How do I relink HRIS or CRM with Skillibrium?

How do I relink HRIS or CRM with Skillibrium?


Your Skillibrium account uses Merge.dev to sync user data from your HRIS or CRM (eg., Workday, BambooHR, Salesforce) to Skillibrium. If this connection is interrupted, provisioning and data sync will pause until the integration is relinked. 

This article covers the most common reasons a sync disconnection can occur and provides step-by-step guidance for relinking your integration directly within Skillibrium.
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This guide applies to customers using a Merge.dev-powered HRIS or CRM integration with Skillibrium. If you are unsure whether this applies to your setup, contact your Customer Success Manager or IT administrator.

Common Causes of Sync Disconnection

The following are the most frequently reported causes of a sync disconnection or failure. This list is not exhaustive - other factors may also trigger a disconnection.

1. Expired API or Sync User Credentials
The API key or access token used to authenticate your integration with Merge.dev may have expired. 

2. Password Reset for the Linked User Account
If the service account or sync user tied to the Merge.dev integration had its password changed or reset, the stored credentials become invalid, and the connection will break. A few examples are:
  1. A routine password expiration policy enforced by your organization.
  2. A manual password reset performed by an IT administrator.
3. A Merge.dev platform outage

Before You Begin

Before relinking, confirm the following:
  1. Admin access: You must have Admin-level access to your Skillibrium account to manage integration settings.
  2. Valid credentials: Ensure the service account or API user credentials are current and have not expired.
Follow the steps below to restore the connection between your HRIS and Skillibrium.

1. Go to your Skillibrium Sandbox or Production environment.
2. Log in directly using your admin credentials, or access Skillibrium via Single Sign-On (SSO) if your organization uses it.
3. Once logged in, locate and click My Org in the main menu.
4. In the My Org, look for the three dots in the upper right corner of the page.
5. Select Manage HRIS Settings from the dropdown.
6. Within HRIS Settings, locate your connected integration (e.g., the Workday logo or your HRIS provider).
7. Click the three dots next to your integration logo.
8. Click Edit.
9. Click Relink Integration.
10. Follow the on-screen prompts to re-authenticate with your HRIS provider.

Once completed, Skillibrium will confirm that the integration has been successfully linked.

Follow the steps below to restore the connection between your CRM and Skillibrium.

1. Go to your Skillibrium Sandbox or Production environment.
2. Log in directly using your admin credentials, or access Skillibrium via Single Sign-On (SSO) if your organization uses it.
3. Once logged in, click your profile menu on the top right corner of the page.
4. Click Settings, and then switch to the Company Settings tab. 
5. On the right panel, select Integrations. 
6. Under Company Integrations, click the three dots under the Actions column.  
7. Click Edit.
9. Click Relink Integration.
10. Follow the on-screen prompts to re-authenticate with your CRM provider.

Once completed, Skillibrium will confirm that the integration has been successfully re-linked.

If you have followed the steps above and the integration is still not syncing correctly, our support team is here to help.

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