A step by step guide to linking your Azure Active Directory to SwipedOn
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To set up a sync from your Azure Active Directory to SwipedOn, click 'Setup' on the Azure Active Directory card on the 'Integrations' page, then follow the steps below.
Connect to your Azure Active Directory account
Connect to your Azure Active Directory account by inputting the Tenant ID, Client ID and Client Secret, then click on the 'Connect' button. If you don't know how to find these details, check out this article.
Select the Azure Group you would like to map to SwipedOn
You can choose to sync all users from Azure Active Directory or only those within a group. Click on the drop-down button to the right to select the group you would like to map to SwipedOn, or type in the name of the group if you have a large number to select from.
Once selected, click on the 'Map' button. To sync all users, click 'Skip.'*Please note that if no groups are populating to select from, this will be due to there being a large number of groups, please locate the group within Azure and paste the group ID to continue to the next step.
Map your SwipedOn employee custom fields to your Azure categories
Click on the drop-down arrow to select the Azure categories you would like to map to SwipedOn.
By default, an employee's first name, last name, and email address will be synced with SwipedOn. You will also need to select a field to map to Location, such as Office or Street Address.
Choose the phone number field in Azure that contains mobile numbers to map to the 'Mobile' field within SwipedOn. This field ensures your employees can receive SMS notifications from SwipedOn.
Important note: please ensure the mapped phone field value recorded within Azure contains the country code prefix at the beginning of the phone record for each employee, e.g. 64 021 123 4567, when mapping against the 'Mobile' field.
If you wish to synchronise other data about employees from Azure, you can map fields to employee custom fields in SwipedOn. Useful examples could be Job Title or Department. So long as the custom field is set up in SwipedOn, you can select it from the relevant drop-down box to link it to an Active Directory field. Once you have fields linked, click the 'Map' button to continue.
Map your SwipedOn Locations to Azure
To map Locations, click on the drop-down arrow next to the relevant Location and select from the available values for the Location field that you mapped in the previous step. You can map multiple values from Azure to a single SwipedOn Location required.
If you wish to assign users who don't have a value for your mapped Location field, use the checkbox at the bottom of the window and select your location from the drop-down.
Click on the 'Map' button to complete this step.
Final confirmation before sync
If any existing employees are already added within the SwipedOn web dashboard, and their email address doesn't match a user in Azure Active Directory, the below screen will appear. You can choose to remove these users from SwipedOn, which will archive them, or ignore them. Ignoring these employees will exclude them from any future synchronisation.
Once the locations have been mapped, the Azure Active Directory will generate the below report to confirm that all data is input correctly. Click 'Sync' to complete the setup and begin synchronising users from Azure.
A sync report will then appear. If any employees did not sync across, a report will show below the 'Issues' header. Please note that these make the necessary changes to successfully sync the employee.