Implementing System Integrations

Objective

After completing this lesson, you will be able to identify the various types of WalkMe Integrations.

Integrations

WalkMe’s Digital Adoption Platform can drive your teams to make more data-driven decisions by integrating WalkMe with your most business-critical applications.

We offer both Outgoing and Incoming Integrations.

  • Outgoing Integrations:

    Outgoing Integrations allow you to integrate WalkMe analytics with third-party vendors. Every external platform is different, with their own unique capabilities to import data from external sources. To meet this need WalkMe has implemented a number of methods to export information from our system. These methods were chosen to cover a wide range of options for how data can be ingested into your analytics platform.

  • Incoming Integrations:

    Incoming Integrations allows you to import end-user data from an external source into WalkMe to be later used by:

    • WalkMe Rule Engine - for segmentation of WalkMe content.
    • Insights Reports - to enrich the data shown in the Insights Users page.
    • Insights Filters - to filter by an external imported attribute.

4 Steps to Set Up Integrations

  1. Navigate to insights.walkme.com and login with the credentials provided by your Customer Success Manager.
  2. Click the Integrations Tab and select Integrations Setup.
  3. Select the appropriate integration: Outgoing or Incoming integration.
  4. Follow the wizard instructions and save your work.

The image shows that IDP Integration now supports SAML.

The image shows that IDP Integration now supports SAML.

To learn about the full list of Integrations available please see the Integrations page.

Summary

We covered a lot of stuff to help you better set up WalkMe for your implementation. In this course, you learned:

  • What a Unique User Identifier is and how to set one up.
  • What a SPA (single page application) is and why it's so important.
  • How to configure WalkMe to work with SPAs.
  • The various WalkMe Integrations available and how to configure those.

Log in to track your progress & complete quizzes