Overview
The Microsoft 365 Integration allows organisations to synchronise employee information from Microsoft 365 directly into the Custr Employee Directory.
Rather than manually creating and maintaining employee records, Custr can import employee information from Microsoft 365 and keep records up to date automatically.
Common reasons organisations use the Microsoft 365 Integration include:
Reducing manual administration
Keeping employee information up to date
Automatically importing new employees
Maintaining a single source of employee information
Simplifying employee management across the organisation
Once connected, employees imported from Microsoft 365 will display a Microsoft 365 icon next to their name within the Employee Directory.
How the Integration Works
When Microsoft 365 is connected:
Employee information is imported into the Employee Directory
Existing employee records can be matched automatically
New employees can be imported automatically
Employee information is refreshed every 24 hours
The integration is designed to help keep employee information synchronised while allowing organisations to continue managing employee-specific settings within Custr.
What Information Is Synced?
The integration currently imports the following information:
Field | Synced |
First Name | ✓ |
Surname | ✓ |
Email Address | ✓ |
Telephone Number | ✓ |
The following information is not currently imported:
Field | Synced |
Job Title | ✗ |
Department | ✗ |
Employee Photo | ✗ |
Manager | ✗ |
Group Membership | ✗ |
Existing Employees
If an employee already exists within Custr and their email address matches a user within Microsoft 365, the existing employee record will be linked to the integration rather than creating a duplicate record.
This means existing settings remain intact, including:
QR codes
Roles
Account access
Working days
Additional recipients
Attendance history
The employee record simply becomes linked to Microsoft 365 and will display the Microsoft 365 icon.
Importing Employees
Not every Microsoft 365 account needs to be imported.
During setup, you can choose which users should be imported into Custr.
Many organisations choose to exclude:
Shared mailboxes
Resource accounts
Generic accounts
Service accounts
Administrator-only accounts
Selected employees will appear as imported, while deselected accounts will not be added to the Employee Directory.
How to Connect Microsoft 365
To connect to Microsoft 365:
Navigate to the Import icon in the top navigation bar
Select API
Select Microsoft 365
Click Connect
Review the employee list
Select the employees you wish to import
Click Import
Once complete, imported employees will appear within:
Directory > Employees
A Microsoft 365 icon will be displayed next to imported employees.
Employee Updates
The Microsoft 365 Integration checks for updates every 24 hours.
This allows employee information to remain aligned with your Microsoft 365 directory without requiring manual updates.
Changes made to employee details within Microsoft 365 may be reflected during the next synchronisation cycle.
Permissions
Users must have permission to manage employees in order to connect and configure the Microsoft 365 Integration.
If you do not have access to the Import or API options, please contact an administrator within your organisation.
Frequently Asked Questions
Will the integration create duplicate employees?
No. If an employee already exists in Custr and their email address matches a Microsoft 365 user, the existing record will be linked to the integration.
What happens if I stop using the integration?
Employee records remain within Custr.
Disconnecting the integration does not remove existing employee records.
What happens if an employee is removed from Microsoft 365?
Removing an employee from Microsoft 365 does not automatically remove them from Custr.
Employees remain within the Employee Directory unless they are manually archived or removed.
Can I still edit employees in Custr?
Yes. Employee records can still be managed within Custr after they have been imported.
How often does synchronisation occur?
The integration checks for updates every 24 hours.
Benefits of the Microsoft 365 Integration
Reduces manual employee administration
Imports employee records automatically
Helps maintain accurate employee information
Links existing employee records where possible
Simplifies the onboarding of new employees
Supports organisations already using Microsoft 365
Important Notes
Employee information is synchronised every 24 hours.
Existing employees are matched using their email address.
Imported employees display a Microsoft 365 icon within the Employee Directory.
Employee records remain in Custr if the integration is disconnected.
Removing an employee from Microsoft 365 does not automatically remove them from Custr.
Not all Microsoft 365 accounts need to be imported.
Shared mailboxes, resource accounts and service accounts can be excluded during setup.