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Connecting an account with Cornerstone

Cornerstone LMS Integration Guide

Sync Users, Groups, and Courses


Overview

This guide walks you through:

  1. Creating an API Application in Cornerstone

  2. Gathering required credentials

  3. Entering credentials into the LMS Connection screen

  4. Testing and saving the connection


Create an API Application in Cornerstone

Step 1: Log into Cornerstone as an Administrator

You must have permission to manage Edge Integrations / API Applications.


Step 2: Create a New API Application

  1. Navigate to:
    Admin → Tools → Edge → API Applications
    (Location may vary slightly depending on UI version)

  2. Click Create New Application

  3. Enter:

    • Application Name (e.g., “PhishingBox Integration”)

    • Select appropriate API scopes/permissions


Step 3: Configure Required Permissions

To sync users, groups, and courses, ensure the application has access to:

  • employee:read 

  • globalsearch:read 

  • learningassignment:create 

  • training:read 

Your Cornerstone admin may need to assign the appropriate OAuth scopes.


Step 4: Generate Credentials

After saving the application, Cornerstone will provide:

  • Client ID

  • Client Secret

⚠️ Copy and store these securely.
The Client Secret may only be shown once.


Step 5: Identify Your Domain

Your domain is your Cornerstone portal URL:

Example:

https://company.csod.com

Your Domain value is typically:

company.csod.com

Do not include https://


Configure Cornerstone in the Integration store

Navigate to:

Admin → LMS Connections → Add Connection → Cornerstone

You will see the configuration screen (as shown in the UI screenshot).


Field-by-Field Configuration

1️⃣ Active

Set to: YES

This enables the integration.


2️⃣ Domain * (Required)

Enter your Cornerstone domain.

Example:

company.csod.com

Do NOT include:

  • https://

  • trailing slashes


3️⃣ Client ID * (Required)

Paste the Client ID from your Cornerstone API Application.


4️⃣ Client Secret * (Required)

Paste the Client Secret from your Cornerstone API Application.


5️⃣ Sync Content Option * (Required)

Dropdown options determine what data will sync.

For full integration select:

Courses & Users

This will:

  • Import users

  • Import organizational units (groups)

  • Import available courses


6️⃣ Group Default LMS Connection for Auto-Enrolling * (Required)

Choose which groups should automatically enroll users into courses pulled from Cornerstone.

Options:

  • All Groups (recommended for full sync)

  • Matching group(s)

If unsure, choose:

All Groups

7️⃣ Sync All Groups

Set to: YES

This ensures:

  • All organizational units from Cornerstone are imported

  • Users are mapped to their correct groups


Test the Connection

Before saving, you MUST test the connection.

Click:

Test

The system will:

  1. Request an OAuth access token from Cornerstone

  2. Attempt a sample API call

  3. Validate credentials

  4. Confirm permission scope

If successful:

  • You will see a success confirmation

  • The Save button will become available


Save the Configuration

After a successful test:

Click:

Save

Your integration is now active.


 

 

 

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