Docebo Connect for Accredible

Introduction

Docebo Connect is a Docebo module acting as a connector between your platform and third-party SaaS systems, helping you to integrate your platform with more than 400 third-party external systems, reducing the integration effort.

Docebo Connect offers a large catalog of connectors for the most popular SaaS systems, to manage automated workflows (called recipes) shared among systems in order to exchange and share data on the basis of triggers.

Please note that Docebo Connect takes advantage of the APIs and business logic already existing in the integrating systems and does not create new ones. In addition, Docebo Connect does not manage SSO flows with Identity Providers (such as SAML, OpenID Connect, etc), JavaScript integrations (such as Google Analytics or Google Tag Manager) or iframe integrations (such as Docebo OEM or Salesforce Canvas).

The integration for Accredible allows you to import course Credential Groups from Accredible as completed external training (opens in a new tab) in Docebo as well as exporting your completed courses (opens in a new tab) or learning plans (opens in a new tab) from Docebo to Accredible as Credential Groups.

For more information on the definition of terms and concepts used throughout this article, please read Docebo Connect Glossary of Terms.

Activating Docebo Connect

To activate Docebo Connect on your platform or sandbox, please reach out to your Docebo account manager. Please note that depending on the integration requirements, there may be associated costs.

Before you start

All the recipes for this integration can be found in the project's folder. This folder should be considered a “special folder” as all the recipes contained within are subject to automatic updates. As such, any customizations you make to recipes located within the folder can be overwritten by Docebo. In order to prevent such an occurrence, it is strongly advised to create a new project folder for any recipes you wish to use in production and copy or clone the recipes from the project's folder inside.

Prior to configuring and using the integration, you need to make clones of all the recipes used in this integration. For more information on how to clone and edit a cloned recipe, please see Docebo Connect usage: Copying recipes. The list of recipes that need to be cloned can be found in the Recipes chapter of this article. All recipes that call a sub-recipe will require editing, the called sub-recipes can be found in a list inside the recipe description.

Please note:
The revocation of certifications in the direction from Accredible to Docebo is not supported.
Updating certifications in the direction from Docebo to Accredible is not currently supported in real-time, certifications can be updated manually from Docebo to Accredible via the batch recipe.

Configuring the integration

Prior to using Docebo Connect for Accredible, you will need to configure the integration, following are the steps necessary to successfully set up the lookup tables and recipes.

Tip:
Prior to using this integration you will also need to configure a webhook for the Event Dispatcher - Docebo to Accredible recipe.

External certifications

Activating external certifications

To activate external certifications, press the gear icon to access the admin menu of your platform. Next, in the left side menu, press Advanced settings. In the Advanced settings menu, press the Advanced options tab and locate the section for Docebo Connect. There, activate the checkbox in the option for External certifications and press the Save button.

External certifications webhooks

Activating external certifications will also add three new webhook events:

These events can be found in the Certifications area of the list of available webhooks.

Manually assigning external certifications

This setting adds the ability to manually assign external certifications. To do so, access the Certifications and Retraining app by pressing the gears icon, locating Certifications and Retraining and pressing Manage.

Accessing the management area of the certifications and retraining app

Next, locate the Certification you wish to award in the list of certifications and press the number in the Awarded To column.

Pressing the number in the Awarded to column

In the following screen, press the Award users button.

Pressing the Award users button

In the resulting window, place a checkmark next to the users you wish to assign the award to and press Next.

Selecting the users to award

Next, set the issue and expiration dates of the certification. If the certification does not expire, press the checkbox labeled Always valid instead of setting an expiration date. Then, for the Association Type, select the External certification radio button. A dropdown menu labeled Source will appear, there select your certification provider (you may repeat this process to add more than one) and add the external link to the certification in the resulting textbox. Press the Confirm button to finalize your certification assignment.

Configuring the dates, source and link of the external certification

Please note:
The external certification can not be imported via CSV file and must be added manually.

Viewing External Certifications

As a learner you can view your external certification by going to the My Activities page and pressing the Certification tab. In the resulting Certifications and Retraining screen, you can find the link to the external certification at the end of the certification's row in the table.

The Certifications & Retraining screen

Configuring the lookup tables

Docebo Connect for Accredible uses three different lookup tables. The first one is the standard integration-settings table where the settings for the integration are stored, next there is the Accredible Integration Mappings table which stores the mappings between Docebo Objects (such as learning plans and external training) and Accredible Credential Groups. Lastly there is the Accredible Credential Groups table where Accredible Credential group data is stored.

Please note:
All boolean values must be stated as either true or false in lower-case.

Integration Settings table

Click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the integration-settings table.

Please make sure that the table in the platform matches the table presented here, if any of the following rows are missing, please add them by typing the values in the relevant text boxes and then pressing the check mark icon to save the row.

