In this situation, The existing IT Glue contact will be updated by the Microsoft data and pushed on the fly to BMS. The information that states “Manage | Sync now | Disable sync with Kaseya BMS”). If the match is not successful, A brand new IT Glue contact will be created with the data from Microsoft and pushed on the fly to BMS.Ī match was made, and the IT Glue contact does not have the sync controls for BMS present at the bottom of the contacts details page. Attempt match on combination of First Name + Last Name.Attempt match on the username value (e.g.Attempt match on any alias of the Microsoft user.Matching Logic used between an Office 365 contact and an IT Glue contact: IT Glue Asset The Office 365 data does not match to existing IT Glue data. The following scenarios explain how new contacts are created: This feature provides you with the tools to apply the right values needed for your new contacts, and subsequently push them to BMS. This poses a problem as the phone number was not fully ready to push to BMS. If a phone number was specified in Office 365, the contact in IT Glue will possess it, but the number would not be marked as “primary”. Our Partners who synced in Office 365 contacts could have missed a phone number in IT Glue as this was not mandatory in Office 365 initially. What we did not receive in a consistent manner for use in BMS was a phone number value and a way to identify if it was considered primary or not. With our Office 365 integration, we received the first name, primary email address, and location. IT Glue can push a BMS contact only if the following contact information is available: Automate contact creation with IT Glue and BMS.Leverage sync settings in Office 365 and BMS to automatically set required data for a new BMS contact.No requirement to access each individual contact for syncing with BMS.
This ensures data integrity between your core tools - PSA and IT documentation.
You will no longer need to manually edit, and save your new Office 365 Contacts in IT Glue to have your data flow into BMS. This feature allows Microsoft Office 365 contacts in IT Glue to be automatically pushed and synced into BMS.
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