The Office 365 integration allows you to link your Office 365 account with the e-Reception Book, enabling you to pull through employee lists into the e-Reception Book directory automatically.
Please continue reading the guide to learn how to link, unlink, filter, and import your employee data.
How to link Office 365 with e-Reception Book
Please follow the steps we have outlined below to learn how to connect your Office 365 with e-Reception Book:
On the dashboard, navigate to Imports
Click API
Click Office 365, then Import 365 Employees
Confirm the employee list
Click Import
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 be under the name of the employees who have been imported.
Please see the image provided below as an example of how this looks:
Important Information
If an employee email matches an existing employee already on the e-Reception Book 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.
Additional Support
If you have any immediate questions, please use our Live Chat on the bottom right-hand side of the page.