Add the following rows if they do not already exist:

Integration	Key	Value
`ACCREDIBLE`	`EXTERNAL_TRAINING_INSTITUTE_NAME`	Accredible credentials are imported as External Training, this field will be used as their Institute Name
`ACCREDIBLE`	`ACCREDIBLE_DEFAULT_EXPIRATION_DAYS`	Number of days the credentials created in Accredible is valid from the `issued_date`. If left blank, expiration date will not be added in Accredible environment. If set to `0`, the expiration date will be set to same date of issued date in Accredible
`ACCREDIBLE`	`ACCREDIBLE_TO_DOCEBO_BATCH_SYNC_START_DATE`	While this integration performs synchronization in real-time, it also provides a utility for running a batch synchronization between Docebo Objects and Accredible Credentials. This date value establishes the furthest point in time in terms of Issue date in Accredible for those items should be evaluated by the batch utility. Format: `YYYY-MM-DD`
`ACCREDIBLE`	`DOCEBO_TO_ACCREDIBLE_BATCH_SYNC_START_DATE`	While this integration performs the synchronization in real-time, it also provides a utility for running a batch synchronization between Docebo Objects and Accredible Credentials. This date value establishes the furthest point in time, the Course completion date of the user in the Docebo Learn platform for those items should be evaluated by the batch utility. Format: `YYYY-MM-DD`
`ACCREDIBLE`	`COURSE_ADDITIONAL_FIELD`	Name of the course additional field (opens in a new tab) created in the Docebo Learn platform for the credential groups to be added.
`ACCREDIBLE`	`NOTIFICATION_MAIL_ID`	The email value that should be used by the recipes of this integration for error notification purposes.
`ACCREDIBLE`	`ACCREDIBLE_INTEGRATION_MASTER`	Docebo Certifications can be synchronized either from Accredible to Docebo, Docebo to Accredible or both ways. If `Docebo` is provided as the value then the synchronization will be from Docebo to Accredible. If `Accredible` is provided as the value then the synchronization will be from Accredible to Docebo. If no value is provided then bi-directional synchronization will take place.
`ACCREDIBLE`	`SYNC_REVOCATION`	Set this boolean value to `true` to disable the negative synchronization of Docebo Objects and Accredible Groups such as all the actions that include revocation and deletion of items. Set this value to `false` to enable this feature.
`ACCREDIBLE`	`BATCH_OVERWRITE_BEHAVIOUR`	This setting will be used as input by the integration in order to direct its behavior in all the cases where a Docebo to Accredible synchronization is being processed that results in a creation or update of an Accredible credential. Possible values: `true` (Will overwrite credential in Accredible) `false` (will duplicate credential in Accredible)
`ACCREDIBLE`	`REAL_TIME_OVERWRITE_BEHAVIOUR`	This setting will be used as input by the integration in order to direct its behavior in all the cases where a Docebo to Accredible synchronization is being processed that results in a creation or update of an Accredible credential. Possible values: `true` (Will overwrite credential in Accredible) `false` (will duplicate credential in Accredible)
`ACCREDIBLE`	`LEARNING_PLAN_ADDITIONAL_FIELD`	The name of the learning plan additional field created in the Docebo platform where the badge templates are added.

Once all the values are added the lookup table should look like this:

The lookup table

Accredible Credential Groups table

The Accredible Credential Groups table is populated by the Synchronisation from Accredible to Lookup table and Synchronisation from Accredible Lookup table to Docebo LMS recipes and requires no manual configuration.

To access the Accredible Credential Groups table, click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the Accredible Credential Groups table.

The layout of the table is as follows:

Column name	Column description
Accredible Group ID	The ID of the group from Accredible. Value type: Integer
Accredible Group Name (Identifier)	The name of the group from Accredible. Value type: String
IsActive	A boolean flag that specifies if this entry should be skipped by the integration. Value type: Boolean
Dropdown Element ID	The numeric ID of the badge template as a course additional field dropdown value. This value is assigned by the Docebo Learn platform during an update of the additional field. Value type: Integer

As an example, a populated Accredible Credential Groups table would look similar to this:

Example of an Accredible Credential Groups table

Accredible Integration Mappings table

The Accredible Integration Mappings table is utilized by both the Docebo to Accredible (map learning plans with Accredible Credential Groups) and Accredible to Docebo (map Accredible Credential Groups with external training) flows.

To access the Accredible Integration Mappings table, click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the Accredible Integration Mappings table.

