Data Integration Center in Console

Brief Overview

The WalkMe Data Integration Center in the Console lets customers sync data collected in WalkMe Insights with external systems like Azure Blob, AWS S3, and Salesforce. Every application in an organization holds valuable information, but its full potential is lost when data is siloed. By connecting WalkMe to core business tools, teams can surface insights, spot issues, and take action faster. The Data Integration Center in the console offers a unified, modern interface with improved visibility across systems. It centralizes integration management, encourages greater adoption, and simplifies the process of configuring and monitoring data flows.

Access

To access the Data Integrations page, navigate to the Data Integrations Center in WalkMe console:

• US Database: WalkMe Console
• EU Database: WalkMe Console

How It Works

Data Integrations Center

Connect WalkMe to external data sources and services to drive personalized, data-rich experiences. The Data Integrations Center includes two pages:

• Data Integrations: Direct access to external systems that provide contextual data for WalkMe experiences

  • Learn more: Data Integrations page

• Connections: API-based links to third-party platforms, enabling data flow and synchronization across systems

  • Learn more: Connections Page

Technical Notes

Connections

• Connections created in classic appear in the console

• Connections created in the console do not appear in classic

• You can update connections in either interface; updates made in one remain compatible with the other

Integrations

• Integrations created in classic are visible in the console

• Integrations created in the console are not visible in classic

• Integrations created in classic can be edited in the console, but the connection can't be changed

• If an Insights classic report is used in the integration and replaced in the console, the original report can't be recovered

• Updates to integrations in either interface remain compatible across both

Incoming integrations

• All incoming integrations work the same way when it comes to removing users:

  • Users are not removed automatically

    • After a user is imported into WalkMe through an incoming integration, the user remains in WalkMe even if they are deleted from the source file. Integrations do not sync removals.

  • How to manage removals:

    • Instead of deleting and recreating the integration, add a column in your source file

      • For example: active = true/false.

        • Mark active users as true

        • Set the value to false for users you want to deactivate

    • In WalkMe, update your segmentation rules to include only users with active = true.

    • This method keeps your integration stable and lets you control who appears in your segments