> ## Documentation Index
> Fetch the complete documentation index at: https://hc.saas-manager.biz.nuro.jp/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set the Master Data Source for Directory Fields

> The data source for directory fields is a setting that appears when an employee master is configured. Custom fields allow you to configure linked fields.

## Feature Overview

You can now specify the data source for each field imported into the directory. Choose from the employee master or connected SaaS services.

This allows you to designate which fields are managed manually and which are synced from a master source.

The trusted data source may differ per user. This feature lets you customize fields to fit your organization's needs.

## Feature Details

* **Data Source for Directory Fields**

When an employee master is configured, you can now set a data source for each directory field.

The data source can be selected from the service (HRM) set as the employee master, or connected SaaS services.

For services that can be set as the employee master, please refer to [supported cloud services](/en/it-management/tutorial/ikf8odm6ti-2#employee-master-supported-saas).

* **Creating Custom Input Fields**

You can now create fields (such as department) that can be linked to custom fields.

For the list of available custom input fields, please refer to the [**Available Custom Input Fields**](#available-custom-fields) section.

| Directory Field Data Source | Data Source Details                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| --------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Directory field data source | - **This service**<br />When the data source is this service, the field will not be overwritten by HRM sync.<br />If an account is added in HRM, it will be added to the directory.<br />Set the data source to "this service" to retain directory information.<br />- **Service set as employee master (HRM)**<br />When the data source is HRM, HRM data will overwrite the field on sync.<br />- **Connected SaaS**<br />When the data source is a connected SaaS, HRM data will overwrite the field on sync. |
| Directory field display     | - After the feature is added, a popup will appear when you open the directory<br />[When an employee master is configured](#employee-master-configured)<br />- Shown when setting up under Settings > Organization > Employee Master Settings<br />[When no employee master is configured](#employee-master-not-configured)<br />- Directory settings screen<br />[When setting or changing directory fields](#edit-directory-fields)                                                                            |
| Update timing               | - Manual sync<br />- Automatic sync (nightly)                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |

<Info>
  Please back up your directory data before syncing.
  Export a CSV from the export feature and save it as a backup.

  If you skip the directory field settings screen, the data source will be set to this service.
  Note that fields with this service as the data source will not be synced.
</Info>

<h2 id="employee-master-configured">
  When an Employee Master Is Configured
</h2>

After we release the feature, a "Define directory fields with new data source" prompt will appear in the directory. This happens only on first access.

The following screenshots show the screen displayed when SmartHR is set as the HR Master data source.

### Steps to Set Up "Define directory fields with new data source"

1. The "Define directory fields with new data source" prompt appears in the directory.

   <img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-0.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=4f330271a8e56c82120749e10cbb9b7e" alt="The directory showing the Define directory fields with new data source prompt" width="1176" height="500" data-path="images/it-management/0puhf9gjst/datasource-0.png" />

2. On the initial screen, check the checkbox next to each field you want to configure a data source for.
   Checked fields: data source will be set to the service configured as the employee master.
   Unchecked fields: data source will be set to this service.

   <img src="https://mintcdn.com/admina-sbn/EytLyhMZXkzPYa2d/images/it-management/0puhf9gjst/2025-06-23-11-42-57.png?fit=max&auto=format&n=EytLyhMZXkzPYa2d&q=85&s=0398c69450c1d84aed71087e1980d802" alt="Screen for setting a data source using checkboxes next to each field" width="738" height="794" data-path="images/it-management/0puhf9gjst/2025-06-23-11-42-57.png" />

3. Configure and click **\[Update Fields]**. Click "Skip" to configure later.
   If skipped, this service will be set as the data source.
   To configure directory fields later, see [When setting or changing directory fields](#edit-directory-fields).

<img src="https://mintcdn.com/admina-sbn/EytLyhMZXkzPYa2d/images/it-management/0puhf9gjst/2025-06-23-11-15-49.png?fit=max&auto=format&n=EytLyhMZXkzPYa2d&q=85&s=74078fc364863bbf93776a48c79fd7ec" alt="Screen showing the Update Fields and Skip buttons" width="740" height="792" data-path="images/it-management/0puhf9gjst/2025-06-23-11-15-49.png" />

<h2 id="employee-master-not-configured">
  When No Employee Master Is Configured
</h2>

If no employee master is configured, you will set the data source when configuring one.

Go to Integrations > Integrations and connect the service you want to set as the employee master.

After connecting the service, configure it under Settings > Organization > Employee Master Settings.

### Employee Master Setup Steps

1. Select the service to set as the employee master, choose a workspace, and click **\[Next]**.

   <img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-1.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=5c8f8e0a5210ab7d23a02986bce5bee1" alt="Screen for selecting the service and workspace to set as the employee master" width="1174" height="630" data-path="images/it-management/0puhf9gjst/datasource-1.png" />

2. Under "Define directory fields with new data source," complete the setup and click **\[Connect]**.
   Checked fields: data source will be set to the service configured as the employee master.
   Unchecked fields: data source will be set to this service.

   <img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-2.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=57042a411ea91695b6e6290c2c089544" alt="Define directory fields with new data source screen" width="1178" height="634" data-path="images/it-management/0puhf9gjst/datasource-2.png" />

<h2 id="edit-directory-fields">
  When Setting or Changing Directory Fields
</h2>

1. Click the settings icon in the top-right corner of the directory.

   <img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-3.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=6e4a87ecddf2a376ac4c3e0e20f74457" alt="Screen for clicking the settings icon in the top-right corner of the directory" width="1152" height="248" data-path="images/it-management/0puhf9gjst/datasource-3.png" />

2. On the "Directory Fields" screen, you can set the data source for fields using the dropdown.
   Select a data source and click **\[Apply]**.