This lookup table is used by the integration to map relations between Docebo Objects (learning plans, external training) and Accredible Credential Groups and vice-versa. All values in this table must be configured manually. The columns and the expected values they contain is explained here:

Column name	Column description
`Credential Group ID`	The ID Credential Group in Accredible. Value type: String
`Credential Group Name (Identifier)`	The Name of the Credential Group in Accredible. Value type: String
`Learning Plan ID`	The ID of the associated learning plan (opens in a new tab) in the Docebo platform. The ID of the Learning Plan can be obtained by accessing the Admin Menu in Docebo and then selecting Learning Plans from the left menu. The list of all available learning plans displays the code as the first column. Value type: String
`Import As External Training`	Specifies if the related Credential Group should be imported as external training (opens in a new tab) in the Docebo platform. If set to `true`, external training will get created, if the associated Credential Group is assigned to the user in Accredible. Value type: Boolean
`Certification Code`	The code of a certification in the Docebo platform. Value type: String
`IsActive`	This `true` / `false` flag specifies if this entry should be skipped by the integration or not. It is skipped if the value is set to `false`. Value type: Boolean

When completed, as an example, the table would look similar to this:

An example Accredible integration mappings table

Configuring the connector

Navigate to your project folder and press the down arrow on the Create button in the top right corner of the window. In the resulting drop-down menu, select Connection. In the resulting New connection screen, type Accredible into the search text box and in the search results field, select the Accredible connector.

Next, in the Connect to Accredible window, give your connection a meaningful name and in the Location drop-down menu select the top level where you have stored your Accredible recipe clones. Next, enter your Accredible API key and in the Environment drop-down menu select Production. Then, press the Connect button.

Changing the credential in a course

In the event you need to delete or archive a credential in a course you can do so directly in Accredible. The behavior in Docebo will be as follows:

Archived credentials remain in the Accredible Credential Group lookup table but their associated IsActive field changes from true to false. Deleted credentials are deleted from the Accredible Credential Group lookup table entirely.

Next, if you are not using real-time synchronization or you are running the synchronization for the first time, in order to affect an immediate synchronization and enact the changes, run the following recipes in order:

Please note:
If you do not run these recipes manually immediately, your changes can take up to three hours to be actualized.

The course will remain marked completed in Docebo and the course additional field associated with the external badge or credential will be reset to the default value.

Recipes

Best practice:
All recipes, except for the list following, should be started for this integration to run properly.
The following recipes can be run as scheduled but are recommended to be used manually:
Synchronisation from Accredible to Lookup table
Synchronisation from Accredible Lookup table to Docebo LMS
The following recipes should never be started, instead they should be run manually only:
Batch Sync - Docebo to Accredible
Batch Sync - Accredible to Docebo

Utility recipes

Retrieve course additional field from Docebo LMS

This recipe is responsible for creating a course additional field in Docebo if it is not present based on the value provided in the key: COURSE_ADDITIONAL_FIELD in the integration-settings lookup table.

Trigger

Triggered via function call

Calls to other recipes

None

Integration master flow check

This recipe is responsible for checking the ACCREDIBLE_INTEGRATION_MASTER value in the integration-settings lookup table, to utilize the correct synchronization flow to; Docebo to Accredible, Accredible to Docebo or bidirectional.

Trigger

Triggered via function call

Calls to other recipes

None

Credential Groups Synchronization

Synchronisation from Accredible to Lookup table

This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect: Working with recipes.

This recipe retrieves the credential groups from the Accredible environment and populates them to the Accredible Credential Groups lookup table.

Trigger

Triggered automatically daily at 2:00 Pacific Time Zone

Calls to other recipes

Entries deletion and mapping deactivation notice
Synchronisation from Accredible Lookup table to Docebo LMS
This recipe is called twice, once for the synchronization of the course additional field and the second call is to synchronize the learning plan additional field.

Synchronisation from Accredible Lookup table to Docebo LMS

This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect: Working with recipes.

This recipe performs the following functions:

It is responsible for creating the course additional field (dropdown field) in Docebo.
The populated values in the Accredible Credential Groups lookup table are used as dropdown elements for the created course additional field
- Only the values set to true in the IsActive column in the Accredible Credential Groups lookup table will be added as dropdown elements in the course additional field and the Dropdown Element ID column will be populated with the respective element ID from the Docebo platform.
- If the value of IsActive is changed and not set to true, the dropdown element will be removed from the course additional field if it was previously added and the respective value from the Dropdown Element ID column will be removed.

Please note:
The Accredible Group Name (Identifier) is the identifier used while creating the group in the Accredible environment, not the actual name.

Trigger

Triggered automatically every five minutes

Calls to other recipes

Retrieve course additional field from Docebo LMS

Schedule/Manually run Accredible lookup table to Docebo LMS sync

This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect: Working with recipes.

The recipe is used to call Synchronisation from Accredible Lookup table to Docebo LMS sub recipe either manually or via schedule.

Trigger

Triggered automatically every five minutes

Calls to other recipes

Synchronisation from Accredible Lookup table to Docebo LMS
This recipe is called twice, once for the synchronization of the course additional field and the second call is to synchronize the learning plan additional field.

