> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oloid-demo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tenant Admin Portal - How to Configure Advanced User Sync for Paychex - Inbound

> This document provides step-by-step instructions to configure Advanced User Sync for Paychex - Inbound in Tenant Admin Portal.

## Introduction

This document describes how to configure Advanced User Sync for Paychex - Inbound in the Tenant Admin Portal.

## Prerequisites

* You must have access to the **Tenant Admin Portal**.
* An **Advanced User Sync profile for Paychex - Inbound** is created.
* A **Data Mapper Table** is created and available for user attribute mapping.

## Steps to Configure Advanced User Sync for Paychex - Inbound

1. Log in to the **Tenant Admin Portal**.
2. Go to **Agents > Advanced User Sync**.

   ![How to Configure Advanced User Sync for... - screenshot 1](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-0b56f77e.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=784d6a2cf9a19ac480cc3fc850baffa6)

   The **Advanced User Sync** page is displayed.
3. Select the preferred Paychex - Inbound Advanced User Sync.

   ![How to Configure Advanced User Sync for... - screenshot 2](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-880493a0.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=28b5869653cf4b433aaff25b20303ee5)

   The **Advanced User Sync** detail page is displayed.
4. Do the following:
   1. [Configure Details Tab](#configure-details-tab)
   2. [Setup Configuration Tab](#setup-configuration-tab)
   3. [Configure Account Tab](#configure-account-tab)
   4. [Configure Schedule Tab](#configure-schedule-tab)
5. Click **Activate**.

   ![How to Configure Advanced User Sync for... - screenshot 3](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-ef8b6669.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=0da4e538dbe9981a05816745b42531be)

   The **Confirm Activation** pop-up box is displayed.
6. Click **Confirm**.

   ![How to Configure Advanced User Sync for... - screenshot 4](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-81ce9ca9.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=511d358398cbf6fcd222c3035e90ec68)

   The Advanced User Sync is configured and activated successfully.
7. (Optional) Go to **Action > User Sync**.

   > [!NOTE]
   >
   > **Note:** Selecting **Sync Now** immediately triggers a manual synchronization.

   ![How to Configure Advanced User Sync for... - screenshot 5](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-0e07c558.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=e7d29ed3c99c3364028df83d6874467c)

   The **Sync Now?** pop-up box is displayed.
8. Click **Confirm**.

   ![How to Configure Advanced User Sync for... - screenshot 6](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-2e197d43.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=75f27344f7c9f5d91729693d6c1163a2)

   The **Success** pop-up box is displayed.

   ![How to Configure Advanced User Sync for... - screenshot 7](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-84a08d11.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=e7fca856e8649af30d18a055d5195441)

   The Advanced User Sync for Okta - Inbound is configured successfully.

   ![How to Configure Advanced User Sync for... - screenshot 8](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-2abfa483.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=13651a447eb0612f831741fcaa09bbcc)

### Configure Details Tab

This tab is used to view and edit basic information about the Advanced User Sync.

Do the following:

1. Update the **User Sync Name** (if required).
2. Enter the **User Sync Description** (Optional).
3. Click **Save**.

   ![How to Configure Advanced User Sync for... - screenshot 9](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-dd0d7973.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=91a6e6d7dc49e76f7c07e05f7050fffc)

   The Details tab is configured successfully.

### Setup Configuration Tab

This tab is used to map user data from **Paychex** to **Oloid** and select the Oloid connection where users are added during the inbound user sync.

Do the following:

1. Select the data mapper table from the drop-down.

   > [!NOTE]
   >
   > **Note:** Click **View Tables** to review or create a data mapper table, if required.

2. On **Add Users to Selected Connection**, do one of the following:
   1. Select the **Connection** option, and then select the required **Connection** from the drop-down list.
      **Note: (Optional)** Select **Group** from the Groups drop-down to add users only to the selected groups.
      OR
   2. Select the **Data Filter Table** option, and then select the required **Data Filter Table** from the drop-down list.

      > [!NOTE]
      >
      > **Note:** Click **View Tables** to review or create a data filter table, if required.

3. Click **Save**.

   ![How to Configure Advanced User Sync for... - screenshot 10](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-83168143.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=6bf8513c558fd916b1ca555de436d693)

   The Configuration tab is configured successfully.

