Appendix: Agent Sync Module

The optional Agent Sync module automatically synchronizes agent changes in UCCX with the Uptivity database. Users are matched by username and are synchronized before teams/groups. Users and groups originally created in Uptivity (for example, SourceAgentID=Null) will not be changed during synchronization unless a matching username or group exists in UCCX, in which case the module will match them and update the SourceAgentID.

If the agent or group exists in Uptivity but does not match the UCCX equivalent (for example, SourceAgentID is not null and does not match), the agent/group is disabled and will not appear in Uptivity. If a user or group exists in UCCX but not Uptivity, it will be created in Uptivity during synchronization.

The following information can be synchronized:

  • UCCX resources with Uptivity users
  • UCCX teams with Uptivity groups

This module does NOT synchronize:

  • Password — This value is not in UCCX
  • Server node — This value is Uptivity-specific
  • Supervisor and Team/Group attachments
  • Administrator roles/permissions
  • Users not configured as Agents

UCCX does not synchronize user info beyond an agent. If a user in the UCM is not registered as an agent, they are not listed in the UCCX database, and therefore will not be synchronized.

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