This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to FlexCRM.
Note: For detailed instructions on operating FlexCRM, please refer to the documentation provided by FlexCRM.
| Item | Details | |
| Pre-check |
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| Setup Flow / Manual |
Note: After connecting TrustLogin and FlexCRM using the steps on this page, |
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| Provisioning Target | 〇 | Supports user provisioning |
| 〇 | Supports group provisioning | |
| SAML Authentication Setup Manual |
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| Notes |
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Setup Steps
FlexCRM Settings
- Log in to FlexCRM with administrator privileges.
Note down the workspace ID portion of the URL.- https://flex-crm.com/your-workspace-name/api/v1
- https://flex-crm.com/your-workspace-name/api/v1
- From the menu, go to "System Settings".
- Click "Get API Key".
- On the "Get API Key" screen, copy the value of "Current Assigned API Key".
(This will be used in the TrustLogin settings.)
This completes the preparation on the FlexCRM side. Next, configure the settings on the TrustLogin side.
TrustLogin Settings
Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
open "Settings" next to "Identity Provisioning".
- Click "Add Service".
- Search for and select "FlexCRM" on the Add Service screen, and click the "Add" button.
- You will be redirected to the "Identity Provisioning > FlexCRM" page.
Click the "Edit" button.
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Open "Access Settings", enter the following values for the setting items, and click "Save".
Connection URL FlexCRM Settings The value of the FlexCRM workspace ID noted down in step 1 (the bold portion below)
https://flex-crm.com/your-workspace-name/api/v1API Token FlexCRM Settings The value of the API key copied in step 4
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Click the "Connect" button in the upper right of the screen.
Once the button status updates to "Connected", the initial setup is complete.
Next step: The manual for configuring user synchronization is available here
Values You Can Configure in Attribute Mapping
The following values can be specified as default functions in FlexCRM.
| Value | Description |
| Full name | Full name with the last name first. |
| Full name with first name first | Full name with the first name first. |
| Username from email | Extracts the portion of the email address before the @ and limits it to a maximum of 21 characters. |
| Username from email (special characters removed) |
Generates a username from the user's email address. Extracts the local part and removes invalid characters (only letters, numbers, and underscores (_) are allowed). |
| Get FlexCRM user ID from user's email | Extracts the local part of the email address, removes any characters other than alphanumeric characters, periods, underscores, and hyphens, and generates a user ID. Truncates to the first 30 characters. |
Note: For an overview of the attribute mapping feature and how to configure it, see here.