This integration enables the flow of data from Office 365 directly into IT Glue. Tenants, Users and Mailbox information will sync automatically, staying accurate and up to date.
Benefits of this integration include:
- Managing the options of your Office 365 asset including manual syncing and comparing data between IT Glue and Office 365
- Jump from IT Glue to a User List in the Tenant Portal when you click Manage on a synced Contact
- Viewing logs related to your Office 365 integration in the Sync Logs
At any time, you can come back to the Active Integrations screen (Account > Integrations) to make changes to the integration.
The field mappings are set up automatically when you follow the instructions below. For more information, take a look at Office 365 Field Mapping.
- Manager or Administrator access to IT Glue
- One free data source
- Microsoft Cloud Partner certified to offer delegated administration
- Delegated admin permissions to each of your clients' Office 365 tenants through your own Office 365 admin portal, rather than direct logins to their admin portals
Create an Azure Active Directory Application
Before integrating your Office 365 Tenants into IT Glue, you need to create an application through the Azure Active Directory Admin Center.
The following steps must be completed to create your application:
- Sign in to your Office 365 Account.
- On the left hand sidebar, expand Admin centers and select Azure Active Directory.
- Select App registrations.
- Select New application registration.
- Provide a name and URL for the application. Select Web app / API for the type of application you want to create. After setting the values, select Create.
You have created your application.
Get Application ID
- From App registrations in Azure Active Directory, select View all applications.
- Select your application.
- Copy the Application ID and store it in IT Glue.
Get Authentication Key
- To generate an authentication key, select Settings.
- Select Keys.
- Provide a description and a duration for the key. When done, select Save.
- After saving the key, the value of the key is displayed. This is your Secret Key. Copy this value because you are not able to retrieve the key later. You provide the key value with the Application ID to sign in as the application. Store the key in IT Glue.
You will need to add API access to complete the application. The APIs you need are Windows Azure Active Directory, which is automatically added when you create the application, and Microsoft Graph.
- To edit the Azure Active directory and add APIs, select Settings.
- Select Required Permissions.
- Click Windows Azure Active Directory.
- Under Application Permissions, select Read and write directory data. Under Delegated Permissions, deselect Sign in and read user profile. Click Save.
- Click Grant Permissions to save your changes.
- To add an API, select Settings.
- Select Add.
- Select the API to add. Click Select.
- Select permissions.
- You will need to add the following permissions for Microsoft Graph:
- Read all usage reports
- Read directory data
- Read all users full profile
- Select Done.
- Select Grant permissions to save your access choices.
- Select Yes.
- After granting permissions, visit the "Properties" page in the configured Application, and set Multi-tenanted to On.
Get Tenant ID
Select Azure Active Directory.
To get the tenant ID, select Properties for your Azure AD tenant. Copy the Directory ID. This value is your Tenant ID. Store the Tenant ID in IT Glue.
- Use the Application and Tenant ID, and Secret Key to start your Office 365 Integration.
To Integrate Office 365 with IT Glue
- Navigate to Account > Integrations and choose Office 365.
- Enter your application sign in information and click Connect.
- After you enter your Office 365 sign in information in IT Glue, you'll be taken to the following screen:
- From the Sync your data with Office 365 screen, tell us how much of your data to sync. By default, recommended options are listed first. Your options may look different than in the screenshot above.
Note: As a best practice, we recommend you only select the user subscriptions that you actively manage.
- Click Save and Continue. The sync will be automatically queued.
- By default, newly queued syncs are scheduled to take place one hour later.
You can use the manual sync option to prioritize the sync to start sooner. From the Active Integrations screen (Account > Integrations), click Actions and then Start Manual Sync.
- From the Active Integrations screen, you can see the overall sync status. When the sync is complete, the status column changes from Syncing... to OK.
Note: If you have a Microsoft Partner Network account with access to multiple tenants, disconnecting an Office 365 integration will not remove Admin privileges from your configured application. Remove these Admin privileges yourself or delete the configured application if no longer needed.
View Synced Contacts
IT Glue discovers tenants and users and tries to match them to data in your account. The matching logic is at the top of this article. Anything that isn't automatically matched will need to be manually actioned.
- From Account > Integrations, click on Actions and then Matching.
- Start with the Unmatched filter to review unmatched organizations.
- If you're happy with any suggested match, click Accept Suggestion to accept it, or, you can search for and choose a different organization using the Match To column. You can also choose to ignore organizations, which means they won't count as unmatched items in subsequent syncs.
Warning. If you don't see an organization, you can choose the Create Organization action to create (import) it. But make sure there is nothing to match first, so that you don't create a duplicate organization.
- Keep going through all your unmatched organizations until they are all matched.
- If you change your mind about any of the matches, click Actions, choose Change Match, and then manually search for and choose a different organization.
Standard rules are used to associate Office 365 data to data that is already in your account. The sync will discover and attempt to associate data coming from your Office 365 to data in IT Glue (PSA, imported, or manually entered data) based on the following rules:
Name field exact match. If no exact match, suggests organizations based on name pattern recognition for manual matching.
- If there are no unmatched contacts, select the Matched filter.
- Click on the matched Tenant. This will take you to the matched Organization.
- Choose the contact you want to view.
Next steps, continue on to the Office 365 License Integration.