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Introduction
This integration automates the upload of SoSafe Analytics data as CSV or XLSX files to a defined OneDrive environment for further use.
Prerequisites
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Access to the SoSafe Manager settings and OneDrive.
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Access to admin-granted privileges (enable integration with 3rd party apps) on the Microsoft Entra ID. Otherwise, you will need to wait for approval from an IT Admin.
Recommendation: use a service account to connect or create a new account for integration purposes to avoid data sync disruptions in the future (i.e. change of internal responsibilities).
Set-up
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Log in to the SoSafe Manager and navigate to Settings / Integrations or use this direct link: https://manager.sosafe.de/?redirect=integrations
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Select OneDrive as the desired integration to synchronize your data.
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Select Connect and follow the on-screen instructions.
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Customize integration settings:
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A SoSafe folder is created in OneDrive by default. If you want to change the file destination, you can update it under Destination.
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Turn on/off daily sync. The data will be synced daily every 24 hours at 6:00 am CEST.
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Choose the preferred file format: CSV or XLSX (Excel).
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Choose the data types you wish to sync: E-Learning and/or Simulation.
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For E-Learning, you will receive cumulative data from all active campaigns.
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For Simulation, data from the most recent active simulation is provided.
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Upon successful integration, check the OneDrive folder. You should find the synchronized files there.
Frequently asked questions
Can I choose the Simulation campaign for OneDrive integration?
It is not possible in the current version to choose between separate simulations.
What to do if I cannot access the Integrations page or OneDrive Integration?
Please check with your SoSafe contact person whether you are on the necessary package to utilize Analytics integrations.