How to Sync Members from Microsoft Active Directory to Popl Teams

Jason Alvarez-Cohen

Jason Alvarez-Cohen
May 24, 2022 2 min read

At Popl, our goal is to set up your team with digital business cards as fast and seamlessly as possible. We strive to make the creation, distribution, and sharing of digital cards easy for both the members and team leaders of any organization.

To streamline the digital business card creation process we've decided to create a connection to your already existing database of team member data to instantly create Popl profiles for your team.

Introducing our new integration called Instant Sync™ with Microsoft Active Directory. In this blog post, we will provide a step by step walkthrough of how to setup and use Instant Sync™ via your Popl Teams dashboard.

 

How to Sync Members from Microsoft Active Directory to Popl Teams:



Connecting your Microsoft Account

1. First, click into the "Profiles" tab and then in the top right click on "Add Profiles". In the dropdown, choose "Sync with Microsoft Teams".

 Add Profiles - Microsoft Active Directory

 

2. On the next page you will see a Microsoft Teams pane as shown below. Click on "Configure" next. 

Microsoft Teams Integration pane

 

3. Next, click on "Enable" in the top right corner of our authenticator popup to login to your Microsoft account. This will give Popl permission to sync member info from your Microsoft account to Popl Teams. This connection only needs to be made once. 

Auth Popup - Microsoft Teams Active Directory

 

4. Once you have authenticated into your Microsoft account successfully, click "Add Profiles" in the Microsoft Teams pane from step 2 and you will see the window below. This window will allow you to choose which Active Directory departments you'd like to sync to Popl Teams. You can choose all departments, a certain set of departments, or just a single one. 

Once a selection of departments is chosen, Popl Teams will sync info and instantly create digital business cards for each member. 

Popl Teams | Microsoft Teams Connection

 

Initial Sync

During the initial sync, Popl Teams will create digital business cards for each member from Microsoft with the attributes listed below:

- Name
- Email
- Job Title
- Company
- Phone Number
- Profile Picture

If a member's email from the sync is already attached to a Popl digital business card, we will simply invite the existing profile instead. The existing Popl user will get an email invite to join your company on Popl Teams.

 

Future Syncs

We know that as your company grows, names, titles, departments and other member info can change. That's why with any sync after your first one, Instant Sync™ will automatically update Popl digital cards to correct, up-to-date info without any manual entry!

For example, if Jessica Swift gets a promotion and her title changes from Marketing Manager to Director of Marketing, a simple one button sync from Popl Teams will see that change and instantly update Jessica's digital business card. 


Check out Popl Teams to instantly set your company up with digital business cards using Instant Sync™ with Microsoft Active Directory.


With 🤍 from Popl. 


Leave a comment

Comments will be approved before showing up.

x