Before you start
The person going through the setup process below needs to have the ‘Global Administrator’ role on their Microsoft / Azure account to successfully set up the integration. See more technical details in this section below.
Summary
Setting up the Adaptive ‘Employee Sync’ integration with Microsoft / Azure AD ensures that you always have the most up to date view of your employees in the Adaptive platform. Follow the short guide below to enter your credentials, authorize permissions, and start importing your employee records today.
Connection Steps
1. In your Adaptive admin portal (https://admin.adaptivesecurity.com), navigate to the Employees tab and click on the ‘Sources’ tab.
2. If you want to use Microsoft as you user provisioning source of truth (i.e. make it responsible for onboarding and off boarding employees in Adaptive) -- Click the 'Choose Primary Identity Source' button and select Microsoft under you can select the 'Other Data Sources' section.
3. If you want to use Microsoft simply to enrich your employee records with data from Microsoft, click 'Connect' from the 'Enrichment Data Sources' section
4. When prompted, enter your Microsoft / Azure credentials.
5. Then, select ‘Yes’ when asked if you want to “Stay signed in?”
6. Click the ‘Consent on behalf of your organization’ checkbox and then choose to ‘Accept’ the permissions requested.
7. Following our initial import of employee records you will see the imported employees + information about the last refresh on the ‘Employees’ tab
Technical Details
Which user records are imported
We import users from your Microsoft 365 environment who are:
- Active (`user.accountEnabled == true`)
- Not deleted
This ensures we only bring in current employees who should be receiving our content.
What data do we access
Adaptive Field | Google Workspace Field | Use Case |
userPrincipalName or mail | Primary identifier for the user | |
First Name | givenName | Used in personalized messages |
Last Name | surname | Used in personalized messages |
Phone Number | Unmapped |
|
Work Phone Number | businessPhones[] | Used for work phone targeting |
Mobile Phone Number | mobilePhone | Used for mobile phone targeting |
Home Phone Number | Unmapped |
|
Location | Unmapped |
|
Manager Email | manager.mail | Used to correlate employees to managers |
Manager Name | manager.displayName | No google system field available |
Department | department | Used for targeting and analytics |
Office Location | officeLocation | Used for location-based targeting |
External Created Date | createdDateTime | Used for synchronization tracking / groups |
Language | preferredLanguage | Used for content localization |
Organization Unit Path | Unmapped |
|
Employee Group | Group memberships | Used for team-based targeting |
Assigned Applications | App role assignments | Used for security awareness training |
Job Title | jobTitle | Used for team-based targeting |
Start Date | employeeHireDate | Used to identifier new hires / employee tenure |
Organization | employeeOrgData.division | Used for organizational targeting |
Employee Number | employeeId | Used as an additional identifier |
Time Zone | Unmapped |
|
Employee Type | Unmapped |
|
Division | Unmapped |
|
If one of the above fields in null in Microsoft it will also appear null in Adaptive.
FAQ
How often does Adaptive use the integration to refresh employee records?
Our integrations will refresh employee data every 24 hours to ensure we have an accurate / up to date view of your employee base for training purposes.
Having issues? Reach out to [email protected]