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Auto-sync IDP user accounts to SCV profiles

This guide explains how to configure and use the Identity Provider (IDP) Auto-sync feature within the Squiz Customer Data Platform (CDP).

This feature ensures that user profile data synchronizes in real-time from your IDP to your Single Customer View (SCV) whenever a user logs into a portal.

When a user logs in using a portal authentication domain, the IDP sends a payload of attributes (for example, first name, email, and department).

The Auto-sync feature intercepts this login event and performs the following actions:

  • Matches the user to an existing SCV profile, usually using their email address.

  • Creates a new profile if the user does not exist.

  • Updates the mapped attributes in the SCV profile instantly.

Prerequisites

Before you begin the configuration, ensure you meet the following requirements:

  • You have a Squiz DXP portal configured with an active Portal Authentication Domain.

  • You have an Identity Provider (IDP), for example Okta or Azure AD, configured to send the required user claims such as email and name.

  • You have CDP Administrator permissions within the Squiz DXP.

  • You updated the SCV schema to include attributes for portal authentication mapping.

Configuration

Setting up Auto-sync involves the following primary steps:

  1. Define the authentication source.

  2. Map the attributes.

Identify IDP attributes in DXP

First, you must verify exactly which attributes are passed from your IDP into the DXP environment.

  1. Log in to your Squiz DXP instance.

  2. Navigate to Administration  Portal Authentication  Domains.

  3. Select the specific domain used for your user logins.

  4. Scroll to the Attribute Mapping section.

  5. Note the attribute names listed under the Attribute column. These are the strings you must map in the CDP (for example, given_name, email, and job_title).

Read the Squiz DXP portal authentication documentation for more information.

Create the event feed

To handle the synchronization logic, you must create a specific event feed in the CDP.

  1. Open the Customer Data Platform (CDP) from the DXP dashboard.

  2. In the left-hand sidebar, click Event Feeds.

  3. Click Create event feed in the top right and select Portal Authentication.

    The Portal Authentication option in the Create event feed menu.
    Figure 1. Click for full size.

  4. In the configuration modal, specify the following details:

    Name

    Enter a unique name, for example Global IDP Sync.

    Source

    Select Portal authentication from the drop-down menu.

  5. Click Create.

Map attributes to SCV

After you create the feed, you must specify which IDP attributes correspond to which SCV fields.

  1. In your new event feed, click Import from Portal Authentication.

    The Import from Portal Authentication button.
    Figure 2. Click for full size.

  2. Select the domain you viewed in the previous step.

  3. Use the drop-down menus in the Attribute Mapping table to map the From Portal fields to the To Single Customer View properties.

    For example, you can map the following fields:

    • email to Primary email.

    • first_name to First name.

    • department to Organization.

  4. Select Ignore this attribute for any attributes you do not want to sync.

  5. Click Save.

Test the synchronization

To ensure the data is flowing as expected, you can perform a live test.

  1. Open your portal in an incognito or private browser window.

  2. Log in using a test account through your IDP.

  3. Return to the Squiz DXP and navigate to CDP  Customers.

  4. Search for the email address of the test account.

  5. Open the profile and verify the following details:

    • The Last Updated timestamp reflects your recent login.

    • The attributes, such as name and department, match the data in your IDP.

    • The Recent Events list shows a dxp-login-event.