### Configure Account Tab

This tab is used to add and configure the **Okta** account details required for inbound user synchronization with **Oloid**.

Do the following:

1. Enter **Account Name**.

2. Enter **Token Endpoint**.

3. Enter **API URL**.

   > [!NOTE]
   >
   > **Note:** Enter the API URL [https://api.n1.paychex.com/companies](https://api.n1.paychex.com/companies).

4. Enter **Company ID**.

5. Enter **Client ID**.

6. Enter **Client Secret**.

   > [!NOTE]
   >
   > **Note:** Contact Oloid support for **Token Endpoint, Organization ID**, Company ID **Client ID** and **Client Secret**.

7. Click **Save**.

   ![How to Configure Advanced User Sync for... - screenshot 11](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-b5519493.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=e08684074d39b5cfce4dad1dc78689c8)

   The Account tab is configured successfully.

8. Click **Test**.

   ![How to Configure Advanced User Sync for... - screenshot 12](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-ef9ae021.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=b3c21a713ba2befce07a0686d05dcb62)

   The **Success** pop-up box is displayed.

   ![How to Configure Advanced User Sync for... - screenshot 13](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-781687ab.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=3420bc4c1bafaef275ffca49f782a1ea)

### Configure Schedule Tab

This tab is used to define when the **Okta – Inbound** user sync runs. You can configure the sync to run on a recurring schedule or run once when the sync is activated.

Do one of the following:

[Repeat Every](#repeat-every)

**OR**

[Run Once When Activated](#run-once-when-activated)

![How to Configure Advanced User Sync for... - screenshot 14](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-e40c53b0.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=bcb90a842bc4b4f4dacb7dfa67f44355)

The Schedule tab is configured successfully.

#### Repeat Every

The **Repeat Every** section is used torun the user sync on selected days and times.

Do the following:

1. Select **Repeat Every**.

2. Select the required day(s).

   > [!NOTE]
   >
   > **Note:** You can select multiple days (if needed).

3. Select the run time in the **Runs at** field.

   > [!NOTE]
   >
   > **Note:** You can add multiple execution time. To do, click **+Add** to configure additional run times, if required.

4. Select **Time Zone** from the drop-down.

5. Enter email address(es) in the **Send failed job-run alerts to** field.

   > [!NOTE]
   >
   > **Note:** Separate multiple email addresses with commas.

6. Click **Save**.

   ![How to Configure Advanced User Sync for... - screenshot 15](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-8170ea1f.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=88da07f7de0345b402bbf01914691a43)

   The **Repeat Every** section is configured successfully.

### Run Once When Activated

The **Run Once When Activated** section is used to run the sync only once.

Do the following:

1. Select **Run Once When Activated**.

2. Select the date and time in the **Select Date & Time** field.

3. Select **Time Zone** from the drop-down.

4. Enter email address(es) in the **Send failed job-run alerts to** field.

   > [!NOTE]
   >
   > **Note:** Separate multiple email addresses with commas.

5. Click **Save**.

![How to Configure Advanced User Sync for... - screenshot 16](https://mintcdn.com/oloid-999c42b2/GUfEb195wHoS2Ntb/images/intercom/15886736/image-7731a9dd.png?fit=max\&auto=format\&n=GUfEb195wHoS2Ntb\&q=85\&s=8458b4e34f772c2ac366ad6a59fcff2b)

The **Run Once When Activated** section is configured successfully.

***

##### Related Articles

[How to Create Advanced User Sync for OKTA - Inbound in the Tenant Admin Portal](https://oloid.help/en/articles/13700439-how-to-create-advanced-user-sync-for-okta-inbound-in-the-tenant-admin-portal)

[How to Configure Data Mapper Table for OKTA - Inbound in the Tenant Admin Portal](https://oloid.help/en/articles/13696411-how-to-configure-data-mapper-table-for-okta-inbound-in-the-tenant-admin-portal)

[How to Create a Token ID for Advanced User Sync – Okta Inbound in the Okta Admin Console](https://oloid.help/en/articles/13701658-how-to-create-a-token-id-for-advanced-user-sync-okta-inbound-in-the-okta-admin-console)