PeopleImport - API Login

PeopleImport - API Login



Step 1:  Proxy Setup

The Proxy Setup button is where proxy server settings are entered, and/or a custom endpoint is specified for logging into a sandbox.

• More information on Proxy Settings can be found HERE.
• More information on using PeopleImport with a sandbox can be found HERE.

Step 2:  Enter the Salesforce Username and Password

PeopleImport is a Salesforce API application, therefore users enter their Salesforce login credentials (username and password).

• If a security token is required by the Salesforce org, then it will need to be entered also
  •  Paste the token directly AFTER the password (no spaces before or after)
• By default, login information is passed to the Salesforce production login servers, but an endpoint can be used to access a sandbox in Proxy Settings (see section above)
• Possible login errors and links to Validity Community Solutions on how to resolve:
  • INVALID_LOGIN: Invalid username, password, security token or user locked out
  • LOGIN_MUST_USE_SECURITY_TOKEN

Step 3: Save Password/Auto Login (optional)

• Save Password:  Checked:  Save the password for later logins
• Auto Login:  Checked:  Saves the password AND automatically logs the user in
  • When checked, the login screen will no longer be displayed when launching PeopleImport
  • Will be automatically unchecked if the saved information becomes invalid (i.e. password changed)
  • Once logged in successfully, the auto login checkbox can unchecked in  (lower left)

Step 4:  Login

Click to login.  Once logged in the login information will be displayed at the bottom of PeopleImport