import new employees and archive those who left.
• Run fully automated syncs between SAP SuccessFactors and Perk.
• Set up accounts automatically, such as adding cost objects and approval processes (Pro plan only).

Before you begin

• To enable the SAP SuccessFactors integration, you must be an account admin on Perk and SAP SuccessFactors.
• If you have SSO enabled for Perk, we recommend you turn off Allowing user creation and Allowing user updates, as this could conflict with the integration. For more information, see Customize SSO settings.
• If a person's first name, last name, or email in the identity provider (IDP) is different from SAP SuccessFactors, the IDP will override the data synced from SAP SuccessFactors to Perk.
• If the admin who set up the integration is no longer active, the sync will fail, and you'll need to reconnect the integration with a new admin account.
• To turn off the SAP SuccessFactors integration, follow the instructions on Manage integrations.
• If you have any questions or need help setting up the integration, contact your account manager.

1.  Connecting SAP SuccessFactors to Perk

1. Go to Settings > Integrations.
2. Find the SAP SuccessFactors integration and click Start setup.
3. Click Enable. This opens a pop-up window.
4. Follow the steps in the SAP SuccessFactors guide on the Merge Help Center to complete the connection. Once connected, return here to set up the integration.

Note: Connecting SAP SuccessFactors requires environment-specific server credentials that are typically only accessible to a SAP implementation specialist. Make sure you have these available before you begin, or contact your SAP implementation specialist or Perk account manager for help.

2. Setting up the SAP SuccessFactors integration

After you successfully connect to SAP SuccessFactors, navigate to the configuration page to complete your setup.

1. Start setup:
   1. Go to Settings > Integrations.
   2. Find the SAP SuccessFactors integration in the Enabled section and click Manage.
   3. In the Finish setup box, click Configure.
2. Employee selection: Select which employees to sync to Perk — click either Sync all employees or Sync a group of employees.
   • When Sync all employees is selected, Perk syncs all active employees.
   • When Sync a group of employees is selected, Perk syncs only the selected groups.
3. Default field selection and mapping: Select and map fields to sync from SAP SuccessFactors to Perk. All available fields are selected and mapped by default, with the exception of Unique ID which requires custom mapping or removal.
   • To remove a field, click the trash can icon to the right of the field row.
   • To add a field, click Add default field at the bottom of the default field list.
   • To customize a field mapping, use the left-side column to select an alternative field from SAP SuccessFactors.
4. Custom field selection and mapping: Select and map custom fields to sync from SAP SuccessFactors to Perk. All existing custom fields in Perk will be available for sync with SAP SuccessFactors.
   • If a custom field is not visible, check that it has been created in Perk.
5. Company selection and mapping: Select and map companies to sync from SAP SuccessFactors to Perk. SAP SuccessFactors automatically detects companies and displays them in the left-side column. By default, all companies from SAP SuccessFactors are mapped to the default company in Perk.
   • To customize the source field, use the left-hand column to select an alternative source.
   • To customize the company mapping, use the right-hand column to select an alternative company in Perk. If a company is not visible, check that it has been created in Perk.
   • To complete the process, click Save and sync. The initial sync will take a few hours to complete — the account admin will receive an email notification when it's done.
6. Turning on automatic syncing and error notifications (optional):
   • To automatically sync SAP SuccessFactors to Perk on a daily basis, turn on the Automatic sync toggle.
   • To receive error notifications, enter an email address and click Save.

Running a manual sync

Use manual sync to import the latest employee data from SAP SuccessFactors at any time. On the SAP SuccessFactors integration settings page in Perk, click Sync now to import the latest data.

If there are any errors during the sync, you can download the XLS log to find more details. For more information, see Understanding the integration sync log.

Synced employees are indicated with the Sync icon on the People page.

Perk permissions required in SAP SuccessFactors for troubleshooting

If you have full admin access to SAP SuccessFactors, you should already have the necessary permissions required for the integration to work successfully.

If you do not have full admin access to SAP SuccessFactors, or are experiencing issues, please refer to the below table illustrating which which permissions are required in SAP SuccessFactors for the integrations to work correctly with Perk. 

Further guidance can be found on the SAP SuccessFactors permissions guide on the Merge Help Centre.