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Integrating SailPoint with Ploomes

Ploomes is a cloud B2B CRM used to manage customers, deals, tasks, and the people who work those records. Administrators assign each user an access profile (what they can do) and one or more teams (whose records they can see). The Ploomes connector enables SailPoint to aggregate human users and their profiles and teams. This document provides the instructions required to configure a new direct connection between SailPoint and Ploomes. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Ploomes connector supports the following:

Account Management

  • Aggregate Users

Entitlement Management

  • Aggregate Profiles - access levels
  • Aggregate Teams - data-visibility groups

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before configuring the Ploomes connector, ensure the following requirements are met:

  1. A Ploomes account with administrator access.
  2. An integration user and its User-Key (this is what SailPoint uses to connect).
  3. Your Ploomes API Base URL:
    • Some tenants use a regional host (for example a canary URL). Use the host that matches your User-Key.

Create the Integration User and User-Key

  1. Sign in to Ploomes as an administrator.
  2. Go to Administration > Integration users.
  3. Create a new integration user. Give it a unique email. This user cannot sign in to the Ploomes UI and does not use a billed seat.
  4. Assign the Administrador (Administrator) profile so SailPoint can read users, profiles, and teams.
  5. Copy the User-Key and store it securely. You will paste it into the SailPoint Password field.

Note

If you regenerate the User-Key, update the source in SailPoint. The old key will stop working.

Required Permissions

Who Access
Ploomes administrator Can create the integration user and User-Key
Integration user with Administrador profile Recommended. Can read users, profiles, and teams
Integration user with a limited profile Aggregation may fail if that profile cannot view users, profiles, or teams

You only need read access. For more detailed information on Ploomes users, access, and API authentication, refer to the following resources:

Note

The linked document is not maintained by SailPoint and is subject to change without notice.