Pingboard is an employee directory and organizational chart platform that provides access to essential information about people, teams, and companies. The Pingboard connector for Glean enables organizations to index employee data from Pingboard, allowing users to search, discover, and connect with coworkers through Glean Work AI. The connector synchronizes fields such as employee names, titles, department, manager relationships, key dates, contact details, and profile avatars.

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Overview

  • Glean requires a service account for Pingboard to fetch relevant information to create People cards.
  • Authentication is done by creating a read-only service account client ID and secret pair in Pingboard.
  • It’s important to note that all data is stored in the GCP project in the customer’s cloud account and no data leaves the customer environment.

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Integration Features

For Pingboard, Glean will capture the following content:
  • Employee name, title, department, manager ID, join date, birth date, updated date, time zone, nickname, bio, email, phone number and any avatar URLs.

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API Usage

Glean will use the Users and Groups APIs to generate People cards in Glean.

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Installation process

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Prerequisites

  • Your company must be on a Pro plan in order to have API access.
  • Administrator access to create a service account.

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Steps

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Create a Service Account

  1. Log in to your Pingboard account as a Pingboard administrator.
  2. Click the Add-Ons tab, select API.
  3. Click Manage Service Accounts button under Service Accounts.
  4. Click Add Service Account. For the added Service Account:
    1. Add a recognizable name such as Glean.
    2. Set permissions as Regular User.
  5. After the account is created, you will have access to the following:
    • Client Id
    • Client Secret
  6. Save the Client ID and Client Secret.

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Connect Pingboard to Glean

  1. In the Glean Admin console, click Other.
  2. In Connect all your Tools section:
    • Toggle to Config and enter:
      • Key name: pingboard.domain
      • Key value: Enter the Client ID. Enter only the subdomain part of your Pingboard URL, for example, subdomain.pingboard.com
      • Click Submit.
    • Toggle to Secret section:
      • Key name: PINGBOARD_CLIENT_SECRET
      • Key value: enter the value from the Pingboard Client Secret.
      • Click Submit.
  3. Click Save.