Atera makes it simple to keep your end users up-to-date with Entra ID continuous sync. Connecting with Entra ID initiates a continuous one-way sync that imports and updates your end users from Entra ID to Atera automatically, saving you time and effort.

For ITD accounts, Entra ID continuous sync can be configured either at the account level or at the site level, giving you greater flexibility in how you manage and organize your users. Currently, the per-site sync does not work with Robin.

Note:

• Entra ID continuous sync is available to Atera Enterprise and Superpower users only.
• If you activated Robin for your account before 21 April 2025, and had already synced your sites, you'll need to resync them — and re-accept Microsoft's permission request — to unlock Robin’s newest cloud-based features. For more information, see Entra ID integration, and follow the disconnect and the connect instructions.
• If you activated Robin for your account before 21 April 2025, and had already synced your customers, you'll need to resync them — and re-accept Microsoft's permission request — to unlock Robin’s newest cloud-based features. For more information, see Entra ID integration, and follow the disconnect and the connect instructions.

Overview

• Simple, one-way sync from Entra ID to Atera.
• 100% secure. Login credentials are never saved.
• Atera Admin permissions are required.
• When Entra ID Offices/Departments are matched to Atera sites, the new users are created in Atera (if they don't already exist).
• All of a site's existing Entra ID users will automatically be created in Atera, including shared mailboxes (if they don't already exist) when connecting with Entra ID.
• Users are matched based on email addresses. If Entra ID identifies that a user already exists in Atera, then user information including first name, last name, job title, phone, and mobile phone will be updated in Atera based on Entra ID. The integration will override all the values of these fields in Atera, with their respective information from Entra ID.
• Users that exist in Atera, but not in Entra ID, won’t be affected.
• Any changes made in Atera to a user imported or updated from Entra ID will be overwritten during the next automatic sync.
• If the email address of a user imported or updated from Entra ID is changed in Atera, the next sync will create a new user.
• The Entra ID integration is unique to each customer. You can disconnect specific customers from the integration while keeping others connected.
• All of a customer's existing Entra ID contacts will automatically be created in Atera, including shared mailboxes (if they don't already exist) upon connecting with Entra ID.
• Contacts are matched based on email addresses. If Entra ID identifies that a contact already exists in Atera, then contact information including first name, last name, job title, phone, and mobile phone will be updated in Atera based on Entra ID. The integration will override all the values of these fields in Atera, with their respective information from Entra ID.
• Contacts that exist in Atera, but not in Entra ID, won’t be affected.
• Any changes made in Atera to a contact imported or updated from Entra ID will be overwritten during the next automatic sync.
• If the email address of a contact imported or updated from Entra ID is changed in Atera, the next sync will create a new contact.
• When importing contacts from Entra ID, Atera will use the User principal name. However, you can also import users from Entra ID using their 'Email' field. As this is a behind-the-scenes process, please reach out to us so we can set it up for you.
• When importing contacts from Entra ID, Atera will use the User principal name. However, you can also import users from Entra ID using their 'Email' field. As this is a behind-the-scenes process, please reach out to us so we can set it up for you.

How the continuous sync works

• Entra ID continuous sync is an automatic and ongoing process that updates twice a day so you don't have to manually sync with Azure every time you add a new end user.
• To enable continuous sync, first connect to Entra ID with your Admin credentials, then map your Offices/Departments to Atera's sites. Note that the Offices/Departments to map are those on Entra's side, not the ones in the Atera console. For more info, see the Entra ID integration article.
  • For ITD accounts, you can configure the connection either at the account level or per site. When syncing per site, you will need to enter the Entra ID Admin credentials for that site the first time you connect.
  • For each customer, you will need to enter their Entra ID Admin credentials the first time you connect.
• Once you've connected to Entra ID, your contacts will be updated automatically every 12 hours, although the initial automatic sync may take longer than 12 hours.

Manage your syncs

To sync Entra ID connections: 

1. Go to the Users tab in your selected Site.

2. Click the Manage users > Import from Entra ID.

1. Go to the Contacts tab in your selected Customer.

2. Click the Manage contacts > Import from Entra ID.

The Entra ID page appears.

Here you'll see details such as your last sync date, your next auto-sync date, and the date of your initial connection with Entra ID. 

Sync Pause Notifications and Resolution 

Atera uses a notification mechanism to inform customers via email (only to admins) when Entra sync is paused or not functioning. To avoid missing important updates, you should resolve a paused sync as soon as possible:

1. Navigate to the affected site's Users tab.

2. Click the Manage users dropdown menu and select Manage Entra ID sync.

3. Sign in again and reconnect.

Note:

• Click Sync now to sync your end users automatically without waiting for the next auto-sync.
• You can disconnect your Entra ID integration at any time from this page by clicking Disconnect.
• If you activated Robin for your account before 21 April 2025, and had already synced your sites, you'll need to resync them — and re-accept Microsoft's permission request — to unlock Robin’s newest cloud-based features.
• If you activated Robin for your account before 21 April 2025, and had already synced your customers, you'll need to resync them — and re-accept Microsoft's permission request — to unlock Robin’s newest cloud-based features.

For more info, see Entra ID integration