Availability

🔐 Early access. The Formal integration is currently in early access as we gather more feedback from users. Reach out to support@conductorone.com to add Formal to your Integrations page.

Capabilities

• Sync user identities from Formal to ConductorOne

• Resources supported:

  • Groups

• Provisioning supported:

  • Group membership

Set up the Formal integration in ConductorOne

This task requires either the Integration Administrator or Super Administrator role in ConductorOne.

1. In ConductorOne, open Admin and click Integrations > Formal.

2. If this is your first Formal integration, the integration form opens automatically. Otherwise, click Add connector.

3. Choose whether to add the new Formal connector as a data source to an existing application (and select the app of your choice) or to create a new application.

   Do you SSO into Formal using your identity provider (IdP)? If so, make sure to add the connector to the Formal app that was created automatically when you integrated your IdP with ConductorOne, rather than creating a new app.

4. Set the integration owner for this connector. You can manage the integration yourself, or choose someone else. Setting multiple integration owners is allowed.

   A Formal integration owner must have the following permissions:

   • Integration Administrator or Super Administrator role in ConductorOne
   • Ability to generate API keys in Formal

5. Click Create and add details.

Next steps

• If you are the integration owner, proceed to Integrate your Formal instance.

• If someone else is the integration owner, ConductorOne will notify them by email that their help is needed to complete the integration.

Integrate your Formal instance

A user with the Integration Administrator or Super Administrator role in ConductorOne and the ability to generate API keys in Formal must perform this task.

Step 1: Generate a Formal API key

1. Sign into Formal and click the API Keys tile.

2. Click Create API Key.

3. Give the new key a name, such as “ConductorOne integration”.

4. Click Create. The new API key is generated.

5. Carefully and copy and save API key. We’ll use it in Step 2.

Step 2: Add your Formal credentials to ConductorOne

1. In ConductorOne, open Admin and click Integrations > Formal.

2. In the list of connectors, locate and click on the name of the connector with the Not connected label.

3. Find the Settings area of the page and click Edit.

4. Paste the API key you generated in Step 1 into the API key field.

5. Click Save.

6. The connector’s label changes to Syncing, followed by Connected. View the logs to ensure that information is syncing.

That’s it! Your Formal instance is now integrated with ConductorOne.