Entries deletion and mapping deactivation notice

This recipe is responsible for sending notification emails in the credential groups deleted to the admin value in the integration-settings lookup table field NOTIFICATION_MAIL_ID

Trigger

Triggered via function call

Calls to other recipes

None

Docebo to Accredible Synchronization

Event Dispatcher - Docebo to Accredible

This recipe must be started in Docebo Connect in order for this integration to function properly. For more information on starting recipes, please see Docebo Connect: Working with recipes.

This recipe is responsible for real-time synchronization by receiving webhooks events from the Docebo platform when a learner completes a course.

To configure the webhook, open this recipe and click on the first item in the recipe editor. In the resulting slide-in window, press the Copy button next to the Workato webhook address.

Copying the Workato webhook URL to the clipboard

Next, access the Admin menu, locate Webhooks and press Manage to access the configuration page. Press the plus button to create a new webhook and in the resulting slide-in window give your webhook a name and paste the Payload URL from the Connect recipe. For improved performance, press the checkbox labeled Allow the platform to group payloads in the Payload Collection section. Then, press Next.

Configuring a new webhook in Docebo

In the following screen, place a checkmark next to Learner completed course in the Enrollments section, and in the Certifications section, select the following items:

Then, press Create.

Selecting the Docebo events for the webhook

Next, press Save Changes to save your webhook. Returning to the list of webhooks, locate the webhook you just created and press the Actions menu at the end of the row of the webhook. In the resulting menu, select the Activate option to activate the webhook.

Activating the webhook

The status of the webhook will change to Active.

The webhook's status is now active

Trigger

Triggered via HTTP Webhook

Calls to other recipes

Batch Sync - Docebo to Accredible

The recipe performs a batch synchronization for all the courses in the Docebo platform with Accredible. This process is similar to a real-time synchronization but here the recipe processes all the courses present in the Docebo platform.

Trigger

This recipe should be run manually and not started. If it is started, it will be triggered every five minutes automatically.

Calls to other recipes

Create/Update credentials in Accredible

The recipe is responsible for either creating or updating a credential for the provided user.

Trigger

Triggered via function call

Calls to other recipes

None

Assign Accredible credential for Course Additional Field element

This recipe retrieves the selected course additional field from the user completed course and retrieves the corresponding credential group details from Accredible Credential Groups lookup table for the retrieved course additional field value.

Trigger

Triggered via function call

Calls to other recipes

Assign Accredible credentials for Learning Plans

The recipe is responsible for retrieving the Learning Plans associated with the course.

Trigger

Triggered via function call

Retrieve Accredible groups ids for user completed LPs

This recipe is responsible for retrieving the respective credential group IDs from the Accredible Integration Mappings lookup table for the user's completed learning plans.

Trigger

Triggered via function call

Calls to other recipes

None

Filter unassigned credentials

This recipe filters unassigned credential groups to users by checking if the user has already been assigned with the credential groups in the Accredible Environment.

Trigger

Triggered via function call

Calls to other recipes

None

Process Certifications

This recipe is responsible for processing the certification awards from the Docebo platform.

Trigger

Triggered via function call

Calls to other recipes

Accredible to Docebo Synchronization

Event Dispatcher - Accredible to Docebo

This recipe can be scheduled to run.

Trigger

Triggered every day at 1:00:00 am.

Calls to other recipes

Batch Sync - Accredible to Docebo

This recipe retrieves all the entries from the Accredible Integration Mappings lookup table where IsActive is set to true.

Trigger

Triggered via function call

Calls to other recipes

Process Accredible to Docebo flow

Process Accredible to Docebo flow

This recipe retrieves all the entries from the Accredible Integration Mappings lookup table where IsActive is set to true.

Trigger

Triggered via function call

Retrieve user details from Docebo LMS using user mail id

This recipe retrieves the user details from the Docebo platform based on the user's email address from Accredible.

Trigger

Triggered via function call

Calls to other recipes

None

Check if credential not issued through Docebo to Accredible Sync

This recipe is responsible for checking if the credential issued in Accredible is assigned by Docebo to Accredible Sync flow.

Trigger

Triggered via function call

Calls to other recipes

None

Create/Update external training for user

This recipe creates a new external training if the credential is assigned in Accredible or updates the external training if it is already present in Docebo.

Trigger

Triggered via function call

Calls to other recipes

None

Create/Update Certifications for user

This recipe creates or updates certifications for a user in the Docebo platform based on the actions performed in the Accredible environment:

If credentials are issued, the certification is awarded
If credentials are updated, the certification is updated

Trigger

Triggered via function call

Calls to other recipes

Check certification awards existence

Check certification awards existence

This recipe is responsible for checking if the certification has already been awarded

Trigger

Triggered via function call

Calls to other recipes

None