Import and Update Contacts from Azure Active Directory

• How it works
• Connect with Azure AD
• Sync contacts on demand
• Disconnect from Azure AD

How it works

• Simple, one-way sync from Azure AD to Atera
• 100% secure. Login credentials are never saved
• Atera Admin permissions are required, and the integration is only available on Atera's new design interface (Learn more)
• The Azure integration is unique to each customer, as the credentials used are specific to each customer. You can choose to disconnect specific customers from the integration, while keeping others connected 
• All of a customer's existing Azure AD contacts will automatically be created in Atera (if they don't already exist) upon connecting with Azure AD.
• Contacts are matched based on email address. If Azure identifies that a contact already exists in Atera, then contact information including first name, last name, job title, and mobile phone will be updated in Atera based on Azure AD. The integration will override all the values of these fields in Atera, with their respective information from Azure 
• Contacts that exist in Atera, but not in Azure AD, won’t be affected
• If a contact, that was imported/updated from Azure, is modified in Atera, syncing with Azure will override this modification
• If an email of a contact, that was imported/updated from Azure, is modified in Atera, then syncing with Azure will create a new contact in Atera 
• There is a 1000-contact import limit per customer

Connect with Azure AD

Connecting with Azure AD initiates a one-time sync that will import/update your customer's contacts from Azure AD to Atera. Additionally, you can initiate on-demand syncs, at any time, to ensure your contacts stay current. The Azure integration is unique to each customer, as the credentials used are specific to each customer. This means that for each customer, you will need to enter their Azure Admin credentials the first time you connect.

Note: This is a one-time sync—not an automatic and ongoing process that continuously updates contacts. You can re-sync at any time to keep your contacts updated.

To connect: 

1. From Customers, on the side panel, click the specific customer that you'd like to sync with Azure AD.

2. From the Sync contacts dropdown menu (within the Contacts tab), select Sync with Azure AD 

The Connect with Azure Active Directory page appears.

3. Click Connect

4. Sign in to Microsoft Azure AD account with your customer's Admin credentials.

Once you've logged in, contact importing/updating begins automatically, and may take a few minutes. A confirmation message appears when the process is complete. Imported contacts will have an Azure AD symbol.

Note: You may need to refresh the Contacts page to see your newly imported/updated contacts.

5. Repeat these steps for each customer whose contacts you wish to import from Azure AD.

Sync contacts on demand

Once you've connected to Azure AD at least once, you can initiate on-demand syncs at any time you wish, to import/update your customer's contacts from Azure AD to Atera. No need to ever re-enter the Azure credentials (the Microsoft authentication token is saved, enabling a quick reconnection).

To sync on demand:

1. From the specific customer (Contacts tab), click the Sync contacts dropdown menu and select Manage Azure AD integration

The Azure Active Directory page appears.

2. Click Sync now

Contact importing/updating begins. A confirmation message appears when the process is complete.

Note: You may need to refresh the Contacts page to see your newly imported/updated contacts.

Disconnect from Azure AD

You can disconnect the Azure AD integration for a customer at any time. Contacts that have already been imported to Atera will not be affected.

To disconnect:

1. From the specific customer (Contacts tab), click the Sync contacts dropdown menu and select Manage Azure AD integration

The Azure Active Directory page appears.

2. Click Disconnect

3. Click Disconnect again in the confirmation window.

The customer is now disconnected from Azure AD.