Configure a source system
Add a custom person or contract field to the persons or contracts schemas, if necessary
Recommended: Set thresholds
Optional: Configure an input form (source systems).
Optional: Change name & description and/or Change icon.
Run a manual import to initialize the source system. Its raw personnel data is fetched, and an initial snapshot is performed.
Optional: If you make further changes to the source system's configuration (source mappings, display name formatting, primary contract & manager determinants), Manually generate a snapshot to apply those changes without performing a new import.
Recommended: Add a schedule and configure it with a recurring import (see Imports).