   <img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-4.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=d1ebe927d0a9fe7d34424f59181658ca" alt="Directory Fields screen for selecting a data source from the dropdown" width="1280" height="946" data-path="images/it-management/0puhf9gjst/datasource-4.png" />

## Creating Custom Input Fields

Create custom input fields to link HRM fields to this service.

For the list of linkable fields, refer to the [**Available Custom Input Fields**](#available-custom-fields) section.

### Custom Input Field Setup Steps

1. Click **\[New Field]** in the directory settings.

   <img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-5.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=0ac2245734d1cd34cd746f64f737401d" alt="Screen for clicking New Field in the directory settings" width="1272" height="1054" data-path="images/it-management/0puhf9gjst/datasource-5.png" />

2. Under "Create Custom Input Field," select a "Data Source" from the dropdown.
   Data source: only the service set as the employee master can be selected.

   <img src="https://mintcdn.com/admina-sbn/EytLyhMZXkzPYa2d/images/it-management/0puhf9gjst/2025-06-22-19-13-10.png?fit=max&auto=format&n=EytLyhMZXkzPYa2d&q=85&s=bfee52045b8990ee919bacad929aa3fc" alt="Create Custom Input Field screen for selecting a data source" width="1068" height="876" data-path="images/it-management/0puhf9gjst/2025-06-22-19-13-10.png" />

3. Select the data to aggregate from the dropdown, optionally rename the field, and click **\[Create]**.
   Data to aggregate: sets which field from the HRM service to retrieve.
   Field name: sets the custom field name for the retrieved data.

   <img src="https://mintcdn.com/admina-sbn/EytLyhMZXkzPYa2d/images/it-management/0puhf9gjst/2025-06-22-19-13-29.png?fit=max&auto=format&n=EytLyhMZXkzPYa2d&q=85&s=91f5087f176a0f65c8046c657d4af428" alt="Screen for selecting the data to aggregate and the field name" width="636" height="570" data-path="images/it-management/0puhf9gjst/2025-06-22-19-13-29.png" />

4. After creation, "New custom field added" will be displayed.

   <img src="https://mintcdn.com/admina-sbn/EytLyhMZXkzPYa2d/images/it-management/0puhf9gjst/2025-06-22-19-15-46.png?fit=max&auto=format&n=EytLyhMZXkzPYa2d&q=85&s=c9ef76c8226529a709fea020edee2aca" alt="Screen showing the New custom field added message" width="634" height="88" data-path="images/it-management/0puhf9gjst/2025-06-22-19-15-46.png" />

5. The added custom field will show "(Custom)" next to the field name.
   To edit or delete, use the Edit/Delete options in the "Actions" column.

<img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-6.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=f71669165c131d5b8f85121194e2d5d8" alt="Screen showing the added custom field marked (Custom) next to the field name" width="1354" height="1012" data-path="images/it-management/0puhf9gjst/datasource-6.png" />

### Displaying and Editing Custom Input Fields

After setup, custom input fields appear under User Info > Custom Fields.

Fields with the employee master icon cannot be edited on this service.

<img src="https://mintcdn.com/admina-sbn/EytLyhMZXkzPYa2d/images/it-management/0puhf9gjst/2025-06-23-7-36-39.png?fit=max&auto=format&n=EytLyhMZXkzPYa2d&q=85&s=d7065a27a9f2710fb5ceae3e1c14a8af" alt="Custom fields screen showing the employee master icon" width="916" height="316" data-path="images/it-management/0puhf9gjst/2025-06-23-7-36-39.png" />

Clicking an input field displays "Edit Custom Field."

To edit a custom field, edit it on the connected service side, or change it via the data source settings.

<img src="https://mintcdn.com/admina-sbn/tPHvPFcArb7ZNwqY/images/it-management/0puhf9gjst/datasource-7.png?fit=max&auto=format&n=tPHvPFcArb7ZNwqY&q=85&s=474d24ddc4b3a93c6628b36ee172962e" alt="Screen showing the Edit Custom Field prompt" width="1292" height="714" data-path="images/it-management/0puhf9gjst/datasource-7.png" />

<h2 id="available-custom-fields">
  Available Custom Input Fields
</h2>

The custom input fields available for linking vary depending on the service set as the employee master.

<iframe class="airtable-embed" src="https://airtable.com/embed/appXIPNgFNdVD7XAd/shrFJyc4CUCoYKsCo?viewControls=on" frameborder="0" onmousewheel="" width="100%" height="533" style={{background: "transparent", border: "1px solid #ccc"}} />

## FAQ

**Q. If I disconnect the employee master, will the settings be deleted?**

A. No, the settings will remain.

<img src="https://mintcdn.com/admina-sbn/EytLyhMZXkzPYa2d/images/it-management/0puhf9gjst/2025-06-23-11-54-21.png?fit=max&auto=format&n=EytLyhMZXkzPYa2d&q=85&s=17f5e70a76a79198df9cb90ae58edf41" alt="Screen showing that settings remain even after disconnecting the employee master" width="770" height="320" data-path="images/it-management/0puhf9gjst/2025-06-23-11-54-21.png" />

**Q. If I delete the workspace set as the employee master, will the settings be deleted?**

A. Yes, the settings will be deleted and the field will revert to a standard custom field.
