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Sana Integration Capabilities
Valentino Pacifici avatar
Written by Valentino Pacifici
Updated over a week ago

Building a home for learning is easier with smart integrations. Sana connects to your tool ecosystem so that you can automate manual processes, increase reporting accuracy, and scale your learning initiatives securely.

In this article you find how to synchronize users and user data (your list of users and their metadata), import and export content to and from Sana, export reports and learning data from Sana, and integrate learning notifications in your company's ecosystem of tools.

Access control, single-sign-on (SSO) and user provisioning

What's in it for me and my company?

  1. Ensure only the right people can access Sana with SAML-based Single sign-on (SSO), no password required.

  2. Synchronize the user metadata with Sana through SCIM or HR integrations.

  3. Automatically deactivate Sana users who left your company.

  4. Automatically enroll users in programs and courses, segment users in Sana reports, assign user access rights, all based on geography, department, region, language, start date, title and any other custom metadata you synchronize.

Access control through SSO

The most common way to enable automatic, password free login to Sana for your users is to setup single-sign-on. We support all Identity Providers and all tools that support SSO through SAML 2.0. Find more details here.

User and metadata provisioning

User provisioning allows synchronization of users and user metadata from your Identity Provider to Sana. It also allows decommissioning of users from Sana automatically, so that when they are removed from your Identity Provider (if they leave your company), they are also deactivated or removed from Sana. This automation ensures efficient access management and eliminates the need for manual user data entry.

Sana automates user provisioning through integrations with SCIM-compatible Identity Providers, as well as direct connections with all HR systems:

  1. We support Identity Providers such as Okta, Azure Active Directory/Entra, Google Workspace, OneLogin, ADFS, Auth0, CyberArk, Idaptive, JumpCloud, Ping Identity. You find a more exhaustive but not complete list of HR systems here, detailed instructions to setup SSO here, and SCIM here.

  2. We support HR Systems such as Personio, HiBob, BambooHR, Workday, Google Workspace, Hailey HR, SAP SuccessFactors, Sage HR, CatalystOne. You find a more exhaustive but not complete list of HR systems here and detailed instructions here: Synching Your HR System with Sana.

Enriching your user data for automations

You can also synchronize to Sana the user metadata that is stored in different databases and CRMs (or other than Identity Providers or HR systems).

What's in it for me and my company?

Drive more new business, internal and external. With Sana’s CRMs and ERPs integrations, you can

  1. Trigger learning initiatives based on live funnel data, e.g. you can assign courses to your sales reps when their first opportunity reaches a specific stage in your sales funnel

  2. Connect Sana to your content marketplace for automatic customer enrollment, e.g. you can sell Sana content in your marketplace, and give your customers access to courses they purchase

  3. Setup any other sort of automation that depends on the metadata that you import

For this type data enrichment, we use and continuously build off-the-shelf plugins, hosted in our infrastructure (no need for additional processors). The plugins for data enrichment that we already offer and maintain are Big Query, Snowflake, Hubspot, Salesforce, Airtable, Microsoft Dynamics 365 Sales, Pipedrive. You find a more exhaustive but not complete list of plugins here. Need more? One standard plugin takes roughly 1 week to build and it's complementary.


Synchronizing content to and from Sana

Make the most of all your learning resources. Sana integrates with all the leading content libraries

From external systems into Sana

What's in it for me and my company?

  1. You can synchronize content from an external system to Sana, so the content can be accessed from Sana, your one home for learning.

  2. You can assign the content you import through Sana, meaning that you can use the smart automations of Sana even if the content is hosted in an external system.

  3. You can track completions in near real-time, build dashboard and reports in one place, in Sana, even if the content is external

We offer off-the-shelf integrations for the most common content libraries like Edcast, Degreed, Coursera, Pluralsight, SAP SuccessFactors, Udemy, Workday, LinkedIn Learning, Udacity. You find a more complete but non-exhaustive list here. Need more? One content plugin takes roughly 5 days to build and it's complementary.

Deep content integrations

Through the deep content integrations your learners consume external learning content directly from Sana. This means that you get all the advantages of the regular content integrations, and in addition your learners don't need to leave Sana as they start learning the content.

Here is more information about some of the deep content integrations we offer:

  1. SCORM import and export

  2. Content in Slack, Google Drive, Sharepoint and more, info here

  3. You can also import completion data into Sana when you make the switch from your previous LMS, find details here

Have questions about additional support for deep content integrations? Reach out!

From Sana to external systems

What's in it for me and my company?

  1. You can synchronize content from Sana to an external system, so that the Sana content can be accessed and listed in other systems, like SAP SuccessFactor and others

  2. You can assign the content using your other system

  3. You can track completions in real-time and reliably update the reports in your other system (we support compliance use cases too)

We offer off-the-shelf integrations for the most common LXPs like Edcast, Degreed, SAP SuccessFactors, Workday Learning and others.

Bi-directional integrations

You can set up either one-directional integrations or bidirectional content integrations for most of the systems listed on our website. Please discuss this with your Engagement Manager.


Exporting reports and data from Sana to other systems

Enhance your learning analytics and reporting capabilities. By exporting granular data about learner assignments, progress, completion, and activity.

What's in it for me and my company?

  1. Support compliance and auditing processes by providing detailed records of learning activities, always updated in your ERP system.

  2. Integrate learning data with your existing business intelligence tools for comprehensive analytics.

  3. Automate the update of course TODO lists, assignments, or other learning activities in external systems, ensuring that learners' progress is reflected in real-time across all platforms.

  4. Gain insights into learning outcomes, such as first-time success rates, which can inform content development and instructional designers.

  5. Monitor and export time spent learning to evaluate engagement and effectiveness.

Completion reporting and learning data

You can choose to export data periodically, in the form of files, spreadsheets or data frames, or in real-time, using xAPI events to a webhook. This flexibility allows you to tailor the data export to meet the specific needs of your organization, manually or programmatically, whether you're updating course completion lists in another software or analyzing learning patterns over time.

For more detailed information on how to set up data export and the types of reports available, you can refer to our open API documentation under the Reporting tab at Sana API Docs. If you need further assistance, our team is ready to help you navigate through the reports from the UI and ensure you're making the most out of your data.

User and content data and metadata

You can also export user data (list of users and their metadata, assignments, groups they belong to) as well as content data (list of courses and related metadata), both from the Sana UI or the Sana REST API.


Create automations and increase efficiency

Nudge your way to higher completion rates. With our range of productivity and communication app integrations, learners will receive real-time notifications and reminders exactly where they are.

What's in it for me and my company?

  • You can boost completion rates by notify and remind learners in the platform they spend most of their time on

  • You can setup Sana to send emails (content availability, assignments and reminders) from your own domain

We support integrations with Microsoft Teams, Slack, and any corporate email servers. Have additional needs? Get in touch with your Engagement Manager.


Build your custom integrations with our open Rest API

Can't find the data flow that would create most value for you? Get a tailored one that matches your needs and your tooling ecosystem. We offer a secure and open Rest API that allows to make most of the operations in Sana programmatically, to export data and custom reports, and to import content and user data. Don't have software engineers to build your custom integration? Sana offers you help on that front too. Feel free to get in touch with your Engagement Manager.

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