How to set up the Jumpcloud integration

Connect Jumpcloud to Organimi to sync people and charts directly from your organization's directory into your org chart.

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Step 1: Open Integrations and select Jumpcloud

From your dashboard, click Integrations in the left navigation menu. The Integrations dialog will pop up, showing the available data sources. Click Jumpcloud.

Step 2: Create a new integration

On the Jumpcloud integrations page, click New Integration.

Step 3: Connect with Jumpcloud

On the setup screen, enter the API token. Once done, click Connect.

Once authorized, you will be returned to Organimi with your connection confirmed — the Auth section will show Connected.

Step 4: Choose your sync type

Next, choose what you want to pull from Jumpcloud. Choose one of the following:

• Roles and people — Pulls in the full hierarchy: roles, reporting lines, and people.
• Roster only — Populates the Talent Pool with people, which can then be dragged and dropped onto role cards as needed.

This article follows the Roles and people path.

On the same screen, choose whether to keep your chart automatically in sync with the source by toggling Keep this chart in sync.

Once done, click Continue to Data setup.

Step 5: Map your fields

Organimi fetches a summary of your directory and displays the field mapping screen. Map the required fields:

• Unique ID
• Manager field
• First Name
• Role Title

Map any other fields as needed, then click Continue to Filters.

Step 6: Set your filters

Choose how to narrow what gets imported:

• Skip If Missing — skip importing anyone whose record is missing key fields: first name, last name, role title, or where no manager or direct report is found.

Once done, click Continue to Auto-organize.

Step 7: Configure auto-organize options

Choose how Organimi should shape your chart:

• Detect assistants — Creates assistant-type role cards by looking for the word "assistant" in the role title, and auto-places them next to their managers.
• Group by department — Adds department containers that cluster people sharing a department. If enabled, choose the department column from your directory.

Once done, click Continue to Chart.

Step 8: Choose your chart destination

Choose where the imported people should go:

• Create a new chart — Creates a new chart with the specified settings. You can give it a name in the Chart name field.
• Overwrite an existing chart — Replaces one of your existing charts instead.

Once done, click Complete and Import.

Step 9: Sync completes

Your data starts to sync. Once finished, the status will show Sync complete, and you will be redirected to your newly created chart.