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Instructions for integrating with PeopleGrove
Instructions for integrating with PeopleGrove

Read our step by step instructions to set up your integration with PeopleGrove.

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Written by education@gouconnect.com
Updated over 2 months ago

Integrate your uConnect platform with PeopleGrove

Your first step will be to configure your PeopleGrove platform so it connects to your uConnect platform.

In your PeopleGrove dashboard, follow the steps in the video, and/or the written ones below:

  1. Navigate to the 'Apps & Integrations Marketplace' and search for 'uConnect'.

  2. Click the 'Details' button for the uConnect Integration.

  3. Toggle the 'Not Installed' button at the top so that it's on (it will turn blue and say 'Installed').

  4. Click on the 'Settings' tab and toggle the 'Enable uConnect Export' option to enable the uConnect Export (it will turn blue and say 'Enabled').

  5. Click 'Save'.

  6. Once you complete the above steps, this will generate an email to be sent to our support team with your unique PeopleGrove ID which we will input upon receipt.

  7. Then, your final step is to submit a support request and let us know that you completed the above steps and how you'd like to map your Alumni/Mentors that will populate in.

Submit PeopleGrove Information

Note: Our PeopleGrove integration imports two standard fields of information from every Alumni/Mentor: 1) Expertise, and 2) Majors.

If you'd like to bring in other categories, such as Identity/Affinity Group or Industry, please read this article to learn about how you can import these unique categories to import and map more Alumni/Mentors.

Add Custom Categories

Custom categories are the unique tags and labels you've created in PeopleGrove to segment your mentor network. The one-click integration process outlined in our instruction article here includes standard categories, such as Expertise and Major.

A common example of a Custom Category would be Affinity or Identity Group.

To bring in additional custom categories, like Affinity or Identity Group, follow the directions below!

Filter users and select fields

1. In your PeopleGrove dashboard, go to Explore Users, use filters to specify the end user population you wish to track:

  • Approved: Approved

  • User Type: Alum, Faculty or Staff Member (depending on which population you'd like to pull)

  • Visibility: Public

2. Add columns to determine what data you want to export, and create a report. For your report, the following fields are required except for those that are marked as optional below:

  • PeopleGrove ID

  • First name

  • Last name

  • Email (optional)

  • Headline

  • User Type

  • Location (optional)

  • About

  • Expertise

  • Education history (optional)

  • Work history (optional)

  • Major(s)

  • Industries

  • Current company

  • Current job title

You should have 14 Active columns, matching the following screenshots:

In addition, this is where you would select the custom categories that you would like to include. If you'd like to import Affinity/Identity information, this is where you'd add it!

3. Save the report. You can now pull this report into the 'Custom Report' option outlined in the initial instructions, here.

Best Practice: Sharing Reports

When creating a custom report, we recommend that you share the visibility with any important admins on your team or institution. Although other admins will only receive view access, they can still see and create duplicate custom reports. This is important because is an admin is removed or moves on from the institution, the custom report created for you is still accessible by others.

To do this, navigate to the "Share Report" section when saving a new report, and select "All Hub Admins" as an option.

If you have any questions, please reach out to us!

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