Overview
This article will explain the Office 365 integration, which allows you to link your Office 365 account with Custr, enabling you to pull through employee lists into the Custr directory automatically.
How to Link Office 365 with Custr
To link Office 365 with Custr, follow the steps below:
On the dashboard, navigate to the Import icon in the top right bar
Click API
Click Office 365, then Click Connect
Confirm the employee list
Click Import
Please note: If your employee is marked as red, this means the employee has been selected not to be imported. If your employee is marked as green, this means the employee is being imported.
After completing the steps above, you will see the employees imported from Office 365 under the 'Employees' directory. A Microsoft 365 tag will appear next to the name of the employees who have been imported.
Important Information
If an employee's email matches an existing employee already on the Custr dashboard, that record will update to reflect the Office 365 Integration. You will see this update with the Office 365 icon next to their name (see image above).
The polling rate is set to every 24 hours, meaning the employee records will be updated and removed overnight in line with the Office 365 Directory.
You don't have to import all employees in the list. You can untick the ones you don't require, such as shared mailboxes, resource mailboxes, and admin accounts.